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.

Daily Views on Tech Headlines

Alphabet (GOOGL, Buy, $275 target) AI Mode’s 1st non-English languages...

Yesterday, GOOGL announced that AI Mode is now available in five new languages, the first ones after English. This followed the launch of a new URL (google.com/ai) for AI Mode last Friday, and some intriguing comments from a GOOGL executive on social media afterwards about the potential for AI Mode being made default, which continues to be a popular question from investors.

Bible 2Q25 – Hyperscale & Cloud: 2026 capex expectations up 19%, $3-4t...

Today, we are publishing the Hyperscale & Cloud section of our 28th 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. In the coming weeks we will publish sections on Enterprise IT and Foundry. Hyperscale capex grew 70% YoY. Most raised 2025 guides, and confirmed sustained spending in 2026, lifting expectations....

Daily Views on Tech Headlines

Daily Views on Tech Headlines

While this feature will only be offered in select cities (for now), comes with several limitations (to protect drivers and users) and is unlikely to represent a significant share of payments, we believe this will increase transport accessibility and reflects the continued relevance of cash for cert

Wedbush Morning Call - Sep 08 2025 6:54AM

Market Poised for Additional Gains; Liquidity Still Fueling Growth

Could Broadcom XPUs ramp to 50% of infrastructure deployed by clients ...

Broadcom announced yesterday a $10bn AI rack order (likely OpenAI), for inference, and hinted growth could accelerate in 2027.

A closer look at chip purchases and installed bases And the relative ...

We are getting more questions about each company’s share of GPU purchases, and especially how it could impact capacity constraints at Cloud divisions (especially AWS).

Wedbush Morning Call - Sep 05 2025 7:07AM

Daily Views on Tech Headlines

Foxconn, NVDA: August sales suggest continued AI momentumView: While overall sales slipped slightly M/M, AI sales remained robust with Foxconn noting it saw customers pull in shipments and reiterating it expects rack shipments will increase 3X. We see this news as indicative that near-term momentum

Robotaxi App Now Available To US iPhone Users; Tops Free Travel App Li...

Daily Views on Tech Headlines

Daily Views on Tech Headlines

Wedbush Morning Call - Sep 03 2025 6:53AM

August Update

Alphabet (GOOGL, Buy, $235 target) Distribution deals, Chrome & Androi...

The Search remedies ruling is in and GOOGL (+7% after hours) and will be able to continue making third party distribution payments, which is the most important part of the ruling – see also AAPL +3%. GOOGL will also not be required to divest Chrome or (provisionally as sought by the DOJ) Android, nor will it be required to show choice screens or compel distribution partners to do so.

Government Folds Like Cheap Suit; Raising PT to $245

Daily Views on Tech Headlines