What if the AI race isn’t about chips at all?
Availability of electricity to keep models running is becoming the critical factor in technology’s development
Availability of electricity to keep models running is becoming the critical factor in technology’s development

Forget the singularity and robot takeovers; what matters is who captures the value added

Evaluation of use cases and business models will dominate 2026

Investors attracted by high yields as companies look to shift debt off their balance sheets

More lessons from the jagged frontiers of new technology

Sector companies have been slow to address the concerns of ordinary people over the technology

Earnings hint at growth trajectory despite increases in capital spending