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EVENT REPLAY

GTC 2025 Takeaways CONF CALL

March 21, 2025 — 12:00PM ET

Virtual

Hosted by Pierre Ferragu and Antoine Chkaiban

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Please join us to discuss key takeaways from GTC 2025.

Technology Events

Jul
8
Technology

The Great Replatforming: Part I – the Special Theory

July 8, 2025 — Virtual
Hosted by Pierre Ferragu

Event Details
Jul
11
Technology

Deep dive into Chinese Semicap: How much of a headwind for Western players?

July 11, 2025 — Virtual
Hosted by Pierre Ferragu

Event Details

Technology Research

July 2, 2025

Unimicron (3037 TT) IC Substrates for NVDA, ASIC, INTC, AAPL, Huawei, AMD; Conference Call Notes

By Peter Vogel and Pierre Ferragu
July 2, 2025

Replatforming Analysts and Disintermediating SaaS? Top takes from our conversation with ThoughtSpot

By Pierre Ferragu
July 2, 2025

How big will the datacenter AI XPU TAM be in 2029?

By Antoine Chkaiban and Pierre Ferragu
July 2, 2025

Tesla 2Q25 Deliveries: Better than feared

By Pierre Ferragu
July 2, 2025

Could hyperscalers finance $1.7tn annual Capex in 2035?

By Pierre Ferragu

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