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2024 BCG & NSR AI Big Idea series

December 18, 2024 – December 18, 2024

REPLAYS: https://www.newstreetresearch.com/conference/2024-bcg-nsr-ai-big-idea-series/

Hosted by Pierre Ferragu

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Additional Events

Mar
16
Technology

2026 GTC | Agenda, NSR Tech After-Party, Investor Meetings

March 16, 2026 – March 17, 2026 — San Jose, CA
Hosted by Pierre Ferragu, Antoine Chkaiban, Peter Vogel and Derek Mogull

Event Details

Technology Research

March 13, 2026

Hybrid bonding heats up, with takeover interest emerging for Besi and ASML to enter

By Pierre Ferragu
March 13, 2026

Grasping the AI Infra buildout (X): “Internal AI” returns? lower than you’d think today!

By Pierre Ferragu
March 13, 2026

Asia Tour: Key Headlines and Published Work to Date

By Peter Vogel and Pierre Ferragu
March 13, 2026

Bible 4Q25 - Telecom Infrastructure: No capex growth in sight. Mobile to remain sluggish; fixed growing

By Pierre Ferragu
March 12, 2026

Grasping the AI infra buildout (IX): How does the “tail effect” boost ROIC?

By Pierre Ferragu

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