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After the market closed on Wednesday, Eastern Time, Google's parent company Alphabet released its financial report. Chief Executive Officer Sundar Pichai announced during the earnings call that the company plans to invest between $175 billion and $185 billion in capital expenditures by 2026, with a focus on AI infrastructure. When asked about the impact of AI on SaaS software companies, he stated that Gemini empowers SaaS software rather than replacing it. He pointed out that Alphabet has many outstanding SaaS clients, and these successful companies are deeply integrating Gemini into key workflows to enhance product experiences, drive growth, and optimize internal operational efficiency. He believes that Gemini is an empowering tool, and companies that can seize this opportunity will have growth potential in the future.
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