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Pierre FerraguÊ
  • Pierre FerraguÊ

Bible 4Q24: Telecom Infrastructure – Recovery across the board

Today, we are publishing the Telecom Infrastructure section of our 26th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. Telecom capex rebounded, up 13% YoY, driving a strong recovery across the value chain—from fixed and mobile equipment to semiconductors. Nokia remains our top pick in the sector.

Dan Salmon
  • Dan Salmon

From DeepSeek to Manus and More to Come Framing AI Innovation Headlin...

This weekend saw another round of Chinese AI innovation capture the imagination of social media and the tech press, with possible implications for the near-term market narrative as well, similar to DeepSeek.

 PRESS RELEASE

NVIDIA CEO Jensen Huang and Industry Visionaries to Unveil What’s Next...

NVIDIA CEO Jensen Huang and Industry Visionaries to Unveil What’s Next in AI at GTC 2025 GTC 2025 to Feature Huang’s Keynote and More Than 1,000 Sessions, Providing a Glimpse Into the Future of AI Infrastructure, Scientific Computing, AI and Robotics SANTA CLARA, Calif., March 05, 2025 (GLOBE NEWSWIRE) -- NVIDIA today announced , the world’s premier AI conference, will return March 17-21 to San Jose, Calif. — bringing together the brightest minds in AI to showcase breakthroughs happening now in physical AI, agentic AI and scientific discovery. GTC will bring together 25,000 atten...

Pierre FerraguÊ
  • Pierre FerraguÊ

TSMC heading towards 20% of leading-edge capacity in the US? Implicati...

TSMC's Chairman and CEO, Dr. C.C. Wei, and President Trump announced yesterday that TSMC is expanding its U.S. investment by $100bn, in addition to its ongoing $65bn investment in Arizona.

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