Apple chooses Google Cloud to rebuild Siri, GOOGL receives triple positive news

AI AnalysisApple choosing Google Cloud to run the new Siri, the Palantir alliance, and Berkshire increasing its position are three positive events fermenting on the same day, with a market value of 4.5 trillion as the theme core

AI AnalysisCommunity content platform, holding a large amount of human dialogue data; the market is betting that large model manufacturers like Google will expand data authorization procurement; data licensing revenue has not yet been scaled, and advertising remains the main source of revenue.

AI AnalysisVisual search social platform; signed a $4 billion long-term contract with AWS specifically for training AI models, betting on visual search differentiation; large capital expenditures suppress free cash flow in the short term.

AI AnalysisShort video and AR social platform; credit upgrade superimposed with the acquisition of Illumix for AR hardware layout, benefiting from the recovery of social media advertising; the AR glasses track is highly competitive, and the path to profitability remains unclear.

AI AnalysisEnterprise AI data analysis platform; forming an alliance with Google directly expands enterprise-level AI application scenarios, and is expected to share Google Cloud customer resources; valuation is on the high side, and the pace of cooperation implementation is uncertain.

AI AnalysisCloud computing leader, AWS is a direct competitor of Google Cloud; Pinterest choosing AWS instead of Google Cloud to sign a $4 billion long-term contract reflects AWS's competitiveness in locking in large customers; Apple's choice of Google cloud poses potential pressure on AWS's market share.