reports
Jabil Inc: 1 director
A director at Jabil Inc sold 20,000 shares at 214.844USD and the significance rating of the trade was 67/100. 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 the company's directors over the last two years clearly show...
Broadcom Showcases Industry-Leading Quality and Reliability of Co-Pack...
Broadcom Showcases Industry-Leading Quality and Reliability of Co-Packaged Optics Meta Test Results Confirm One Million Link Flap-Free CPO 400G Port Device Hours PALO ALTO, Calif., Oct. 01, 2025 (GLOBE NEWSWIRE) -- Broadcom Inc. (NASDAQ: AVGO), a global leader in semiconductor and infrastructure software solutions, today announced a significant milestone in the deployment of Co-Packaged Optics (CPO) technology, highlighting one million cumulative 400G equivalent port device hours of flap-free This achievement underscores the maturity, robustness, and production-readiness of Broadcom’s ...
- Pierre FerraguÊ
OpenAI should account for 17% of expectations for Nvidia 2027 datacent...
Total capex required to meet OpenAI’s needs could reach ~$130bn by 2027, roughly equal to what consensus forecasts, on average, for each of the top four hyperscalers over the same horizon. In this note, we estimate how much of Nvidia’s datacenter revenue expectations this represents.
- Pierre FerraguÊ
The NSR AI datacenter economics cheat sheet
As we spend our days and many of our nights helping you understand what is going on in the world of AI infrastructure, we refine continuously our understanding of the cost of AI, combining our understanding of the economics of every step of the supply chain. We crystalized that in a digestible format today. Everything you need to know about a 1GW datacenter on a single slide.
- Pierre FerraguÊ
Oracle: What will life after giant RPOs look like?
Oracle entered a 4.5GW, $300bn, 5-year contract with OpenAI, starting 2027. In our note yesterday, we showed what we know of the deal suggests balanced and straightforward economics, over the life of the contract. Today we extend the analysis: GPUs aren’t scrapped after 5 years, and Oracle may in reality, after these contracts, boost profitability, monetizing fully depreciated assets, much like TSMC at the lagging edge.
- Pierre FerraguÊ
- Pierre FerraguÊ
Oracle & OpenAI: All the economics of the $300bn deal, on a single sli...
Over the weekend we worked through the numbers to estimate the economics of Oracle’s $300bn contract with OpenAI. We have strong visibility on costs, supported by our long-standing work on AI datacenter economics, refined with players in every part of the supply chain, and on the ramp trajectory, informed by RPO maturity and OpenAI’s business plan. This allows us to estimate gross margins, FCF and IRR with a high degree of confidence.
Lloyds Banking Group weitet strategische Partnerschaft mit Broadcom zu...
Lloyds Banking Group weitet strategische Partnerschaft mit Broadcom zur Beschleunigung der digitalen Transformation aus Neue langfristige Vereinbarung wird die Infrastruktur der Lloyds Banking Group mit einer neuen Private-Cloud-Umgebung und Mainframe-Lösungen für digitales Banking transformieren LONDON, Sept. 17, 2025 (GLOBE NEWSWIRE) -- VMware Explore on Tour – Die Lloyds Banking Group und Broadcom Inc. (NASDAQ: AVGO) haben heute eine bedeutende Ausweitung ihrer langjährigen Partnerschaft mit einem neuen Mehrjahresvertrag bekanntgegeben, der die Umsetzung der ehrgeizigen strategischen...
Lloyds Banking Group amplía su alianza estratégica con Broadcom para a...
Lloyds Banking Group amplía su alianza estratégica con Broadcom para acelerar la transformación digital El nuevo acuerdo de larga duración transformará la infraestructura de Lloyds Banking Group con un nuevo entorno de nube privada y soluciones de servidor para la banca digital LONDRES, Sept. 17, 2025 (GLOBE NEWSWIRE) -- VMware Explore on Tour – Lloyds Banking Group y Broadcom Inc. (NASDAQ: AVGO) han anunciado hoy una importante ampliación de su alianza de larga trayectoria, respaldada por un nuevo acuerdo plurianual para respaldar la ambiciosa transformación estratégica del grupo. En ...
Lloyds Banking Group développe son partenariat stratégique avec Broadc...
