Alphabet and TSMC's Leading Positions in the AI Market
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 2 days ago
0mins
Source: NASDAQ.COM
- AI Market Potential: Alphabet's development of tensor processing units (TPUs) over a decade ago provides a significant cost advantage in building AI models, allowing it to perform inference at lower costs and maintain a competitive edge.
- Distribution and Surface Advantage: With nearly 70% global market share through Chrome and Android, Alphabet serves as a primary gateway to the internet, embedding AI models across multiple platforms to drive user growth.
- Advertising Network Advantage: Operating the world's largest ad network, Alphabet leverages strong connections through Google Shopping and its Gemini 3.5 model to deliver fast, cost-effective AI solutions, driving growth across various products.
- TSMC's Market Position: As the
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Analyst Views on GOOGL
Wall Street analysts forecast GOOGL stock price to fall
33 Analyst Rating
26 Buy
7 Hold
0 Sell
Strong Buy
Current: 382.970
Low
305.00
Averages
374.25
High
400.00
Current: 382.970
Low
305.00
Averages
374.25
High
400.00
About GOOGL
Alphabet Inc. is a holding company. The Company's segments include Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment includes infrastructure and platform services, collaboration tools, and other services for enterprise customers. Its Other Bets segment is engaged in the sale of healthcare-related services and Internet services. Its Google Cloud provides enterprise-ready cloud services, including Google Cloud Platform and Google Workspace. Google Cloud Platform provides access to solutions such as artificial intelligence (AI) offerings, including its AI infrastructure, Vertex AI platform, and Gemini for Google Cloud; cybersecurity, and data and analytics. Google Workspace includes cloud-based communication and collaboration tools for enterprises, such as Calendar, Gmail, Docs, Drive, and Meet.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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