A transformative shift is taking place in the world of major tech companies, where power and knowledge—and more precisely, their convergence into what might be called powerknowledge—are redefining who thrives and who must adapt to a new digital era. The rapid rise of artificial intelligence (AI) and cloud technologies is granting renewed strength and strategic insight to companies like Microsoft and Google, while electronics manufacturers are grappling with increasing costs and mounting trade barriers, particularly from the U.S.
Power, in the form of machine learning, scalable computing, and cloud-based services, is becoming the most decisive competitive advantage. Microsoft’s cloud platform Azure grew by 33% in the last quarter, highlighting businesses’ growing appetite for AI-powered, automated solutions. Google’s surge in advertising revenue, bolstered by data-driven optimization, further demonstrates that knowledge has emerged as a currency as vital as capital.
Meanwhile, companies like Apple, Samsung, and Qualcomm are under increasing pressure. Apple’s iPhone sales are on the decline, suggesting a waning appetite for premium devices—especially as prices rise due to newly imposed tariffs. Samsung is considering relocating parts of its production to avoid U.S. import duties. Their traditional power has resided in physical manufacturing and strong consumer branding, but in today’s tech landscape, they lack the kind of knowledge-based services that AI companies offer.
Qualcomm’s forecasts also reflect caution. While the company remains a key player in mobile chip manufacturing, global demand has softened. With the re-election of President Donald Trump, the U.S. has imposed new 25% tariffs on many Asian imports, creating significant obstacles for firms dependent on international component sourcing.
Amazon finds itself at a crossroads in this environment. The company’s strong AI infrastructure and global logistics provide it with a clear powerknowledge advantage, yet shifting consumer behavior and rising costs are forcing it to reevaluate key strategies. Although Amazon may ultimately benefit from weakened competition—such as Chinese rivals Temu and Shein—in the short term, profitability may still take a hit.
The emerging trend is clear: companies capable of blending technological power with strategic knowledge are best positioned to weather geopolitical risks and evolving market demands. Those relying solely on consumer electronics or low-margin hardware must quickly adapt or risk losing relevance.
In 2025, it’s no longer just about having resources—it’s about knowing how to use them wisely. Success will belong to those who master the era of powerknowledge.
Photo: AI