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Why Alphabet Is Getting Left Behind in the AI Cloud Race
Lucas and Luna dig into Alphabet's recent 3.5% weekly drop versus Microsoft's resilience and Amazon's steady climb. They examine Google Cloud's market share struggles, the competitive threat from Huawei's new chips, and what the diverging paths of the hyperscalers mean for investors. With specific numbers from the latest data, they debate whether Alphabet's AI narrative is cracking — or if the selloff is a buying opportunity. A focused look at one of the most consequential fault lines in big tech today.
#Alphabet #Google #GoogleCloud #Microsoft #Amazon #AWS…
The skinny
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