AI Infrastructure Research Reports

JPMorgan 2026-09-16

Asia Tech Strategy At a crossroads in the AI Infra trade

Market Report EN 16 Pages

Morgan Stanley 2026-09-16

Powering AI and Navigating Energy Disruption

Industry Report EN 6 Pages

Morgan Stanley 2026-09-14

Japan’s Power Investment Cycle: Nuclear, Renewables and the AI Demand Surge

Industry Report EN 5 Pages

Morgan Stanley 2026-09-09

Credit & Compute | Assessing NVDA’s ‘Balance Sheet - as - a - Service‘ From the Cross - Asset Lens

Industry Report EN 21 Pages

Goldman Sachs 2026-09-08

FOCI (3363.TWO): Semicon Taiwan: CPO FAU driving revenue growth and margin expansion; Buy

Company Report EN 6 Pages

Goldman Sachs 2026-09-03

VNET Group (VNET): Asia Leaders Conference 2026 Takeaways: Strong order outlook funded by disciplined financing; Eyes on CATL partnership

Company Report EN 8 Pages

Goldman Sachs 2026-09-03

GDS Holdings (GDS): Asia Leaders Conference 2026 Takeaways: Robust order wins; 2027 move - in acceleration to drive 2028 EBITDA

Company Report EN 8 Pages

JPMorgan 2026-08-14

EM Sovereign Credit: Living in the world of hyperscalers: Hyperscalers could reshape credit markets, but for now risks seem low

Market Report EN 14 Pages

JPMorgan 2026-07-02

Rohm (6963): Maintain Overweight: Raise price target, reflecting analog/discrete semiconductor squeeze, Kioxia‘s share price rise

Company Report EN 20 Pages

Citi 2026-06-28

Terawulf Inc (WULF.O): WULF Is Scaling HPC Data Center Expansion; Initiate at Buy/High Risk

Company Report EN 33 Pages

Morgan Stanley 2026-06-23

AI Supply Chain: Preliminary 2027 TSMC CoWoS Allocation

Market Report EN 18 Pages

Jefferies 2026-06-18

AI Needs More Space: Energy Transport Emerges as the Key Bottleneck

Market Report EN 7 Pages

JPMorgan 2026-06-18

Jabil Inc: F3Q26 Review: Robust AI Guide Implies Acceleration in Revenue Growth into FY27; Reit OW

Market Report EN 14 Pages

Goldman Sachs 2026-06-17

Booming Datacenter pipeline and AI spending boom - the pivotal role of energy: POWERING UP EUROPE

Market Report EN 15 Pages

Jefferies 2026-06-16

JP Non-Ferrous: JXAM – InP Expansion Drives Next Leg of Earnings Growth

Market Report EN 11 Pages