Deep, thematic research on the structural shifts shaping capital, built for allocators who care about what compounds over decades, not what trends in a day.
Theme · AI Infrastructure
The New Architecture of Capital: How Buy-Side Firms Are Rebuilding Intelligence Infrastructure
A field study across 38 institutional allocators on how generative AI is being absorbed into research, risk, and execution stacks, and where the moats are forming.
Buysiders Research · 14 min read
Anthropic Reportedly Explores Custom AI Chip Partnership with TSMC
Vertical integration push aimed at unit economics; production target 2027.
M. Liang · 6 min · May 4
Inside the GPU Allocation Wars: Why Hyperscalers Are Hoarding Capacity
Capacity contracts for 2027–2028 are already 80% spoken for, according to four channel checks.
S. Patel · 9 min · May 3
The Coming Repricing of "AI-Native" Software Multiples
Why the bull case requires unit economics that no public AI-native vendor has yet shown.
J. Okonkwo · 8 min · May 2
Capital Flows · 12-week trend
Toward a $200T Pool
Global asset pool projected to reach $200T by 2030. Investors are rotating toward real assets and low-obsolescence industrials.
By Region · Net Inflows YTD
United States
$48.2B
+12.4%
Europe (ex-UK)
$18.1B
+4.8%
Japan
$9.6B
−2.1%
Greater China
$14.3B
+18.6%
Emerging Asia
$11.2B
+7.4%
LatAm
$3.4B
−1.6%
Policy & Regulation
Regulatory Tracker
May 4, 2026
UK · FCA
FCA Sets Buy-Side Priorities for 2026
Operational resilience, AI governance, and value-for-money assessments lead the supervisory agenda.
In Force
Apr 28, 2026
US · SEC
Private Fund Adviser Rule. Final Compliance Date Confirmed
Quarterly statements and annual audits now required for all private fund advisers above $1.5B AUM.
In Force
Apr 22, 2026
EU · ESMA
AIFMD II Reporting Templates Released
New leverage and liquidity stress-test fields effective Q4 2026.
Proposed
Apr 18, 2026
US · CFTC
Position Limits Consultation on Crypto Derivatives
