ONE WEEK TO GO
Join our upcoming webinar, where weβll cover:
π Q2 forecasts across the #digitaladvertising ecosystem
π Key signals and emerging trends from our data
π Latest ODP platform updates
π Register here: https://t.co/xQi2uhJYRe
Last week, Oxford Data Plan had a fantastic time attending the @neudatalab New York Summer Data Summit 2026 in New York! π
It was a great opportunity to connect with industry leaders, exchange ideas, and explore the latest developments in alternative data.
β° 2 WEEKS TO GO
Join our upcoming webinar, where weβll cover:
π Q2 forecasts across the #digitaladvertising ecosystem
π Key signals and emerging trends from our data
π Latest ODP platform updates
π Register here: https://t.co/xQi2uhJYRe
Join us for our upcoming webinar, where we will uncover:
- Our latest Q2 forecasts across the digital advertising landscapeΒ Β
- Key signals and trends our data is picking up right nowΒ Β
- A walkthrough of the latest platform updates
Register here: https://t.co/0ytTfjaL4C
At Oxford Data Plan, weβre proud to bring investors differentiated insights on the trends shaping tomorrowβs markets.
Weβre excited to present the latest episode of of Pitch The PM, to explore a key question:
Who wins the next wave of AI compute?
In episode 33 of Pitch The PM, I get to speak with the Semi industry's axe Doug O'Laughlin @fabknowledge , President of @SemiAnalysis_, about:
- π the explosive demand for AI #infrastructure and
- π the market reaction to $CBRS ' IPO.
Doug O breaks down:
- π§ Cerebras' wafer-scale chip architecture,
- β‘ its advantages in ultra-fast #inference, and
- π§± the limitations caused by #memory scaling constraints.
The discussion examines how NVIDIA continues to dominate large-scale AI workloads while specialized alternatives carve out niche roles in the broader #compute ecosystem. πΈ Doug O shares insights into how SemiAnalysis is using #AI internally (spending over $10K/week on APIs), saving analysts time and generating a strong ROI.
Presented by @OxfordDataPlan - The Home of Alternative Data
βΆοΈ Watch live now!
$NVDA $CRWV
In episode 33 of Pitch The PM, I get to speak with the Semi industry's axe Doug O'Laughlin @fabknowledge , President of @SemiAnalysis_, about:
- π the explosive demand for AI #infrastructure and
- π the market reaction to $CBRS ' IPO.
Doug O breaks down:
- π§ Cerebras' wafer-scale chip architecture,
- β‘ its advantages in ultra-fast #inference, and
- π§± the limitations caused by #memory scaling constraints.
The discussion examines how NVIDIA continues to dominate large-scale AI workloads while specialized alternatives carve out niche roles in the broader #compute ecosystem. πΈ Doug O shares insights into how SemiAnalysis is using #AI internally (spending over $10K/week on APIs), saving analysts time and generating a strong ROI.
Presented by @OxfordDataPlan - The Home of Alternative Data
βΆοΈ Watch live now!
$NVDA $CRWV
π New Product Launch | Oxford DataPlan
We're pleased to introduce our latest alternative dataset: Zeta Global
A daily read on one of the leading names in AI-powered marketing technology ahead of quarterly prints.
Learn more:
π§ [email protected] π https://t.co/xzUPRxFKnX
π New Product Launch | Oxford DataPlan
We're pleased to introduce our latest alternative dataset: CAVA
Track one of U.S. fast-casual's fastest growers - daily, ahead of earnings.
Learn more:
π§ [email protected] | https://t.co/xzUPRxFKnX
Only 9 days to go until this exclusive session.
Join Bill Wildi and Makay Redd as they break down how Oxford Data Plan tracks TSMC daily and the signals that matter most for navigating the fast-moving semiconductor space.
Register now: https://t.co/bbCeRHKTge