Updated AI ROICs: AMZN higher, GOOGL lower, META mixed

New Street Research US Internet analyst, Dan Salmon, will host a call to review the team's updated AI ROIC analysis for META, GOOGL and AMZN.

The call will be a great opportunity to address some of the top investor questions of late, including:

1) How many GPUs and custom chips are each company buying this year and next, and how are their installed bases evolving?

2) Is AWS getting a lower share of GPUs vs other hyperscalers? How quickly can AWS ramp its installed base of Trainium chips?

3) How much are OpenAI and Anthropic contributing to revenue growth at AWS and GCP?

4) How is pricing holding up at AWS and GCP as supply constraints are set to begin easing in the next few quarters?

5) What are the most important AI returns for GOOGL, AMZN and META?