Pivotal analysts are making bold calls: Gemini's momentum could push Alphabet shares to the $400 mark. But here's the twist—they believe this AI breakthrough might force a major rival to slash capital expenditures. We're watching a high-stakes tech race where one company's win directly pressures another's wallet. The thesis? If Gemini captures market share fast enough, competitors burning cash on infrastructure may need to rethink their spending. Classic zero-sum game dynamics playing out in real-time. Stock watchers should monitor capex guidance in upcoming earnings—that's where the real story unfolds.