COMPANY
Nvidia
NVDA:US
Primary coverage by Pierre Ferragu
Research
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The Great Replatforming, Part II – The General Theory. Could Jensen just be reasonably optimistic?August 29, 2025 — Pierre Ferragu
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$3-4tn AI datacenter spending in 2030 is credible and way above expectationsAugust 28, 2025 — Pierre Ferragu
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Nvidia 2FQ26: growth next year confirmed; $3-4tn AI infrastructure spend in 2030? Buy, $235 TPAugust 28, 2025 — Pierre Ferragu
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Elon Musk wants 50 million H100 equivalent up and running by 2030 - Our takeAugust 26, 2025 — Pierre Ferragu
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Pull forward in Auto Semis? AI blues at Workday? H20 suspended, Palo Alto, and more. Our weekly wrap-up.August 25, 2025 — Pierre Ferragu
Events
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Mar
14TechnologyMarch 14, 2025 — VirtualHosted by Pierre Ferragu and Antoine ChkaibanWatch Replay -
Mar
13TechnologyMarch 13, 2025 — VirtualHosted by Peter Vogel and Rolf BulkWatch Replay -
Nov
20TechnologyNovember 20, 2024 — VirtualHosted by Pierre Ferragu and Antoine ChkaibanWatch Replay -
Oct
11TechnologyOctober 11, 2024 — VirtualHosted by Pierre FerraguWatch Replay -
Oct
3TechnologyOctober 3, 2024 — VirtualHosted by Pierre FerraguWatch Replay -
Sep
26TechnologySeptember 26, 2024Hosted by Pierre FerraguWatch Replay -
Aug
15TechnologyAugust 15, 2024Hosted by Pierre Ferragu and Antoine ChkaibanWatch Replay -
Jul
10TechnologyJuly 10, 2024Hosted by Pierre FerraguWatch Replay -
Mar
27TechnologyMarch 27, 2024 — VirtualHosted by Pierre Ferragu and Antoine ChkaibanWatch Replay -
Mar
15TechnologyMarch 15, 2024Hosted by Pierre FerraguWatch Replay -
Jan
26TechnologyJanuary 26, 2024 — VirtualHosted by Pierre Ferragu and Antoine ChkaibanWatch Replay -
Jan
17TechnologyJanuary 17, 2024 — VirtualHosted by Pierre FerraguWatch Replay -
Jan
10TechnologyJanuary 10, 2024 — VirtualHosted by Pierre Ferragu, Ben Harwood, Antoine Chkaiban and Rolf BulkWatch Replay -
Jan
9TechnologyJanuary 9, 2024Hosted by Pierre Ferragu and Antoine ChkaibanWatch Replay -
Jun
12TechnologyJune 12, 2023 – June 12, 2023Hosted by Pierre FerraguWatch Replay -
May
25TechnologyMay 25, 2023 — VirtualHosted by Pierre Ferragu and Antoine ChkaibanWatch Replay -
Jan
30TechnologyJanuary 30, 2023Hosted by Pierre Ferragu, Antoine Chkaiban and Dan SalmonWatch Replay -
Oct
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Mar
25TechnologyMarch 25, 2022Hosted by Pierre Ferragu and Antoine ChkaibanWatch Replay -
Feb
9TechnologyFebruary 9, 2022Hosted by Pierre Ferragu and Antoine ChkaibanWatch Replay -
Oct
18TechnologyOctober 18, 2021Hosted by Pierre FerraguWatch Replay -
Sep
9TechnologySeptember 9, 2021Hosted by Pierre FerraguWatch Replay -
May
20TechnologyMay 20, 2021Hosted by Pierre FerraguWatch Replay -
Oct
13TechnologyOctober 13, 2020Hosted by Pierre Ferragu and Antoine ChkaibanWatch Replay -
Jun
12TechnologyJune 12, 2020Hosted by Pierre FerraguWatch Replay -
May
28TechnologyMay 28, 2020Hosted by Pierre FerraguWatch Replay -
May
6TechnologyMay 6, 2020Hosted by Pierre FerraguWatch Replay -
Jun
6TechnologyJune 6, 2019Hosted by Pierre FerraguWatch Replay -
Feb
20TechnologyFebruary 20, 2019Hosted by Pierre FerraguWatch Replay -
Nov
28TechnologyThe Tech Infrastructure Quarterly Bible 3Q18: What we learnt in the quarter and our updated thoughtsNovember 28, 2018Hosted by Pierre FerraguWatch Replay -
Nov
2TechnologyNovember 2, 2018Hosted by Pierre FerraguWatch Replay -
May
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May
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