Alphabet has just overtaken Apple as the most valuable company in the world. The reason is in AI

Alphabet closed Wednesday with a valuation of $3.88 billion, above Apple’s $3.84 billion. Your actions they have risen 2% while Apple’s have fallen 4% in five days. Why is it important. This advance reflects the financial consequences of two opposing strategies in the AI ​​race: Alphabet has bet big and Apple has hesitated. And the market is already punishing indecision. The contrast. Alphabet presented in November ironwoodits seventh generation of TPU chips as an alternative to NVIDIA, and in December it launched Gemini 3 with an excellent welcome. Meanwhile, Apple keeps postponing its “new Siri” until in a few months. The difference in development capacity and distribution speed is noticeable: Alphabet’s stock rose 65% in 2025, its best year since 2009. Apple’s barely grew 9%, below the 16.4% of the S&P 500. Between the lines. Sundar Pichai, the CEO of Alphabet, has been able to translate the high demand for AI infrastructure into gigantic contracts. On the October earnings call with analysts and investors said that Google Cloud had signed more deals over $1 billion in the first three quarters of 2025 than in 2023 and 2024 combined. Apple, on the other hand, remains caught in uncertainty over when and how it will integrate AI into its consumer products. The new Siri has become entrenched, left victims along the way and has positioned Apple as a company that was caught on the wrong foot by the rise of generative AI, without taking risks. Decisive moment. This reversal of positions marks the end of an era in which Apple dominated due to the inertia of the iPhone and the beginning of another in which anyone who does not have a clear and convincing AI strategy risks being left behind, no matter how iconic their logo may be. The market never pays for the past. In Xataka | In the midst of the RAM memory crisis, Samsung takes a leap with its HBM4 memory. It does not imply good news for the pocket Featured image | Rubaitul Azad

We thought that Elon Musk was going to be the most influential millionaire in the US. Someone has discreetly overtaken him: Larry Ellison

The Spanish proverb is full of wisdom that not even AI is capable of surpassing. One that comes in handy to describe the situation of some of the greatest fortunes in the world is: “it doesn’t matter how you start, it matters how you finish.” The year began with Donald Trump taking office for the first time and with a euphoric Elon Musk after donating about 280 million dollars to Trump’s re-election campaign, who came to consider it “First Buddy“. That placed the millionaire in a position of influence about the president. The relationship between them It didn’t take long for it to twist. On the other hand, another millionaire, much more cautious in his public displays and statements, has discreetly taken over from Musk as the president’s go-to millionaire: Larry Ellison. The discreet Ellison. Larry Ellison, founder of Oracle, has managed to keep a low profile while his fortune has grown during 2025 thanks to being present in all technological investment projects that the Trump government has promoted. In September, in fact, Ellison arrived at briefly surpass Elon Musk as the richest person in the world thanks to the coincidence of a rebound in the price of his company’s shares and a downturn in Musk’s. However, with the waters back in their coursethe South African millionaire has taken distance with a fortune above $735 billion, while Ellison remains in third place behind Larry Pagewith a fortune of 247.8 billion dollars. Stargate Project. Given the unstoppable advance of AI developed in China, with deepseek As the main standard bearer, the US began a project of 500 billion in AI for “ensure American leadership in AI.” What hardware infrastructure was this entire project going to be based on? About that of Oracle, of course. Unlike Musk, who showed very belligerent With the proposal, Ellison has remained one of the main pillars of the proposal, especially for being one of the most interested parties in the advancement of the multimillion-dollar project that includes the construction of huge data centers in Texas. In addition to being cooperative with the Trump Administration, this initiative positions Oracle as a key company in the race for technological supremacy under the current government. ​TikTok won’t close. The Trump Administration has also relied on Ellison to put an end to the soap opera about the purchase of TikTok in which Trump himself came to take action. Oracle is part of a consortium that acquired part of the American entity of TikTok, and with Ellison at control of data and algorithm adapted for US users. Thanks to that millionaire’s cape, Trump avoided the closure of the social network in the US, keeping an important active electoral communication channel. The wayward CNN. Ellison’s influence in the White House is not limited to the person of the data center magnate. Something that seemed so far from their negotiation as the offer to purchase Warner by Paramounthas ended up with no less than two Ellisons involved in the case: David Ellison, CEO of Paramount and son of Larry Ellison. In this case, the billionaire had to go to the investors of Warner Bros. To give your personal guarantee of $40.4 billion for Paramount’s bid, led by his son David, to buy Warner for $108.4 billion. Netflix was in the running to take over the streaming platform, but with that deal, an uncomfortable piece for Trump remained up in the air: CNN. So the entry on the scene of the Ellisons (father and son) ensured the control of a CNN which has historically been shown very critical with the decisions of the Trump governments. In Xataka | Larry Ellison wanted to feed the world by growing lettuce on his private island: he irrigated it with 500 million dollars Image | Flickr (Oracle, Gage Skidmore)

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