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The Infrastructure Behind Intelligence: Why AI's Next Bottleneck Isn't Talent—It's Power
In the second quarter of 2025, the world’s leading AI companies poured over $100 billion into data centers, compute infrastructure, and...

Rich Washburn
Aug 22 min read


Vanishing Power: Seizing the Final Natural Gas Turbines for AI Infrastructure
A stealth scramble is underway in the global energy supply chain. For AI infrastructure builders, the window to secure high-capacity...

Rich Washburn
Jun 272 min read


Race for Compute: How GPT‑5 Is Fueling a New Infrastructure Arms Race
Multimodal AI, autonomous agents, and trillion-parameter models are coming—and enterprise demand for high-capacity GPUs is outpacing...

Rich Washburn
Jun 173 min read


Tariff Shockwaves: Trump’s Middle-Class Tax Gambit and the New Investment Frontier
President Trump’s proposed income-tax elimination for Americans earning under $200,000 signals a structural pivot in U.S. economic...

EC
Apr 283 min read


Capital Markets’ $3.7 Trillion Dilemma: Unlocking Growth Through Quality Deal Flow
The global private capital market faces a paradoxical challenge: a record $3.7 trillion in uninvested funds, commonly referred to as...

EC
Jan 233 min read


Navigating the Future of IPOs and Generative AI: Trends, Insights, and Predictions
The global financial landscape is on the brink of transformation as IPO markets, generative AI innovation, and M&A activity converge to...

EC
Jan 233 min read
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