Tag Archives: Investments

The Four Investment Strategies Reshaping AI Infrastructure

By | September 3, 2026

For the past two years, most conversations about AI infrastructure investment have collapsed into a single question: training or inference. That frame helped early on, but it no longer matches how capital moves. When you study recent activity from Blackstone, KKR, Brookfield, DigitalBridge, and I Squared Capital, you see the market adopting four AI infrastructure… Read More: The Four Investment Strategies Reshaping AI Infrastructure »

A View on TMT from Finance Perspective

By | April 4, 2017

Two days at TMT Finance M&A Forum in London were an excellent forum to get the perspective of the business community on developments in telecom, media and technology space. For me, it was the perfect opportunity to hear the CFOs’ view points on many topics that occupy CTOs – anything from evolution of technologies in… Read More: A View on TMT from Finance Perspective »