In today’s Seaspray Private Financial Data Insight we examine some of the companies in Europe who have benefited from increased demand for semiconductors and other equipment essential to the AI buildout. We then focus on Nokia, who have witnessed a resurgence in recent years on the back of AI, showcasing the opportunities that new technologies can have for […]
Europe’s Semiconductor Winners and Nokia’s resurgence Read More »
In today’s Seaspray Private Financial Data Insight we examine how artificial intelligence is reshaping global industries and driving unprecedented demand for advanced technology infrastructure. While AI is often associated with software and large technology firms, the rapid expansion of AI capabilities is also creating significant opportunities for companies operating in semiconductors, cooling systems, fibre optic
Samsung’s Semiconductor Surge and the AI Opportunity Read More »
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
AI’s Infrastructure Demands: Energy, Water and Investment Opportunities Read More »
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
Why Data Centres Are Becoming the Backbone of the AI Economy Read More »
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
Q2 Earnings: Big Tech, Pharma, and the AI Investment Surge Read More »
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
A Focus on: Tech Market Capitalisation and the growth of Semiconductor Revenues Read More »
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
AI Opportunities in the United States and Europe Read More »
