P Equity Research 📰(@pequityresearch):BofA: expect U.S. top hyperscalers (Amazon, Microsoft, Oracle, Alphabet) to grow cloud revenue to $975 billion in 2028, up from $290 billion in 2025. Meanwhile, China's top hyperscalers (Alibaba, Tencent, ByteDance, Baidu) cloud revenue to increase to $94 billion, up from $28 billion. $GOOGL $AMZN $MSFT $ORCL

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P Equity Research 📰@pequityresearch

2026.09.22 19:10

BofA: expect U.S. top hyperscalers (Amazon, Microsoft, Oracle, Alphabet) to grow cloud revenue to $975 billion in 2028, up from $290 billion in 2025. Meanwhile, China's top hyperscalers (Alibaba, Tencent, ByteDance, Baidu) cloud revenue to increase to $94 billion, up from $28 billion. $GOOGL $AMZN $MSFT $ORCL