June 30, 2026
Q2 2026 Edition

Insert from Newsletter Edition Q2 2026

"Projected cumulative AI spending is on track to rival the only comparable infrastructure buildout in human history - the railroads. Except railroad capital was deployed over three decades, and this one is being compressed into one."

By: Rahul Dcunha - Head of Research, MAAT Investment Group

Click here to read more: A Note From Our Head Of Research

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