COMPANY
Microsoft
MSFT:US

Primary coverage by Pierre Ferragu
Research
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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
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Oracle RPOs: Who will buy all this compute? How big does than make Oracle? Implications for Microsoft?September 12, 2025 — Pierre Ferragu and Antoine Chkaiban
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The Tech Infrastructure Quarterly Bible 2Q25September 12, 2025 — Pierre Ferragu
Events
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Mar
27CommunicationsMarch 27, 2025 — LondonWatch Replay -
Mar
14TechnologyMarch 14, 2025 — VirtualWatch Replay -
Aug
15TechnologyAugust 15, 2024Watch Replay -
Jul
16TechnologyJuly 16, 2024 — VirtualWatch Replay -
Jun
27 -
Jun
11TechnologyJune 11, 2024 — VirtualWatch Replay