BUZZ-Jefferies sees Amazon's cloud investment in Australia and NZ driving gains

Reuters

Jun 05

BUZZ-Jefferies sees Amazon's cloud investment in Australia and NZ driving gains

** Jefferies sees tailwinds in Australia and New Zealand from Amazon's AMZN.O cloud service AWS investing in cloud infrastructure, alongside accelerating migration to the cloud

** Data centre operators NEXTDC NXT.AX and Infratil IFT.NZ are expected to benefit from the trend — Jefferies

** Brokerage says, AWS has also increased its network capacity, with telco Telstra TLS.AX leading network development efforts in Australia

** Adds, TLS is set to activate the Sydney to Melbourne connection in H2, with expectations for strong demand on that network

** Notes that corporations are accelerating their shift towards the public cloud due to AI integration, rising prices of VMware software by Broadcom AVGO.O

** Flags caution on Macquarie Technology Group, MAQ.AX which utilises VMware for its cloud services, may continue to feel the impact of the price hikes

** In 2025, MAQ, IFT and NXT are down 30.2%, 15.3% and 12.1% respectively while TLS is up 21.2%

(Reporting by Kumar Tanishk in Bengaluru)

((Tanishk.Kumar@thomsonreuters.com; X: @thatstanishk http://www.x.com/thatstanishk))

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05:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html xmlns=\"http://www.w3.org/1999/xhtml\"><head><title>BUZZ-Jefferies sees Amazon's cloud investment in Australia and NZ driving gains</title></head><body><p>** Jefferies sees tailwinds in Australia and New Zealand from Amazon's <span>AMZN.O</span> cloud service AWS investing in cloud infrastructure, alongside accelerating migration to the cloud</p><p>** Data centre operators NEXTDC <span>NXT.AX</span> and <a href=\"https://laohu8.com/S/IFT.AU\">Infratil</a> <span>IFT.NZ</span> are expected to benefit from the trend — Jefferies</p><p>** Brokerage says, AWS has also increased its network capacity, with telco Telstra <span>TLS.AX</span> leading network development efforts in Australia</p><p>** Adds, TLS is set to activate the Sydney to Melbourne connection in H2, with expectations for strong demand on that network</p><p>** Notes that corporations are accelerating their shift towards the public cloud due to AI integration, rising prices of VMware software by Broadcom <span>AVGO.O</span></p><p>** Flags caution on <a href=\"https://laohu8.com/S/MQG.AU\">Macquarie</a> Technology Group, <span>MAQ.AX</span> which utilises VMware for its cloud services, may continue to feel the impact of the price hikes </p><p>** In 2025, MAQ, IFT and NXT are down 30.2%, 15.3% and 12.1% respectively while TLS is up 21.2%</p><p>(Reporting by Kumar Tanishk in Bengaluru)</p><p>((Tanishk.Kumar@thomsonreuters.com; X: @thatstanishk http://www.x.com/thatstanishk))</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0109392836.USD","symbol_name":"富兰克林科技股A","start_time":0,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250604:nL3N3S71CG:1","article_id":"2541091274","we_media_id":"1032215980","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2541091274","pubTimestamp":1749072336,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Reuters","introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"summary":"BUZZ-Jefferies sees Amazon's cloud investment in Australia and NZ driving gains** Jefferies sees tailwinds in Australia and New Zealand from 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USD"},"translate_title":"BUZZ-Jefferies认为亚马逊在澳大利亚和新西兰的云投资推动了收益","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AMZN":0.9,"MAQ.AU":0.9,"NXT.AU":0.9,"TLS.AU":0.9,"USAW.SI":0.6},"content_text":"BUZZ-Jefferies sees Amazon's cloud investment in Australia and NZ driving gains** Jefferies sees tailwinds in Australia and New Zealand from Amazon's AMZN.O cloud service AWS investing in cloud infrastructure, alongside accelerating migration to the cloud** Data centre operators NEXTDC NXT.AX and Infratil IFT.NZ are expected to benefit from the trend — Jefferies** Brokerage says, AWS has also increased its network capacity, with telco Telstra TLS.AX leading network development efforts in Australia** Adds, TLS is set to activate the Sydney to Melbourne connection in H2, with expectations for strong demand on that network** Notes that corporations are accelerating their shift towards the public cloud due to AI integration, rising prices of VMware software by Broadcom AVGO.O** Flags caution on Macquarie Technology Group, MAQ.AX which utilises VMware for its cloud services, may continue to feel the impact of the price hikes ** In 2025, MAQ, IFT and NXT are down 30.2%, 15.3% and 12.1% respectively while TLS is up 21.2%(Reporting by Kumar Tanishk in Bengaluru)((Tanishk.Kumar@thomsonreuters.com; X: @thatstanishk http://www.x.com/thatstanishk))","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"corporation","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}