As the most powerful and integrated AI company among the Magnificent 7—one that stands to benefit most from the AI era—it’s not outrageous to say Alphabet could claim the top spot. A $5 trillion market cap? Justified. Even beyond.

To be clear: this isn’t an invitation to buy Alphabet stock. The stock is overvalued at this point. And even if it does hit a higher market cap, it won’t be a smooth journey—it may take longer than hoped. This is simply my view on why Alphabet should be the largest company in the world.

Of course, that kind of power invites scrutiny. Antitrust probes will intensify. But for now, everything Google touches is turning into an AI advantage.

Gemini models are available on Google Cloud too, where users can pick what fits their needs. Apple recently chose Gemini to power its Siri AI assistant—a major win.

And Gemini is baked into Google’s consumer and enterprise products: Google Workspace, Android, Search. Paid Google Workspace users get Gemini Pro in Docs, Sheets, and Gmail. Android replaced Google Assistant with Gemini. Google Search’s AI results run on Gemini.

Google has a hand in every layer of AI—and it’s all tightly integrated across products with massive distribution.

Unlike Meta, every single AI product either generates revenue directly or helps sell more existing products and services. TPUs are sold to companies, Google Cloud sells compute, Gemini has licensing fees, Google Workspace is a paid subscription. This justifies Google’s AI capex spending in a way Meta’s spending simply can’t.

FinallyTaking it  you see why Alphabet should be the largest of the Magnificent 7. It has something every other member has—and it’s the most integrated AI company.