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Alphabet

Alphabet research hub covering institutional report mentions, AI summaries, related topics and market context.

2 reports

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Goldman Sachs 2026-06-17 Market Report

Booming Datacenter pipeline and AI spending boom - the pivotal role of energy: POWERING UP EUROPE

Goldman Sachs updates its European datacenter pipeline estimate to approximately 480 GW, equivalent to 1.5x current European power demand, up from 170 GW in…

UBS 2026-06-03 Industry Report

Cloud Infrastructure: The Hyperscaler Bull Case

UBS presents a bullish case for cloud infrastructure hyperscalers, highlighting that combined revenues of AWS, Azure, and Google Cloud hit $84.8B in 1Q26 with…