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EVENT

2025 BCG & NSR AI BIG Idea Series

January 14, 2026 – February 19, 2026

Virtual

Hosted by Pierre Ferragu and Antoine Chkaiban

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Additional Events

Jan
14
Technology

AI BIG Idea Series | Andy Hock | Cerebras

January 14, 2026 — Virtual
Hosted by Antoine Chkaiban

Event Details
Feb
19
Technology

AI BIG Idea Series | Helios: AMD’s Next-Generation Rack-Scale Architecture | Forrest Norrod

February 19, 2026 — Virtual
Hosted by Antoine Chkaiban

Event Details

Technology Research

January 13, 2026

Technology infrastructure in 2026: Top picks & updated perspective - Conference Call Deck

By Pierre Ferragu, Antoine Chkaiban and Ben Harwood
January 13, 2026

Robotaxi Part II: The dawn of Tesla? (PUBLIC VERSION)

By Pierre Ferragu
January 13, 2026

Soitec: pre-3FQ26 model update

By Pierre Ferragu
January 13, 2026

Besi: Cyclical Recovery Is On; Hybrid Bonding Adoption Is Accelerating

By Pierre Ferragu
January 12, 2026

TSMC: What to expect from 2026 guidance?

By Pierre Ferragu

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