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Pressure Points: AI Trade Update - Jan 2026
We’re 4% of the way into 2026, and the fundamentals of AI infrastructure are tracking above expectations. Next stop: hyperscalers’ capex guidance in two weeks.
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit deepwatermgmt.substack.com
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By Deepwater Asset Management
5
33 ratings
We’re 4% of the way into 2026, and the fundamentals of AI infrastructure are tracking above expectations. Next stop: hyperscalers’ capex guidance in two weeks.
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit deepwatermgmt.substack.com
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