Investment Tailwinds & Headwinds
The conversation covers our latest data center investment forecast and key new items, including the sale of CoolIT, the pause in Oracle and OpenAI's Stargate project, and the innovative developments in bio computing by Cortical Labs. The conversation explores the monetization of AI services and enterprise spending, as well as the democratization of agentic AI through OpenClaw. 00:00 Our take on the sale of CoolIT 12:25 Our take on the Stargate project cancellations 18:25 Our take on bio computing innovation 24:00 Data center investment tailwinds (incl. AI adoption) 40:53 Data center investment headwinds (incl. Middle East war)
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