reports
- Pierre FerraguÊ
OpenAI and NVIDIA Announce Strategic Partnership to Deploy 10 Gigawatt...
OpenAI and NVIDIA Announce Strategic Partnership to Deploy 10 Gigawatts of NVIDIA Systems News Strategic partnership enables OpenAI to build and deploy at least 10 gigawatts of AI data centers with NVIDIA systems representing millions of GPUs for OpenAI’s next-generation AI infrastructure.To support the partnership, NVIDIA intends to invest up to $100 billion in OpenAI progressively as each gigawatt is deployed.The first gigawatt of NVIDIA systems will be deployed in the second half of 2026 on the NVIDIA Vera Rubin platform. SAN FRANCISCO and SANTA CLARA, Calif., Sept. 22, 2025 (GLOBE N...
- 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.
- 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.
LEN LENNAR CORPORATION CLASS A
INTC INTEL CORPORATION
IMAX IMAX CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
ALCC GLOBALFOUNDRIES INC
MAZE ALTC ACQUISITION CORP
MAZE THERAPEUTICS INC
- 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.
AMZN AMAZON.COM INC.
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 Corp: 3 directors
Four Directors at NVIDIA Corp sold 280,000 shares at between 0.000USD and 176.399USD. 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 la...
- Pierre FerraguÊ
- Antoine Legault
- Matthew Bryson
Daily Views on Tech Headlines
MSFT, AI Datacenter: MSFT announces new Wisconsin datacenterView: MSFT announced it is in the final phases of building Fairwater, billed as the world’s most powerful AI datacenter in Mount Pleasant, Wisconsin. The AI datacenter is expected to come online in early 2026, fulfilling its initial $3.3B
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 Announces £2 Billion Investment in the United Kingdom AI Startu...
NVIDIA Announces £2 Billion Investment in the United Kingdom AI Startup Ecosystem New Capital Supports U.K. AI Infrastructure and Startups to Spark New Industries News Summary: NVIDIA commits £2 billion to catalyze the U.K.’s AI startup ecosystem and accelerate the creation of new companies, jobs and globally transformative AI businesses.Accel, Air Street Capital, Balderton, Hoxton Ventures and Phoenix Court will join NVIDIA’s investment in the U.K. market, underscoring their commitment to foster the U.K. AI ecosystem.The investment will bring new capital and advanced AI infrastructure t...
NVIDIA and Intel to Develop AI Infrastructure and Personal Computing P...
NVIDIA and Intel to Develop AI Infrastructure and Personal Computing Products Intel to design and manufacture custom data center and client CPUs with NVIDIA NVLink; NVIDIA to invest $5 billion in Intel common stock SANTA CLARA, Calif., Sept. 18, 2025 (GLOBE NEWSWIRE) -- NVIDIA (NASDAQ: NVDA) and Intel Corporation (NASDAQ: INTC) today announced a collaboration to jointly develop multiple generations of custom data center and PC products that accelerate applications and workloads across hyperscale, enterprise and consumer markets. The companies will focus on seamlessly connecting NVIDIA ...
- Antoine Legault
- Matthew Bryson
Daily Views on Tech Headlines
(including the have nots in the AI ecosystem to date including mature foundry and IDM). As such, Meta's developments (including in the glasses front), OpenAI's push, and the responses from current leaders of the consumer ecosystem (Apple and Google) are important to watch. Reuters, META, DigiTimes
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
FB FACEBOOK INC. CLASS A
AXTI AXT INC.
INOD INNODATA
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
MDB MONGODB INC. CLASS A
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
ARVN ARVINAS HOLDING
ZM ZOOM VIDEO COMMUNICATIONS INC. CLASS A
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
SMCI SUPER MICRO COMPUTER
RZLT INC.
STX REZOLUTE
GFS SEAGATE TECHNOLOGY HLDGS PLC
CAMP GLOBALFOUNDRIES INC
CAMP4 THERAPEUTICS CORPORATION
- 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
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
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...
- 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
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