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Pierre FerraguÊ
  • Pierre FerraguÊ

Elon Musk wants 50 million H100 equivalent up and running by 2030 - Ou...

Musk ambitions to deploy 50m H100-equivalent GPUs for xAI within five years. In this note, we estimate the capex required and explore implications for tech infrastructure, in a single slide.

 PRESS RELEASE

Industry Leaders Transform Enterprise Data Centers for the AI Era With...

Industry Leaders Transform Enterprise Data Centers for the AI Era With NVIDIA RTX PRO Servers News Summary: Leading companies including Disney, Foxconn, Hitachi Ltd., Hyundai Motor Group, Lilly, SAP and TSMC are among the first to adopt NVIDIA RTX PRO Servers to speed AI reasoning, physical AI and business workloads.Enterprises are adopting NVIDIA RTX PRO Servers to transition from general-purpose clusters to AI factory infrastructure, without a complete data center overhaul.Built on the new RTX PRO 6000 Blackwell Server Edition GPU, NVIDIA RTX PRO Servers deliver breakthrough performanc...

Amazon Com Inc: 6 directors

Six Directors at Amazon Com Inc sold after exercising options/sold 85,627 shares at between 221.573USD and 222.760USD. The significance rating of the trade was 77/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all th...

 PRESS RELEASE

NVIDIA Blackwell-Powered Jetson Thor Now Available, Accelerating the A...

NVIDIA Blackwell-Powered Jetson Thor Now Available, Accelerating the Age of General Robotics News Summary: NVIDIA Jetson AGX Thor developer kit and production modules, robotics computers designed for physical AI and robotics, are now generally available.Over 2 million developers are using NVIDIA’s robotics stack, with Agility Robotics, Amazon Robotics, Boston Dynamics, Caterpillar, Figure, Hexagon, Medtronic and Meta among early Jetson Thor adopters.Jetson Thor, powered by NVIDIA Blackwell, offers 7.5x more AI compute and 3.5x greater energy efficiency compared with its predecessor, Jetson...

Pierre FerraguÊ
  • Pierre FerraguÊ

Pull forward in Auto Semis? AI blues at Workday? H20 suspended, Palo A...

As always, during earnings season, we wrap-up what happened in the previous week. For our main takes summarized on a single slide, and a few words on each of the 5 names we followed last week, follow the link below.

Antoine Chkaiban
  • Antoine Chkaiban

Intel: U.S. government taking a 10% stake. Our take.

Intel reported 2Q25 last night. Please see attached our take on the print.

Anish Jog ... (+6)
  • Anish Jog
  • Daniel Ives
  • Matthew Weiss
  • Sam Brandeis
  • Scott Devitt
  • Steven Wahrhaftig
Matthew Weiss ... (+2)
  • Matthew Weiss
  • Scott Devitt

Counting Clicks: July '25 Traffic Trends

Report Overview: Our analysis includes total web visits (desktop and mobile) to U.S. and international web domains, mobile app monthly active users (MAUs), daily active users (DAUs), and total time spent (where applicable). Throughout the report, we display Y/Y changes across each of these key metr

 PRESS RELEASE

NVIDIA Introduces Spectrum-XGS Ethernet to Connect Distributed Data Ce...

NVIDIA Introduces Spectrum-XGS Ethernet to Connect Distributed Data Centers Into Giga-Scale AI Super-Factories CoreWeave to Deploy NVIDIA Spectrum-XGS Ethernet With Scale-Across Technology PALO ALTO, Calif., Aug. 22, 2025 (GLOBE NEWSWIRE) -- Hot Chips -- NVIDIA today announced NVIDIA® Spectrum-XGS Ethernet, a scale-across technology for combining distributed data centers into unified, giga-scale AI super-factories. As AI demand surges, individual data centers are reaching the limits of power and capacity within a single facility. To expand, data centers must scale beyond any one buil...

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