COMPANY
Microsoft
MSFT:US
Primary coverage by Pierre Ferragu
Research
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Oracle AI world: datapoints support our framework and numbersOctober 17, 2025 — Pierre Ferragu and Antoine Chkaiban
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Oracle AI cloud margins: Much ado about nothingOctober 8, 2025 — Pierre Ferragu
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The NSR AI datacenter economics cheat sheetSeptember 26, 2025 — Pierre Ferragu and Antoine Chkaiban
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Oracle: What will life after giant RPOs look like?September 23, 2025 — Pierre Ferragu and Antoine Chkaiban
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Nvidia-OpenAI deal magic: cutting the ground from under the ASIC threat?September 22, 2025 — Pierre Ferragu
Events
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Mar
27CommunicationsMarch 27, 2025 — LondonHosted by James RatzerWatch Replay -
Mar
14TechnologyMarch 14, 2025 — VirtualHosted by Pierre Ferragu and Antoine ChkaibanWatch Replay -
Aug
15TechnologyAugust 15, 2024Hosted by Pierre Ferragu and Antoine ChkaibanWatch Replay -
Jul
16TechnologyJuly 16, 2024 — VirtualHosted by Pierre FerraguWatch Replay -
Jun
27TechnologyJune 27, 2024 — VirtualHosted by Pierre FerraguWatch Replay -
Jun
11TechnologyJune 11, 2024 — VirtualHosted by Pierre FerraguWatch Replay
