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EVENT REPLAY

REPLAY: TSMC in 2025: the #1 growth driver won’t be AI!

August 28, 2024 — 11am ET

Hosted by Pierre Ferragu

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Technology Events

Sep
26
Technology

Asia Tech Tour Debrief: Updates on CoWoS, HBM, AI server, AI PCs and more.

September 26, 2024
Hosted by Pierre Ferragu

Event Details
Sep
26
Technology

2024 BCG & NSR AI Big Idea series

September 26, 2024 – November 22, 2024 — Virtual
Hosted by Pierre Ferragu

Event Details

Technology Research

September 13, 2024

Uber extending its partnership with Waymo. Further evidence our ADAScadabra thesis is playing out.

By Pierre Ferragu
September 12, 2024

Bible 2Q24 – Ride-sharing & Delivery: Growth, margin expansion, and strengthening leadership for Uber

By Pierre Ferragu
September 12, 2024

Sovereign AI: Show me the money!

By Pierre Ferragu
September 10, 2024

Oracle 1FQ25: Increased confidence in near- and long-term AI infrastructure growth

By Pierre Ferragu
September 10, 2024

Bible 2Q24 – PCs: Hopes for an AI-PC refresh and inventories building up. 2025 at risk?

By Pierre Ferragu

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