We use cookies to optimize your experience on our website. By continuing to use our site, you consent to the use of cookies as outlined in our Privacy Policy.

Skip to main content

Research
Events
Data
Coverage
Team
Contact

Search for:

EVENT

2024 Semicon West Investor Meetings

July 9, 2024 – July 10, 2024

Hosted by Rolf Bulk and Pierre Ferragu

Share via Email

Technology Events

Sep
5
Technology

Conference Call: Could Jensen just be reasonably optimistic? The Great Replatforming, Part II.

September 5, 2025 — Virtual
Hosted by Pierre Ferragu and Antoine Chkaiban

Event Details
Oct
7
Technology

2025 Semicon West Investor Meetings

October 7, 2025 – October 8, 2025 — Phoenix Convention Center, Phoenix, AZ
Hosted by Pierre Ferragu, Rolf Bulk, Derek Mogull and Peter Vogel

Event Details

Technology Research

August 29, 2025

The Great Replatforming, Part II – The General Theory. Could Jensen just be reasonably optimistic?

By Pierre Ferragu
August 28, 2025

$3-4tn AI datacenter spending in 2030 is credible and way above expectations

By Pierre Ferragu
August 28, 2025

Nvidia 2FQ26: growth next year confirmed; $3-4tn AI infrastructure spend in 2030? Buy, $235 TP

By Pierre Ferragu
August 28, 2025

Bible 2Q25 – Memory: margins of conventional DRAM to expand as HBM growth pressures capacity

By Pierre Ferragu
August 28, 2025

Bible 2Q25 – Industrials: Accelerating momentum; watch out for tariff pull-ins

By Pierre Ferragu

Contact

Careers

New Street Research is a talent-driven organization. We are always looking for creative, curious, driven thinkers. If you think you would be a good fit, please reach out to us.
London

New Street Research LLP

18th Floor, 100 Bishopsgate

London, EC2N 4AG

+44 20 7375 9111
New York

New Street Research LLC

430 West 14th Street, Floor 5

New York, NY 10014

+1 646 681 4604
Singapore

New Street Research Singapore Pte. Ltd

80 Robinson Road #10-01A

Singapore, 068898

+65 6420 6225

Policy on Independence | Terms of Business | Privacy Policy

New Street Research LLP is registered in England and Wales No. OC303987. Registered office: 100 Bishopsgate, 18th Floor, London, EC2N 4AG. New Street Research LLP is authorised and regulated in the conduct of its designated investment business in the United Kingdom by the Financial Conduct Authority.

© New Street Research LLP. Website by Pel.