Director of Tech, Media, and Telecom Research at AlphaSense | AI Market Intelligence | Investment Management | Tech Industry Thought Leader
Thank you to the SemiAnalysis team for an insightful evening with AlphaSense and our clients, diving deep into the evolving AI narrative. Doug O'Laughlin shared perspectives across key themes shaping the industry: --Nvidia’s quarter and guidance, SemiAnalysis described as strong across the board, and market potential for AMD and Google’s TPU for 2026. --Hyperscalers' capex strategy, from energy usage to in-house chip usage and the AI token economic stack. --Coreweave sitting atop SemiAnalysis ClusterMax ratings, the symbiotic relationship between Nebius and Microsoft, and the role of neoclouds. All signs point to 2026 being another pivotal year for the AI ecosystem.
Awesome leading researchers and audience engagement!
Classy evening with great investing insights. Thanks again for the invitation and congratulations on a terrific event. 🍸 🧠
Director of Tech, Media, and Telecom Research at AlphaSense | AI Market Intelligence | Investment Management | Tech Industry Thought Leader
16hAnd thank you to my colleagues William Cummings, MBA Samantha Post Lauryn Sall and Mackenzie Wessell for putting together a terrific event!