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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Arm: New kid on the block?March 25, 2026 — Pierre Ferragu
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Grasping the AI Infra Buildout & GTC takeaways – Conference call deckMarch 25, 2026 — Pierre Ferragu, Ben Harwood and Antoine Chkaiban
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Grab acquiring Delivery Hero’s Taiwan business. Our takeMarch 24, 2026 — Pierre Ferragu
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Bible 4Q25 - Hyperscale & Cloud: continued capex revisions; visibility improving materially for 2027 & 2028March 23, 2026 — Pierre Ferragu
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Tesla & SpaceX announce Terafab. Our thoughtsMarch 23, 2026 — Pierre Ferragu
Upcoming Events
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Mar
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