WHAT: New Street Research’s US Internet analyst, Dan Salmon, will host a call to review the team’s updated bottom-up AI capex (for GOOGL, AMZN and META) and Cloud AI revenue (for AWS and GCP) estimates.
WHY: The call will be a great opportunity to address some key investor questions, including:
1. Can AWS and GCP see 2H25 revenue accelerate once supply constraints ease?
2. What’s the potential range of capex spending in 2026 for each of GOOGL, AMZN and META? What’s the timeline for better visibility on this?
3. Where do each companies’ custom ASIC efforts sit? How much could they save by shifting spend to more ASICs and less NVDA GPUs?
4. How will ramping custom ASICs impact growth at AWS differently than GCP?
5. What are the levers that AWS and GCP have in managing pricing as capacity constraints ease?
Internet Events
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Mar
13
