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Explore Every Angle
Thoroughly researched perspectives and commentary on the trends shaping global markets.
Subscribe to Updates
Subscribe to Updates
What’s Trending
Sep 18, 2025
Inflection Points: No Reservations, Just Valuations
Sep 03, 2025
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Quarterly MLP Commentary: Q2 2025
Inflection Points: No Reservations, Just Valuations
Monthly Covered Call Commentary: September 2025
Quarterly MLP Commentary: Q2 2025
Data Centers
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Articles
Exploring a range of subjects as diverse as our product lineup.
Investing in AI: Why Data Centers? Why DTCR?
Aug 19, 2025 •
By
Tejas Dessai
The data center industry is poised to accelerate, as AI monetization scales and the demand for AI computing infrastructure grows.
A Decade of Change: How Tech Evolved in the Last Five Years and Bold Bets for the Next Five
Jul 09, 2025 •
By
Tejas Dessai
In this piece, we examine the defining technology trends of the past five years and outline key trends set to accelerate in the next five.
How Agentic AI Could Catalyze Cloud Computing
Mar 27, 2025 •
By
Ido Caspi
2025 is shaping up to be the year of agentic AI, which we believe can catalyze further cloud computing growth.
The Next Big Theme: March 2025
Mar 18, 2025 •
By
Ido Caspi
This month, we discuss disruptive trends in U.S. Infrastructure, AI, Defense Tech, Data Centers, FinTech, and Robotics.
AI Hinges on Rapid Electrification
Feb 27, 2025 •
By
Tejas Dessai
The potential rapid growth in AI data center related power needs is likely to compel U.S. power companies to invest in power production and transmission.
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