Google Loses Its Creators... Its Revolution

Arabic - Google found itself facing a notable paradox; while it is strengthening its position as one of the biggest beneficiaries of the artificial intelligence boom, it continues to lose some of its most prominent researchers who contributed to building that standing.
This comes as the company announced an 82% growth in its cloud computing segment revenues, before witnessing major changes within its AI ecosystem this week with the announcement that Chief Scientist Jeff Dean is leaving the company after 27 years of service.
Recent developments have highlighted the main challenge facing Alphabet, valued at around $4 trillion in market capitalization: how to allocate investments between developing advanced AI models, which require massive spending on research and computing without guaranteed future returns, and its faster-growing, more profitable cloud computing business compared to its competitors.
Alphabet CEO Sundar Pichai emphasized during the recent earnings announcement that approximately 90% of Fortune 100 companies use the Gemini Enterprise platform, reflecting Google’s ability to transform its AI technologies into widely adopted commercial products.
Google’s strategy of owning the entire value chain, from chips and infrastructure to models and applications, helped drive the company’s stock up by about 16% this year, following a 65% surge in 2025, outperforming most major tech giants.
However, the path has not been without obstacles. The stock came under pressure following the recent earnings announcement due to concerns over capital expenditures, and then declined again after the news of Jeff Dean’s departure and Demis Hassabis’s transition from CEO of DeepMind to chairman of the unit.