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EVENT

Semicon West Investor Meetings

July 11, 2023 – July 12, 2023

San Francisco, CA

Hosted by Pierre Ferragu

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Additional Events

Oct
13
Technology

2026 Semicon West Investor Meetings

October 13, 2026 – October 14, 2026 — San Fransisco, CA
Hosted by Pierre Ferragu and Peter Vogel

Event Details

Technology Research

September 18, 2026

The Tech Infrastructure Quarterly Bible 2Q26

By Pierre Ferragu
September 18, 2026

Here we are – $4tn AI capex in 2030?

By Pierre Ferragu
September 18, 2026

2Q26 Bible - Hyperscale & Cloud: demand visibility improving materially; supply constrained across the board.

By Pierre Ferragu
September 17, 2026

Bible 2Q26 - Enterprise IT: Cloud & Legacy keep accelerating; Saas growth stabilizes.

By Pierre Ferragu
September 16, 2026

Bible 2Q26 - Telecom Infrastructure: AI inflecting optical. Telecom steady. Mobile flat until 6G.

By Pierre Ferragu

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