COMPANY
Microsoft
MSFT:US
Primary coverage by Pierre Ferragu
Research
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OpenAI: o3 is a game changer - a few steps away from AG. After the $1bn-to-train model, the $1m-inference model.December 23, 2024 — Pierre Ferragu
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The Tech Infrastructure Quarterly Bible 3Q24December 19, 2024 — Pierre Ferragu
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Oracle 2FQ25: slight revenue miss doesn’t dent confidence in AI infrastructure growthDecember 10, 2024 — Pierre Ferragu
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OpenAI o1 & Pro subscription. Our quick thoughts.December 6, 2024 — Pierre Ferragu
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Bible 3Q24 – Hyperscale & Cloud: AI spending spree, CPU servers about to recover?December 5, 2024 — Pierre Ferragu
Events
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Aug
15TechnologyAugust 15, 2024Hosted by Pierre Ferragu and Antoine ChkaibanWatch Replay -
Jul
16TechnologyJuly 16, 2024 — VirtualHosted by Pierre FerraguWatch Replay -
Jun
27TechnologyJune 27, 2024 — VirtualHosted by Pierre FerraguWatch Replay -
Jun
11TechnologyJune 11, 2024 — VirtualHosted by Pierre FerraguWatch Replay
