Episode Details
| Title | AI Exchanges: How tech giants are navigating the AI landscape |
|---|---|
| Date | 5/7/2025 |
| Podcast | Goldman Sachs Exchanges ↗ |
Key Insights
Bullish:
- 🟢 $CLOUD - Cloud providers are experiencing significant growth, attracting investor attention due to their direct correlation with AI advancements and scalability.
- “Google Cloud grew 28%, AWS grew 17, Microsoft Azure grew well into the thirties. Those are the type of growth rates that attract a lot of investor attention because there's a direct correlative payout.” - Eric (15:25)
- “Towards the end of last year, I think investors were generally moving from the arms dealers and how you deploy dollars to build against each other towards what have you built and how is it going to scale. The initial pivot was towards the hyperscalers.” - Eric (14:53)
- 🟢 $META - 🔒
- 🟢 $TECH - 🔒
- 🟢 $AIAPP - 🔒