reports
Moody's Ratings affirms Alphabet's Aa2 senior unsecured rating; outloo...
Rating Action: Moody's Ratings affirms Alphabet's Aa2 senior unsecured rating; outlook stable. Global Credit Research- 30 Mar 2026. New York, March 30, 2026-- Moody's Ratings affirmed Alphabet Inc.' s Aa2 long-term issuer rating, Aa2 senior unsecured notes ratings, and Prime-1 short term rating on its commercial paper program.
- Pierre FerraguÊ
- Pierre FerraguÊ
Grasping the AI Infra buildout (X): “Internal AI” returns? lower than ...
The AI buildout is accelerating in 2026, and we see it is getting difficult to track what is being deployed, by whom, for what usage, with what financing, and on what underlying business model. As GTC approaches, we address all these questions in a series of one-sliders. Today, we look at what returns hyperscalers generate on AI investments today and how these could improve over time once the "tail effect" kicks in.
- Pierre FerraguÊ
Grasping the AI infra buildout (IX): How does the “tail effect” boost ...
The AI buildout is accelerating in 2026, and we see it is getting difficult to track what is being deployed, by whom, for what usage, with what financing, and on what underlying business model. As GTC approaches, we address all these questions in a series of one-sliders. Today, we look at how the "tail effect" boosts ROIC for AI infrastructure and traditional compute deployments.
- Pierre FerraguÊ
Grasping the AI Infra buildout (VI): Who pays for all these Enterprise...
The AI buildout is accelerating in 2026, and we see it is getting difficult to track what is being deployed, by whom, for what usage, with what financing, and on what underlying business model. As GTC approaches, we address all these questions in a series of one-sliders. Today we look into who pays for all these Enterprise Cloud AI bills. Note: For our latest estimates, please see updates to the slides published earlier this week; we are refining our numbers in real time as we progress in this...
- Pierre FerraguÊ
Oracle RPOs: Beginning of the bubble... or beginning of the AI era?
Dear all, After we spent the day trying to figure out where AI compute would sit over the next 10 years, Oracle blessed us with a powerful datapoint: Half a trillion dollar RPOs. We pulled out a note overnight digging into what we learnt last night and confronting it to our deep understanding of the current AI infrastructure landscape. Very interesting findings emerged, follow the link below for details.
- Pierre FerraguÊ
Moody's Ratings affirms Alphabet's Aa2 ratings, assigns Aa2 ratings to...
Moody's Ratings (Moody's) affirmed Alphabet Inc.'s (Alphabet) Aa2 long-term issuer rating, Aa2 senior unsecured notes ratings, and Prime-1 short term on its commercial paper program rating. We also assigned Aa2 ratings to Alphabet's proposed senior unsecured notes, which will be comprised of various...
Form 8.3 - The Vanguard Group, Inc.: Centamin plc
The Vanguard Group, Inc. ( ) Form 8.3 - The Vanguard Group, Inc.: Centamin plc 22-Nov-2024 / 13:45 GMT/BST FORM 8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the “Code”) 1. KEY INFORMATION (a) Full name of discloser: The Vanguard Group, Inc. (b) Owner or controller of interests and short positions disclosed, if different from 1(a): The naming of nominee or vehicle companies is insufficient. For a trust, the trustee(s), settlor and beneficiaries must be name...
Form 8.3 - The Vanguard Group, Inc.: Centamin plc
The Vanguard Group, Inc. ( ) Form 8.3 - The Vanguard Group, Inc.: Centamin plc 21-Nov-2024 / 14:23 GMT/BST FORM 8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the “Code”) 1. KEY INFORMATION (a) Full name of discloser: The Vanguard Group, Inc. (b) Owner or controller of interests and short positions disclosed, if different from 1(a): The naming of nominee or vehicle companies is insufficient. For a trust, the trustee(s), set...
Form 8.3 - The Vanguard Group, Inc.: Centamin plc
The Vanguard Group, Inc. ( ) Form 8.3 - The Vanguard Group, Inc.: Centamin plc 20-Nov-2024 / 14:02 GMT/BST FORM 8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the “Code”) 1. KEY INFORMATION (a) Full name of discloser: The Vanguard Group, Inc. (b) Owner or controller of interests and short positions disclosed, if different from 1(a): The naming of nominee or vehicle companies is insufficient. For a trust, the trustee(s), settlor and beneficiaries must be name...
