Goldman Sachs: AI ROIC "The hyperscalers' current estimated Al revenues remain below the amount that would allow them to break even on their capex, but those revenues are growing quickly and revenue backlogs are sizable." 0% ROIC --> $308 billion hyperscaler AI revenue 10% ROIC

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1. #1

   Current InP substrate S/D gap now exceeds 70% $AXTI

   P Equity Research 📰P Equity Research 📰 @pequityresearch · 15 小时前

   
2. #2

   Goldman Sachs: Since the start of 2026, consensus CY26-27 capex estimates for the 5 US-based hyperscalers have risen by 66% or a combined ~$750 billion. $GOOGL $AMZN $MSFT $META $…

   P Equity Research 📰P Equity Research 📰 @pequityresearch · 16 小时前

   
3. #3

   UBS: CoreWeave's revenue is expected to increase to $84.8 billion by FY30 with an EBIT margin of 27%, up from ~$13 billion in FY26. $CRWV

   P Equity Research 📰P Equity Research 📰 @pequityresearch · 17 小时前

   
4. #4

   Truist: We estimate AI cloud ARR could exceed $2.1 trillion by 2030E, up from $310 billion in 2025. $MSFT $GOOGL $META $ORCL $AMZN

   P Equity Research 📰P Equity Research 📰 @pequityresearch · 18 小时前

   
5. #5

   Jefferies: AI transceiver forecast now pushing to nearly 180 million units in CY27, including 90 million 800G and 80+ million 1.6T units. Growing to 245 million in CY28. Material…

   P Equity Research 📰P Equity Research 📰 @pequityresearch · 23 小时前
6. #6

   BofA: we see 2027 HBM ASP growth likely to be "far below" 100%. $MU $DRAM $EWY

   P Equity Research 📰P Equity Research 📰 @pequityresearch · 1 天前

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