DRAM
Rate Of ReturnGoogle has its own chips (TPU) and AI model (Gemini), Amazon has its own chips (Tranium), and Meta is trying to develop its own AI model but hasn't succeeded yet.
Microsoft has nothing, and there hasn't even been any rumor about it developing its own model.
Finally, this is reflected in the stock prices, with Google outperforming Amazon, Amazon outperforming Meta, and Meta outperforming Microsoft.
$Alphabet - C(GOOG.US)$Amazon(AMZN.US)$Microsoft(MSFT.US)$Meta Platforms(META.US)
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