AnalysisTrillions in AI infrastructure deals – if the bubble bursts we’re all going downOpenAI just announced a $300bn cloud deal with Oracle to power it’s AI solution with advanced infrastructure. The announcement dou…September 2025
AnalysisMajor beneficiary of WFH demands workers return to officeIn 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
AnalysisChipmakers lose their shine, cash starts flowing to AI infrastructureNvidia 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
AnalysisWhile the west obsesses over AI, China bets on QuantumDuring 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
AnalysisClamour for MIT study signals AI fatigue, not failureYou’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
AnalysisAI adoption will leave Telcos high and dryAI discussions today stray from the vast energy, resource, and capital requirements of infrastructure development, to the trials a…September 2025