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EVENT REPLAY

Replay: InstaDeep CEO, Karim Beguir - Generative AI for hard problems

October 11, 2024 — 11:00AM ET

Virtual

Hosted by Pierre Ferragu

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Additional Events

Nov
17
Technology

2025 BCG & NSR AI BIG Idea Series

November 17, 2025 – February 19, 2026 — Virtual
Hosted by Pierre Ferragu

Event Details
Nov
17
Technology

AI BIG Idea Series | Chris Bergey & Ami Badani | Arm

November 17, 2025 — Virtual
Hosted by Pierre Ferragu

Event Details

Technology Research

November 1, 2025

Apple 4FQ25: iPhone cycle emerging strong; but valuation is full. Neutral, $270 TP.

By Pierre Ferragu
November 1, 2025

TEL 2FQ26: HBM drives beat. More positive tone on 2026. Neutral, ¥33,750.

By Rolf Bulk and Pierre Ferragu
October 31, 2025

Tracking the return on AI investment: How is the replatforming going at hyperscalers?

By Pierre Ferragu and Antoine Chkaiban
October 31, 2025

Amazon hunger for GW - A snake peak into 2027 AI Infrastructure growth

By Pierre Ferragu and Antoine Chkaiban
October 31, 2025

TEL 2FQ26 QT: HBM drives beat. More positive tone on 2026.

By Rolf Bulk and Pierre Ferragu

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