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Atreides Management

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Situations

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Global investment trends: AI integration and market shifts

11 clusters · 54 sources · last updated

Latest: Asian markets mixed as AI tech stocks face volatility

Institutional investment patterns in 2026 show a heavy concentration on artificial intelligence infrastructure, semiconductors, and cloud services. While the market has seen a broadening of opportunities into defense, en

[ACTIVE] [TECHNOLOGY] [US] [JP] [KR]

Global AI infrastructure investment and supply constraints

18 clusters · 112 sources · last updated

Latest: Edge AI market projected to reach $118.7 billion by 2033

Global investment in artificial intelligence infrastructure continues to grow at an unprecedented rate, with major technology companies projected to drive capital expenditures that could surpass US$ 1.3 trillion by 2027.

[QUIET] [BUSINESS] [US]

Crusoe AI infrastructure expansion

2 clusters · 11 sources · last updated

Latest: Thinking Machines Lab signs $65 million annual deal with Crusoe

Crusoe, an AI infrastructure provider, secured $3.9 billion in Series F funding to expand its data center projects and modular AI factories. The round, co-led by Atreides Management, Mubadala Capital, and Valor Equity Pa

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