COMPANY
Microsoft
MSFT:US
Primary coverage by Pierre Ferragu
Research
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Microsoft 2FQ25: core Azure growth disappoints, AI momentum encouraging. Buy $550TPJanuary 30, 2025 — Pierre Ferragu
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Conf Call Slides - DeepSeek: Is this the name of a wind in Chinese?January 27, 2025 — Pierre Ferragu
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Stargate: The cornelian dilemma of frontier AI economics in a single slide.January 24, 2025 — Pierre Ferragu
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Stargate: Big thinking on the future of AI Infrastructure.January 23, 2025 — Pierre Ferragu
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PUBLIC ACCESS | OpenAI: o3 is a game changer - a few steps away from AG. After the $1bn-to-train model, the $1m-inference model.December 30, 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
