BT and Verizon’s proposed joint venture may signal more than consolidation. It suggests that telecommunications is evolving into a platform business where sovereignty, cloud connectivity and AI infrastructure increasingly converge into a new global enterprise layer.
Artificial intelligence is increasingly associated with massive data centres and cloud infrastructure. Yet a new generation of AI chips may begin moving intelligence closer to where people actually live, work and make decisions. The rise of the AI PC could offer an early glimpse of a more distributed future for computing.
Artificial intelligence is often described as a software revolution. Yet beneath the algorithms lies a growing physical reality. This essay explores the five forces—scale, certainty, allocation, geography and adaptability—that increasingly determine how, where and at what pace the AI economy can grow.
Artificial intelligence is creating unprecedented demand for electricity. Yet the challenge is no longer simply generating power. This briefing explores how Duke Energy’s role in managing and expanding the electrical grid places it at the centre of a growing question: who gets access to the infrastructure that powers the AI economy?
As artificial intelligence forces a re-evaluation of long-term energy planning, the technology sector is shifting its focus from electricity generation alone to reliability and certainty. This briefing explores how Constellation Energy’s position as America’s largest nuclear operator makes continuous, carbon-free power an increasingly strategic asset in the emerging AI economy.
Artificial intelligence is often described as a software revolution. Yet behind every AI model lies a growing demand for electricity. As data centres expand and computing capacity increases, energy is emerging as one of the most important foundations of the digital economy. The future of AI may depend not only on algorithms, but also on the systems that generate and deliver power.
Nvidia’s five-trillion-dollar valuation raises a question that extends far beyond technology. Are financial markets measuring real economic value, or are they increasingly pricing collective expectations about a future that has not yet arrived?
Nvidia is pouring billions into photonics as the future of artificial intelligence shifts beyond the GPU. Yet a growing debate suggests the next bottleneck may not lie in silicon photonics itself, but in the packaging, assembly and integration systems needed to connect AI infrastructure at unprecedented scale.
Artificial intelligence is no longer scaling like software. As compute demand explodes, the real bottleneck is shifting toward electricity, grids, and physical infrastructure. The AI economy is becoming increasingly industrial — governed not only by algorithms, but by energy availability itself.
AI agents are moving beyond chatbots into autonomous systems capable of planning, coordinating and acting across digital environments. This series explores how the autonomous layer could reshape work, infrastructure, governance and geopolitical power in the emerging AI economy.
