Latest ideas and analyses related to cloud hyperscalers

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NVDA

+38 pts



$NVDA - hyperscalers set to accelerate demand in 2H; best positioned for structural growth in DC, AI, and gaming

By bbern3 on Aug. 19, 2021, 11:23 a.m.
Tagged topics: cloud hyperscalers , AI , gaming , beat and raise , Goldman Sachs , Oppenheimer , semiconductors , datacenter , structural growth

Views: 124, Votes: 3, Responses: 0, Attachments: 4
AMZN , GOOGL , AMD , INTC , MSFT , CSCO , MRVL , BABA , AVGO , STM , ERIC , JNPR , NOK

+1 pts





By mooreideas on May 20, 2021, 1:46 p.m.
Tagged topics: cloud hyperscalers , JP Morgan , strong demand , semiconductors , ARM CPU , ASIC chip market

Views: 1, Votes: 1, Responses: 0, Attachments: 0
AMZN , GOOGL , AMD , INTC , MSFT , CSCO , MRVL , BABA , AVGO , STM , ERIC , JNPR , NOK

+9 pts





By anon7828 on May 20, 2021, 1:42 p.m.
Tagged topics: cloud hyperscalers , JP Morgan , strong demand , semiconductors , ARM CPU , ASIC chip market

Views: 7, Votes: 3, Responses: 1, Attachments: 0
AVGO , MRVL , GOOGL , AMZN , MSFT , BABA , ERIC , NOK , CSCO , JNPR , AMD , STM , INTC

+37 pts



$AVGO, $MRVL - JP Morgan sees strong resurgence in custom chip market, believes market leaders Broadcom and Marvell poised to dominate

By mooreideas on May 20, 2021, 1:32 p.m.
Tagged topics: cloud hyperscalers , JP Morgan , strong demand , semiconductors , ARM CPU , ASIC chip market

Views: 223, Votes: 3, Responses: 2, Attachments: 6
AMZN

+32 pts



$AMZN - Jefferies expert panel see AWS' leadership as rock solid into 2021

By labjordan on Dec. 1, 2020, 1:43 a.m.
Tagged topics: analyst checks , cloud hyperscalers , AWS

Views: 70, Votes: 2, Responses: 0, Attachments: 2
AMZN , MSFT

+38 pts



Read throughs from $MSFT's earnings on $AMZN

By labjordan on July 24, 2020, 12:02 p.m.
Tagged topics: cloud hyperscalers , AWS , COVID-19

Views: 83, Votes: 2, Responses: 1, Attachments: 1
CRM , WDAY

+31 pts



Application SaaS players are Amazon-proof

By ethonomics on Dec. 17, 2019, 11:35 a.m.
Tagged topics: cloud hyperscalers , infrastructure software , Amazon-proof

Views: 183, Votes: 1, Responses: 0, Attachments: 0
GOOGL , AMZN

+37 pts



Google cloud's aggressive pricing could impact AWS

By labjordan on Dec. 17, 2019, 11:27 a.m.
Tagged topics: pricing , cloud hyperscalers , AWS

Views: 190, Votes: 2, Responses: 1, Attachments: 0
HPE , IBM , CSCO , DELL , VMW

+39 pts



The losers are mostly in hardware and infrastructure software

By phenphen on Dec. 17, 2019, 11:23 a.m.
Tagged topics: cloud hyperscalers , Red Hat , hardware , infrastructure software , application software , EMC , BMC , Terradata

Views: 111, Votes: 3, Responses: 1, Attachments: 0
AMZN , MSFT , GOOGL , IBM , ORCL

+49 pts



IBM and Oracle have already lost the cloud wars?

By cassie on Dec. 17, 2019, 11:08 a.m.
Tagged topics: cloud hyperscalers , AWS , cloud wars , developer adoption , enterprise base , Azure , AI , machine learning , Kubernetes , Google cloud , Red Hat

Views: 847, Votes: 2, Responses: 4, Attachments: 0