2025 in Review
The inference opportunity: will software rule the infra layer?
Neoclouds and the New Economics of AI Compute
Can new entrants break Hyperscale lock in?
Sizing the market for AI Compute
Build & Buy in One Governed Stack
The Fleet Electrification Experiment Playing Out in Real Time
AI's Role in Construction
From “Sounds Human” to “Thinks Human”
or one company’s strategic gambit? Our view on circular transactions
Insights from our Research Desk
From OpenAI to open source AI: how it unbundles the AI stack
