Sundar Pichai, CEO of Alphabet Inc., during Stanford's 2024 Business, Government, and Society forum in Stanford, California, April 3, 2024.Justin Sullivan | Getty ImagesGoogle's blowout earnings report in April, which sparked the biggest rally in Alphabet shares since 2015 and pushed its market cap past $2 trillion for the first time, tempered fear that the company was falling behind in artificial intelligence.As executives enthusiastically talked about the results with Google's employees at an ...