Blair Levin

Policy advisor at New Street Research, former chief of staff at the FCC during the 1990s telecom deregulation, and Wall Street veteran.

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Mar 28, 2025 • 28min

The Last Time Investors Really Got Excited For Tech Infrastructure

Blair Levin, a policy advisor at New Street Research and former FCC chief of staff during the telecom deregulation, dives into the evolution of tech infrastructure investment. He compares today's AI data center boom to the late '90s telecom bubble, discussing how investor optimism can mirror historical patterns. Levin reflects on the regulatory shifts that shaped both eras and shares insights on the current landscape's risks and opportunities. His analysis reveals critical signs for investors to watch as they navigate the ever-changing market dynamics.