AI and Generative AI | Thought Leadership

Inference will redraw the data center map

The infrastructure built to train artificial intelligence has rewarded scale, concentrating enormous amounts of compute in a relatively small number of power-rich campuses. As AI ...

Sep. 1, 2026

The infrastructure behind intelligence is becoming the bottleneck

AI may be advancing at extraordinary speed, but the infrastructure required to support it is moving on a very different timetable. Power, cooling, networks, equipment ...

Aug. 31, 2026

Why AI is coming back to the city

For more than a decade, the economics of digital infrastructure have pushed compute further away from the people who depend upon it. As artificial intelligence ...

Aug. 29, 2026

AI Factories, AI Hardware/Infrastructure

The AI boom is running into the physical economy

The extraordinary sums committed to AI infrastructure suggest an industry unconstrained by capital, but money is proving easier to find than many of the things ...

Aug. 20, 2026

The best AI infrastructure decision is the one you can change

The infrastructure that looks optimal for an AI workload today may be the wrong place to run it a year from now. As models, costs ...

Aug. 19, 2026

AI Hardware/Infrastructure, AI Factories

Why the biggest challenge is not cooling AI but predicting tomorrow’s heat

The AI era has pushed data centre cooling into the spotlight, but the real challenge is no longer removing heat from today’s hardware. It is ...

Aug. 3, 2026

The AI infrastructure race is measuring the wrong thing

The AI industry has become fixated on counting GPUs, announcing ever larger clusters and measuring investment in gigawatts rather than outcomes. Yet as AI training ...

Jul. 8, 2026

Powering AI means rethinking the grid not replacing the generator

The rapid expansion of AI infrastructure has exposed an uncomfortable truth. Building larger data centres is becoming less of a technical challenge than finding enough ...

Jul. 7, 2026

The generation that is not waiting to be managed

A generation entering the workforce under economic pressure is not waiting for organisations to modernise. It is building alternative operating models where AI agents replace ...

Jun. 22, 2026

When AI learns to hack

Artificial intelligence is transforming cybersecurity, but not in the way most organisations expected. The immediate danger is not machine autonomy but human intent, because AI ...

Jun. 11, 2026

AI In Depth, AI Security

The AI that builds a better society

Artificial intelligence is often discussed as a race defined by scale, speed and computational power. The more important question is whether these systems are shaping ...

May. 27, 2026

AI Startups: When AI is forced to confront trust

Artificial intelligence has become more capable, but that has only made its weaknesses more consequential. In this fifth article of seven drawn from AI startup ...

May. 18, 2026

The inference age will punish narrow networks

Artificial intelligence is shifting from experimentation to continuous operation, and the infrastructure beneath it is becoming the real battleground. As inference pushes decision-making into real ...

May. 7, 2026

AI In Depth, AI for Enterprise

AI startups: Where AI reshapes how work gets done

Enterprise workflows have long been shaped by software that organises information rather than understands it. In this fourth article drawn from companies presenting at NVIDIA ...

Apr. 28, 2026

The systems that no longer wait for humans

The infrastructure that once existed to support human workflows is being rewritten to support machine ones. As AI agents begin to plan, execute and iterate ...

Apr. 27, 2026

AI startups: When AI enters the clinic and meets real clinical constraint

Healthcare has become one of the most persuasive arenas for artificial intelligence, but also one of the least forgiving. In this third article drawn from ...

Apr. 24, 2026

The intelligence problem AI has been avoiding

Artificial intelligence has scaled faster than its own understanding of how intelligence forms. The result is a generation of systems that perform impressively but behave ...

Apr. 23, 2026

The hidden limits behind modern compute scale

AI infrastructure is being constrained not by software or silicon, but by the physical systems that connect them. Cabling, optics, and density are no longer ...

Apr. 23, 2026

AI startups: Where AI meets industrial reality

Artificial intelligence is being forced into environments where systems must operate continuously, not just perform occasionally. In this second article drawn from companies presenting at ...

Apr. 23, 2026

Intelligence is now constrained by physics and power

Artificial intelligence is no longer constrained primarily by algorithms or models but by the physical systems that power them. A new generation of AI infrastructure ...

Apr. 21, 2026

AI startups: AI leaving the lab and entering the real world

Artificial intelligence is now being tested in environments that do not tolerate abstraction. In this first of seven articles drawn from AI startup companies presenting ...

