Tag Infrastructure Investment

Big‑Business on the New Brink: The $1 Trillion Capex Question

a man in a suit writing on a tablet

American large companies are sitting at a major inflection point: whether to deploy massive capital expenditures (capex) now — on manufacturing, infrastructure, AI, data centres and reshoring — or to hold fire. The Economist estimates the potential national capex wave…

Data Centers Meet Fracking Country on A New Infrastructure Frontier

Close-up of data network cables connected to a patch panel in a server room.

In recent years, a new phenomenon is taking shape in the U.S.: the build‑out of large data‑center campuses in regions traditionally known for oil and natural gas extraction—so‑called “fracking country.” The logic is straightforward: these areas offer abundant cheap energy,…