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Investing in AI: Why Data Centers? Why DTCR?
The data center industry is poised to accelerate, as AI monetization scales and the demand for AI computing infrastructure grows. By Tejas Dessai
Inflection Points: Tales of The Automation Age
While policy decisions dominate the headlines, secular shifts transforming the economy speed ahead, creating potential opportunities for investors. By Scott Helfstein
A Decade of Change: How Tech Evolved in the Last Five Years and Bold Bets for the Next Five
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. By Tejas Dessai
The Next Big Theme: June 2025
This month, we discuss disruptive trends in AI, Defense Tech, Robotics, HealthTech, U.S. Electrification and Clean Water. By Ido Caspi
The Next Big Theme: May 2025
This month, we discuss disruptive trends in Data Centers, Defense Tech, AI, Healthcare, Cybersecurity and Electric Vehicles. By Ido Caspi