Our research team serves our clients with a unique approach: A single team, located over three continents, producing a single global research product, covering themes and names across all technology infrastructure, horizontally from the datacenter to the edge and “things”; and vertically from materials and semiconductor capital equipment, to infrastructure hardware and software platforms.
Our approach beats the traditional equity-research model, constrained by siloed coverage and lacking the transversal perspective and intellectual leadership required to understand what is happening today in technology infrastructure.
We research a universe of hundreds of private companies and 130 listed ones, amongst which we actively cover 21 names. We regularly add names to our active coverage list, in a very pragmatic way, based on 1) where our thematic research takes us, 2) where we see good investment opportunities, and 3) where we see demand from our clients.
Please contact our sales force if you want to know more about our work.
25TechnologyConf Call - The cluster economics of Nvidia GPU vs. Google TPU: How different? Implications for market structure?May 25, 2023 — VirtualHosted by Pierre Ferragu and Antoine ChkaibanWatch Replay
30TechnologyMay 30, 2023 — VirtualHosted by Dan Salmon, Blair Levin, Matt Perault and Pierre FerraguWatch Replay
12TechnologyJune 12, 2023Hosted by Pierre FerraguEvent Details
11TechnologyJuly 11, 2023 – July 12, 2023 — San Francisco, CAHosted by Pierre FerraguEvent Details
14TechnologySeptember 14, 2023 – September 14, 2023Hosted by Pierre FerraguEvent Details
We aren’t the “sell-side.” We are trusted advisors. Partners in thought.