Alphabet Solves the AI Infrastructure Bottlenecks Competitors Can't Buy with Debt

Impact · against what's priced in

The article is largely a confirmation of existing data and provides no new catalysts for Alphabet, Microsoft, or Amazon. While Google Cloud's 82% growth is impressive, the market's refusal to pay for Cloud growth sustaining above 40% remains the primary valuation hurdle, and the reported Capex surge only reinforces the known transition to negative free cash flow.

AMZN+0.00

Already priced in

The price assumes

AWS sustaining 19.7% growth