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Google's Cost Advantage With Custom Chips — Only Nvidia Tops It, Says Analyst

Google's Cost Advantage With Custom Chips — Only Nvidia Tops It, Says Analyst

谷歌在定制芯片领域具有成本优势,分析师称仅次于英伟达
Benzinga ·  10/29 21:49

Gil Luria, Managing Director and Senior Software Analyst at D.A. Davidson highlighted $Alphabet-A (GOOGL.US)$ subsidiary Google's competitive advantage in the data center sector, emphasizing the company's in-house chips, which are second only to $NVIDIA (NVDA.US)$ in terms of performance.

D.A. Davidson的董事兼高级软件分析师Gil Luria强调 $谷歌-A (GOOGL.US)$ 子公司谷歌在idc概念领域的竞争优势,强调该公司自家芯片的性能仅次于 $英伟达 (NVDA.US)$

What Happened: During a discussion on CNBCOvertime, Luria pointed out that Google's cloud division has seen its margins improve from 11% to 17%, driven by revenue growth from 29% to 35%. He noted that the true return on investment depends on whether customers can develop valuable products that justify the expansion of data centers.

事件经过:在CNBCOvertime的讨论中,Luria指出,谷歌的云业务部门的利润率从11%提高到17%,这是由营业收入增长从29%到35%推动的。他指出,实际回报率取决于客户能否开发出有价值的产品,从而证明扩大数据中心的必要性。

Alphabet has invested heavily in data center infrastructure and custom in-house chips, a strategy that Luria points out is cost-effective and, importantly, differentiates Google from key competitors. "Their in-house chips are second only to Nvidia, which gives them a big cost advantage," Luria noted

爱文思控股在idc概念和自有芯片方面进行了大笔投资,Luria指出这是一种具有成本效益的策略,而且很重要的是,这让谷歌与主要竞争对手有所区别。"他们的自有芯片仅次于英伟达,这让他们在成本上具有巨大优势," Luria指出。

According to Luria, Alphabet's growing emphasis on these custom chips is integral to its overall competitive position in the hyper-scale cloud market, where it currently competes alongside industry leaders $Amazon (AMZN.US)$ Web Services (AWS) and $Microsoft (MSFT.US)$ Azure.

。根据Luria的说法,Alphabet公司越来越注重这些定制芯片对其在超大规模云市场中的整体竞争地位的重要性,在这里,它目前与行业领袖们竟争 $亚马逊 (AMZN.US)$ 网络服务 (AWS) 和 $微软 (MSFT.US)$ Azure.

"The actual ROI depends on their customers. Are their customers going to build valuable products that justify the continued buildout of the #datacenters?" DA Davidson's @gilluria on $GOOGL. "Their in-house chips are second only to $NVDA which gives them a big cost advantage." pic.twitter.com/zZKy15MzoG

— CNBCOvertime (@CNBCOvertime) October 29, 2024

"实际回报率取决于他们的客户。他们的客户会开发出有价值的产品,从而证明继续建设#数据中心的必要性吗?"DA Davidson的@gilluria对$GOOGL说。"他们的自有芯片仅次于$NVDA,为他们带来了巨大的成本优势。"pic.twitter.com/zZKy15MzoG

——CNBCOvertime(@CNBCOvertime)2024年10月29日

Why It Matters: Google's recent financial performance underscores its strategic growth. In its third-quarter earnings report, Alphabet reported a 15% year-over-year revenue increase to $88.27 billion, surpassing expectations. The cloud division's 35% growth highlights the momentum within the company.

为什么重要:谷歌近期的财务表现彰显了其战略增长。在第三季度财报中,爱文思控股报告称,营业收入比去年同期增长了15%,达到882.7亿美元,超出预期。云业务部门35%的增长突显了公司内部的增长动力。

Meanwhile, Microsoft Corp has accused Google of orchestrating lobbying campaigns against its cloud business, indicating the competitive tensions in the cloud computing sector. This rivalry underscores the importance of Google's advancements in chip technology and cloud services.

与此同时,微软公司指责谷歌策划了针对其云业务的游说活动,表明云计算行业竞争的紧张情绪。这种竞争强调了谷歌在芯片技术和云服务方面的进步的重要性。

Additionally, Google's reported Project Jarvis initiative reflects its commitment to advancing AI-powered web browsing capabilities, further enhancing its technological edge.

此外,谷歌报告的项目贾维斯计划反映了其致力于推进AI技术的网络浏览能力,进一步增强其技术优势。

Price Action: Alphabet Inc Class A shares closed at $169.68 on Tuesday, up 1.78% for the day. In after-hours trading, the stock rose by an additional 5.80%. Alphabet Inc Class C shares ended the day at $171.14, climbing 1.66%. After hours, the stock advanced a further 5.89%. Year to date, Alphabet Class C shares have risen by 22.63%, according to data from Benzinga Pro.

股票走势:Alphabet Inc A类股周二收盘价为169.68美元,日内上涨1.78%。盘后交易中,股价再上涨5.80%。Alphabet Inc C类股收盘价为171.14美元,日内上涨1.66%。盘后,股价进一步上涨5.89%。截至日期,Alphabet C类股股价已上涨22.63%,据彭博专业版数据显示。

Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

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