Apr. 20, 2026

Cooling dictates the limits of AI infrastructure

Cooling is no longer a supporting system within the data centre, it is becoming the mechanism that determines what can be deployed. As power densities ...

Apr. 18, 2026

How AI could transform networks from cost centres into economic engines

For decades enterprise and telecom networks have been treated as infrastructure overhead, a necessary expense that quietly connects applications and users. AI is changing that ...

Apr. 16, 2026

The processor everyone forgot is now running the AI economy

The AI boom has been framed as a triumph of acceleration, yet the system is beginning to fracture under the weight of its own orchestration. ...

Apr. 14, 2026

The network is no longer infrastructure it is the constraint on AI

AI is not failing at the model layer, it is failing in motion, in the movement of data between systems that were never designed to ...

Apr. 14, 2026

The data centre was not designed for AI

Artificial intelligence is being scaled inside buildings conceived for a different era of computing. What looks like a question of performance is turning into something ...

Apr. 14, 2026

The real limit of AI infrastructure is not compute, it is heat

AI infrastructure is being designed around performance metrics that assume unlimited scaling. The reality is that thermal constraints are already determining what can be deployed, ...

Apr. 14, 2026

When infrastructure becomes the failure point of intelligence

AI is moving out of controlled environments and into systems that cannot fail safely. The consequence is that data infrastructure is no longer a supporting ...

Apr. 7, 2026

The ecosystem engine behind the AI factory

An AI factory does not fail at full load. It fails much earlier, in the handoffs between systems that were never designed to operate as ...

Apr. 2, 2026

The cloud continuum is real, but nobody knows how to operate it yet

Enterprises have accepted that AI will not live in a single data centre or hyperscale region. The unresolved challenge is how to operate intelligence that ...

Mar. 30, 2026

Beyond silicon limits the race to redefine computing itself

The architecture of computing is no longer just evolving, it is fragmenting into competing paradigms that must somehow work as one. What emerges next will ...

Mar. 30, 2026

The inference explosion is rewriting the economics of artificial intelligence

Artificial intelligence has crossed a threshold where usage, not training, defines its trajectory. The shift to reasoning and agentic systems is driving a surge in ...

Mar. 27, 2026

The token is the product and most companies have not realised it yet

Artificial intelligence is no longer being built as software, it is being industrialised as output. The shift from models to tokens marks the moment AI ...

Mar. 26, 2026

Optics moves to the centre of AI infrastructure as system limits tighten

The race to scale AI has been framed as a compute problem, but that framing is beginning to fracture under pressure. As systems expand and ...

Mar. 24, 2026

The geography of intelligence is being rewritten

Artificial intelligence is transforming data centres from passive infrastructure into strategic assets that determine economic competitiveness and digital sovereignty. As power constraints tighten across Europe, ...

Mar. 20, 2026

Security at scale protecting the networks that power artificial intelligence

Artificial intelligence is rapidly becoming one of the most valuable assets inside modern organisations. Protecting the networks that train, operate and distribute AI systems is ...

Mar. 10, 2026

When the network becomes the bottleneck of AI ambition

AI investment is accelerating at extraordinary speed, yet the one layer assumed to “just scale” may prove the most fragile. As enterprises rush to deploy ...

Mar. 10, 2026

Enterprises are scaling AI without understanding it

AI is being adopted faster than the organisations meant to govern it, and the gap is beginning to show in procurement decisions, data exposure, and ...

Mar. 9, 2026

The data centre is now the machine

For years, artificial intelligence has been framed as a software problem, defined by models, algorithms, and data. At re:Invent 2025 in Las Vegas, Matt Garman ...

Mar. 5, 2026

Scandinavia is where artificial intelligence becomes industrial

The global race to scale artificial intelligence is no longer being decided by models or software, but by energy systems and infrastructure discipline. In Scandinavia, ...

Mar. 1, 2026

AI In Depth, AI for Enterprise

The front-runners are no longer experimenting

Most enterprises believe they are doing AI. Very few are reinventing themselves around it. Accenture’s latest research reveals a widening structural gap between organisations deploying ...

Feb. 27, 2026

The AI hangover is real, and the hard work is only just starting

The first wave of enterprise AI delivered experimentation at unprecedented speed but left many organisations with impressive pilots and little operational change. As reality replaces ...

Feb. 25, 2026

AI In Depth, AI for Enterprise

Power is now the defining constraint of intelligence

Artificial intelligence is no longer constrained by algorithms but by electricity, planning systems and infrastructure reality. As digital ambition accelerates, the nations that align energy, ...

