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AI and the Data Deluge: Understanding the Digital Infrastructure Theme

Date: December 4, 2023
Moderator: Davis Hebert, CFA – Head of Telecom/Media, CreditSights
Panelists: Jordan Chalfin – Head of Technology, CreditSights
Andy Li, CFA – Senior Technology Analyst, CreditSights
Hunter Martin, CFA – Head of Media/Cable, CreditSights
Erick Vega, CFA – Senior Telecom Infrastructure Analyst, CreditSights


  • This panel focuses on the “killer app” of generative AI and how investors should position for massive ramp in computing power and data intensity for the better part of this decade.
  • Our well-rounded TMT team focuses on winners and losers across a variety of sectors, including data centers, hardware, chips, equipment, service providers, and media companies.
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