Latest ideas and analyses related to cloud hyperscalers

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NVDA

+40 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: 198, Votes: 4, Responses: 0, Attachments: 4
AMZN , GOOGL , AMD , INTC , MSFT , CSCO , MRVL , BABA , AVGO , STM , ERIC , JNPR , NOK

+1 pts



very good observation re supply of talent and IP advantage...

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

+9 pts



MRVL and AVGO both are great companies and people who knows system software and ASIC design, verification are less in number due to majority of...

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: 521, 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: 127, Votes: 2, Responses: 0, Attachments: 2
AMZN , MSFT

+39 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: 149, Votes: 3, Responses: 1, Attachments: 1
CRM , WDAY

+32 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: 214, Votes: 2, Responses: 0, Attachments: 0
GOOGL , AMZN

+38 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: 218, Votes: 3, Responses: 1, Attachments: 0
HPE , IBM , CSCO , DELL , VMW

+40 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: 133, Votes: 4, Responses: 1, Attachments: 0
AMZN , MSFT , GOOGL , IBM , ORCL

+51 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: 935, Votes: 3, Responses: 4, Attachments: 0
CSCO , ANET

+37 pts



Arista likely still the top dog among cloud hyperscalers

By bbern3 on Nov. 13, 2019, 12:17 p.m.
Tagged topics: 100G , cloud hyperscalers , market share leader

Views: 200, Votes: 2, Responses: 1, Attachments: 0