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Technology Infrastructure 2025 Top Picks

January 8, 2025 — 11am ET / 4pm UK

Virtual

Hosted by Pierre Ferragu

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Technology Research

December 30, 2024

PUBLIC ACCESS | OpenAI: o3 is a game changer - a few steps away from AG. After the $1bn-to-train model, the $1m-inference model.

By Pierre Ferragu
December 23, 2024

OpenAI: o3 is a game changer - a few steps away from AG. After the $1bn-to-train model, the $1m-inference model.

By Pierre Ferragu
December 20, 2024

Conf Call Slides: Memory in 2025: The fastest growing and most overlooked COGS of AI

By Pierre Ferragu
December 20, 2024

$60-90bn Broadcom AI compute & networking SAM across 3 players? The underlying math.

By Pierre Ferragu
December 19, 2024

Palo Alto Networks Model Update Post Stock Split

By Pierre Ferragu

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