Information Services Group: AI Infrastructure Demand Sends Cloud Bookings Soaring

Impact · against what's priced in

The surge in IaaS bookings is a positive catalyst for the hyperscalers, particularly AMZN and GOOGL, as it provides concrete evidence for acceleration the market currently refuses to price in. Conversely, the slowing growth among top-tier SaaS vendors suggests that the AI-driven momentum for platforms like NOW and CRM may be more fragmented than a broad-based recovery.

GOOGL+0.60

Challenges what's priced in

The price assumes