Alphabet Hits $4T As Nvidia Dominates AI

Alphabet Inc. reached a $4 trillion market capitalization as industry leaders on the theCUBE Pod discussed Nvidia’s continued dominance in AI infrastructure and the rise of agent-driven retail. Speakers including Dave Vellante and John Furrier highlighted Nvidia’s 'extreme codesign', Google’s Gemini partnerships, and more than $6 billion invested in robotics in the first seven months of 2025. The discussion framed AI factories and edge agents as drivers of retail transformation and competitive dynamics for 2026.