This report is the third in the author's Webscale Playbook series, which analyze the “Super 8” Webscale network operators (WNOs), i.e. Alibaba, Alphabet, Amazon, Apple, Baidu, Facebook, Microsoft, and Tencent. The objective of this report is to assess Alphabet's:Data Center Splurge Will Power GCP and the Company’s R&D into AI, Quantum Computing, Self-Driving Cars and Healthcare
- Latest quarterly key performance indicators including revenues, capex, opex, R&D, etc.
- Top 3 spending-related (capex and R&D) priorities
- Network vendor relationships, M&A, and partnerships across different network product categories
- Network-related strategy
- Disruptive impact on the network infrastructure market.
- Alphabet has been spending more on capex than R&D in the recent times, as it builds data centers, submarine cables, and machines with improved compute capacity. At least some of the capex surge also comes from land purchases (e.g. Chelsea Market)
- Alphabet’s mission to achieve quantum supremacy is driving its R&D quest, which includes recent tests of a 72 qubits quantum processor dubbed “Bristlecone”
- The tech giant is also making exceptional progress in the AI accelerator space which includes manufacturing alternatives to CPUs and GPUs offered by network vendors such as NVIDIA and Intel
Table of Contents
1.
2.
3.
4.
5.
6.
7.
8.
List of Exhibits
Samples
LOADING...
Companies Mentioned
- Alibaba
- Alphabet
- Amazon
- Apple
- Baidu
- Microsoft
- Tencent
- NVIDIA
- Intel
- Qualcomm
- ARM
- Harting
- Hitachi Vantara
- Nexcom
- Nokia