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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

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 10, 2026

Grasping the AI infra buildout (VII): What returns to expect?

By NSR Team
March 10, 2026

Chunghwa Precision (6510 TT, CHPT) March ’26 Meeting Notes

By Peter Vogel and Pierre Ferragu
March 10, 2026

Hon Hai (2317 TT) March ’26 Meeting Notes

By Peter Vogel and Pierre Ferragu
March 10, 2026

Realtek (2379 TT) March ’26 Meeting Notes

By Peter Vogel and Pierre Ferragu
March 9, 2026

Following the money: TSMC capex points to XPU revenues well above expectations in 2027/28

By Pierre Ferragu

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