GOOGLGOOGLAlphabet Inc. Class A
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P Equity Research 📰P Equity Research 📰
25 Sep, 16:16

AI-driven EBIT growth catalyst

Bullish-0.20%

AI Summary

The author shares a Rothschild research estimate that AI models from OpenAI and Anthropic will drive up to 60% of EBIT growth for major hyperscaler cloud providers, presenting a strong bullish thesis on AI-driven earnings expansion.

Rothschild: We estimate the EBIT growth contribution to hyperscalers from OpenAI/Anthropic is approaching 60%. $AMZN $MSFT $META $GOOGL

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