COMPANY
Microsoft
MSFT:US
Primary coverage by Pierre Ferragu
Research
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Grasping the AI Infra buildout (XI): Can cloud revenues triple in 4 years?March 16, 2026 — Pierre Ferragu
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Grasping the AI Infra buildout (VI): Who pays for all these Enterprise Cloud AI bills?March 9, 2026 — Pierre Ferragu
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Grasping the AI Infra buildout (V): How can frontier labs fund rising compute costs?March 6, 2026 — Pierre Ferragu
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Grasping the AI Infra buildout (IV): How can hyperscalers swallow so much Capex?March 5, 2026 — Pierre Ferragu
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Grasping the AI Infra buildout (III): Who will pay for cloud?March 4, 2026 — Pierre Ferragu and Antoine Chkaiban
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
