COMPANY
Nvidia
NVDA:US
Primary coverage by Pierre Ferragu
Research
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Microsoft & Google 1Q24: cloud capex to accelerate in 2024April 26, 2024 — Pierre Ferragu
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Microsoft & Google 1Q24: Public cloud growth is sustainably re-acceleratingApril 26, 2024 — Pierre Ferragu
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Meta 2024 capex guide raised further, improving visibility on 2025.April 25, 2024 — Pierre Ferragu
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What does TPUv5 tell us about competitive dynamics between ASICs and GPUs?April 22, 2024 — Pierre Ferragu
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Marvell AI event, Meta MTIA v2. Implications for the AI accelerator landscape.April 12, 2024 — Pierre Ferragu
Events
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Mar
27TechnologyMarch 27, 2024 — VirtualWatch Replay -
Mar
15TechnologyMarch 15, 2024Watch Replay -
Jan
26TechnologyJanuary 26, 2024 — VirtualWatch Replay -
Jan
17TechnologyJanuary 17, 2024 — VirtualWatch Replay -
Jan
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Jan
09TechnologyJanuary 9, 2024Watch Replay -
Jun
12TechnologyJune 12, 2023 – June 12, 2023Watch Replay -
May
25TechnologyMay 25, 2023 — VirtualWatch Replay -
Jan
30TechnologyJanuary 30, 2023Watch Replay -
Oct
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Mar
25TechnologyMarch 25, 2022Watch Replay -
Feb
09TechnologyFebruary 9, 2022Watch Replay -
Oct
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Sep
09TechnologySeptember 9, 2021Watch Replay -
May
20 -
Oct
13TechnologyOctober 13, 2020Watch Replay -
Jun
12TechnologyJune 12, 2020Watch Replay -
May
28TechnologyMay 28, 2020Watch Replay -
May
06TechnologyMay 6, 2020Watch Replay -
Jun
06TechnologyJune 6, 2019Watch Replay -
Feb
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Nov
28TechnologyThe Tech Infrastructure Quarterly Bible 3Q18: What we learnt in the quarter and our updated thoughtsNovember 28, 2018Watch Replay -
Nov
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May
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May
04