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Pierre FerraguÊ
  • Pierre FerraguÊ
Antoine Chkaiban ... (+2)
  • Antoine Chkaiban
  • Pierre FerraguÊ
Pierre FerraguÊ
  • Pierre FerraguÊ

Energy storage for AI datacenters: $12-40bn deployment opportunity in ...

Datacenters are increasingly co-locating battery storage to improve economics, grid resilience, and speed of deployment. We publish today our view on the energy storage opportunity in datacenters, summarized on a single slide. Please click the link for more details.

Pierre FerraguÊ
  • Pierre FerraguÊ

The market has it backwards: Meta is the only hyperscaler overspending...

Microsoft, Google, and Amazon sold off after announcing large capex increases, while Meta rose ~10%. Our analysis suggests the market has this backwards. Please see the link for our take, summarised on a single slide.

 PRESS RELEASE

AMD Hires Ariel Kelman as Chief Marketing Officer

AMD Hires Ariel Kelman as Chief Marketing Officer SANTA CLARA, Calif., Feb. 09, 2026 (GLOBE NEWSWIRE) -- Today  (NASDAQ: AMD) announced that Ariel Kelman has been appointed Senior Vice President and Chief Marketing Officer, effective immediately. Kelman will lead the AMD global marketing organization, overseeing brand, communications, events, developer relations and go-to-market strategy. Kelman will report to Ruth Cotter, Senior Vice President and Chief Administrative Officer, and will work closely with the AMD executive team to deepen engagement with customers, partners, developers and...

Pierre FerraguÊ
  • Pierre FerraguÊ

Capex, re-platforming, AMD ramp, auto and industrial recovery. Tech we...

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 33 names we followed last week, click the link below.

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