AI space race: BNP predicts Google, Amazon, Meta among first to test orbital data centers
By Brandon Evans Publication Date: 2026-03-07 13:00:00 BNP Paribas says orbital, solar-powered AI data centers aren’t viable yet due to…
Tag: BNP
OpenAI’s massive funding round is expected to benefit Microsoft, Oracle: BNP
By Chris Ciaccia Publication Date: 2026-02-27 16:00:00 OpenAI’s $110 billion funding eases cash burn fears and supports Microsoft and Oracle’s…
Microsoft weighs in on OpenAI, Anthropic, and AI spending during BNP sit-down
By Chris Ciaccia Publication Date: 2026-02-24 15:28:00 Microsoft (MSFT), which is at the center of the artificial intelligence spending debate,…
According to BNP Paribas, OpenAI’s new spending plan is still positive for Microsoft and Oracle
By Vince Condarcuri Publication Date: 2026-02-23 19:47:00 According to B, OpenAI’s updated spending plan for its AI infrastructure is still…
OpenAI's updated capex plans prove positive for Microsoft, Oracle: BNP Paribas
By Brandon Evans Publication Date: 2026-02-23 15:56:00 OpenAI’s AI capex plans to 2030 could lift Microsoft and Oracle, easing counterparty…
Oracle and Adobe in focus, while BNP Paribas advocates selling off enterprise software
By Chris Ciaccia Publication Date: 2026-02-10 15:42:00 BNP Paribas weighs in on Oracle and Adobe after the enterprise software sell-off,…
Microsoft's free cash flow considered 'most resilient' of hyperscalers: BNP Paribas
By Chris Ciaccia Publication Date: 2026-02-06 15:42:00 BNP Paribas says Microsoft’s free cash flow is most resilient as hyperscalers boost…
Marvell, Broadcom, among group that may benefit from new Microsoft chip: BNP
By Chris Ciaccia Publication Date: 2026-01-27 15:33:00 BNP says Microsoft’s Maia 200 AI chip could boost Marvell and Broadcom via…
AWS, AI strength to boost Amazon's Q4 results: BNP Paribas
Amazon (AMZN) Q4 results Feb. 5: BNP expects AWS growth to beat forecasts on AI demand and advertising strength. https://seekingalpha.com/news/4540492-aws-ai-strength-to-boost-amazons-q4-results-bnp-paribas
According to BNP, Oracle will likely allay fears by “only” taking on about $30 billion in debt (ORCL:NYSE)
By Chris Ciaccia Publication Date: 2025-12-02 15:13:00 Amid fears that Oracle (ORCL) could take on $100 billion in debt to…