Four Fault Lines Shaping the Next 90 Days

Four Fault Lines Shaping the Next 90 Days

Energy, trade, food logistics and regional security are moving through the same balance sheets. The task is not to predict one headline; it is to recognise when separate shocks begin to compound. September opens with geopolitical risk moving through four connected...
AI’s Demand Is Moving South. Its Compute Is Not

AI’s Demand Is Moving South. Its Compute Is Not

What the compute asymmetry means for governments, institutions and the businesses that depend on them Executive summary Global corporate AI investment reached US$581.7 billion in 2025, up about 130 per cent on the previous year, according to Stanford HAI’s AI Index...