Better Artificial Intelligence Stock: Alphabet vs. Amazon

Group 1: AI Stock Overview - The build-out of AI has a long runway that will benefit buy-and-hold investors despite recent downturns in AI stocks [1] - Alphabet and Amazon are identified as two of the best and biggest hyperscalers with rapidly growing cloud computing divisions [1] Group 2: Amazon's Business Performance - Amazon's revenue in Q4 was $213.4 billion, a 13.6% increase year-over-year, with e-commerce contributing over $177 billion and growing 11.8% [5] - Amazon Web Services (AWS) revenue jumped 23.6% to $35.5 billion, generating a significant operating income of $12.4 billion compared to $11.6 billion from the e-commerce division [5] - Amazon plans to invest $200 billion in AI infrastructure this year, which is expected to pay off in the long run despite some investor concerns [6] Group 3: Alphabet's Business Performance - Alphabet reported Q4 revenue of $113.8 billion, with $95.8 billion coming from advertising on Google Search, YouTube, and the Google Network [9] - Alphabet achieved a profit of $40.1 billion, significantly exceeding the profit margins of Amazon's retail business [9] - Google Cloud has grown to hold a 13% market share, ranking third in the cloud computing market [8]