STR4T0TT0 / AI

AI

Strategic analysis of artificial intelligence as infrastructure, capital allocation, and governance pressure.

Artificial intelligence as Infrastructure (A2I)

Featured analysis

AI January 11, 2026 15 min read

What the Chinese AI Market Reveals

A strategic analysis of how Chinese AI market signals reveal capital intensity, governance constraints, and the early repricing of AI assumptions.

Editorial stream

Latest analysis

The latest published analysis in this category.

AI December 13, 2025 8 min read

Rethinking Europe’s AI Future

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