India Data Center Monthly: Geopolitics, Gujarat's 7.5 GW Bid, and a Capex Supercycle Taking Shape
Middle East data center strikes in March 2026 are re-routing Gulf workloads to India, with Gujarat targeting US$62.9bn in investments and 7.5 GW...
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CHINA AI: Moonshot's Kimi K3 Just Spoiled the Semiconductor Party !!
Moonshot unveiled its Kimi K3 AI model, which rivals the top US frontier models in intelligence at a fraction of the run cost. Kimi K3 ranks third...
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Data Centers: The Trillion-Dollar Build-Out Investors Can't Ignore
Global data center capacity set to nearly double by 2030, with power constraints posing key risks as electricity demand also doubles. Hyperscalers...
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Overview #67 - Thin Air
A review of recent events/data impacting our investment themes and outlook. We look at the recent market action in the US as well as clues as to...
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THE AI GOLD RUSH: Hyperscalers and Enablers
In the AI takeover of global markets, enablers are beating hyperscalers by an ever-widening margin. Hyperscalers' unprecedented capex is fueling...
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