Pierre Ferragu
Pierre Ferragu heads up the Global Technology Infrastructure research team. Prior to joining New Street Research, Pierre spent over ten years at Bernstein, covering Telecom Equipment, Data Networking, Cybersecurity, Semiconductor, and Semiconductor Capital Equipment. He has been recognized multiple years as the #1-ranked analyst in surveys by Institutional Investors, Extel, Thomson Reuters, and Greenwich Associates. Prior to Bernstein, Pierre was a principal at BCG, and graduated in Telecom and Computer Sciences from Centrale-Supélec, and in Sociology from Sciences-Po, in Paris. When he doesn’t write research on the next technology disruption, Pierre develops his own machine learning algorithms and spends time at sea or in the mountains with his wife and five kids.
Lead Analyst
Research
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Grasping the AI Infra buildout (XI): Can cloud revenues triple in 4 years?March 16, 2026 — Pierre Ferragu
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Suppliers Leveraged to Key ThemesMarch 16, 2026 — Peter Vogel and Pierre Ferragu
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Hybrid bonding heats up, with takeover interest emerging for Besi and ASML to enterMarch 13, 2026 — Pierre Ferragu
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Grasping the AI Infra buildout (X): “Internal AI” returns? lower than you’d think today!March 13, 2026 — Pierre Ferragu
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Asia Tour: Key Headlines and Published Work to DateMarch 13, 2026 — Peter Vogel and Pierre Ferragu