Jim Cramer Says Google Could Win the Entire AI War: The 2.5 Billion Apple Devices Behind It Are Why

The article argues that Alphabet could benefit disproportionately if Gemini becomes the default AI layer across Apple’s 2.5 billion active devices, mirroring the distribution advantage that made Google Search dominant. Jim Cramer frames this as a potential AI-winning strategy for Google, but the piece stresses the arrangement is not yet confirmed and may attract additional antitrust scrutiny. It highlights Alphabet’s strong fundamentals, including Q1 2026 revenue of $109.9 billion, 22% year-over-year growth, EPS of $5.11 versus $2.63 expected, and Google Cloud growth of 63% to $20.03 billion. The article also notes Berkshire Hathaway’s large stakes in both Alphabet and Apple, reinforcing institutional confidence. However, it cautions that competitive pressure from OpenAI and Anthropic, along with regulatory risks, could limit the thesis. Overall, the piece is a bullish strategic argument on Alphabet’s AI distribution advantage rather than a direct catalyst for Apple.