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How Agentic AI Could Catalyze Cloud Computing
2025 is shaping up to be the year of agentic AI, which we believe can catalyze further cloud computing growth. By Ido Caspi
The Next Big Theme: March 2025
This month, we discuss disruptive trends in U.S. Infrastructure, AI, Defense Tech, Data Centers, FinTech, and Robotics. By Ido Caspi
AI Hinges on Rapid Electrification
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. By Tejas Dessai
AI Infrastructure: Laying the Groundwork
The automation age is set to drive unprecedented productivity gains, but this revolution depends on trillions of dollars in AI infrastructure investments. By Ido Caspi
The Next Big Theme: November 2024
This month, we discuss disruptive trends in AI, Defense Tech, Healthcare Innovation, Lithium & Battery Tech, Data Centers, and Electric Vehicles. By Ido Caspi