The next phase of AI scaling will be won by the companies that can secure land, energy, and electrical infrastructure fast enough to bring capacity online!! For the last few years, the AI conversation has been dominated by chips, models, and compute. All focused on bigger clusters, faster training, more
Every few months, the same question returns: is AI a bubble? I think that fundamentally wrong; markets can overshoot, weak companies can fail, hype can run ahead of reality. But none of that really determines whether the underlying technology is foundational. The question I care about is whether AI is
The AI race is still often described as a race for chips, but that framing is rapidly becoming outdated. The tighter constraint is increasingly electricity: generation, transmission, substations, transformers, cooling, and the long construction timeline needed to turn ordered hardware into working capacity. The International Energy Agency (IEA) estimates data
For years, the data centre industry grew steadily in the background: more cloud adoption, more video, more software, more storage. AI has changed that. Data centres are no longer just digital real estate; they are becoming a core part of national industrial strategy, energy planning, and competitive advantage. The International
The AI infrastructure market is moving out of the experimental phase and into industrial scale. For rapidly growing neocloud providers, that shift is redefining what “data-centre delivery” actually means. This is no longer about fitting incremental compute into traditional colocation footprints. It is about designing, building and operating 100MW+ campuses
For the last two years, “AI infrastructure” has been shorthand for GPUs. Whoever could secure GPUs could train bigger models, serve more tokens, and ship faster. That mental model is now incomplete. What we’re seeing in 2026 is a shift in the true critical path: compute procurement is becoming
AI is pushing data centres into a new class of electricity consumer: high-density, highly continuous, and increasingly time-sensitive. At the same time, renewables are scaling rapidly, but grids were not designed for variable generation at today’s volumes. The result is a paradox we see more and more often: * Clean
Artificial Intelligence (AI) is transforming healthcare in the UK and around the world, bringing new possibilities to disease diagnosis, patient care, and medical research. From reducing diagnostic times to providing personalised treatments, AI is poised to make healthcare more efficient, effective, and accessible. At the core of this transformation is
In recent years, few technological advancements have sparked as much excitement and debate as generative AI. Capable of creating text, images (such as the one in this article), music, and even entire virtual worlds from simple prompts, this technology represents a significant leap in artificial intelligence (AI). But like every
As the demand for data and processing power continues to skyrocket, driven by the exponential growth of data, cloud computing, artificial intelligence, and IoT, the data centre industry faces mounting pressure to keep up. Traditionally, large-scale data centres have been the answer. However, these expansive facilities bring with them significant
In today’s hyper-connected world, the rise of edge computing is reshaping how data is processed and utilised. As industries race towards greater efficiency, automation, and real-time decision-making, edge computing has emerged as a pivotal technology for unlocking the full potential of emerging innovations such as artificial intelligence (AI), the
In the last decade, cloud computing has transformed how organisations store, manage, and process data. Hyperscale cloud providers like Amazon Web Services (AWS), Microsoft Azure, and Google Cloud have dominated the landscape, offering massive, centralised data processing and storage solutions that have enabled businesses to scale rapidly. However, as we