Last week, @Official_Cantor hosted UNLISTED, our first-ever conference bringing together the most visionary founders and innovators in private markets. The goal was simple: put genuinely exceptional founders and inventors in the same room.
I moderated a panel with @jansramek of @CAForever, @ScottNolan of @generalmatter, and Tim Perevozchikov of @Etched.
Jan is trying to do something America almost never does anymore: build a new city from the ground up.
Scott is rebuilding one of the most important pieces of American energy independence: domestic uranium enrichment capacity.
Tim is helping build Sohu, a cutting-edge AI chip designed to make AI run dramatically faster.
Land. Energy. Inference. Three very different private companies leading us into the future of modern infrastructure.
Grateful to everyone who joined us.
.@Hitachi and MOL have announced an MOU aimed at transforming second-hand vessels into floating datacenters. This is exactly the kind of innovation that the AI race is unleashing. https://t.co/SopA4pYyTK
Epicenter's use of agents is fascinating, and we’re only going to see more of this in financial services. But it’s going to be investing in the right talent that will make the difference in leveraging AI. I predict there's going to be a major race to hire AI-native junior talent. Without the brains to run the bots AI could end up an expensive side quest.
This news article is absolutely insane and probably a good glimpse into what the future of hedge funds look like in an AI driven world
Coatue backed hedge fund, Epicenter, is using AI to replace massive teams of hedge fund analysts
Their AI bot, Eve, is plugged into every part of the firm, including emails and every trade that the fund puts on
Without any prompts, the AI bot is able to assign tasks to human analysts and write code on their behalf
Eve also contains a screening tool which scours through more than 13,000 company disclosures, listens to podcasts, and summarizes news reports on specific businesses
The AI bot can then generate primers and custom podcasts on behalf of the human analysts without requiring any instructions beforehand
If you read this and don’t think that AI is going to impact headcount in finance, you are absolutely mistaken
Many thanks to Michael Gordon for our conversation at this year’s Global Tech Conference. @CrusoeAI Energy is exactly the kind of company that can take the AI economy from just getting started to indispensable.
Across my conversations with AI leaders at the conference a few themes surfaced that I think will shape the growth of AI infrastructure in 2026.
- Energy, capital, and talent are the keys to unlocking AI infrastructure. Companies investing in powering AI efficiently and creatively are setting themselves up for a big edge over competitors.
- Businesses looking to expand their AI infrastructure will need to keep making investments in data centers, boosting their capacity and capabilities.
- We're seeing vertical integration everywhere. Companies are tying together energy, data centers, and cloud services to streamline and strengthen operations.
Building AI infrastructure increasingly demands companies strategically invest in talent to maintain an edge. @KyleLutnick, Executive Vice Chairman and @CrusoeAI COO/CFO Michael Gordon discussed how Crusoe Energy continually innovates and operates across the full AI infrastructure spectrum to stay ahead of market needs.
Disclaimer: The views and opinions expressed in this video are those of the individual and do not necessarily reflect the views of Cantor Fitzgerald or any of our affiliated companies. They should not be taken as investment advice.
The US needs 500,000 new electricians this decade.
Apprenticeships take 5 years.
Microsoft’s Brad Smith says it’s the #1 thing slowing data center expansion.
The AI bottleneck isn’t chips. It’s the trades.
Congratulations to everyone at @BGCGroupInc on announcing record full year 2025 and Q4 earnings today.
BGC’s client-focused, forward-thinking approach to serving clients globally continues to deliver strong performance. Additionally, BGC is now the world’s largest Energy, Commodities, and Shipping broker!
All credit goes to the team’s dedication and drive.
Trump Accounts jumpstart the American Dream.
Cantor Fitzgerald is proud to announce that we will be supporting the U.S. Government’s newly launched program by matching the one-time $1000 contribution for the children of our eligible employees.
These accounts help our people invest in what matters most: their families. Compounding works best when started early!
Tether’s launch of USA₮ is a historic step forward for the digital asset ecosystem in the U.S.
@Official_Cantor began working with Tether because we recognized early the power of stablecoins to reshape global payments. Over the years Cantor has been proud to serve as a custodian, advisor, investment banker, and friend to @paoloardoino and the entire @tether team, including on industry-leading projects like @twentyone. In that time, stablecoins have successfully enabled hundreds of millions of people around the world to manage savings, make everyday purchases, and move money instantly across borders. With more than $180B in issued tokens, Tether is the mainstay of the global digital dollar, and if it were a country, Tether would be one of the largest holders of U.S. Treasuries.
@usat is the next chapter: a GENIUS compliant, U.S. first stablecoin designed to bring the most proven digital dollar platform into the world’s most important financial market. At a time when global trade and remittances are increasing exponentially, the U.S. is the largest source of remittance flows globally. Today those flows are slow, expensive, and fragmented. The launch of USA₮ introduces a modern payment rail that enables faster settlement, lower costs, and global reach.
Congratulations to Paolo, @benhabbel and the entire Tether organization for today’s launch. @BoHines and the USA₮ leadership for executing a U.S. first vision with conviction working in tandem with @nathanmccauley and @Anchorage. And the Cantor team for being deeply involved from the start and helping build the bridge for traditional finance and digital assets.
USA₮ has been a long time coming. The leading crypto company entering the best market in the world, with real rails, real adoption, and real impact.
Very proud to see this news as we round out a great year. Congratulations to everyone in @Official_Cantor Investment Banking on this achievement and thank you to IFR for the recognition.
Cantor has been named US Mid-Market Equity House of the Year by IFR. Congratulations to our US colleagues for this recognition, as well as becoming one of the leaders in 2025 in Bloomberg’s US Equity Offerings league table. Read more: https://t.co/tN2EnEDnxf
Fernando Mendoza, 2025 @HeismanTrophy winner and former @Newmark intern, is proving that work ethic and talent are a winning combo. Congratulations on your well-deserved recognition!
Newmark leadership rang the Opening Bell at @Nasdaq yesterday morning, eight years after the company’s IPO.
It’s a reminder of the meaningful growth that is propelling @Newmark’s momentum. What began as a newly public company has evolved into a global advisory firm advising clients to navigate change with clarity and conviction.
Proud to serve on Newmark’s board and excited about where the team is headed next. The momentum is real, and the next chapter is just getting started.
#Newmark was proud to visit the @NasdaqExchange MarketSite in Times Square yesterday where CEO Barry Gosin and CFO Michael Rispoli rang the Opening Bell.
Watch:
Part 1 ➡️ https://t.co/Xg17HNoyMJ
Part 2: https://t.co/u13hS5VCsu
Photo credit: @Nasdaq, Inc./ Vanja Savic
NYC -> Menlo Park this week to join @Official_Cantor’s inaugural AI Infrastructure & Investment Summit. Meeting with boundary pushing companies like @CrusoeAI and @AyerLabs amplified my excitement for the future of AI across Cantor, @BGCGroupInc, and @Newmark.
It has been an amazing year so far for the investment bank. We are positioned perfectly because of @Official_Cantor’s conviction in emerging technology and the tech industry. This could not have happened without my brother @KyleLutnick, the Cantor executive team, and our employees and partners.