reports
- Pierre FerraguÊ
Duplicate of Grasping the AI Infra buildout (VIII): “Tail effect” mate...
The AI buildout is accelerating in 2026, and we see it is getting difficult to track what is being deployed, by whom, for what usage, with what financing, and on what underlying business model. As GTC approaches, we address all these questions in a series of one-sliders. Today, we look at how the "tail effect" boosts ROIC for AI infrastructure and traditional compute deployments.
- Antoine Legault
- Matthew Bryson
Daily Views on Tech Headlines | Meta, MSFT, Xanadu
Xanadu, Quantum: Xanadu announces negotiations toward up to ~$287M in gov't grantsView: Xanadu AI yesterday announced that it has entered negotiations with the Government of Canada and the Government of Ontario for support for Project OPTIMISM, an initiative to establish advanced semiconductor and
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
AXTI AXT INC.
2303 UNITED MICROELECTRONICS CORP.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
- Wedbush Research
VYGR VOYAGER THERAPEUTICS INC.
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
AXTI AXT INC.
7974 NINTENDO CO. LTD.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
ANAB ANAPTYSBIO INC.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
LYFT LYFT
UBER UBER TECHNOLOGIES INC.
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FHTX OCUPHIRE PHARMA INC
STX FOGHORN THERAPEUTICS
GFS SEAGATE TECHNOLOGY HLDGS PLC
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SERV DIANTHUS THERAPEUTICS INC
VOYG SERVE ROBOTICS INC
VOYAGER TECHNOLOGIES INC
- Dan Salmon
GOOGL/AMZN/META AI Capex Update: AWS adds more GWs than GCP but GOOGL ...
We have added a lot of new analysis to our quarterly AI Capex update for GOOGL, AMZN and META including: 1) Annual gigawatt (GW) additions and installed capacity; 2) GW breakouts for AWS and GCP, as well as AI vs non-AI, and 3) A new timing delay factor for GPU components to improve installed base estimates.
- Michael Piccolo
Daily Recap: KMX, FEC/PXT, UNF/CTAS, JHG/VCTR, CSGP, META, STRZ, VEEV,...
UniFirst Corp. (UNF - $257.91) and Cintas Corp. (CTAS - $196.28)Announces $5.5 Billion Cash & Stock Acquisition; Offer Value $310/share; Expected Close 2H'26. CTAS and UNF announced on March 11, 2026, that they have entered into a definitive agreement under which CTAS will acquire UNF for $310.
- Antoine Legault
- Matthew Bryson
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
AXTI AXT INC.
2303 UNITED MICROELECTRONICS CORP.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
- Wedbush Research
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
ETSY ETSY INC.
EBAY EBAY INC.
AXTI AXT INC.
NFLX NETFLIX INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
LYFT LYFT
UBER UBER TECHNOLOGIES INC.
SMCI SUPER MICRO COMPUTER
DASH INC.
VRDN DOORDASH
CGEM VIRIDIAN THERAPEUTICS INC
STX CULLINAN ONCOLOGY INC
GFS SEAGATE TECHNOLOGY HLDGS PLC
MLTX GLOBALFOUNDRIES INC
ARTV MOONLAKE IMMUNOTHERAPEUTICS
SLDB ARTIVA BIOTHERAPEUTICS INC
CART SOLID BIOSCIENCES INC
IMA MAPLEBEAR INC.
BTGO IMAGENEBIO INC.
BITGO HOLDINGS INC.
- Chase Tohanczyn
- Daniel Ives
- Matthew Bryson
- Matthew Weiss
- Scott Devitt
Takeaways from AI Buildout and Capex Advisor Call
The current investment cycle is characterized by distorted economics where payoff periods are shrinking as capital outlay is increasing. Hyperscalers are leveraging business segments that are generating cash flow, such as advertising and Cloud, to fund AI infrastructure build outs that currently ha
- Chase Tohanczyn
- Daniel Ives
- Matthew Bryson
- Matthew Weiss
- Scott Devitt
STARTING SOON: Insights on AI and Cloud Capex | March 10 | 2PM ET
Host Bio: Scott Devitt is a seasoned equity research analyst specializing in the broader internet space, with an emphasis in the e-commerce and online travel sectors. His interest in the tech space was sparked during his time spent at DELL as a Financial Analyst, where he supported the factory and
- Antoine Legault
- Matthew Bryson
Daily Views on Tech Headlines | STM, GFS, TSEM, AXTI HPE, Quantum
Net, we would emphasize: 1) the US Government's recognition of the threat quantum computing systems will eventually pose to classical cryptography (as well as current threats from potential bad actors to "harvest now, decrypt later") as well as 2) the apparent need to implement and deploy post-quan
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
AXTI AXT INC.
2303 UNITED MICROELECTRONICS CORP.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
- Wedbush Research
XENE XENON PHARMACEUTICALS INC
WDC WESTERN DIGITAL CORPORATION
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PSTG PURE STORAGE INC. CLASS A
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
ETSY ETSY INC.
EBAY EBAY INC.
CRM SALESFORCE.COM INC.
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
AXTI AXT INC.
ACRS ACLARIS THERAPEUTICS INC.
2303 UNITED MICROELECTRONICS CORP.
ARGX ARGENX ADS
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
CHWY CHEWY INC. CLASS A
SMCI SUPER MICRO COMPUTER
IDYA INC.
