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Dan Salmon
  • Dan Salmon

Alphabet (GOOGL, Buy, $220 target) Implications for GCP’s cyber offer...

This morning Alphabet announced a definitive agreement to acquire Wiz for $32B in an all-cash transaction. The deal is expected to close in 2026, and if it does, it would be GOOGL’s largest ever and add to previous deals for Mandiant and Siempify to bolster GCP’s increasingly important cybersecurity offering.

Dan Salmon
  • Dan Salmon

GOOGL/AMZN/META: What does all this AI capex mean for D&A

We’ve updated our bottom-up AI depreciation analysis for GOOGL, AMZN and META after 2025 capex guidance was locked in and we published our latest AI capex update (see HERE, and our latest Cloud AI revenues are HERE).

Daniel Ives ... (+4)
  • Daniel Ives
  • Matthew Weiss
  • Michael Gerbino
  • Scott Devitt
Dan Salmon
  • Dan Salmon

GOOGL/AMZN: Updated Bottom-Up AI Revenue Builds for AWS & GCP

We have updated our bottom-up estimates for Amazon Web Services (AWS) and Google Cloud Platform’s (GCP) revenues from AI products and services. Key Takeaway: No changes to total annual revenue growth for both AWS and GCP but for both: 1) We now model lower annual AI revenues and a higher portion from non-AI services. 2) Our 2025 quarterly revenue growth (and margin) estimates are more 2H25 weighted for both AWS and GCP to better reflect supply constraints easing.

Pierre FerraguÊ
  • Pierre FerraguÊ

GPUs vs. ASICs – Clash of the titans.

Broadcom announced last week an additional 2 engagements for its custom compute business, bringing the total to 7, with 3 already in production. In today’s work, we take a deep dive into GPU and ASIC throughput and TCO to assess how the market is likely to evolve in the coming years. Our findings should provide investors with a valuable framework ahead of Nvidia’s upcoming announcements at GTC next week.

Pierre FerraguÊ
  • Pierre FerraguÊ

Bible 4Q24 – Hyperscale & Cloud: material capex revisions, now consist...

Today, we are publishing the Hyperscale & Cloud section of our 26th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. Hyperscale revenues grew 11% YoY, with cloud services stabilizing in the mid-20%, driven by strong demand for both traditional & AI infrastructure. Capex grew 73% YoY and 25% QoQ, 11% above con...

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