Hi, I’m Ted Kang.

I write about financial markets, AI infrastructure, and the companies shaping the future of compute. My background spans investment banking at Morgan Stanley and strategic finance at CoreWeave.

Follow along — new research and commentary delivered by email.

Writing

All writing →

Research and commentary on AI infrastructure, financial markets, semiconductors, and macro.

Latest

AI Infrastructure Is Becoming the New Oil

March 10, 2026 · AI Infrastructure

The buildout of AI compute infrastructure is following a pattern we’ve seen before — and the implications for capital markets are significant.

Featured

January 18, 2026 · Semiconductors
Semiconductors and the Next Compute Arms Race A deep look at the competitive dynamics reshaping the global semiconductor supply chain — and what it means for AI’s long-term trajectory.
August 22, 2025 · Data Centers
Power Is the New Constraint The next bottleneck in AI infrastructure isn’t compute — it’s electricity, land, and the regulatory process.
February 24, 2026 · Markets
Markets Are Pricing the Wrong Risk Consensus has converged on a narrow set of macro scenarios. Here’s what is being systematically underpriced.

Topics

Areas I write and think about most.

AI Financial Markets Data Centers Semiconductors Tech Infrastructure Macro

Background

Where I’ve spent the last decade.

Senior Manager, Strategic Finance

CoreWeave

2023 – Present

Vice President, Investment Banking

Morgan Stanley

2013 – 2023

Over 10 years across investment banking, M&A, capital markets, and AI infrastructure finance. Focus areas include financial modeling, valuation, and the intersection of technology and capital allocation.