reports
- Pierre FerraguÊ
Bible 1Q25 – PCs: Refresh still elusive; CPU expectations growing slig...
Today, we are publishing the PC section of our 27th 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 days we will publish a section on Enterprise IT, followed by the full Bible. PC pull-ins noted across major OEMs, outlook uncertain for rest of the year. The Windows 10 & AI PC refresh cycle remai...
- Pierre FerraguÊ
- Antoine Chkaiban
Double-clicking on AI growth in 2026 – GTC Paris: the European AI buil...
Nvidia announced a partnership yesterday at GTC Paris with Mistral, several European neo-clouds, and supercomputing centers, projecting a 10x increase in AI compute (measured in FLOPs) across Europe between 2024 and 2026. Click on the link below for implications for Nvidia's growth in 2026.
- Antoine Legault
- Matthew Bryson
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
NVIDIA Stockholder Meeting Set for June 25; Individuals Can Participat...
NVIDIA Stockholder Meeting Set for June 25; Individuals Can Participate Online SANTA CLARA, Calif., June 11, 2025 (GLOBE NEWSWIRE) -- NVIDIA today announced it will hold its 2025 Annual Meeting of Stockholders online on Wednesday, June 25, at 9 a.m. PT. The meeting will take place virtually at . Stockholders will need their control number included in their notice or proxy card to access the meeting and may vote and submit questions while attending the meeting. Non-stockholders are welcome to attend by going to the above link and registering under “Guest Login.” The matters to be voted o...
NVIDIA Partners With Novo Nordisk and DCAI to Advance Drug Discovery
NVIDIA Partners With Novo Nordisk and DCAI to Advance Drug Discovery Leading Global Pharma Joins Danish Enterprises, Startups and Public Health Systems Using AI Factories to Improve Drug Discovery and Healthcare PARIS, June 11, 2025 (GLOBE NEWSWIRE) -- NVIDIA GTC Paris at VivaTech — NVIDIA today announced a collaboration with Novo Nordisk to accelerate drug discovery efforts through innovative AI use cases. The work supports Novo Nordisk’s agreement with to use the Gefion sovereign AI supercomputer. The companies aim to create customized AI models and agents that Novo Nordisk can use ...
NVIDIA Builds World’s First Industrial AI Cloud to Advance European Ma...
NVIDIA Builds World’s First Industrial AI Cloud to Advance European Manufacturing NVIDIA to Build NVIDIA DGX B200- and NVIDIA RTX PRO Server-Powered AI Cloud in Germany to Accelerate Industrial Manufacturing ApplicationsIndustrial Software Leaders Ansys, Cadence and Siemens Announce Acceleration With NVIDIA CUDA-X and AI LibrariesFrom Design to Shop Floor Operation, BMW Group, Maserati, Schaeffler and Volvo Cars Tap NVIDIA to Speed Computing PARIS, June 11, 2025 (GLOBE NEWSWIRE) -- NVIDIA GTC Paris at VivaTech -- NVIDIA today announced it is building the world’s first cloud for European...
Siemens and NVIDIA Expand Partnership to Accelerate AI Capabilities in...
Siemens and NVIDIA Expand Partnership to Accelerate AI Capabilities in Manufacturing Companies Celebrate Collaboration Driving Industrial AI for Global ManufacturersExpanded Partnership to Enable AI-Powered Factories of the Future, Connecting NVIDIA AI and Accelerated Computing With the Siemens Xcelerator Platform and ProductsNew Industrial AI Infrastructure on NVIDIA Accelerated Computing Transforms the Factory Floor PARIS, June 11, 2025 (GLOBE NEWSWIRE) -- NVIDIA GTC Paris at VivaTech—Siemens and NVIDIA announced today an expansion of their partnership to accelerate the next era of ...
NVIDIA DGX Cloud Lepton Connects Europe’s Developers to Global NVIDIA ...
NVIDIA DGX Cloud Lepton Connects Europe’s Developers to Global NVIDIA Compute Ecosystem Mistral AI, Nebius, Nscale, Firebird, Fluidstack, Hydra Host, Scaleway and Together AI — Along With AWS and Microsoft Azure — Bring Compute Resources to DGX Cloud Lepton Marketplace to Meet AI DemandHugging Face Integrates DGX Cloud Lepton Into Training Cluster as a Service, Expanding AI Researcher Access to Scalable Compute for Model TrainingNVIDIA and Leading European Venture Capitalists Offer Marketplace Credits to Portfolio Companies to Accelerate Startup Ecosystem PARIS, June 11, 2025 (GLOBE NEWS...
