Amazon and Alphabet both rely on custom chips for their cloud services but take different approaches: Amazon keeps its chips in-house, saving costs and protecting margins, while Google sells its chips externally, fueling rapid growth but increasing debt and dilution. Amazon's AWS showed strong revenue growth with high operating margins, benefiting from internal chip savings and control over data center power. Google Cloud grew faster but faces cash flow challenges due to heavy borrowing and share dilution to fund its power-hungry expansion. The key question is whether Amazon's capital spending will continue to improve efficiency and if Google's TPU sales can offset rising interest costs.
As of Nov 09, 2026 19:32 WIB, Amazon (AMZN) shares are trading at USD 267.54, up 3.18% on Pluang, reflecting investor confidence in its cost-saving chip strategy and strong AWS margins. Alphabet (GOOGL) is priced at USD 291.82 with a 2.47% gain, showing market optimism despite its higher debt and dilution from cloud expansion. Notably, Alphabet's market cap stands at $3.50 trillion, surpassing Amazon's $2.80 trillion on Pluang.
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