Altman Solon

How much of your business depends on being able to trust a digital signature? Probably more than you think. The same goes for verifying someone's identity, keeping communications private or knowing that a record hasn't been altered. Cryptography sits behind all of it. Q-Day is when quantum computers can break today’s public-key cryptography. It matters well beyond encryption, and it’s a leadership risk, not just an IT one. The challenge is that companies cannot afford to wait for Q-Day. Encrypted data is already being harvested to be decrypted once the technology catches up, and moving a global infrastructure to new cryptography can take a decade or more. Frederic Huet, Oliver Seme, and Jacques Demaël break down where the risks sit and lay out a 90-day plan for CEOs and boards to get started on post-quantum cryptography: https://altsl.co/4i8QKqA #QuantumComputing #Cybersecurity #PostQuantumCryptography #DigitalTrust #AltmanSolon

Data center platforms have become some of the most competitive assets in digital infrastructure. Many investment strategies miss a value chain that includes hundreds of related businesses. Each has its own entry point, business model, and risk profile. Usually, the easiest businesses to enter are not the most durable, and the most durable are rarely easy to enter. Micah Gertson and Ananth Mugve analyze the value chain to identify where entry points, durability, and returns align: https://altsl.co/4xoJso6 #DataCenters #DigitalInfrastructure #PrivateEquity #AltmanSolon

Whether telcos' AI investment is underdelivering or quietly holding EBITDA together comes down to a baseline most operators can't produce. Isolating AI's effect from wage inflation, volume shifts, and cost reallocation takes attribution data most telcos don't have yet—which is why a 2% average EBITDA uplift could mean AI is falling short, or offsetting declines that would otherwise have been worse. Diane Leung, Arpad Kiraly, and Dave Baldwin on why measurement discipline is what decides the next funding round. Explore further: https://altsl.co/46YiOrb #GenerativeAI #Telecom #DigitalInfrastructure #AltmanSolon

Packaging used to be an afterthought, but now it’s where value is going https://altsl.co/46fQiRO For leading-edge AI chips, packaging and testing now account for 20-30% of manufacturing cost, up from just 5-10% historically. That’s changing where capacity, yield, and process capability create competitive advantage. Micah Gertson and Joost Eyck examine the implications for the semiconductor value chain. #Semiconductors #AdvancedPackaging #AltmanSolon

As AI adoption accelerates, your competitive position is easier to copy — and harder to defend.

AI doesn't wait for certainty. Neither do your competitors.