Feb. 24, 2026

Rewiring for AI is no longer optional

Digital transformation has run out of road, and AI is now forcing a far more fundamental redesign of how enterprises think about infrastructure. The real ...

Feb. 20, 2026

Infrastructure decides the future of intelligence

Artificial intelligence is advancing faster than the infrastructure designed to carry it. From silicon to space-based data centres, Google’s Amin Vahdat sets out why the ...

Feb. 19, 2026

The power struggle behind the intelligence boom

Artificial intelligence promises efficiency, optimisation and a cleaner digital future, yet the infrastructure supporting it is consuming energy at an unprecedented rate. The question facing ...

Feb. 18, 2026

The AI era will be built on fibre not hype

The discussion around artificial intelligence often focuses on models, chips and software breakthroughs, yet the true determinant of scale sits beneath the surface. The next ...

Feb. 16, 2026

When software stops waiting for you

Enterprises have spent two decades optimising cloud delivery, yet the real constraint is no longer provisioning, it is permission, governance, and trust. If billions of ...

Feb. 13, 2026

The network revolution powering AI infrastructure

Artificial intelligence is transforming the economics and architecture of the modern data centre, but the most profound disruption may be occurring inside the network itself. ...

Feb. 10, 2026

Europe’s data centre moment has arrived

Europe’s digital economy is now constrained less by ambition than by infrastructure. Data centres, once treated as background utilities, have become strategic assets shaping competitiveness, ...

Feb. 9, 2026

AWS has stopped talking about models and started talking about systems

At re:Invent 2025, AWS did not present AI as a single breakthrough or a dominant model. Instead, it quietly revealed a full-stack strategy for making ...

Feb. 5, 2026

The year AI grows up

We are late with this piece, but perhaps that is fitting. The loudest AI predictions are always made too early, before reality has time to ...

Feb. 5, 2026

Why AI infrastructure no longer fits the cloud models that built it

Enterprises are discovering that the cloud architectures that powered the last decade of digital transformation are not automatically suited to the next decade of artificial ...

Feb. 2, 2026

The physics now decides what AI can become

AI infrastructure is no longer being shaped by software ambition or commercial demand, but by the hard limits of heat, power and materials. Liquid cooling ...

Jan. 30, 2026

Retail AI has entered its execution era

Retail’s AI ambitions are no longer held back by imagination or intent. Progress is now limited by the ability to operationalise intelligence at scale. Leaders ...

Jan. 23, 2026

The compute trapped inside modern data centres

The AI infrastructure race is being framed as a global scramble for new power, new land, and new permits, yet one of the largest opportunities ...

Dec. 23, 2025

Why heat is becoming the hard limit of AI

AI infrastructure is scaling at a pace few anticipated, yet the industry conversation remains dominated by chips and power. Cooling, long treated as an engineering ...

Dec. 20, 2025

When intelligence meets broken systems

Enterprises are investing heavily in generative AI, but most fail to realise their ambitions. Research reveals that the main barriers are not technical, but the ...

Dec. 20, 2025

AI has outgrown Europe’s digital foundations

Europe’s AI ambitions are colliding with physical limits that strategy papers rarely acknowledge. As AI moves from experimentation to infrastructure-scale deployment, the continent faces a ...

Dec. 19, 2025

The grid connection is no longer enough

The data center industry has traditionally treated access ...

Sep. 10, 2026

Inference will redraw the data center map

The infrastructure built to train artificial intelligence has ...

Sep. 1, 2026

The infrastructure behind intelligence is becoming the bottleneck

AI may be advancing at extraordinary speed, but ...

Aug. 31, 2026

Why AI is coming back to the city

For more than a decade, the economics of ...

Aug. 29, 2026

Britain is building a testbed for the next generation of AI computing infrastructure

The development of artificial intelligence infrastructure is increasingly dominated by established computing architectures, making it ...

Oct. 26, 2026

AI data centres face a new race to turn infrastructure into revenue

The economics of artificial intelligence are changing how data centre developers measure construction performance. Completing ...

Oct. 26, 2026

The biggest risk to enterprise AI may be infrastructure that is not ready

The transition from experimental artificial intelligence to production systems is exposing a weakness in enterprise ...

Oct. 26, 2026

Agentic AI is changing the balance of power inside the data centre

The infrastructure required to run artificial intelligence is becoming more complicated as AI systems move ...

Oct. 26, 2026