Form 144 AMAZON COM INC Filed by: Selipsky Adam

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How big is the GPU IaaS opportunity for Alphabet (GOOGL) and Amazon (AMZN)?

October 23, 2023 1:46 PM EDT

In a note to clients this week, Morgan Stanley analysts assessed the potential size of the GPU IaaS opportunity for Alphabet (NASDAQ: GOOGL) and Amazon (NASDAQ: AMZN).

In the research note headed by analyst Brian Nowak, the investment bank said it believes GPU IaaS revenue could potentially be a meaningful driver of AWS (Amazon Web Services) and... More