COMPANY
Alphabet
GOOGL:US
Primary coverage by Dan Salmon
Research
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AI Summit NYC Recap: Inference demand driving Clouds, Blackwell capacity still coming, AI use at PINS & WMT, agencies disrupted?December 12, 2025 — Dan Salmon
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Waymo’s latest datapoints: 10x growth in 2 years? Implications.December 11, 2025 — Pierre Ferragu and Ben Harwood
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AMZN: A different AI Winner narrative emerging as Trainium3 GA + AI Factories support our above-consensus AWS estimatesDecember 2, 2025 — Dan Salmon
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Google planning to offer TPUs on premise? Our quick take.November 25, 2025 — Pierre Ferragu and Antoine Chkaiban
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AMZN/GOOGL: Implications of the MSFT + NVDA + Anthropic dealNovember 18, 2025 — Dan Salmon
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