Amazon, Microsoft, Alphabet, Oracle, CoreWeave seen as key AI compute beneficiaries after Google Cloud Next (opens in new tab)
Amazon.com Inc (NASDAQ:AMZN), Microsoft Corp (NASDAQ:MSFT), Alphabet Inc (NASDAQ:GOOG), Oracle Corp (NYSE:ORCL, XETRA:ORC), and CoreWeave (NASDAQ:CRWV) are expected to remain key beneficiaries of accelerating AI compute demand, according to a Jefferies analyst note following attendance at Google...
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