SpaceX has picked Qualcomm to help build a nationwide US 5G network. Starlink plans to combine the capacity of ground towers with the reach of satellites. Can revenue from mobile subscribers, carrier partners and industrial fleets pay for the rollout?
As AI expands from software into physical infrastructure, electricity is becoming a strategic constraint. Nvidia’s backing of OpenAI’s Ohio campus reveals a deeper shift: compute, energy, grids and capital are beginning to converge into one industrial system.
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.
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 has moved beyond being just a technology; it is now a societal force shaping economies, security and daily life. In the United States, the governance of AI reflects the country’s dual priorities: fostering innovation while addressing ethical and societal concerns.
