Tematica Research

Tematica Research CIO Chris Versace warns that markets may get 'increasingly nervous' if hyperscalers raise AI capital expenditure further, as investors await second-quarter earnings from Alphabet, Te…

Surging AI demand has left data center capacity 'tapped out,' even with clients willing to pay double, according to Christopher Versace, CIO of Tematica Research. Versace distinguishes the current boo…