NVIDIA Partners With Europe Model Builders and Cloud Providers to Acce...
NVIDIA Partners With Europe Model Builders and Cloud Providers to Accelerate Region’s Leap Into AI Model Builders Across Europe — Including France, Italy, Poland, Spain and Sweden — to Deliver Sovereign Models With NVIDIA Nemotron AI Models Tailored to Local Languages and Culture Coming to Perplexity, Delivered as NVIDIA NIM Microservices and Hosted on Regional AI Infrastructure From NVIDIA Cloud Partners PARIS, June 11, 2025 (GLOBE NEWSWIRE) -- NVIDIA GTC Paris at VivaTech -- NVIDIA today announced that it is teaming with model builders and cloud providers across Europe and the Middle E...
Europe Builds AI Infrastructure With NVIDIA to Fuel Region’s Next Indu...
Europe Builds AI Infrastructure With NVIDIA to Fuel Region’s Next Industrial Transformation France, Italy and the United Kingdom Support Regional Technology and Cloud Providers Domyn, Mistral AI, Nebius and Nscale to Deploy More Than 3,000 Exaflops of NVIDIA Blackwell Systems for Sovereign AI NVIDIA to Build AI Factory in Germany to Accelerate Industrial Manufacturing Applications in EuropeEuropean Telcos Fastweb, Orange, Swisscom, Telefónica and Telenor Build AI Infrastructure With NVIDIA, Enabling Enterprises to Adopt and Build Agentic AI ApplicationsEuropean Enterprises, Startups and Pub...
- Daniel Ives
- Matthew Weiss
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
- Antoine Legault
- Matthew Bryson
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
- Wedbush Research
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
GME GAMESTOP CORP. CLASS A
EBAY EBAY INC.
CXW CORECIVIC INC.
AXTI AXT INC.
7974 NINTENDO CO. LTD.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
ARGX ARGENX ADS
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
HOV HOVNANIAN ENTERPRISES INC. CLASS A
DDOG DATADOG INC CLASS A
BUR BURFORD CAPITAL
STX SEAGATE TECHNOLOGY HLDGS PLC
VFS BLACK SPADE ACQUISITION CO
DBD DIEBOLD NIXDORF INCORPORATED
- Antoine Legault
- Matthew Bryson
WDC WESTERN DIGITAL CORPORATION
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
AXTI AXT INC.
7974 NINTENDO CO. LTD.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
HPE HEWLETT PACKARD ENTERPRISE CO.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
AVGO BROADCOM INC.
MRVL MARVELL TECHNOLOGY INC
STX SEAGATE TECHNOLOGY HLDGS PLC
DBD DIEBOLD NIXDORF INCORPORATED
NVIDIA Corp: 2 directors
Two Directors at NVIDIA Corp sold 1,358,849 shares at between 142.202USD and 142.805USD. The significance rating of the trade was 68/100. 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...
NVIDIA Powers Europe’s Fastest Supercomputer
NVIDIA Powers Europe’s Fastest Supercomputer NVIDIA Grace Hopper Platform Boosts Simulation and Training on Jülich’s JUPITER Supercomputer to Drive Europe’s Scientific Breakthroughs at Exascale Speed HAMBURG, Germany, June 10, 2025 (GLOBE NEWSWIRE) -- ISC -- NVIDIA today announced that the JUPITER supercomputer, powered by the NVIDIA Grace Hopper™ platform, is the fastest in Europe — delivering a more than 2x speedup for high-performance computing and AI workloads compared with the next-fastest system. Soon capable of running 1 quintillion FP64 operations per second, JUPITER is on trac...
- Antoine Legault
- Matthew Bryson
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
- Wedbush Research
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
- Antoine Legault
- Matthew Bryson
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
AVGO BROADCOM INC.
SMCI SUPER MICRO COMPUTER
MRVL INC.
STX MARVELL TECHNOLOGY INC
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
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