View 
FILTERS (0)
* Not connected to ResearchPool

MORE FILTERS

  
reports
Matthew McCartney ... (+3)
  • Matthew McCartney
  • Michael Symington
  • Seth Basham
Daniel Ives ... (+6)
  • Daniel Ives
  • Matthew Weiss
  • Michael Gerbino
  • Michael Pachter
  • Scott Devitt
  • Seth Basham
Dan Salmon
  • Dan Salmon

Amazon (AMZN, Buy, $225 target) The Top 5 most impactful new ad produ...

AMZN is hosting its annual UnBoxed event focused on its advertising business this week. Yesterday included the Product Keynote which featured over a dozen new ad product announcements by our count.

Dan Salmon
  • Dan Salmon

Meta Platforms (META, Buy, $595 target) Implications for Capex from Me...

META presented several updates to its open compute hardware initiatives at Open Compute Summit 2024 earlier today. In this brief note we share our quick takes on: 1. Implications for META Capex 2. Cluster Bandwidth Expected to Rise “An Order of Magnitude” 3. Disaggregated Network Fabric, a Future Game Changer in Accelerator Scaling? 4. Grand Teton Integration for AMD MI300X Follows AMD’s Launch Announcement 5. Catalina Open Rack Architecture Supports Increasing Power Density of GB200s 6. “Mt. ...

Alicia Reese ... (+4)
  • Alicia Reese
  • Kade Barr
  • Michael Pachter
  • Scott Devitt
Loading...
New interest

Save your current filters as a new Interest

Please enter a name for this interest

Email alerts

Would you like to receive real-time email alerts when a new report is published under this interest?

Save This Search

These search results will show up under 'Saved searches' in the left panel

Please enter a name for this saved search

ResearchPool Subscriptions

Get the most out of your insights

Get in touch