EVENT REPLAY

AI Capex and Cloud AI Revenue Review for GOOGL, AMZN and META

Date and Time
November 25, 2024 — 11am ET
Location
Virtual

WHAT: New Street Research U.S. Internet analysts, Dan Salmon and Max Spaeth, will host a call to discuss the team’s latest research on GOOGL, AMZN and META’s AI capex spending, and Cloud AI revenues generated by AWS and GCP.

WHY: On the call, we’ll address top investor questions since we published the research, including:

  1. How much higher could AI capex spending (and sell-side consensus) go for GOOGL, AMZN and META?
  2. What does recent management commentary reveal about each company’s framework for investment?
  3. How will GOOGL’s TPU custom chip advantage translate into an advantage in revenue growth in future years?
  4. How much can AI revenue contribute to revenue growth at AWS and Google Cloud for the next several years?
  5. What do recently disclosed pricing datapoints indicate about AI revenue generation at AWS and Google Cloud?