For two decades, Alphabet (NASDAQ:GOOGL) was an advertising company that happened to own a cloud business. On the Q1 2026 earnings call, CEO Sundar Pichai reframed the story in one sentence. “Revenue from products built on our gen AI models grew nearly 800% year-over-year. Enterprise AI solutions have become our primary growth driver for the ... Forget Ads: Alphabet’s CEO Says This Is Now the Biggest Growth Driver