Microsoft Azure is mentioned as a competitor to Google Cloud, holding a significant market share.
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The Biggest AI Winner | Alphabet Inc
May 17, 2026
The creator discusses the five layers of the AI value chain: Energy, Chips, Infrastructure, Models, and Applications. They mention various companies operating in these layers, including Indian companies like TD Power, MTR, K&E Exchangers, and Clin Max, as well as international companies like Applied Materials, Lam Research, Facebook, Anthropic, and OpenAI. The focus is on identifying beneficiaries of AI growth across these segments.
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Amazon Web Services is mentioned as a competitor to Google Cloud, holding a larger market share.
Nvidia is mentioned as a key player in the chip layer of the AI value chain, specifically for its GPUs.
Alphabet (GOOGL) is analyzed as a key AI player with integrated business segments, including Google Search, Android, Chrome, Maps, YouTube, and Workspace, with a focus on its growth and resilience.
Google is mentioned for its Gemini model, which operates in the foundational models layer of AI.
Facebook (Meta) is mentioned as operating in the application layer of AI by using AI to improve its consumer applications like Instagram.
Applied Materials is mentioned as a company operating in the infrastructure layer of AI, specifically in wafer fabrication and equipment.
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