Global Technology

In today’s Seaspray Private financial data insight, we examine the unprecedented scale of AI-related capital expenditure by global hyperscalers and the infrastructure implications of accelerated data centre growth. With Microsoft, Meta, Amazon and Alphabet collectively guiding towards $665bn in 2026 capex, AI investment is reshaping global power and water demand. We also explore investment opportunities […]

In today’s Seaspray Private financial data insight we take an in-depth analysis of the current and future landscape of global data centres, highlighting their critical role in supporting the expansion of artificial intelligence infrastructure. We highlight where data centres are most heavily concentrated and detail the extraordinary levels of capital expenditure required to meet rising

In today’s Seaspray Private financial data insight we highlight the strong performances from major tech firms like Microsoft and Meta, both exceeding expectations and driving a $500bn boost in AI stocks. The healthcare space also showed strength, with AstraZeneca and GSK reporting solid figures. With AI investment surging across both public and private markets, momentum

In recent years, technology companies have assumed the role once held by oil giants at the start of the 20th century: powerful entities that dominate stock markets and make a substantial contribution to global GDP. In our latest Seaspray Private financial data insight we examine the top 20 companies in the world by sectoral market

In our latest data insight we highlight the latest growth and developments in AI models, the expansion of data centres and which countries stand to gain as the technology continues to evolve.

Following the recent earnings release from NVIDIA, the largest company in the world by market cap, it is clear that the AI revolution is here to stay and is continuing to grow. In our latest Data Insight we highlight the investment in Private AI since 2013 and we also take a look at the projected

In a research note last week, wealth managers highlighted that the Magnificent 7 returned an incredible revenue growth of 107% over 2023. The US earnings season has been slightly more positive than its European counterpart, primarily driven by the “Magnificent 7” tech stocks – Amazon, Apple, Alphabet, Meta, Microsoft, Tesla, and most importantly Nvidia. These tech