COMPANY
Nvidia
NVDA:US
Primary coverage by Pierre Ferragu
Research
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Marvell AI event, Meta MTIA v2. Implications for the AI accelerator landscape.April 12, 2024 — Pierre Ferragu
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AI datacenter industry model v2.0 – less, but more expensive chips, with more memory content.April 11, 2024 — Pierre Ferragu
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Semi 1Q24 Update: AI shortcuts the cycle, while diversified semis find a bottomApril 4, 2024 — Pierre Ferragu
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How much would a 1m XPU cluster cost to build and operate?April 1, 2024 — Pierre Ferragu
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Nvidia, Broadcom, and the future of AI: Deeper thoughts on the back of last week’s eventsMarch 25, 2024 — Pierre Ferragu
Events
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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 FerraguWatch Replay -
Jan
09TechnologyJanuary 9, 2024Hosted by Pierre FerraguWatch 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 FerraguWatch Replay -
Oct
18 -
Mar
25TechnologyMarch 25, 2022Hosted by Pierre FerraguWatch Replay -
Feb
09TechnologyFebruary 9, 2022Hosted by Pierre FerraguWatch Replay -
Oct
18TechnologyOctober 18, 2021Hosted by Pierre FerraguWatch Replay -
Sep
09TechnologySeptember 9, 2021Hosted by Pierre FerraguWatch Replay -
May
20TechnologyMay 20, 2021Hosted by Pierre FerraguWatch Replay -
Oct
13TechnologyOctober 13, 2020Hosted by Pierre FerraguWatch Replay -
Jun
12TechnologyJune 12, 2020Hosted by Pierre FerraguWatch Replay -
May
28TechnologyMay 28, 2020Hosted by Pierre FerraguWatch Replay -
May
06TechnologyMay 6, 2020Hosted by Pierre FerraguWatch Replay -
Jun
06TechnologyJune 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
02TechnologyNovember 2, 2018Hosted by Pierre FerraguWatch Replay -
May
18 -
May
04