Form 8.3 - The Vanguard Group, Inc.: Centamin PLC
The Vanguard Group, Inc. ( ) Form 8.3 - The Vanguard Group, Inc.: Centamin PLC 19-Nov-2024 / 14:20 GMT/BST FORM 8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the “Code”) 1. KEY INFORMATION (a) Full name of discloser: The Vanguard Group, Inc. (b) Owner or controller of interests and short positions disclosed, if different from 1(a): The naming of nominee or vehicle companies is insufficient. For a trust, the trustee(s), set...
Form 8.3 - The Vanguard Group, Inc.: Centamin plc
The Vanguard Group, Inc. ( ) Form 8.3 - The Vanguard Group, Inc.: Centamin plc 14-Nov-2024 / 14:12 GMT/BST FORM 8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the “Code”) 1. KEY INFORMATION (a) Full name of discloser: The Vanguard Group, Inc. (b) Owner or controller of interests and short positions disclosed, if different from 1(a): The naming of nominee or vehicle companies is insufficient. For a trust, the trustee(s), settlor and beneficiaries must be name...
Form 8.3 - The Vanguard Group, Inc.: Centamin plc
The Vanguard Group, Inc. ( ) Form 8.3 - The Vanguard Group, Inc.: Centamin plc 12-Nov-2024 / 13:47 GMT/BST FORM 8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the “Code”) 1. KEY INFORMATION (a) Full name of discloser: The Vanguard Group, Inc. (b) Owner or controller of interests and short positions disclosed, if different from 1(a): The naming of nominee or vehicle companies is insufficient. For a trust, the trustee(s), settlor and beneficiaries must be name...
Form 8.3 - The Vanguard Group, Inc.: Centamin plc
The Vanguard Group, Inc. ( ) Form 8.3 - The Vanguard Group, Inc.: Centamin plc 11-Nov-2024 / 14:08 GMT/BST FORM 8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the “Code”) 1. KEY INFORMATION (a) Full name of discloser: The Vanguard Group, Inc. (b) Owner or controller of interests and short positions disclosed, if different from 1(a): The naming of nominee or vehicle companies is insufficient. For a trust, the trustee(s), settlor and beneficiaries must be name...
Form 8.3 - The Vanguard Group, Inc.: Centamin plc
The Vanguard Group, Inc. ( ) Form 8.3 - The Vanguard Group, Inc.: Centamin plc 07-Nov-2024 / 15:38 GMT/BST FORM 8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the “Code”) 1. KEY INFORMATION (a) Full name of discloser: The Vanguard Group, Inc. (b) Owner or controller of interests and short positions disclosed, if different from 1(a): The naming of nominee or vehicle companies is insufficient. For a trust, the trustee(s), set...
Form 8.3 - The Vanguard Group, Inc.: Centamin plc
The Vanguard Group, Inc. ( ) Form 8.3 - The Vanguard Group, Inc.: Centamin plc 04-Nov-2024 / 13:52 GMT/BST FORM 8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the “Code”) 1. KEY INFORMATION (a) Full name of discloser: The Vanguard Group, Inc. (b) Owner or controller of interests and short positions disclosed, if different from 1(a): The naming of nominee or vehicle companies is insufficient. For a trust, the trustee(s), set...
Form 8.3 - The Vanguard Group, Inc.: Centamin plc
The Vanguard Group, Inc. ( ) Form 8.3 - The Vanguard Group, Inc.: Centamin plc 28-Oct-2024 / 13:03 GMT/BST FORM 8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the “Code”) 1. KEY INFORMATION (a) Full name of discloser: The Vanguard Group, Inc. (b) Owner or controller of interests and short positions disclosed, if different from 1(a): The naming of nominee or vehicle companies is insufficient. For a trust, the trustee(s), set...
The Vanguard Group, Inc.: Centamin plc
The Vanguard Group, Inc. ( ) The Vanguard Group, Inc.: Centamin plc 23-Oct-2024 / 14:25 GMT/BST FORM 8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the “Code”) 1. KEY INFORMATION (a) Full name of discloser: The Vanguard Group, Inc. (b) Owner or controller of interests and short positions disclosed, if different from 1(a): The naming of nominee or vehicle companies is insufficient. For a trust, the trustee(s), settlor and be...
Form 8.3 - The Vanguard Group, Inc.: Centamin plc
The Vanguard Group, Inc. ( ) Form 8.3 - The Vanguard Group, Inc.: Centamin plc 22-Oct-2024 / 14:01 GMT/BST FORM 8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the “Code”) 1. KEY INFORMATION (a) Full name of discloser: The Vanguard Group, Inc. (b) Owner or controller of interests and short positions disclosed, if different from 1(a): The naming of nominee or vehicle companies is insufficient. For a trust, the trustee(s), set...
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