Alphabet vs Amazon: whose earn-To The Moon - Tiger Brokers Online Investing Community - To The Moon

Alphabet vs Amazon: whose earnings best prove AI monetisation?

Alphabet
Alphabet’s proof point is Search + Cloud. If Gemini features lift ad yield and engagement without compressing margins, and Google Cloud shows faster growth with improving operating margins, that is direct evidence AI is monetising at scale. Risk: high AI capex diluting margins if revenue lift lags.

Amazon
Amazon’s test is AWS. Clear signs that AI workloads are driving reacceleration in AWS growth and margin expansion would validate monetisation more cleanly. Enterprise contracts, higher attach rates, and operating leverage make AI revenue easier to attribute.

Verdict
• Cleaner AI monetisation signal: Amazon (AWS is a paid, usage-driven platform).
• Bigger strategic payoff if it lands: Alphabet (AI defending Search margins and scaling Cloud).

In short, Amazon offers clearer near-term proof; Alphabet offers higher upside if execution matches expectations.

Google $20B Debt! 100-Year Bond? AI Bubble or AI Acceleration?

Alphabet is escalating the AI arms race with an $185 billion capex plan, funding it through an unprecedented global borrowing spree. After a $20B USD bond deal that drew over $100B in orders, Google has moved into CHF bonds for the first time and even launched a 100-year GBP bond—a rarity for tech firms.

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AI Bubble or AI Acceleration?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":f1b9e4060852447c9171f242483b5702}&rnconfig={\"headerBarHidden\": true}","description":"Alphabet is escalating the AI arms race with an $185 billion capex plan, funding it through an unprecedented global borrowing spree. After a $20B USD bond deal that drew over $100B in orders, Google has moved into CHF bonds for the first time and even launched a 100-year GBP bond—a rarity for tech firms.","image":"https://community-static.tradeup.com/news/59d7de3787d19f8662f01e4d76283cd7"}],"images":[],"coverImages":[],"html":"<html><head></head><body>Alphabet vs Amazon: whose earnings best prove AI monetisation?\n<p></p>\n<p>Alphabet<br>\n  Alphabet’s proof point is Search + Cloud. If Gemini features lift ad yield and engagement without compressing margins, and Google Cloud shows faster growth with improving operating margins, that is direct evidence AI is monetising at scale. Risk: high AI capex diluting margins if revenue lift lags.</p>\n<p>Amazon<br>\n  Amazon’s test is AWS. Clear signs that AI workloads are driving reacceleration in AWS growth and margin expansion would validate monetisation more cleanly. Enterprise contracts, higher attach rates, and operating leverage make AI revenue easier to attribute.</p>\n<p>Verdict<br>\n  • Cleaner AI monetisation signal: Amazon (AWS is a paid, usage-driven platform).<br>\n  • Bigger strategic payoff if it lands: Alphabet (AI defending Search margins and scaling Cloud).</p>\n<p>In short, Amazon offers clearer near-term proof; Alphabet offers higher upside if execution matches expectations.</p></body></html>","htmlText":"<html><head></head><body>Alphabet vs Amazon: whose earnings best prove AI monetisation?\n<p></p>\n<p>Alphabet<br>\n  Alphabet’s proof point is Search + Cloud. If Gemini features lift ad yield and engagement without compressing margins, and Google Cloud shows faster growth with improving operating margins, that is direct evidence AI is monetising at scale. Risk: high AI capex diluting margins if revenue lift lags.</p>\n<p>Amazon<br>\n  Amazon’s test is AWS. Clear signs that AI workloads are driving reacceleration in AWS growth and margin expansion would validate monetisation more cleanly. Enterprise contracts, higher attach rates, and operating leverage make AI revenue easier to attribute.</p>\n<p>Verdict<br>\n  • Cleaner AI monetisation signal: Amazon (AWS is a paid, usage-driven platform).<br>\n  • Bigger strategic payoff if it lands: Alphabet (AI defending Search margins and scaling Cloud).</p>\n<p>In short, Amazon offers clearer near-term proof; Alphabet offers higher upside if execution matches expectations.</p></body></html>","text":"Alphabet vs Amazon: whose earnings best prove AI monetisation? Alphabet Alphabet’s proof point is Search + Cloud. If Gemini features lift ad yield and engagement without compressing margins, and Google Cloud shows faster growth with improving operating margins, that is direct evidence AI is monetising at scale. Risk: high AI capex diluting margins if revenue lift lags. Amazon Amazon’s test is AWS. Clear signs that AI workloads are driving reacceleration in AWS growth and margin expansion would validate monetisation more cleanly. Enterprise contracts, higher attach rates, and operating leverage make AI revenue easier to attribute. Verdict • Cleaner AI monetisation signal: Amazon (AWS is a paid, usage-driven platform). • Bigger strategic payoff if it lands: Alphabet (AI defending Search margins and scaling Cloud). 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