Discover how artificial intelligence is driving a historic transformation in global infrastructure investment in Axum Holdings’ latest research: “AI Infrastructure Meets Real Assets: The Rise of Digital Utilities.” This publication examines the convergence of AI datacenter demand with the power and infrastructure sector, revealing why traditional utilities like Brookfield Infrastructure Partners are becoming indispensable to the digital economy. As datacenters push for a proj

The global semiconductor industry is in the throes of an AI-fueled CAPEX supercycle, where multi-billion-dollar investments in advanced nodes and infrastructure are reshaping competitive landscapes. As fabs exceed $20 billion in cost and TSMC commits $38-42 billion annually to 3nm/2nm pursuits, capital intensity has reemerged as the ultimate moat—confining leadership to those with scale, discipline, and foresight. AMD and Broadcom exemplify this shift through contrasting yet

Executive Summary The healthcare industry stands at a critical inflection point where technological innovation, particularly artificial intelligence, is emerging as the primary lever for margin expansion in a sector beset by rising costs and reimbursement pressures. As hospitals struggle with operating margins averaging negative 4% in 2024 and Medicare Advantage insurers face unprecedented profitability challenges, the strategic deployment of AI technology is separating indus

Explore Axum Holdings’ definitive new research report, "The AI Divide: Understanding the Growing Global Technology Gap and Its Investment Implications," now available for download. As artificial intelligence propels seismic shifts across markets, Axum’s Investment Research Division brings clarity to one of the decade’s most consequential trends: the widening divide between nations, industries, and people who can harness AI—and those at risk of being left behind. This report

The global cloud computing landscape is undergoing one of the most transformative power shifts in a decade. Even as Amazon Web Services (AWS) maintains its position as the market leader with roughly 30 percent global share, its once-uncontested dominance is increasingly challenged by the accelerating rise of Microsoft Azure and Google Cloud. Over the past five years, AWS’s share has edged downward while Azure and Google have captured steady gains, fueled by enterprise digitiz