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Apple’s Struggles in the AI Landscape
Apple, valued at $3.9 trillion, is falling behind in the AI sector, losing talent and failing to innovate its Siri service while competitors advance their technologies. In contrast, Amazon Web Services (AWS) generated $116.7 billion in revenue over the last year, growing 17% year-over-year, while Apple’s revenue has stagnated.
Amazon’s Growth and AI Integration
Amazon’s focus on AI and automation across its operations has propelled its North American retail sales to grow 11% year-over-year, with profit margins expanding to 7%. Its EBIT stood at $77 billion over the past 12 months, expected to exceed $100 billion by 2026.
Alphabet’s AI Dominance
Alphabet, with an annual revenue from Google Cloud of approximately $50 billion and a year-over-year growth of 32%, is positioned to lead in AI monetization. Its EBIT reached $121 billion over the last year, likely surpassing Apple’s by 2026.
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