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EVENT

AI BIG Idea Series | Helios: AMD’s Next-Generation Rack-Scale Architecture | Forrest Norrod & Doug Huang

February 18, 2026 — 10:00AM ET

Virtual

Hosted by Antoine Chkaiban

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Join us to listen to a unique group of speakers articulate their big ideas about the future of the industry.

Register

Additional Events

Feb
18
Technology

2025 BCG & NSR AI BIG Idea Series

February 18, 2026 – February 18, 2026 — Virtual
Hosted by Pierre Ferragu and Antoine Chkaiban

Event Details
Mar
16
Technology

2026 GTC | Agenda, NSR Tech After-Party, Investor Meetings

March 16, 2026 – March 17, 2026 — San Jose, CA
Hosted by Pierre Ferragu, Antoine Chkaiban, Peter Vogel and Derek Mogull

Event Details

Technology Research

January 28, 2026

ASML 4Q25: Strong order momentum, but 10% p.a. growth outlook doesn’t leave room for valuation upside. Neutral, €1,075 Target Price.

By Pierre Ferragu
January 28, 2026

Texas Instruments: Industrial and auto semis recovering. Read-through for Infineon.

By Pierre Ferragu
January 28, 2026

ASML 4Q25 QT: Strong order momentum, but 10% p.a. growth outlook doesn’t leave room for valuation upside.

By Pierre Ferragu
January 28, 2026

What returns to expect on Cloud AI?

By Pierre Ferragu and Antoine Chkaiban
January 28, 2026

Tesla Model Update

By Pierre Ferragu and Ben Harwood

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