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Dec 01, 2025 • By
Ido Caspi
This month, we discuss disruptive trends in AI, Blockchain, Cybersecurity, Data Centers, U.S. Infrastructure, and CleanTech.
Oct 17, 2025 • By
Ido Caspi
This month, we discuss disruptive trends in AI, Defense Tech, Robotics, Data Centers, HealthTech and Hydrogen.
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.
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.
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.