COMPANY
Advanced Micro Devices
AMD:US
Primary coverage by Pierre Ferragu
Research
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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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AI datacenter industry model v2.0 – less, but more expensive chips, with more memory content.April 11, 2024 — Pierre Ferragu
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Semi 1Q24 Update: AI shortcuts the cycle, while diversified semis find a bottomApril 4, 2024 — Pierre Ferragu
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How much would a 1m XPU cluster cost to build and operate?April 1, 2024 — Pierre Ferragu
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Nvidia, Broadcom, and the future of AI: Deeper thoughts on the back of last week’s eventsMarch 25, 2024 — Pierre Ferragu
Events
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Mar
15TechnologyMarch 15, 2024Watch Replay -
Mar
14TechnologyMarch 14, 2024 — VirtualWatch Replay -
Jan
26TechnologyJanuary 26, 2024 — VirtualWatch Replay -
Jan
17TechnologyJanuary 17, 2024 — VirtualWatch Replay -
Jan
09TechnologyJanuary 9, 2024Watch Replay -
Oct
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Sep
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Jun
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Mar
25TechnologyMarch 25, 2022Watch Replay -
Oct
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Jun
15TechnologyJune 15, 2021Watch Replay -
May
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Mar
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Jul
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Jun
12TechnologyJune 12, 2020Watch Replay -
May
28TechnologyMay 28, 2020Watch Replay -
Sep
24TechnologySeptember 24, 2019Watch 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 -
Oct
22TechnologyOctober 22, 2018Watch Replay