Foresight said in a brief market analysis that computing is being incorporated into a broad capital market, drawing a comparison to how electricity entered capital markets in the 1990s. The source text was short and did not include additional details such as specific companies, protocols, timelines beyond the analogy, or supporting market data. As presented, the item centers on a single macro framing: computing is moving from a purely technical resource toward an asset class or economic input that can be priced and allocated within a larger capital market structure. No further elaboration was provided in the source.
Market view
Foresight said in a market analysis that computing is being incorporated into a broad capital market, much like electricity was in the 1990s.
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