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Top 10 Influencers in 2025Meta is still trying to prove its model works, and AWS is still trying to prove its chips work. If their efforts fail, they will probably take sides. Claude is somewhat unique here—on one hand, it's clearly the opposite of OpenAI, and on the other, it has accepted capital and resources from both AWS and Google. It also competes with Gemini.
$Alphabet(GOOGL.US) Let me highlight another positive factor that I think is not fully priced in. I mentioned it briefly before. In the US, the signs of AI's integrated software-hardware alliances are becoming increasingly obvious. Google + Apple, NVIDIA + OpenAI plus half of Microsoft. AWS and Facebook are still trying hard to become the third pole, or at least an independent variable.
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