Section
Data Center
14 posts
The Collapse of Time: Why Frontier AI Is an Operating-Model Problem, Not a Tooling Problem
Benjamin Klein and his McKinsey colleagues open their latest Risk & Resilience piece, The speed problem: How frontier…
Global Equity Pulse: Industrials for Diversification: A Recovery Story
In this month’s Global Equity Pulse, Templeton Global Investments believes industrials may be poised for a cyclical recovery. Improving economic trends and long-term structural drivers are creating opportunities across select areas of the sector.
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
Jeff Weniger: Big Wall of Worry, Fears, No Bubble. Not Yet.
Listen on The Move What if the firm disrupting the ETF industry launched 197 funds in its…
The $700 Billion Question: How Hyperscalers Turn Data Centers Into Returns
The numbers are almost impossible to contextualize. The four largest hyperscalers — Microsoft, Meta, Google, and Amazon —…
Canada-U.S. Trade War Enters a New Phase as Fed Signals Patience on Rates
The week of August 31 brought two defining stories for markets: a deepening rift between Canada and the…
The AI Buildout's Hidden Balance Sheet: What to Know About Data Center Finance
Stijn Van Nieuwerburgh, professor of real estate at Columbia Business School, presented a landmark analysis of the AI…
The Real Constraint Is Power
When the GPU conversation ends, the electricity conversation begins.
Energy, China, AI, and the Calls Nobody Else Made
Listen on The Move The anonymous analyst who predicted Carney's election and energy pivot, China's solar collapse,…
The Upsidedown: Whitney Baker's Case That the AI Bubble Is Already Collapsing Under Its Own Weight
A liquidity contraction is underway. The financial engineering holding the AI buildout together is beginning to fray. And…
Capital, Conviction, and the Long View: Inside AGF Capital Partners' Platform
Listen on The Move What if the biggest edge in manager selection wasn't due diligence, but ownership…
The AI Bubble: When the Architecture Cracks
The technology is real. The financial scaffolding around it may not be. That distinction is the organizing insight…
When Profits Become a Problem: Carlyle's Jason Thomas on the Hidden Risks Inside the AI Value Chain
Carlyle's Head of Global Research and Investment Strategy applies first-principles economics to the AI infrastructure boom and finds a troubling accounting identity lurking beneath record earnings.
Is America Energy Rich, Power Poor?
by Ed d'Agostino, Mauldin Economics Water, water, everywhere, nor any drop to drink." — Samuel Taylor Coleridge, The…
Data Center Debates
The pushback is more than mere token resistance.