Gil Luria, Managing Director and Senior Software Analyst at D.A. Davidson highlighted Alphabet Inc. (NASDAQ:GOOGL) (NASDAQ:GOOG) subsidiary Google’s competitive advantage in the data center sector, emphasizing the company’s in-house chips, which are second only to NVIDIA Corp (NASDAQ:NVDA) in terms of performance. What Happened: During a discussion on CNBCOvertime, Luria pointed out that Google’s cloud division has seen its margins improve from 11% to 17%, driven by revenue growth from 29% to 35%. He noted that the true return on investment depends on whether customers can develop valuable pro…