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Antoine Legault ... (+2)
  • Antoine Legault
  • Matthew Bryson

Daily Views on Tech Headlines

DRAM, Memory: Taiwan DRAM makers to eye 20-50% Q4 Px hikes amid DDR4 squeezeView: The Commercial Times suggests DDR4 contract prices could rise another 20%–50% in Q4 off of already elevated levels. Specifically, Nanya reportedly raised contract prices 70% Q/Q in Q3 and is set for another 50% increa

Pierre FerraguÊ
  • Pierre FerraguÊ

Oracle RPOs: Beginning of the bubble... or beginning of the AI era?

Dear all, After we spent the day trying to figure out where AI compute would sit over the next 10 years, Oracle blessed us with a powerful datapoint: Half a trillion dollar RPOs. We pulled out a note overnight digging into what we learnt last night and confronting it to our deep understanding of the current AI infrastructure landscape. Very interesting findings emerged, follow the link below for details.

Pierre FerraguÊ
  • Pierre FerraguÊ

Bible 2Q25 – Hyperscale & Cloud: 2026 capex expectations up 19%, $3-4t...

Today, we are publishing the Hyperscale & Cloud section of our 28th 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. In the coming weeks we will publish sections on Enterprise IT and Foundry. Hyperscale capex grew 70% YoY. Most raised 2025 guides, and confirmed sustained spending in 2026, lifting expectations....

Antoine Legault ... (+2)
  • Antoine Legault
  • Matthew Bryson

Daily Views on Tech Headlines

While this feature will only be offered in select cities (for now), comes with several limitations (to protect drivers and users) and is unlikely to represent a significant share of payments, we believe this will increase transport accessibility and reflects the continued relevance of cash for cert

Pierre FerraguÊ
  • Pierre FerraguÊ

Could Broadcom XPUs ramp to 50% of infrastructure deployed by clients ...

Broadcom announced yesterday a $10bn AI rack order (likely OpenAI), for inference, and hinted growth could accelerate in 2027.

Dan Salmon
  • Dan Salmon

A closer look at chip purchases and installed bases And the relative ...

We are getting more questions about each company’s share of GPU purchases, and especially how it could impact capacity constraints at Cloud divisions (especially AWS).

Antoine Legault ... (+2)
  • Antoine Legault
  • Matthew Bryson

Daily Views on Tech Headlines

Foxconn, NVDA: August sales suggest continued AI momentumView: While overall sales slipped slightly M/M, AI sales remained robust with Foxconn noting it saw customers pull in shipments and reiterating it expects rack shipments will increase 3X. We see this news as indicative that near-term momentum

 PRESS RELEASE

Lifecore Biomedical to Participate at 24th Annual Contract Pharma Cont...

Lifecore Biomedical to Participate at 24th Annual Contract Pharma Contracting and Outsourcing Conference CHASKA, Minn., Sept. 04, 2025 (GLOBE NEWSWIRE) -- Lifecore Biomedical, Inc. (NASDAQ: ) (“Lifecore”), a fully integrated contract development and manufacturing organization (“CDMO”), today announced that the company will participate at the 24th Annual Contract Pharma Contracting and Outsourcing Conference. Recognized as one of the top annual events for pharmaceutical outsourcing and contract manufacturing, the Contract Pharma conference will take place September 18-19, 2025, in New Brun...

 PRESS RELEASE

Lifecore Biomedical to Participate in Upcoming Investor Conferences

Lifecore Biomedical to Participate in Upcoming Investor Conferences CHASKA, Minn., Sept. 02, 2025 (GLOBE NEWSWIRE) -- Lifecore Biomedical, Inc. (NASDAQ: ) (“Lifecore”), a fully integrated contract development and manufacturing organization (“CDMO”), today announced that the company will participate in multiple upcoming investor conferences. Details regarding Lifecore’s participation are as follows: Morgan Stanley 23rd Annual Global Healthcare ConferenceDetails: Lifecore management will participate in a fireside chat and in investor meetingsConference Dates: September 8-10, 2025Fireside...

Dan Salmon
  • Dan Salmon

GOOGL/META/AMZN: Insights into AI Capex from Hot Chips 2025 and NVDA e...

GOOGL and META presented technical details of several AI investment projects earlier this week at the Hot Chips 2025 conference, and NVDA results provided insights into the AI infrastructure supply chain and continued capacity constraints.

Pierre FerraguÊ
  • Pierre FerraguÊ

The Great Replatforming, Part II – The General Theory. Could Jensen ju...

In a very timely manner, as Jensen just touted a $3-4tn Tech. Infra. market for 2030, we publish the second part of our “Great Replatforming” series, in which we look at how much AI investments the global economy can absorb over time. In the first part of the series, we showed how increasing capex should be analyzed as enablers of revenue growth and productivity improvements, and applied the framework to hyperscalers, showing how pushing capex intensity to new highs is easily financed by contin...

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