DASH IDEAYA BIOSCIENCES
PLTR DOORDASH
STX PALANTIR TECHNOLOGIES
TMC SEAGATE TECHNOLOGY HLDGS PLC
GFS THE METALS COMPANY INC
PL GLOBALFOUNDRIES INC
APGE PLANET LABS PBC
DNTH APOGEE THERAPEUTICS INC
CRBP DIANTHUS THERAPEUTICS INC
CART CORBUS PHARMACEUTICALS HOLDINGS INC.
RNAC MAPLEBEAR INC.
TLX CARTESIAN THERAPEUTICS INC
VOYG TELIX PHARMACEUTICALS LIMITED
VOYAGER TECHNOLOGIES INC
- Pierre FerraguÊ
Grasping the AI Infra buildout (VI): Who pays for all these Enterprise...
The AI buildout is accelerating in 2026, and we see it is getting difficult to track what is being deployed, by whom, for what usage, with what financing, and on what underlying business model. As GTC approaches, we address all these questions in a series of one-sliders. Today we look into who pays for all these Enterprise Cloud AI bills. Note: For our latest estimates, please see updates to the slides published earlier this week; we are refining our numbers in real time as we progress in this...
- Gary Brode
- Chase Tohanczyn
- Daniel Ives
- Matthew Bryson
- Matthew Weiss
- Scott Devitt
Reminder - Wedbush Invite: Insights on AI and Cloud Capex | March 10 |...
Host Bio: Scott Devitt is a seasoned equity research analyst specializing in the broader internet space, with an emphasis in the e-commerce and online travel sectors. His interest in the tech space was sparked during his time spent at DELL as a Financial Analyst, where he supported the factory and
- Antoine Legault
- Matthew Bryson
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
AXTI AXT INC.
2303 UNITED MICROELECTRONICS CORP.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
- Wedbush Research
XENE XENON PHARMACEUTICALS INC
WDC WESTERN DIGITAL CORPORATION
VYGR VOYAGER THERAPEUTICS INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
NBIX NEUROCRINE BIOSCIENCES INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
BIIB BIOGEN INC.
BBY BEST BUY CO. INC.
AXTI AXT INC.
ARDX ARDELYX INC
2303 UNITED MICROELECTRONICS CORP.
ARGX ARGENX ADS
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
HEAR TURTLE BEACH CORP.
STOK STOKE THERAPEUTICS
SMCI SUPER MICRO COMPUTER
CRSR INC.
DAWN CORSAIR GAMING
STX DAY ONE BIOPHARMACEUTICALS INC
TTD SEAGATE TECHNOLOGY HLDGS PLC
GFS THE TRADE DESK
EWTX INC.
NATL GLOBALFOUNDRIES INC
CAMP EDGEWISE THERAPEUTICS INC
JBIO NCR ATLEOS CORPORATION
CAMP4 THERAPEUTICS CORPORATION
JADE BIOSCIENCES INC
- Pierre FerraguÊ
Grasping the AI Infra buildout (V): How can frontier labs fund rising ...
The AI buildout is accelerating in 2026, and we see it is getting difficult to track what is being deployed, by whom, for what usage, with what financing, and on what underlying business model. As GTC approaches, we address all these questions in a series of one-sliders. Today we look into how frontier labs can absorb rising compute costs in 2027 and beyond. Note: For our latest estimates, please see updates to the slides published earlier this week; we are refining our numbers in real time as...
- Antoine Legault
- Matthew Bryson
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
AXTI AXT INC.
2303 UNITED MICROELECTRONICS CORP.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
- Wedbush Research
SHOP SHOPIFY INC.
MELI MERCADOLIBRE INC.
KURA KURA ONCOLOGY INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
ETSY ETSY INC.
EBAY EBAY INC.
NFLX NETFLIX INC.
CCRN CROSS COUNTRY HEALTHCARE INC.
WVE WAVE LIFE SCIENCES
CVNA CARVANA CO. CLASS A
AMZN AMAZON.COM INC.
BKNG BOOKING HOLDINGS INC.
CHWY CHEWY INC. CLASS A
STTK SHATTUCK LABS
KROS KEROS THERAPEUTICS
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
DAWN DAY ONE BIOPHARMACEUTICALS INC
XMTR XOMETRY
TNGX INC.
ELYM TANGO THERAPEUTICS
APP INC
TTD ELIEM THERAPEUTICS INC
CMPX APPLOVIN CORP
RGTI THE TRADE DESK
EWTX INC.
CART COMPASS THERAPEUTICS
TLX RIGETTI COMPUTING INC
BBOT EDGEWISE THERAPEUTICS INC
MAPLEBEAR INC.
TELIX PHARMACEUTICALS LIMITED
BRIDGEBIO ONCOLOGY THERAPEUTICS INC
- Pierre FerraguÊ
Grasping the AI Infra buildout (IV): How can hyperscalers swallow so m...
The AI buildout is accelerating in 2026, and we see it is getting difficult to track what is being deployed, by whom, for what usage, with what financing, and on what underlying business model. As GTC approaches, we address all these questions in a series of one-sliders. Today we look into how Hyperscaler P&Ls can absorb 2026 capex, and extend the perspective into the end of the decade. Note: For our latest estimates, please see updates to the slides published earlier this week; we are refinin...
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