Nvidia vs Alphabet: AI Giants' Q4 Performance
Business & Finance News Today | 2 Min News | The Daily News Now! · The Daily News Now!
Audio is streamed directly from the publisher (api.fastcast.ai) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
Nvidia and Alphabet are leading the AI race, delivering impressive returns for investors. Nvidias Q4 revenue surged 73% to $68.1 billion, driven by data centers. Alphabet hit $113.8 billion, an 18% growth, boosted by ads and cloud. Nvidias AI chips are in high demand, but growth could stall if budgets cool or tech firms introduce custom chips. Alphabets Google Cloud grew 48% to $17.7 billion, with margins at 30.1% and a $240 billion backlog. Alphabet is cheaper at 27x earnings, less reliant on one cycle. Despite Nvidias faster growth, Alphabets durable edge makes it a safer bet for a smooth portfolio.
Support the show:
Get a discount at https://solipillow.com/discount/dnn.
Advertise on DNN:
[email protected]
This is an automated, high-level news summary based on public reporting.
Report issues to [email protected].
View sources & latest updates:
https://sources.thednn.ai/e92a12296e3b0f30