Alphabet and Amazon reported strong Q3 cloud growth, with Alphabet's Google Cloud revenue doubling and Amazon's AWS growing 39%. Alphabet integrates its custom TPU chips tightly with its own AI models, driving high demand and profitability, while Amazon uses its Trainium chips to reduce costs for customers running various AI models on AWS. Alphabet's full-stack approach focuses on owning frontier AI training, whereas Amazon aims to offer cost-effective inference chips to attract diverse AI workloads. Amazon plans to sell Trainium chips outside AWS in 2027, potentially increasing competition with Alphabet's TPU sales. Investors should watch Alphabet's share dilution and TPU demand, and AWS margins as AI workloads grow.
Alphabet's market cap stands at $3.53 trillion with a dividend yield of 0.31%, while Amazon's market cap is $2.89 trillion as of Nov 10, 2026 19:13 WIB. On Pluang, Alphabet shares trade at USD 289.76 with a 1-day gain of 0.56%, and Amazon shares are at USD 267.89, up 0.36% for the day. Despite strong cloud growth reported by both companies, Pluang order activity shows a majority selling interest for Amazon at 73%, compared to 59% selling for Alphabet, reflecting differing investor sentiment toward their AI and chip strategies.
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