Research, Tech & the Future Economy Research & Future Tech

The Risks of Investing in AI Infrastructure Nobody Talks About

AI infrastructure is booming, but risks are growing too. Explore overbuilding, power constraints, obsolescence, competition and valuation risks.

The Companies Building AI Infrastructure: What Investors Should Know

Meet the companies building AI infrastructure, from chips and networking to cooling and power, and learn what investors should watch.

How Space Infrastructure Could Become Part of the Global Economy

Space infrastructure is moving from a specialized sector toward a functional layer of the global economy. Communications, Earth observation and navigation are becoming embedded in logistics, agriculture, energy and finance.

Satellites, Connectivity and the New Infrastructure Above Earth

Satellites are becoming an active layer of global infrastructure. Large constellations in low Earth orbit are extending connectivity beyond terrestrial networks and generating data for cloud and AI processing.

The New Infrastructure Needed for a More Electricity-Intensive Economy

A more electricity-intensive economy will require far more than additional power plants. Generation, transmission, distribution, storage and digital grid management must all expand together.

How Electrification Could Reshape Transport, Industry and Infrastructure

Electrification is spreading beyond the power sector and reshaping transportation, manufacturing, construction and digital infrastructure. Here is how an electrified economy could redraw industrial geography.

The Infrastructure Boom Behind the Global AI Economy

AI is often described as a software revolution, but its expansion depends on a massive physical foundation: data centers, semiconductors, networks and electricity.

Why Infrastructure Investment Will Become Critical for Growing Cities

Urban infrastructure is the physical foundation of growing cities, yet roads, energy grids, water systems and digital networks struggle to keep pace with population growth.

The Global Urbanization Wave and the Future of Cities

Urbanization is reshaping the global economy, with cities in Asia, Africa and Latin America expanding faster than ever. Here is how governments and businesses manage increasingly concentrated populations.

The New Space Race: Why Launch Infrastructure Is Becoming a Competitive Industry

The new space race is no longer about reaching orbit once — it is about building the industrial infrastructure to get there repeatedly, reliably and at scale.