3-Point Summary of “Tech’s High-Stakes Arms Race: Costly Data Centers” (WSJ, Apr 7, 2017)
2017 Marked the Peak of a Data-Center “Arms Race” Among Cloud Giants By 2017, the world’s largest cloud providers — Amazon, Microsoft, and Google — were in a full-scale race to build hyperscale data centers globally. The industry was shifting rapidly from on-premise servers to cloud infrastructure, creating a winner-take-most environment where scale determined competitiveness. […]
AI Implementation Is Significant and Will Force a Stand-Up Across Global Enterprises — Those Who Don’t Invest Will Fall Behind
By Christopher Combs, AI Assisted Chief Investment Officer Silicon Valley Capital Partners Executive Summary Artificial intelligence is now exerting measurable influence on the U.S. labor market, enterprise spending patterns, and monetary policy. The latest MIT “Iceberg Index” confirms that 11.7% of American jobs are already exposed to tasks that current AI systems can perform, representing […]
Important Earnings Season Observations
By Christopher Combs, Silicon Valley Capital Partners — October 31, 2025 The Q3 2025 earnings season is delivering a wealth of data, and I believe there are eight particularly important observations that deserve attention. These insights matter not only for how markets are digesting results today, but also for how portfolios should be positioned going […]
Trump 2.0 Flatter and Fatter Distribution Outcome
Donald Trump’s First Term Accomplishments versus Second Term Opportunities: Less Levers to Pull Christopher Combs Chief Capital Market Strategist Silicon Valley Capital Partners Donald Trump’s second term as President of the United States begins under markedly different economic conditions than his first. The economic backdrop of January 2017 offered distinct advantages compared to January 2025, […]