Artificial Intelligence

AI Compute is Ramping, But is Demand There to Meet it?

February 11, 2026

The base case remains that the US reached an all-time peak of world stock market capitalisation on 24 December 2024.…

January 23, 2026

The Trumpian driven news cycle continues to dominate, as reflected in the recent headlines concerning Greenland. Still the all-important issue…

January 13, 2026

“The US is now one big bet on AI”. This was the headline in an article in the Financial Times…