How Cloud and AI Fuel the Next Wave of Hyperscale Growth
For over a decade, hyperscalers like Amazon, Microsoft, and Google have reshaped business. Despite doubts about slowing growth, first-principles analysis reveals the opposite: we’re just at the start. With cloud migration, AI adoption, and unmatched economies of scale, the hyperscalers’ golden age has only begun.
Podcast | Azure, Google, AWS: Who’s Winning the Cloud & AI Race?
Why are Microsoft, Google, and Amazon growing faster than ever—and why this cloud boom still has miles to run. From legacy workload migration to generative AI token explosions, tune in for an investor’s view on the real backbone of the intelligence revolution.
Why Amazon’s portfolio of ‘flywheels’ could make it a ‘repeat’ multi-bagger
While Amazon’s meteoric rise has already created a $2 trillion behemoth, this insightful article argues that the tech giant’s portfolio of multiple “flywheels” is just beginning to turn.
How the hyperscalers – Microsoft, Amazon & Alphabet – will profit from the AI boom
Learn how they are democratizing AI with their ML models, creating a virtuous cycle that drives and dominates the surging demand for compute and storage. Find out about the opportunity that lies ahead for today’s leading hyperscalers and why owning these businesses is a sure way to win from the AI revolution.