Amazon and Alphabet Continue to Build Competitive Advantages
Amazon (NASDAQ: AMZN) is positioning itself for future growth through its robotics and cloud computing divisions, including a $20 billion run-rate chip business that could reach $50 billion with internal usage. Amazon’s acquisition of Globalstar enhances its satellite internet capabilities, establishing a secure channel for data transmission and supporting potential Internet-of-Things services.
Alphabet (NASDAQ: GOOGL) has developed a strong lead with its Tensor Processing Units (TPUs), generating anticipated revenues of $2.5 billion this year from sales through partner Broadcom, with projections reaching $7.5 billion next year. The company is reportedly collaborating with Marvell Technology on new chip designs, reinforcing its competitive edge in the AI and cloud computing sectors.
