Feb 27, 2025
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 ... By Tejas Dessai
Infrastructure & Environment
Latest Posts > Infrastructure & Environment
Feb 6, 2025
Mobility: Driving the Next Era of Transportation
Despite some near-term challenges, we think the long-term EV growth outlook is positive, with companies throughout the EV value chain likely to benefit. By Madeline Ruid
Feb 3, 2025
CleanTech: Critical to Energy Security
As disruptive technologies like AI data centers and EVs increase demand for electricity, opportunities in the renewable energy value chain may emerge. By Madeline Ruid
Dec 16, 2024
Infrastructure & Environment: Building the Foundation of Tomorrow
Several powerful structural trends, from climate change to disruptive technologies, are converging to create significant demand for infrastructure development. By Madeline Ruid
Dec 16, 2024
Infrastructure: Paving the Way Forward
Significant investments in U.S. infrastructure are creating opportunities, with benefits expected to continue due to manufacturing and data center expansion. By Madeline Ruid
Nov 26, 2024
U.S. Infrastructure Growth Expected to Continue Post-Election
New leadership in Washington brings uncertainty, but bipartisan support for infrastructure is likely to lead to continued growth opportunities. By Madeline Ruid
Nov 18, 2024
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
Oct 22, 2024
The Next Big Theme: October 2024
This month, we discuss disruptive trends in Defense Technology, AI, Lithium & Battery Tech, Healthcare Innovation, Clean Energy, and Data Centers. By Ido Caspi
Sep 17, 2024
The Next Big Theme: September 2024
This month, we discuss disruptive trends in AI, Healthcare Innovation, Internet of Things, Electric Vehicles, Defense Technology, and Hydrogen. By Ido Caspi
Jun 4, 2024
AI Boom Is Creating Opportunities for Renewables and Power Infrastructure
Rapid growth of AI and data centers is creating significant potential opportunities for the world's power producers, including renewable energy developers. By Madeline Ruid
May 17, 2024
The Next Big Theme: May 2024
This month, we discuss disruptive trends in Artificial Intelligence, Defense Technology, Cloud Computing, Robotics, CleanTech, and Video Games & Esports. By Ido Caspi
Apr 23, 2024
The Next Big Theme: April 2024
This month, we discuss disruptive trends in Lithium & Battery Technology, AI, U.S. Infrastructure, Social Media, Genomics & Biotechnology, and CleanTech. By Ido Caspi
Apr 5, 2024
U.S. Election Preview: Infrastructure Development is Something Both Sides Can Agree On
Infrastructure investment is an area of bipartisan support, and we believe government funding will likely remain strong, regardless of election outcomes. By Madeline Ruid
Mar 19, 2024
The Next Big Theme: March 2024
This month, we discuss disruptive trends in Robotics, Electric Vehicles, AI, Hydrogen, Telemedicine & Digital Health, Cybersecurity, and beyond. By Ido Caspi
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