TechFlame reported on November 26 that CMB International Securities released a research note stating that Google Cloud, under Alphabet, recently secured an AI cloud contract with NATO. It will provide a dedicated secure cloud system to ensure sensitive data is accessed only within the territory, while utilizing AI to assist NATO in data analysis and improving operational efficiency. Additionally, reports indicate that Google is pursuing a multibillion-dollar TPU order from Meta. These latest developments demonstrate Google's commitment to capturing market opportunities, reinforcing confidence in its solid leadership in AI, which may alleviate investor concerns about competition. The firm continues to believe that tech giants like Google are well-positioned for sustainable AI development and looks forward to seeing Google expand beyond search advertising, potentially unlocking significant untapped valuation in cloud computing, autonomous driving, and AI+SAAS sectors. It reaffirmed a "Buy" rating for Alphabet, raising the target price from $360 to $390. (Jin10)