Artificial Intelligence

Strategic analysis of artificial intelligence as infrastructure, investment pressure, and governance constraint.

Featured analysis

Artificial Intelligence January 11, 2026 15 min read

What the Chinese AI Market Reveals

A strategic reading of China’s AI market signals: capital intensity, governance constraints, and the early repricing of artificial intelligence assumptions.

Editorial stream

Latest analysis

Recent work published in this category.

Artificial Intelligence December 13, 2025 8 min read

Rethinking Europe’s AI Future

A strategic analysis of why chip production alone is an inadequate metric for Europe’s AI future, and why procurement, portability, and coordinated demand matter more.

Artificial Intelligence November 14, 2025 15 min read

The AI Leverage Trap

Artificial intelligence is no longer only a software race. It is becoming a leverage cycle built on GPUs, energy, debt, customer concentration, and geopolitical control.