01
Markets30 JUL 2026 · 10 MIN
The infrastructure bottleneck behind the AI boom
Demand for intelligence is colliding with the physical limits of power, cooling, networks and specialized supply chains.
Technology markets
Where capital, compute, energy and industrial capacity meet the technology frontier.
ARCHIVE UPDATED · 02 SIGNALS
02
Markets26 JUL 2026 · 9 MIN
The new geography of compute capital
AI investment is creating a map defined by energy access, network latency, industrial policy and financing capacity.