306 | Breaking Analysis | Cloud earnings bring clarity, concern and confusion
Автор: SiliconANGLE theCUBE
Загружено: 2026-02-07
Просмотров: 657
Описание:
In this Breaking Analysis we squint through the statements made by company managements on this week's earnings calls, including what we see as some assumptions that conflict with our scenario for how the AI buildout will evolve. In particular, while operators are understandably focused on Nvidia’s gross margins, we believe observers are underestimating the cost advantages that Nvidia will have relative to GPU alternatives, including those from AMD, Intel and hyperscalers.
00:00 - AI Developments and Financial Insights: Earnings, Investments, and Market Reactions
02:52 - Strategic Insights: AWS Market Dynamics and AI Integration
06:15 - AWS's Custom Silicon and Trainium
10:00 - Google and NVIDIA Partnership
16:06 - Google Cloud's AI Growth
18:37 - AI and Cloud Market Analysis
22:24 - Semiconductors in Cloud Developments
26:16 - Closing Thoughts
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