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2025 GTC | Provisional Agenda, NSR Cocktail After-Party, Investor Meetings

March 18, 2025 – March 19, 2025

San Jose, CA

Hosted by Pierre Ferragu and Antoine Chkaiban

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Additional Events

Dec
17
Communications

How will US power & electricity policy impact AI data center buildouts? Part II

December 17, 2025 — Virtual
Hosted by Dan Salmon, Pierre Ferragu, David Barden and Blair Levin

Event Details
Dec
18
Technology

AI BIG Idea Series | Gilad Shainer | Nvidia

December 18, 2025 — Virtual
Hosted by Pierre Ferragu and Antoine Chkaiban

Event Details

Technology Research

December 16, 2025

Key Bullets: Dec '25 Asia Tech Trip

By Pierre Ferragu and Peter Vogel
December 16, 2025

Bible 3Q25 - Hyperscale & Cloud: 2026 capex expectations up another 17%, positive initial cue on 2027

By Pierre Ferragu
December 15, 2025

Supply, Not Demand, Sets the Ceiling in '26

By Pierre Ferragu and Peter Vogel
December 15, 2025

AI Demand Strong, Supply Constraints the Bottleneck

By Pierre Ferragu and Peter Vogel
December 12, 2025

Broadcom 4FQ25: AI momentum confirmed; 2027 visibility gets into expectations. $420 TP

By Pierre Ferragu

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