Big Tech’s AI Bets: What Q4 Earnings Reveal About the Future

What Does the Latest Cloud Earnings Season Tell Us About AI’s Future?

The AI race is heating up, and the latest earnings reports from Amazon, Microsoft, and Google provide crucial signals on where the industry is headed. Join AlphaSense partner Rihard Jarc, Founder of UncoverAlpha & CIO of New Era Funds, as he deciphers the key takeaways from Big Tech’s earnings calls and what they reveal about the future of AI and cloud computing.

Using AlphaSense’s extensive library—including earnings transcripts, expert interviews, and proprietary insights—Rihard will break down how these companies are navigating AI workload demand, ROI, and the evolving semiconductor landscape.

Watch this session to learn:

• How Amazon, Microsoft, and Google view AI workload demand—and what it means for investors
• What's the near-term outlook for semiconductors like Nvidia and Broadcom
• Whether DeepSeek has forced hyperscalers to rethink their AI strategies
• About AI CapEx trends and the broader investment implications

Whether you're an institutional investor, analyst, or AI enthusiast, this session will equip you with actionable insights to enhance your research and stay ahead in the evolving AI space.

Disclaimer: The views presented are solely the guests' own opinions, and do not represent the views of AlphaSense. Nothing in this broadcast constitutes investment advice.