COMPANY
Nvidia
NVDA:US
Primary coverage by Pierre Ferragu
Research
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xAI & Anthropic: The Foundry Model Comes to AI InfrastructureMay 7, 2026 — Pierre Ferragu
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2027 AI capex; Replatforming; WFE outlook; Memory supply tightening? Cloud growth, and more. Tech weekly wrap-upMay 4, 2026 — Pierre Ferragu
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All 4 hyperscalers reported yesterday. Our key takeaways from the prints.April 30, 2026 — Pierre Ferragu and Antoine Chkaiban
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Hyperscalers to double AI capex again in 2026. ImplicationsApril 30, 2026 — Pierre Ferragu and Antoine Chkaiban
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Hyperscaler replatforming: Here is how to answer the ROI questionApril 30, 2026 — Pierre Ferragu and Antoine Chkaiban
Events
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Jan
13TechnologyJanuary 13, 2026 — VirtualHosted by Pierre Ferragu, Antoine Chkaiban and Ben HarwoodWatch Replay -
Dec
18TechnologyDecember 18, 2025 — VirtualHosted by Pierre Ferragu and Antoine ChkaibanWatch Replay -
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
18 -
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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