COMPANY
Microsoft
MSFT:US
![Microsoft logo](https://www.newstreetresearch.com/wp-content/uploads/2024/06/images.png)
Primary coverage by Pierre Ferragu
Research
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The AI PC, Part II: Refresh cycle – hype or reality?July 18, 2024 — Pierre Ferragu
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Nvidia: can clients really make $5-7 of revenues in 4 years out of $1 spent on GPUs?July 12, 2024 — Pierre Ferragu
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Microsoft: Will AI ever contribute to free cash flow? What’s the real value of AI, Part IIJuly 11, 2024 — Pierre Ferragu
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Microsoft: what’s the real value of AI? Part I:Extending the revenue growth opportunityJune 26, 2024 — Pierre Ferragu
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The Tech Infrastructure Quarterly Bible 1Q24June 20, 2024 — Pierre Ferragu
Events
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Jul
16TechnologyJuly 16, 2024 — VirtualWatch Replay -
Jun
27 -
Jun
11TechnologyJune 11, 2024 — VirtualWatch Replay