
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
-
Is AMD powering the $300bn & 4.5GW Oracle contract?October 7, 2025 — Pierre Ferragu
-
AMD/OpenAI: much larger than you thought…October 7, 2025 — Pierre Ferragu
-
Ericsson Model UpdateOctober 6, 2025 — Pierre Ferragu
-
AMD-OpenAI deal: Our initial cheat sheet – quite something!October 6, 2025 — Pierre Ferragu
-
Does the semicap rally have legs? Downgrading ASML to NeutralOctober 6, 2025 — Pierre Ferragu
Upcoming Events
-
Oct
14 -
Oct
14TechnologyOctober 14, 2025 – December 18, 2025 — VirtualEvent Details -
Nov
19 -
Dec
18