VFS Mexico

05/05/2026

Grid queues stretch 7 years.

Nobody is talking about it.

Analysts are still debating which AI model wins the race.

We're looking at a different bottleneck.

Big tech is dropping $720 billion this year on something unexpected.

Concrete. Cooling systems. Pipes.

The boring stuff.

The infrastructure doesn't exist yet for what's coming.

Training one large AI system burns the same energy as thousands of homes use in a full year. Industrial transformers have two-year wait times.

Industrial transformers? Two-year wait times.

Half of the 2026 data center projects? Delayed or cancelled.

Not because of funding. Because there's no power available.

Physically impossible.

Companies controlling power generation, liquid cooling patents, and specialized construction are writing the rules now.

They set the price.

Hyperscalers pay it.

→ Power agreements locked in for decades
→ Order books growing 100%+ year over year
→ Margins expanding while everyone else negotiates

This is where the real value creation sits today.

Infrastructure players capture massive margins because tech giants prioritize uptime over everything else. They'll pay whatever it takes to stay operational.

PwC's April study shows 74% of AI economic value goes to 20% of organizations. We're positioning in the suppliers those winners depend on.

The digital obsession made us forget: everything runs on cables and real power.

Like and comment if you're seeing this collision with physical reality too.

read more at: https://insights.vfsmx.com/article/ba7e0954-2a2d-4a7b-8a10-d16f61f62d35

25/04/2026

22/07/2023

Recently there has been a considerable business and policy concerns regarding vaccancy rates of office and commercial spaces in urban areas. This has been a natural consequence of significant changes in consumer habits. Business and Policy concerns have been addressed from several perspectives; however, a formal approach, from an economist perspective, turns out to be relevant to identify and address potential solutions. Sq ft owners should listen carefully to market signals to be creative to improve the offering and pricing, to achieve a differentiated but mixed product for its new and diverse kind of costumers. Further advise might be provided.

22/07/2023

Recently there has been a considerable business and policy concerns regarding vaccancy rates of office and commercial spaces in urban areas. This has been a natural consequence of significant changes in consumer habits. Business and Policy concerns have been addressed from several perspectives; however, a formal approach, from and economist perspective, turns out to be relevant to identify and address potential solutions. Sq ft owners should listen carefully to market signals to be creative to improve the offering and pricing, to achieve a differentiated but mixed product for its new and diverse kind of costumers. Further advise might be provided.

23/04/2023

Long or short on the US capacity to remain as world superpower.

Former US Treasury Secretary Lawrence H. Summers tells us why he rejects speculation that the dollar is rapidly losing its dominance in the global economy. -...

06/09/2021

La amenaza potencial de inflación parece confirmarse, agravada cada vez mas por eventos naturales y el discurso anti-global de gobiernos populistas. ¿Tu patrimonio esta a salvo?

Project Syndicate - The World’s Opinion Page

07/04/2021

As an investor you must start considering USD absolute dominace is near its end. Another currencies will catch the spotlight sooner that you think.

Today, it seems to be an article of faith among US policymakers and many economists that the world’s appetite for dollar debt is virtually insatiable. But a modernization of China’s exchange-rate arrangements could deal the dollar’s status a painful blow.

03/03/2021

A colabotative Tax Structure may solve several world challenges. Here is an innovative WEF proposal

Current proposals are complex and unequal. A minimum effective tax rate will reallocate undertaxed profits with substantial benefits for non tax-havens.

29/12/2020

Anomaly 2020?

2020 has been (hopefully) an "anomaly" . Through the year we all realized about how vulnerable we are. Covid19 impacted and chaged our lives regardless of how secure we felt we were. Fear made sources of income to became unstable, or uncertain, if not displaced or completely vanished. All caused by fear of risking our lives, fear of risking our loved ones and our communities. This time, well grounded fear.

By the end of the year, economies does not complete the awakening when are forced to hibernate again wasting the most prosperous season in the yearly cycle. However, while economic data reveal profound weaknesses in recovery, financial markets recovery surprises all with all-time highs in almost every index and indicator.



Economists debate about this uncomfortable dislocation. Uncomfortable since its rooted in the "nominal" side of the equation: money supply. Uncomfortable since the "real" side of the equation has been artificially boosted with "printed money". Uncomfortable since it has mislead asset valuation, risk aversion and moral hazard. Uncomfortable since it has widened inequality gap and has reduced the opportunities for the most. But above all, uncomfortable because no one has come with a better idea.

The truth is that low rates and more accommodative central bank policies, has enabled record debt issuance at historically low levels of compensation for creditors, by the time it also "assures" asset pricing, avoiding financial panics what would affect us all even more deeply. Public policy is all about finding the minimum damage fo the most, and no one has come with a better idea yet.

Traders and strategists on the other side remain "bullish". Excess liquidity provides unprecedent opportunities for risk taking with asimetric results. Its been years since profits are quasi-guaranteed while losses remain "hedged" by central bank iniciative, what unfolds asset allocation that remains far from optimality and moral hazard slighly shines on the trading floor. Good news just for some. But no one has come with a better idea yet.

Neverhteless, 2021 will be a challenging year for investors. Monetary Policy may face its (now) long expected limitations. Inflation is an increasing threat and creditor's compensation may folow immediatly, unleashing a bankrucy season sourced from all indebted companies, mainly in non-creative/innovative sectors of the economy, those lagging in productivity.

The Excess liquidity will keep providing profit opportunities for acute and clever invesors, at least for the first half of the year. However, the required toolbox involves solid foundations on economic theory, developed economic intuition, as well as cutting-edge analytical tools to digest data and information.

We are ready to help!.

www.value-edge.com.mx

[email protected]

27/12/2020

From pig p**p to sunscreen to poker to hackers, the books we love dive deep to tell smart stories about how the world works.

26/12/2020

Spending on AI hit $97.8 million between 2014 and 2019.