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Citrini Research · podgraph

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Citrini Research

Company · mentioned 5 times

Independent investment research firm that publishes thematic research and model books on markets and industries.

TBPN· 5 Nov
Citrini Research overhauled its thematic model book and called a peak in AI infrastructure capital expenditure, saying the asymmetric risk has shifted to the downside and that US data center costs will rise after Democratic midterm wins.