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Google's AI Cost Advantage: Owning the Cloud

Google owns the cloud

Jonathan Maietta's avatar
Jonathan Maietta
Nov 06, 2025
∙ Paid

AI is a scale game. Google ( GOOGL 0.00%↑ ) owns and operates a full AI stack. This provides Google with a structural cost advantage over OpenAI and Anthropic - both of which must rent cloud capacity from vendor…

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