AI Capability Radar
Scores on a 0--100 scale across six strategic AI dimensions, derived from article data
Google: Full-Stack Champion
980 trillion tokens processed monthly (2x since May). 9M+ developers on Gemini. The only player integrated from custom silicon to consumer apps.
Amazon: Infrastructure Empire
$107.7B trailing CapEx -- the largest AI build-out in corporate history. $195B in future AWS commitments. 1M+ robots optimized by DeepFleet.
Meta: Superintelligence Bet
Building gigawatt-scale clusters: Prometheus (1GW+) in 2026, Hyperion (5GW). 2M advertisers already using generative AI tools. 3.4B daily active users.
Microsoft: Enterprise Moat
Azure at $75B (+34%). $368B in commercial remaining performance obligations. Exclusive OpenAI partnership locks in API rights + IP control.
Apple: Clock is Ticking
On-device models capped at ~3B parameters vs competitors' 70B+ in cloud. 12--18 months to define compelling AI future or risk becoming the BlackBerry of AI.
Strategic Scorecard
Comprehensive metrics comparison across all five companies -- click a company header to jump to its strategy detail
| Metric | Apple | Meta | Microsoft | Amazon |
|---|
Financial Metrics
Key financial figures from the latest earnings -- bars animate on scroll
Strategy Deep Dive
Click a company to expand its strategic profile, strengths, weaknesses, and key plays