Featured
Infrastructure
The AI power crisis is no longer a future problem.
Compute demand is colliding with grid reality. Power — not chips — is emerging as the binding constraint on the AI buildout.
AI Accord Intel · 2026
Latest Intelligence
The signal,
without the noise.
Infrastructure
Data centres are the new heavy industry.
The buildings behind AI are becoming industrial assets — sited for power, water and fibre, not for people.
Industry
AI is entering the clinic faster than the systems around it.
Healthcare shows what industrial AI adoption really demands: evidence, workflow and trust before scale.
Capital
The economics of AI look nothing like the software that came before.
Capital intensity is back. The AI buildout is financed more like energy and infrastructure than like apps.
Security
Every AI deployment is a new attack surface.
As AI moves into critical systems, security stops being an IT question and becomes an operational one.
Policy
Sovereign AI is becoming industrial strategy.
Governments are treating compute, data and models as national assets — with consequences for every industry.
Infrastructure
The grid is now a strategic actor in the AI economy.
Where power is available — and on what terms — is starting to decide where intelligence gets built.
What We Watch
The forces behind
the AI economy.
01
Infrastructure
Power, compute, data centres, networks and the physical systems behind AI.
02
Industry
How AI is changing finance, healthcare, energy, manufacturing and the sectors that run the world.
03
Capital
Investment, markets, financing and the economics of the AI buildout.
04
Security
Cybersecurity, resilience, national security and the risks accompanying AI adoption.
05
Policy
Regulation, governance, geopolitics and the decisions shaping what comes next.
AI Accord Intel
Stay close to the signal.
Receive the latest AI Accord perspectives, analysis and intelligence directly.