Calls
1
James Manyika
SVP Research & Technology, Google
Win Rate
100.0%
return
+4.1%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 25
$319.74
+4.1%
Google is building AI infrastructure in Africa, including cloud data centers and subsea cables, to be close to users and capture surging demand for compute, especially for AI inference. The company sees Africa as a long-term infrastructure play and is investing heavily to meet growing demand, which is shifting from model training to inference that requires local capacity.
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James Manyika has 1 trade ideas tracked on Buzzberg across 1 tickers since July 2026. Most covered: GOOGL.
