Parkev Tatevosian, CFA 对 $GOOGL 的判断变化

So, Alphabet and Microsoft are two companies I've been interested in for over a decade. I follow these two companies closely . They are among the largest buyers of AI components and AI data center builders.

They are among the largest companies in terms of market capitalization in the United States and around the world. In addition, I own shares in both companies, Microsoft and Alphabet.

At Goldman Sachs' technology conference in September, Alphabet informed investors that its artificial intelligence performance outperformed competitors by 2.7 times, with 80% better price performance in inference.

Alphabet has the complete technological infrastructure, from dedicated processing units to large language models and products that include more than one billion users across six different product lines .

This allows the company to spread the costs of investing in artificial intelligence across a broader customer base.