Add up all the biggest questions investors bring right now and they cluster around "the data center." How is the big build reshaping the economy? Where are the opportunities and the risks? When will AI pay its own way?

A lot of advisors don't have meaningful answers. Where we sit, this is all a lot of big numbers anchoring even bigger dreams. Real authoritative leadership is usually on the speculative side ...

YOU can have a conversation with people who actually know what's going on, because they're on the ground making the future happen.

Analysts know a lot about the companies they cover, but they aren't negotiating bulk deals on Nvidia processors.

TV pundits aren't signing freight contracts to ship those chips across the planet.

And armchair economists just don't worry about sourcing the power to light everything up.

Their talk is cheap. We give it the credibility it's worth.

To get real clarity, we need to go to people who do more than talking . . . whose expertise is built on a foundation of hard work and immersion in the day-to-day details.

People who are actually creating the conditions that will drive the next wave of commercial activity, building the billion-dollar enterprises of the future. Not hype. Not dreams. Reality.

That's why the wealth management community is lucky that Frank Holmes and John Evans can take an hour off to give us an update on the data landscape of tomorrow.