Those are cool, almost like for like comparisons. Cheers for putting the work into making them (if you did).
True! And they also have the largest corporate graveyard of tools and apps left behind like so much grist for the grist mill.
killing so many projects every year does cost a lot
When accounting for the fact Google has far more revenue than both, it works out to a similar percent spend.
Its 11.7% for Microsoft and 14.3% for Google and 9% for NVIDIA.
r/DataIsBeautifulButSummaryIsMisleading
Afterall, they are the most innovative company in the world.
It’s not really fair to compare them beyond the numbers. MSFT sells products to people. GOOG uses the people as the product.
Google’s R&D spend better be high. Nvidia and Microsoft have stable and secure cash flows. Google’s 54B from search ads might well go the way of the Dodo over the next couple years. Their business model has never been more threatened than it is right now. And trying to sit that out is guaranteed to end in disaster for them
I am more surprised by how much comes from search ads compared to youtube
It’s hard work to make everything worse
There’s a good chance Google wins it all. If their TPUs are exponentially cheaper to run than nVidia’s hardware, and the quality of AI results are similar, they will be victorious.
It does make sense. They’re competing in many areas of software with Microsoft (workspace cloud software, search ads, cloud servers, AI etc.) and in hardware against NVidia (TPUs). And that’s not counting many other areas that neither Microsoft nor NVidia play in (Pixel phones, Youtube etc.) And then there’s Waymo that exists as a separate entity but majority owned by Alphabet. Not sure if Google earnings account for Waymo p&l or not.
This is Alphabet’s earnings not Google’s, so that R&D spend includes AI, self-driving cars (waymo), drone delivery (wing) and a bunch of other moonshots, as well as Cloud
Depends on how their costcenters are divided and combined into R&D.
There’s companies that put infrastructural upgrades and maintenance under R&D.
Doesn’t google/alphabet suck at developing its own stuff though? They usually acquire already successful or growing products instead of creating new ones.
I know here in NZ when we did tax credits for R&D that all the tech companies bent over backwards to classify anything they could as R&D. Does the US have anything similar by chance?
Wait am I missing something? Alphabet makes more money than either one of these companies and is expected to continue to grow.. What could possible cause it to be worth less than them by over $1.5T? GOOGL: $2.3T / MSFT: $3.8T / NVDA: $4.28T
The profit margin nvidia is charging on data centers is obviously not sustainable; I wonder if they’re planning for that at all. The low R&D suggests they aren’t and just expect to keep riding their current wave indefinitely.
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Those are cool, almost like for like comparisons. Cheers for putting the work into making them (if you did).
True! And they also have the largest corporate graveyard of tools and apps left behind like so much grist for the grist mill.
killing so many projects every year does cost a lot
When accounting for the fact Google has far more revenue than both, it works out to a similar percent spend.
Its 11.7% for Microsoft and 14.3% for Google and 9% for NVIDIA.
r/DataIsBeautifulButSummaryIsMisleading
Afterall, they are the most innovative company in the world.
It’s not really fair to compare them beyond the numbers. MSFT sells products to people. GOOG uses the people as the product.
Google’s R&D spend better be high. Nvidia and Microsoft have stable and secure cash flows. Google’s 54B from search ads might well go the way of the Dodo over the next couple years. Their business model has never been more threatened than it is right now. And trying to sit that out is guaranteed to end in disaster for them
I am more surprised by how much comes from search ads compared to youtube
It’s hard work to make everything worse
There’s a good chance Google wins it all. If their TPUs are exponentially cheaper to run than nVidia’s hardware, and the quality of AI results are similar, they will be victorious.
It does make sense. They’re competing in many areas of software with Microsoft (workspace cloud software, search ads, cloud servers, AI etc.) and in hardware against NVidia (TPUs). And that’s not counting many other areas that neither Microsoft nor NVidia play in (Pixel phones, Youtube etc.) And then there’s Waymo that exists as a separate entity but majority owned by Alphabet. Not sure if Google earnings account for Waymo p&l or not.
This is Alphabet’s earnings not Google’s, so that R&D spend includes AI, self-driving cars (waymo), drone delivery (wing) and a bunch of other moonshots, as well as Cloud
Depends on how their costcenters are divided and combined into R&D.
There’s companies that put infrastructural upgrades and maintenance under R&D.
Doesn’t google/alphabet suck at developing its own stuff though? They usually acquire already successful or growing products instead of creating new ones.
I know here in NZ when we did tax credits for R&D that all the tech companies bent over backwards to classify anything they could as R&D. Does the US have anything similar by chance?
Wait am I missing something? Alphabet makes more money than either one of these companies and is expected to continue to grow.. What could possible cause it to be worth less than them by over $1.5T? GOOGL: $2.3T / MSFT: $3.8T / NVDA: $4.28T
The profit margin nvidia is charging on data centers is obviously not sustainable; I wonder if they’re planning for that at all. The low R&D suggests they aren’t and just expect to keep riding their current wave indefinitely.
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