Pressroom Governance Contact
GDA Group

New York · Sector coverage

Technology in New York.

New York is the largest buy-side audience for technology paper in the world; the firm's US technology mandates are priced against this market whatever exchange they list on.

How the firm covers technology in New York at the intersection of blockchain, artificial intelligence, automation, quantum security, and data infrastructure is set out below, with the operating registers linked throughout.

The technology angles

Blockchain in New York technology

For software and internet businesses, blockchain arrives as infrastructure economics: verifiable data, programmable payments, and user-owned assets embedded into products. The institutional question is rarely whether to use a chain but which liability the architecture removes — reconciliation, fraud, or platform dependence — and the firm underwrites products on that answer.

AI and agents in New York technology

AI resets the addressable market of every software category: agents priced against labor rather than licences, development compressed by coding agents, and incumbents forced to embed capability or cede the category. Coverage centers on the disruption-premium question — which companies convert AI from feature into multiple.

Automation and robotics in New York technology

Automation in the technology sector is the productization of operations — infrastructure that runs itself, deployment without human hands, and the robotics software layer that carries enterprise discipline into the physical world.

Quantum and security in New York technology

Quantum's near-term meaning for software is security migration: post-quantum cryptography is now a standards mandate, and every technology company holding long-lived secrets has a migration project whether it has started it or not. Coverage treats PQC readiness as diligence, not science fiction.

Data and compute infrastructure in New York technology

Compute is the sector's new balance-sheet item: GPU access, data pipelines, and inference cost now sit where hosting once did. Companies that contract compute intelligently carry a structural margin advantage the market has begun to price.

The New York platform

Investment Banking

US financings, cross-border M&A, and US exchange listings.

Public Equity

US-listed positions and institutional investor engagement.

Debt Capital

Placement with US institutional credit.

Discuss a technology mandate in New York.

Contact the firm

Coverage connects

New York — the hubTechnology — sector coverageAI agents in this industryArtificial Intelligence in New YorkDigital Assets & Tokenization in New YorkTechnology in TorontoTechnology in MontrealThe portfolio

The desk note worth forwarding.

The Digital Asset Digest and the firm’s research — market structure, transactions, and the theses behind the firm’s positions. Sent when there is something worth reading, and not otherwise.

GDA does not share subscriber details. Unsubscribe from any distribution.