COMPANY
Amazon
AMZN:US
Primary coverage by Dan Salmon
Research
-
GOOGL: How Cloud will help Ads and more from 3 Days @ Google Cloud NextApril 12, 2024 — Dan Salmon
-
AI datacenter industry model v2.0 – less, but more expensive chips, with more memory content.April 11, 2024 — Pierre Ferragu
-
CALL SLIDES-AMZN/GOOGL: Reviewing Gen AI revenues for AWS and GCPApril 3, 2024 — Dan Salmon
-
AMZN/GOOGL: Top Investor Questions on our Cloud Gen AI EstimatesApril 3, 2024 — Dan Salmon
-
AMZN: Breaking out AWS Generative AI RevenuesMarch 28, 2024 — Dan Salmon
Events
-
Apr
03InternetApril 3, 2024 — VirtualHosted by Dan Salmon and Maxwell SpaethWatch Replay -
Feb
22TechnologyFebruary 22, 2024 — VirtualHosted by Pierre Ferragu, Dan Salmon, Matt Perault and Blair LevinWatch Replay -
Nov
28InternetNovember 28, 2023 — VirtualHosted by Dan SalmonWatch Replay -
Jan
05
