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Google’s Gemini at Work shows AI adoption starting to inflect, says JMP

Google hosted its its Gemini at Work event, highlighting a 35x increase in Gemini usage while 75% of daily Gemini for Workspace users say AI improves the quality of work, JMP Securities analyst Andrew Boone tells investors in a research note. The firm came away from the event believing AI adoption is beginning to inflect across enterprise, with Google offering 185 real-world examples on how enterprises are integrating AI. The firm made no change to its Outperform rating or $200 price target on Alphabet shares.

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