- Google Cloud is the only hyper-scaler out of the “big three” that gained market share in 2024, and leads in custom silicon.
- Statistics reveal that for every 1 Nvidia GPU deployed, Google deployed 9 custom TPUs. The 1:9 ratio is the best among the hyper-scalers in terms of self-reliance versus Nvidia dependency.
- However, there are also notable risks to Google’s approach to AI advancements, while rival Microsoft has already been making the right moves to mitigate similar risks.
Alphabet (NASDAQ:GOOG)(NASDAQ:GOOGL) shares have been selling off hard lately, primarily due to the uncertainties around the future competitive landscape and market share dynamics of the Search market. Although simultaneously, Google Cloud has been making notable progress. Striving to uncover long-term investment opportunities (10+ years) through in-depth research and analysis. Nexus Research seeks to evaluate and compare business strategies to determine a company’s potential for market penetration, revenue growth and profit margin expansion. During market downturns, stocks often become cheap very fast, creating various investment opportunities at once. Amid such circumstances, investors often lack the time to research a company thoroughly before making investment decisions, out of fear that they will miss out on attractive entry points. Therefore, Nexus Research not only uncovers present-day buying opportunities, but also offers extensive insights on solid companies with promising growth potential despite expensive valuations, thereby allowing investors to be ready and make well-informed investment decisions when the stock becomes more reasonably valued.
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