Alex Watkins
Global Head of Technology Capital Markets at Citi, specializing in equity and debt financings and capital solutions for infrastructure-intensive technology companies.
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Mar 3, 2026 • 42min
Where the Value Moves: How Do You Win When Software Is No Longer the Moat?
Alex Watkins, Citi’s tech capital markets lead who finances data centers and GPUs, and Tony Kim, BlackRock’s technology chief investing across AI infrastructure and models, discuss where value is shifting. They explore the three-layer AI stack, the rise of infrastructure and cost as moats, agentification and robotics, and bold bets like space-based data centers, quantum and timing signals to watch.
