COMPANY

Nvidia

NVDA:US

Primary coverage by Pierre Ferragu

Research

Events

Mar
14
Technology

Conference Call: GPUs vs. ASICs – Clash of the Titans.

March 14, 2025 — Virtual
Hosted by Pierre Ferragu and Antoine Chkaiban

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Mar
13
Technology

Asia Tech Tour Debrief: NVDA, Tariffs, Embargoes, PC & Smartphone

March 13, 2025 — Virtual
Hosted by Peter Vogel and Rolf Bulk

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Nov
20
Technology

AI deployments in 2025 – a health check in 5 questions, and implications for Nvidia

November 20, 2024 — Virtual
Hosted by Pierre Ferragu and Antoine Chkaiban

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Oct
11
Technology

Replay: InstaDeep CEO, Karim Beguir - Generative AI for hard problems

October 11, 2024 — Virtual
Hosted by Pierre Ferragu

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Oct
3
Technology

Replay: Syntiant CEO, Kurt Busch - Generative AI at the Edge: From silicon to Software

October 3, 2024 — Virtual
Hosted by Pierre Ferragu

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Sep
26
Technology

REPLAY: Asia Tech Tour Debrief: Updates on CoWoS, HBM, AI server, AI PCs and more.

September 26, 2024
Hosted by Pierre Ferragu

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Aug
15
Technology

REPLAY: Gen AI Infra: Who is spending what? Where will revenues come from? The ultimate industry model.

August 15, 2024
Hosted by Pierre Ferragu and Antoine Chkaiban

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Jul
10
Technology

Replay - Conf Call: AI Stocks: 360° health check after the June Rally: Downgrading Nvidia, maintain buy on others.

July 10, 2024
Hosted by Pierre Ferragu

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Mar
27
Technology

Replay - Conf Call: Nvidia, Broadcom, and the future of AI: deeper thoughts on the back of last week’s events

March 27, 2024 — Virtual
Hosted by Pierre Ferragu and Antoine Chkaiban

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Mar
15
Technology

Replay - Conf Call: $400bn spent on datacenter AI chips in 2027? Part III: Implications for Semicap equipment

March 15, 2024
Hosted by Pierre Ferragu

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Jan
26
Technology

Replay: $400bn spent on datacenter AI chips in 2027? Part II: Implications for infrastructure providers - Conference Call

January 26, 2024 — Virtual
Hosted by Pierre Ferragu and Antoine Chkaiban

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Jan
17
Technology

Replay: AI Chip Architectures. Fireside chat with Raja Koduri (former Apple, AMD & INTEL).

January 17, 2024 — Virtual
Hosted by Pierre Ferragu

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Jan
10
Technology

Replay: Our top 3… well, maybe 4 picks for 2024!

January 10, 2024 — Virtual
Hosted by Pierre Ferragu

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Jan
9
Technology

Conf Call: $400bn spent on datacenter AI chips in 2027? Part I: Is it possible? The mother-of-all sanity check.

January 9, 2024
Hosted by Pierre Ferragu

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Jun
12
Technology

Future of Transportation Conference: Nvidia Presentation and Fireside Chat (Ali Kani, Vice President and General Manager Automotive)

June 12, 2023 – June 12, 2023
Hosted by Pierre Ferragu

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May
25
Technology

Conf Call - The cluster economics of Nvidia GPU vs. Google TPU: How different? Implications for market structure?

May 25, 2023 — Virtual
Hosted by Pierre Ferragu and Antoine Chkaiban

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Jan
30
Technology

ChatGPT – Implications of large language models for tech infrastructure (NVDA, TSMC, …)

January 30, 2023
Hosted by Pierre Ferragu

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Oct
18
Technology

Semi-cycle health check

October 18, 2022
Hosted by Pierre Ferragu

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Mar
25
Technology

Dojo, TPU, Cerebras, IPU, GPU et al. Thoughts on the future of Exascale computing architectures

March 25, 2022
Hosted by Pierre Ferragu

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Feb
9
Technology

Nvidia: What could a crypto winter look like? How much is priced in?

February 9, 2022
Hosted by Pierre Ferragu

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Oct
18
Technology

Semiconductors - Time to talk cycle again

October 18, 2021
Hosted by Pierre Ferragu

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Sep
9
Technology

Semiconductor Big Ideas Conference: Session 5 - Nvidia - Scaling out of Giant A.I. Models - A Chip to System Approach

September 9, 2021
Hosted by Pierre Ferragu

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May
20
Technology

InstaDeep Fireside Chat - May 20th 2021

May 20, 2021
Hosted by Pierre Ferragu

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Oct
13
Technology

Nvidia: Two more stellar quarters to go, then run away? Downgrade to Sell, 1-year target $400

October 13, 2020
Hosted by Pierre Ferragu

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Jun
12
Technology

Understanding Cloud compute growth dynamics... and why Intel is a screaming buy.

June 12, 2020
Hosted by Pierre Ferragu

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May
28
Technology

FPGA and Accelerated Computing Virtual meeting with Mipsology's CEO

May 28, 2020
Hosted by Pierre Ferragu

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May
6
Technology

Conference Call: Virtual and Open RAN momentum accelerating. Implications for the industry and 5G?

May 6, 2020
Hosted by Pierre Ferragu

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Jun
6
Technology

The Tech Infrastructure Quarterly Bible 1Q19 - What we learnt in the quarter and our updated thoughts

June 6, 2019
Hosted by Pierre Ferragu

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Feb
20
Technology

Tech Infrastructure Quarterly Bible 4Q18

February 20, 2019
Hosted by Pierre Ferragu

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Nov
28
Technology

The Tech Infrastructure Quarterly Bible 3Q18: What we learnt in the quarter and our updated thoughts

November 28, 2018
Hosted by Pierre Ferragu

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Nov
2
Technology

Updated thoughts on Nvidia. Is the Turing trade still on?

November 2, 2018
Hosted by Pierre Ferragu

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May
18
Technology

Nvidia Deep Dive

May 18, 2018
Hosted by Pierre Ferragu

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May
4
Technology

Initiation Presentation

May 4, 2018
Hosted by Pierre Ferragu

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