★ Daily Intelligence Briefings (DIBs)Real Estate & ConstructionTechnology US Utilities Could Supercharge CapEx to Keep Pace with Deluge of Data Center Electricity Demand Hyperscalers like Amazon and Microsoft are expected to spend hundreds of billions of dollars expanding their vast data center networks throughout…McAlinden Research PartnersMarch 28, 2024
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerⓁ Generative AIMarketsTechnology Big Tech Continues Betting on AI Startups, Social Media and Publishers Could Reap Data Licensing Windfall Dealmaking and fundraising at privately-held AI startups is booming. Microsoft announced yesterday that it would be adding a small stake…McAlinden Research PartnersFebruary 27, 2024
★ Daily Intelligence Briefings (DIBs)Labor, Education & DemographicsTechnology Employment Opportunities Resilient Amid AI-Induced Job Cuts, But Net Decline Possible Across Next Few Years Job cuts doubled YoY in 2023 and at least 4,600 firings throughout the past nine months can be explicitly attributed…McAlinden Research PartnersFebruary 14, 2024
★ Daily Intelligence Briefings (DIBs)Economics & TradeTechnology China’s Chip Industry Remains Strained but SMIC Advances and State-Backed Funds Could Bring Relief US efforts to block China's access to advanced semiconductors have had mixed results thus far. While key exporters of chipmaking…McAlinden Research PartnersFebruary 7, 2024
★ Daily Intelligence Briefings (DIBs)FinanceⓁ IPOsMarkets IPO Activity Could be on Brink of Revival as Record Number of Unicorns Remain in Pipeline Though startup funding dropped off significantly in 2023, leading to a collapse in the number of new unicorns, the number…McAlinden Research PartnersJanuary 23, 2024
★ Daily Intelligence Briefings (DIBs)MarketsTechnology AMD Banking on Next-Gen AI Accelerator to Compete with Nvidia, Revive Softer Data Center Sales AMD's most recent earnings report showed a concerning slowdown in its data center business, a key growth engine in the…McAlinden Research PartnersAugust 7, 2023
★ Daily Intelligence Briefings (DIBs)MarketsTechnology AMD Projects AI Will be at Core of Data Center Boom, Advances GPU Ambitions with Latest Chip The debut of AMD's newest chip is their latest attempt to shake up the heavily-concentrated GPU market, now one of…McAlinden Research PartnersJune 14, 2023
★ Daily Intelligence Briefings (DIBs)Real Estate & ConstructionTechnology AI Adoption to Transform Data Center Demands, Ignite Interest in Cooling Technologies The expansion of data center infrastructure is likely to be supercharged by an ongoing groundswell of Artificial Intelligence (AI) adoption.…McAlinden Research PartnersMay 4, 2023
★ Daily Intelligence Briefings (DIBs)Manufacturing & LogisticsTechnology Generative AI Creates Growth Opportunities for Chip Startups and GPU Laggards in Nvidia-Dominated Market With generative AI becoming tech's latest breakout trend, the biggest brands in social media and search engines are racing to…McAlinden Research PartnersMarch 1, 2023
★ Daily Intelligence Briefings (DIBs)MarketsTechnology Google & Baidu Rush New AI Bots to Launch, Microsoft Threatens to Disrupt Competing Search Engines Tech giants are racing to throw their hats into the mix of new AI chatbots that will vie to compete…McAlinden Research PartnersFebruary 7, 2023