Pierre Ferragu
Pierre Ferragu heads up the Global Technology Infrastructure research team. Prior to joining New Street Research, Pierre spent over ten years at Bernstein, covering Telecom Equipment, Data Networking, Cybersecurity, Semiconductor, and Semiconductor Capital Equipment. He has been recognized multiple years as the #1-ranked analyst in surveys by Institutional Investors, Extel, Thomson Reuters, and Greenwich Associates. Prior to Bernstein, Pierre was a principal at BCG, and graduated in Telecom and Computer Sciences from Centrale-Supélec, and in Sociology from Sciences-Po, in Paris. When he doesn’t write research on the next technology disruption, Pierre develops his own machine learning algorithms and spends time at sea or in the mountains with his wife and five kids.
Lead Analyst
Research
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Gen AI Big Idea Series – Nvidia's networking playbook – Gilad Shainer, SVP NetworkingDecember 23, 2025 — Antoine Chkaiban and Pierre Ferragu
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Tesla 4Q25 preview: Pull-forwards of 3Q to weigh on deliveries this quarterDecember 23, 2025 — Pierre Ferragu
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Bible 3Q25 – Foundries: Strong set-up for TSMC into Downside risk for others.December 22, 2025 — Pierre Ferragu
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The Tech Infrastructure Quarterly Bible 3Q25December 22, 2025 — Pierre Ferragu
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TPU on Pole; Trainium enters the Pits; ASIC Supplier CommentaryDecember 22, 2025 — Peter Vogel and Pierre Ferragu