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01-31 16:11

$Alphabet(GOOGL)$ $Meta Platforms, Inc.(META)$ $Microsoft(MSFT)$ $Amazon.com(AMZN)$ ๐Ÿค–๐Ÿ“ˆ๐Ÿ…ฑ๏ธ Uอ› Lอ› Lอ› Iอ› Sอ› Hอ›๐Ÿ”บ๐Ÿค–

๐Ÿค–๐Ÿ”ฅ๐Ÿš€ AIโ€™s Corporate Coup, Anthropic and Google Storm OpenAIโ€™s Fortress! ๐Ÿš€๐Ÿ”ฅ๐Ÿค–

The AI empire is shifting, and itโ€™s happening fast. In just 12 months, OpenAIโ€™s iron grip on enterprise AI has weakened dramatically, plunging from 50% to 34%. Meanwhile, Anthropic has doubled its market share 12% โ†’ 24%, and Google has pulled off an under the radar coup, surging from 7% to 12%.

๐Ÿ’ก What does this mean? The battle for AI dominance is no longer just about models, itโ€™s about who controls the cloud, who owns distribution, and who can execute at scale.

๐Ÿ“Š The AI Power Struggle, Winners, Losers & the Real Story

๐Ÿ“ก AWS is Anthropicโ€™s not so secret weapon. With Amazon Web Services dominating the enterprise cloud, itโ€™s effortlessly channelling major customers to Anthropic. This is a textbook case of infrastructure dictating AI winners. Expect Anthropicโ€™s growth to accelerate.

โšก Googleโ€™s Gemini AI is improving, but GCP is still a nightmare. Enterprise AI depends on usability, and Google Cloud remains the least developer friendly of the major hyperscalers. If Google doesnโ€™t fix its cloud, its AI gains could hit a ceiling.

๐ŸŒ Mistral is defying expectations. Despite zero major launches in 2023, itโ€™s still holding ground, likely thanks to European enterprises and firms prioritising ethical AI.

๐Ÿ”“ Open source AI will explode in 2025, but enterprises arenโ€™t ready. Senior executives at Fortune 500s still donโ€™t fully grasp AI. Instead of building their own inference infrastructure, theyโ€™re blindly trusting brand name models. This complacency could cost them.

๐Ÿ’ฐ AIโ€™s Economic Earthquake, The Data That Matters

๐Ÿ“ˆ AIโ€™s market is set to skyrocket from $214B 2024 to $1.34T 2030, growing at 36.6% annually.

๐ŸŒŽ AI will contribute 21% to U.S. GDP by 2030, making it one of the biggest economic drivers.

๐Ÿš— 1 in 10 cars will be self driving by 2030, reshaping transportation as we know it.

๐Ÿ—ฃ๏ธ Half of U.S. mobile users now rely on AI voice search daily.

๐Ÿ“Š 72% of businesses have already deployed AI in at least one function, with 64% citing productivity boosts.

๐Ÿ‘€ 75% of consumers fear AI driven misinformation, while 77% worry AI will replace their jobs.

๐Ÿš€ 97% of business owners say ChatGPT and AI tools will benefit their companies.

๐Ÿ“ˆ AI Stocks in the Spotlight, Whoโ€™s Winning?

๐Ÿ’Ž Microsoft MSFT, Still OpenAIโ€™s biggest backer, bankrolling billions into AI and infrastructure.

๐Ÿ”ฅ Alphabet GOOGL, Googleโ€™s AI gains are impressive, but GCPโ€™s friction is a ticking time bomb.

๐Ÿ’ก Meta META, Llama keeps the open source dream alive, and that could pay off massively in 2025.

โšก Amazon AMZN, AWS is fuelling Anthropicโ€™s rise, proving that cloud infrastructure is just as important as AI itself.

๐Ÿง  Whatโ€™s Next, AIโ€™s Most Disruptive Phase Yet

The 2024, 2025 period will be all about agent based AI products, real world deployment, and massive enterprise adoption.

โ“Will Anthropic ride AWS to a market leading position

โ“ Can Google overcome its GCP issues and scale Gemini AI

โ“ Will open source models finally shake up the AI hierarchy, or will corporate inertia keep enterprises locked into big name providers

One thing is certain, the AI revolution is far from over.

๐Ÿ“ข๐Ÿšจ๐Ÿค– Stay ahead, AI stocks are moving fast ๐Ÿ’จ๐Ÿ’จ๐Ÿ’จ

๐Ÿ“ข Please Like, Repost, and Follow me for sharp setups, stock trends, and actionable insights ๐Ÿš€๐Ÿ“ˆ Letโ€™s trade smarter and grow together ๐Ÿ€๐Ÿ€๐Ÿ€

๐Ÿ”ฅ Happy trading ahead ๐Ÿ”ฅ. Cheers, BC ๐Ÿ“ˆ๐Ÿš€๐Ÿ€๐Ÿ€๐Ÿ€

Google invests an additional $1 billion in OpenAI rival Anthropic
Google invested an additional $1 billion in OpenAI rival Anthropic, increasing its valuation to $60 billion, consolidating Google's partnership with Anthropic and boosting Anthropic's competitiveness in the field of artificial intelligence.
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Comments

  • Agxm
    01-31 17:13
    Agxm
    Any stock worth buying at the current valuation? Seem like all is too high, no idea when it will come crashing down?
  • Cool Cat Winston
    02-01 08:39
    Cool Cat Winston

    Googling $Alphabet(GOOGL)$ with googely interest! ๐Ÿ”ฅ๐Ÿ”ฅ๐Ÿ”ฅ๐Ÿ”ฅ๐Ÿ”ฅ๐Ÿ”ฅ๐Ÿ”ฅ๐Ÿ˜ป๐Ÿ˜ป๐Ÿ˜ป

  • Mig
    01-31 19:17
    Mig
    Thanks BC, great article ๐Ÿ™‚
  • Hen Solo
    02-01 12:04
    Hen Solo

    A good Google move here!

  • PetS
    02-02 16:08
    PetS
    Great article, would you like to share it?
  • Queengirlypops
    02-01 13:20
    Queengirlypops

    Great article, would you like to share it?

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