WHAT: New Street Research's US Internet analyst, Dan Salmon, will host a call to review the team's updated AI Capex estimates for AMZN, GOOGL and META, as well as our latest Cloud revenue AI estimates for AWS and GCP, including the contributions from OpenAI and Anthropic.
WHY: The call will be a great opportunity to address some top investor questions of late, including:
1. How many GWs of compute capacity will GOOGL, AMZN and META add this decade?
2. How does the new time delay factor impact near-term and long-term monetization of the installed base and cloud revenues?
3. How did the latest GPU and custom silicon price changes at AWS and GCP impact Cloud AI revenue estimates, including newly unveiled pricing for TPU v7 "Ironwood?"
4. How much more are OpenAI and Anthropic contributing to AWS and GCP revenue growth on the new forecasts?