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The Next Big Theme: August 2024
This month, we discuss disruptive trends in Robotics, Data Centers, Healthcare Innovation, Lithium, U.S. Infrastructure, and Clean Energy. By Ido Caspi
Internet of Things and Devices Poised for Edge AI-Driven Upgrades
In 2023, the generative AI buildout largely benefited compute hardware and cloud infrastructure providers. In 2024, AI is gaining prominence at the edge. By Ido Caspi
Advancing AI Requires Major Data Center and Digital Infrastructure Upgrades
Data center industry is bracing for a transformation, to accommodate growing needs of Generative AI. By Tejas Dessai
India’s Digitization Journey: Opportunities for Stock Selection Beyond the Benchmark
India’s digital journey started nearly a decade ago, and the country’s leading tech stack may offer unique investment opportunities for active stock pickers. By Paul Dmitriev
The Next Big Theme: June 2024
This month, we discuss disruptive trends in Artificial Intelligence, Data Centers, U.S. Infrastructure, Telemedicine, Robotics, and Cybersecurity. By Ido Caspi