Lloyds Banking Group développe son partenariat stratégique avec Broadcom en vue d’accélérer la transformation numérique Le nouvel accord à long terme vise à transformer l’infrastructure de Lloyds Banking Group grâce à un nouvel environnement cloud privé et des solutions mainframe pour les services bancaires numériques LONDRES, 17 sept. 2025 (GLOBE NEWSWIRE) -- VMware Explore on Tour – Lloyds Banking Group et Broadcom Inc. (NASDAQ : AVGO) ont annoncé aujourd’hui une expansion majeure de leur partenariat de longue date, soutenue par un nouvel accord pluriannuel qui favorisera la mise en œ...
Lloyds Banking Group estende la partnership strategica con Broadcom pe...
Lloyds Banking Group estende la partnership strategica con Broadcom per accelerare la trasformazione digitale Il nuovo accordo a lungo termine trasformerà l'infrastruttura di Lloyds Banking Group con un nuovo ambiente cloud privato e soluzioni mainframe per il digital banking LONDRA, Sept. 17, 2025 (GLOBE NEWSWIRE) -- VMware Explore on Tour – Lloyds Banking Group e Broadcom Inc. (NASDAQ: AVGO) hanno annunciato oggi un significativo ampliamento della loro partnership di lunga data, sostenuta da un nuovo accordo pluriennale che supporterà la realizzazione dell'ambiziosa trasformazione str...
Lloyds Banking Group breidt strategisch partnerschap met Broadcom uit ...
Lloyds Banking Group breidt strategisch partnerschap met Broadcom uit om digitale transformatie te versnellen Een nieuwe langetermijnovereenkomst zal de infrastructuur van Lloyds Banking Group transformeren dankzij een nieuwe private cloudomgeving en mainframe-oplossingen voor digitaal bankieren LONDEN, Sept. 17, 2025 (GLOBE NEWSWIRE) -- VMware Explore on Tour – Lloyds Banking Group en Broadcom Inc. (NASDAQ: AVGO) hebben vandaag een aanzienlijke uitbreiding van hun langdurige samenwerking aangekondigd, ondersteund door een nieuwe meerjarige overeenkomst die de ambitieuze strategische tr...
Lloyds Banking Group Extends Strategic Partnership with Broadcom to Ac...
Lloyds Banking Group Extends Strategic Partnership with Broadcom to Accelerate Digital Transformation New Long-Term Agreement Will Transform Lloyds Banking Group's Infrastructure with New Private Cloud Environment and Mainframe Solutions for Digital Banking LONDON, Sept. 17, 2025 (GLOBE NEWSWIRE) -- VMware Explore on Tour – Lloyds Banking Group and Broadcom Inc. (NASDAQ: AVGO) today announced a significant expansion of their long-standing partnership, underpinned by a new multi-year agreement that will support the delivery of the Group’s ambitious strategic transformation. In the next ...
- Pierre FerraguÊ
Oracle RPOs: Who will buy all this compute? How big does than make Ora...
Oracle shocked the market this week with RPOs expanding 4x sequentially to nearly half a trillion dollars, calling for more to come and guiding Cloud revenues to 2029, growing 68% p.a. Click the link below for our full and final view.
- Pierre FerraguÊ
The Tech Infrastructure Quarterly Bible 2Q25
We publish today our comprehensive quarterly bible: 229 pages of detailed analyses on what happened in the last 3 months, and how we interpret it, in light of our current convictions. The first section acts as a PM summary, outlining our key findings, and latest thoughts on the semi cycle, in 6 slides. Please follow the link below for more details.
TSLA TESLA INC
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
LRCX LAM RESEARCH CORPORATION
NOKIA NOKIA OYJ
2330 TSMC
SOI SOITEC SA
CSCO CISCO SYSTEMS INC.
ASML ASML HOLDING NV
MBLY MOBILEYE NV
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
AVGO BROADCOM INC.
IFX INFINEON TECHNOLOGIES AG
TXG 10X GENOMICS INC CLASS A
ERIC-B ERICSSON LM-B SHS
0084207D UBER TECHNOLOGIES INC
ME 23ANDME HLDG CO
GRAB GRAB HLDGS LTD
ARM ARM HOLDINGS PLC
- 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
XPUs: Sizing the upside for Broadcom and the downside for Nvidia
Broadcom disclosed last week a $10bn AI rack order for 2H26 (widely linked to OpenAI) and signaled growth in their AI division could accelerate further in 2027. In this note, we break down what this could mean for the ASIC vs. GPU battle and the future structure of the AI compute market, looking in particular at the addressable market of in-house ASICs.
- Pierre FerraguÊ
- Pierre FerraguÊ
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