Wall Street is becoming more selective about the price of technological promise. Delayed IPOs raise five questions about valuations, investor expectations, shareholder exits and the balance between financial discipline and the capital required to build tomorrow’s businesses.
Artificial intelligence is transforming datacentres from collections of processors into vast communication systems. As copper approaches its practical limits, integrated photonics may become the next infrastructure layer enabling the continued scaling of AI.
Tungsten prices have surged by more than 550%, exposing a hidden vulnerability at the heart of the AI economy. As China tightens control over critical minerals, the race for artificial intelligence is increasingly becoming a race for the materials beneath modern technology.
Artificial intelligence may not be running out of ideas, but it may be approaching the practical limits of electrons. As communication becomes increasingly expensive, the future of computing may depend less on processing information and more on moving it efficiently.
Europe’s new technology strategy is not about decoupling from the United States. It is about becoming indispensable within the infrastructures, supply chains and innovation ecosystems that underpin the digital economy, reshaping the future of transatlantic technological cooperation and resilience.
Artificial intelligence may appear weightless and digital, but robotics ultimately depends on energy, materials and physics. This article explores how batteries, compute efficiency, photonics and infrastructure could determine the future limits of autonomous machines.
Artificial intelligence may be advancing rapidly, but robotics is revealing a deeper reality: intelligence becomes far more complicated once it enters the physical world. The Limits of Machine Intelligence explores why machines still struggle with embodiment, energy, uncertainty and the messy complexity of reality itself.
Europe’s semiconductor strategy is increasingly shifting from manufacturing scale toward strategic infrastructure. This illustration highlights the interconnected ecosystems — from lithography and materials to photonics, automotive systems and research — that together form Europe’s emerging technology stack.
Artificial intelligence is evolving into a new infrastructure layer beneath the global economy. This article explores how compute, cloud systems, semiconductors and sovereign AI are reshaping geopolitical competition between the United States, China and the emerging autonomous world order.
AI is moving beyond conversation toward autonomous action. This article explores how AI agents are transforming software into digital labor, reshaping workflows, human supervision and the emerging infrastructure layer of the modern economy.
