COMPANY
Microsoft
MSFT:US
Primary coverage by Pierre Ferragu
Research
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NSR Tech Policy: It’s the Election, Stupid (or Is It?), Part IV: Comparing Harris and Trump on Tech PolicySeptember 19, 2024 — Blair Levin
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The Tech Infrastructure Quarterly Bible 2Q24September 18, 2024 — Pierre Ferragu
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Bible 2Q24 – Enterprise IT: Legacy recovering, SaaS slowing, & Cloud healthy, boosted by AI.September 16, 2024 — Pierre Ferragu
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OpenAI o1 to accelerate materially growth in AI infrastructure for inferenceSeptember 16, 2024 — Pierre Ferragu
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Hot Chips: The sky is the limit – reasons to remain bullish about AI infrastructure demand.September 4, 2024 — Pierre Ferragu
Events
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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
