William Blair equity research analyst Jed Dorsheimer was a featured guest on CNBC’s “Squawk Box” to discuss the implications of the auto manufacturer’s Q3 2025 unit delivery numbers.
Equity Research
Jed Dorsheimer Joins CNBC’s “Squawk Box” to Discuss Tesla Q3 Unit Delivery Numbers
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AI Infrastructure (Part 2): Powering the AI Buildout
William Blair macro analyst Richard de Chazal and Jed Dorsheimer, group head of energy and power technologies research, discuss how the political and policy landscape is shaping the power, permitting, and infrastructure needed to support the AI buildout.
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AI Infrastructure: What to Expect as Data Centers Head to the Ballot Box
William Blair’s macro analyst Richard de Chazal and partner and group head of Global Services Tim Mulrooney discuss how growing political scrutiny of data centers could affect the AI infrastructure buildout as the midterm elections approach.
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