MACRO CONSTRAINTS AND UNPRECEDENTED OPPORTUNITY

The sector has not been immune to macroeconomic headwinds and there are energy constraints and supply chain hurdles threatening the sector's ability to grow and expand. Despite the challenges, the sector continues to perform admirably and is on the cusp of another wave that could take things to another level. How do we reconcile these two trend lines? Does the sector have counter-cyclical tendencies? What categories in the wider computing infrastructure landscape present the best investment opportunities and why? How have macro headwinds impacted the investment landscape and what other risks should we be looking for? How does AI change or alter the game?