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Data Centers

.00 BLOG POST 2025 10 24

Building on Our Strategic AI Framework, Part 3 in the Series

Investment /

Rounding Out the AI Revolution Investment Opportunities The AI Revolution investment opportunities continue to accelerate across multiple sectors and extend well beyond traditional technology companies. In our Strategic AI Investment Framework, we established the approach necessary for navigating this transformation and looked at Category A Companies. Part 2 of this series examined the market dynamics and […]

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Investing in the AI Revolution (Part 2 in a Series)

Investment /

.    This is the second post in the series on our Strategic AI Investment Framework that we plan to follow while Investing in the AI Revolution The AI revolution is the biggest technological change since the internet, completely transforming how businesses function, compete, and provide value in every major industry. Artificial Intelligence has grown

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THE PARALLEL PROCESSING REVOLUTION THE SILENT SHIFT: RESHAPING GLOBAL INFRASTRUCTURE

Investment /

Adapted from “The Parallel Processing Revolution” by Porter Stansberry – much of this is taken directly from his writings, and much of it is my own from researching additional sources to supplement, expand upon, or clarify his writings. This is a new format for a post on this blog, so I hope you enjoy reading

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The Data Center Gold Rush: Why Investors Should Pay Attention to Digital Infrastructure

Investment /

In an era where data is often called “the new oil,” the facilities that house, process, and protect this valuable resource are becoming increasingly critical to our digital economy. Data centers, once viewed as mere cost centers for enterprises, have evolved into a thriving asset class that’s catching the attention of forward-looking investors worldwide.  The

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$500 Billion Stargate Project: An AI Infrastructure Revolution

Investment /

Introduction The Stargate Project represents a transformative initiative in data center evolution through artificial intelligence implementation. Announced in January 2025, this comprehensive infrastructure program aims to revolutionize traditional computing systems by integrating advanced AI capabilities, thereby enhancing operational efficiency and processing capabilities. The project’s $500 billion investment allocation demonstrates an unprecedented commitment to technological advancement

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