EVENT

GOOGL/AMZN/META: Reviewing our updated AI Capex and Cloud Revenues

Date and Time
January 16, 2026 — 11am ET
Location
Virtual
Hosted by Dan Salmon

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, and AI Cloud revenue estimates for AWS and GCP.

Register