Artificial intelligence is pushing computing beyond the practical limits of electricity alone. As communication becomes the defining challenge of modern compute, integrated photonics may reshape the architecture of computing itself—using light to move information faster, more efficiently and with less energy.
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.
Berkshire Hathaway’s vast liquidity is often interpreted as caution. Yet in an age increasingly defined by uncertainty, cash may represent something more profound: reserve capacity, strategic optionality and the ability to act when resilience becomes more valuable than efficiency.
Strategic Briefings help organisations understand the technological, economic and institutional forces shaping their environment. By connecting developments to broader systems and long-term trends, the briefings provide a foundation for informed dialogue, reflection and strategic understanding.
Artificial intelligence is often presented as a software revolution. Yet behind every AI system lies a growing physical infrastructure of data centres, power grids and energy networks. This series explores how America’s energy system is adapting to support the rising demands of the AI age.
As artificial intelligence becomes increasingly powerful, robotics is exposing a deeper and more uncomfortable reality: intelligence may not simply be computation. The Limits of Machine Intelligence explores why machines still struggle with the physical world — and what this reveals about embodiment, energy, meaning and the future relationship between humans and technology.
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.
Quantum computing is no longer just a technological breakthrough. It is becoming a question of infrastructure, capital, security and control. The Quantum Layer explores how the emerging quantum ecosystem is quietly reshaping the architecture of power in the digital age.
Markets still focus on companies, but the next decade will be shaped by systems. As AI, energy and supply chains converge, value shifts toward infrastructure layers that economies cannot function without, redefining how investors should think about risk and opportunity.
Infrastructure is no longer a sector — it is the underlying system of the economy. As energy, data and logistics converge, value shifts from companies to the networks they depend on, redefining how power and capital are structured.
