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

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

Share via Email

Technology Research

March 16, 2026

Grasping the AI Infra buildout (XI): Can cloud revenues triple in 4 years?

By Pierre Ferragu
March 16, 2026

Suppliers Leveraged to Key Themes

By Peter Vogel and Pierre Ferragu
March 13, 2026

Hybrid bonding heats up, with takeover interest emerging for Besi and ASML to enter

By Pierre Ferragu
March 13, 2026

Grasping the AI Infra buildout (X): “Internal AI” returns? lower than you’d think today!

By Pierre Ferragu
March 13, 2026

Asia Tour: Key Headlines and Published Work to Date

By Peter Vogel and 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

Birchin Court, 20 Birchin Lane

London, EC3V 9DU

+44 20 7375 9111

Registered Address

5 Brayford Square, London, E1 0SG
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: 5 Brayford Square, London, E1 0SG. 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.