Infrastructure Supercycle Meets Fed Pivot—The Window Is Now

Cloud revenue surged 32% as borrowing costs head lower

Cloud infrastructure revenues just surged 32% to $13.6 billion in Q2, generating $2.83 billion in operating income—and that's before potential rate cuts make financing cheaper.

Supply chain constraints expected to ease in H2 2025 could align perfectly with lower rates, creating what insiders call an "optimal deployment window."

The infrastructure supercycle is accelerating faster than most realize. Access full story here.

-Christopher

P.S. Nuclear power providers are reportedly exploring long-term data center contracts—the implications are massive. You really need to read this before it's too late.