COMPANY
Microsoft
MSFT:US
Primary coverage by Pierre Ferragu
Research
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GPUs vs. ASICs – Clash of the Titans.March 11, 2025 — Pierre Ferragu
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Bible 4Q24 – Hyperscale & Cloud: material capex revisions, now consistent with AI deploymentsMarch 10, 2025 — Pierre Ferragu
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Microsoft cancelling data center leases? Our take.February 24, 2025 — Pierre Ferragu
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DeepSeek crushed capex… expectations.February 7, 2025 — Pierre Ferragu
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Technology Infrastructure Earnings Wrap-up – Week ending January 31stFebruary 3, 2025 — 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
