Articles

19 articles. Research, analysis, and unfiltered opinion.

Analysis

Is Microsoft’s Anthropic gambit a sign of partnership panic?

Microsoft just announced it will integrate Anthropic s AI models into Office 365, marking a stunning departure from its exclusive …

September 2025
Analysis

Trillions in AI infrastructure deals – if the bubble bursts we’re all going down

OpenAI just announced a $300bn cloud deal with Oracle to power it’s AI solution with advanced infrastructure. The announcement dou…

September 2025
Analysis

Major beneficiary of WFH demands workers return to office

In the long-forgotten days of the pandemic, when workers went home and cracked on to the benefit of their employers, there were a …

September 2025
Analysis

Chipmakers lose their shine, cash starts flowing to AI infrastructure

Nvidia s shine is fading. Two years ago the firm beat analyst revenue forecasts by a shocking 53%. Now it’s just meeting them. Alb…

September 2025
Analysis

While the west obsesses over AI, China bets on Quantum

During an AI event at the White House, Melania Trump announced “the robots are here” and encouraged us all to treat them as we wou…

September 2025
Analysis

Clamour for MIT study signals AI fatigue, not failure

You’d be forgiven for believing all AI pilots are doomed to failure. A recent MIT study which has taken the business press by stor…

September 2025
Analysis

AI adoption will leave Telcos high and dry

AI discussions today stray from the vast energy, resource, and capital requirements of infrastructure development, to the trials a…

September 2025