{"id":328917,"date":"2026-08-06T19:53:13","date_gmt":"2026-08-06T19:53:13","guid":{"rendered":"https:\/\/www.europesays.com\/se\/328917\/"},"modified":"2026-08-06T19:53:13","modified_gmt":"2026-08-06T19:53:13","slug":"hsbc-ser-bast-riskjusterad-vardering-i-azure-och-google-cloud","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/se\/328917\/","title":{"rendered":"HSBC ser b\u00e4st riskjusterad v\u00e4rdering i Azure och Google Cloud"},"content":{"rendered":"<p class=\"font-sans text-base text-text-main dark:text-text-main-dark font-normal leading-[1.4]\">HSBC bed\u00f6mer att Microsoft Azure och Google Cloud erbjuder den mest attraktiva riskjusterade v\u00e4rderingen bland de granskade molnplattformarna, medan Coreweave framst\u00e5r som dyrast.\n <\/p>\n<p>F\u00f6r 2027 uppskattas avkastningen p\u00e5 investerat kapital till 14,6 procent f\u00f6r Azure, 18,9 procent f\u00f6r AWS och 16,0 procent f\u00f6r Google Cloud, j\u00e4mf\u00f6rt med ensiffriga niv\u00e5er f\u00f6r Oracle Cloud Infrastructure och Coreweave.\n <\/p>\n<p>Google Cloud handlas enligt HSBC till l\u00e4gst implicit ev\/ebit f\u00f6r 2028, 10,1 g\u00e5nger, f\u00f6ljt av Oracle p\u00e5 14,0 g\u00e5nger och Azure p\u00e5 14,1 g\u00e5nger. AWS ligger p\u00e5 18,2 g\u00e5nger och Coreweave p\u00e5 27,0 g\u00e5nger.\n <\/p>\n<p>Analyshuset pekar samtidigt p\u00e5 h\u00f6g kundkoncentration, d\u00e4r OpenAI och Anthropic uppskattas st\u00e5 f\u00f6r omkring 50 procent av \u00e5terst\u00e5ende kontrakts\u00e5taganden hos flera stora molnakt\u00f6rer. AWS bed\u00f6ms dessutom ha st\u00f6rre exponering mot korta kontrakt, vilket \u00f6kar risken vid omf\u00f6rhandlingar.<br \/>\n <br class=\"col-start-2\"\/><\/p>\n<p class=\"font-sans text-base text-text-main dark:text-text-main-dark font-normal leading-[1.4]\">Samuel Alaei<br \/>\n <br class=\"col-start-2\"\/><br \/>\n Nyhetsbyr\u00e5n Finwire<\/p>\n","protected":false},"excerpt":{"rendered":"HSBC bed\u00f6mer att Microsoft Azure och Google Cloud erbjuder den mest attraktiva riskjusterade v\u00e4rderingen bland de granskade molnplattformarna,&hellip;\n","protected":false},"author":2,"featured_media":328918,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_share_on_mastodon":"0"},"categories":[65],"tags":[735,1567,13358,27083,27082,6302,72,3322,70,71,3885,34,31,33,32,30],"class_list":["post-328917","post","type-post","status-publish","format-standard","has-post-thumbnail","category-ekonomi","tag-microsoft","tag-alphabet","tag-alphabet-inc-class-c","tag-alphabet-pref-a","tag-alphabet-pref-b","tag-amazon-com","tag-business","tag-coreweave","tag-economy","tag-ekonomi","tag-oracle","tag-se","tag-svenska","tag-sverige","tag-sweden","tag-swedish"],"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@se\/117050317608322602","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/posts\/328917","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/comments?post=328917"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/posts\/328917\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/media\/328918"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/media?parent=328917"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/categories?post=328917"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/tags?post=328917"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}