COMPANY
Microsoft
MSFT:US
Primary coverage by Pierre Ferragu
Research
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OpenAI swiftly and openly snags OpenClaw’s star: Initial thoughts on the back of a charming cross alliterationFebruary 17, 2026 — Pierre Ferragu
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Energy storage for AI datacenters: $12-40bn deployment opportunity in 2030February 10, 2026 — Pierre Ferragu
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The market has it backwards: Meta is the only hyperscaler overspending on AIFebruary 9, 2026 — Pierre Ferragu
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SpaceX: Can the 10-ton 1MW Space datacenter fly? A first-principle viewFebruary 6, 2026 — Pierre Ferragu
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Hyperscaler replatforming: Microsoft doing ok, Google the best, Meta the worstFebruary 6, 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
