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• Published on 21 July 2025
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Published on 14 September 2026
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Published on 14 September 2026
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Published on 13 September 2026
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Published on 12 September 2026
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Published on 12 September 2026
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For what feels like an eternity, searching the internet has been a rather predictable affair. You type a few words into a little white box, and Google, the benevolent digital librarian, hands you a list of blue links. It was simple, reliable, and frankly, a bit boring. But that comfortable old world is being turned on its head, and I think it’s about to get very interesting for investors.
This isn't just another tech fad. The shift from typing keywords to having a conversation with an AI is a fundamental change. It’s like the difference between looking up a recipe in a dusty cookbook and having a chef talk you through it. The implications for the companies that have built empires on those blue links are, to put it mildly, enormous.
Let’s talk about Alphabet, the company formerly known as Google. For two decades, it has been the undisputed king of search, a position that has made it fabulously wealthy. Now, it finds itself in the awkward position of having to disrupt its own cash cow. It’s a classic innovator’s dilemma. Do you risk cannibalising your incredibly profitable advertising model to embrace a new technology that might not be as lucrative, at least not initially?
Google has the money, the data, and the brains to pull it off, of course. But large organisations, like large ships, are notoriously slow to turn. The pressure to protect its existing empire could be the very thing that makes it vulnerable. To me, it looks less like a guaranteed win and more like a high stakes defensive manoeuvre.
Then we have Microsoft, the perennial runner up in the search game. For years, Bing has been the butt of jokes, the search engine you use to download Google Chrome. But through its savvy partnership with OpenAI, Microsoft has suddenly become a genuine contender. By weaving ChatGPT’s intelligence into its products, it’s making an aggressive play for the crown.
Will it work? The jury is still out. Prying users away from decades of habit is no small task. But Microsoft is playing a longer game. By embedding this new AI across its entire ecosystem, from Windows to Office, it might not need to win the search war outright. It could simply make its own digital world so much smarter that you barely notice you’re not using Google anymore.
This is where things get particularly interesting for the pragmatic investor. When there’s a gold rush, you can either bet on a single miner striking it rich, or you can sell the shovels and picks to everyone. In this AI revolution, companies like NVIDIA are the ones selling the shovels.
Every single one of these new AI search platforms, whether from Google, Microsoft, or some upstart we haven’t even heard of yet, requires an astronomical amount of computing power. NVIDIA’s specialised chips are the engine driving this transformation. Regardless of who ultimately wins the consumer’s attention, they will all likely be paying tribute to the hardware providers. To me, that feels like a much more comfortable position to be in.
So, how does one invest in a revolution without getting caught in the crossfire? Picking a single winner in this fight seems like a fool’s errand. The landscape is shifting so quickly that today’s champion could be tomorrow’s cautionary tale. The risk is real, and the outcome is far from certain.
A more sensible approach, I think, is to acknowledge the uncertainty and spread your bets. Instead of trying to pinpoint the one company that will come out on top, one could consider gaining exposure to the entire ecosystem. This includes the giants defending their turf, the challengers on the attack, and the crucial infrastructure players powering it all. A diversified collection of these companies, like the one found in The Redefining Search: The AI Revolution Neme, might offer a way to participate in the potential upside of this technological shift while mitigating the risk of backing the wrong horse. After all, in a war this big, it’s the arms dealers who often have the last laugh.
View the full Basket:Redefining Search: The AI Revolution
View the full Basket:Redefining Search: The AI Revolution
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Published on 14 September 2026
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Published on 14 September 2026
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Published on 13 September 2026
Read article
Published on 12 September 2026
Read article
Published on 12 September 2026
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