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Electricity Is Becoming the World's Most Important Industrial Advantage
INSIGHTTechnology & InfrastructureInsight

Electricity Is Becoming the World's Most Important Industrial Advantage

The last era of globalisation was shaped by cheap labour. The next could be shaped by cheap electrons. As AI, semiconductors, electric vehicles and advanced manufacturing consume extraordinary amounts of power, the countries able to provide abundant, reliable and inexpensive electricity may acquire one of the most important economic advantages of the next decade.

A. Francis Ugbabe · 29 September 2026 · 14 min read

Nvidia Is No Longer Just a Chip Company
INSIGHTTechnology & InfrastructureInsight

Nvidia Is No Longer Just a Chip Company

Nvidia’s $13 billion acquisition of Hugging Face is the latest sign that Jensen Huang’s ambitions extend far beyond selling GPUs. Nvidia is gradually assembling almost every layer of the artificial-intelligence infrastructure stack. The question for investors is whether it is becoming the operating platform for the AI economy and whether that makes its extraordinary valuation more defensible.

ET&A Research · 7 September 2026 · 12 min read

Critical Infrastructure Is Becoming a Battlefield
INSIGHTTechnology & InfrastructureInsight

Critical Infrastructure Is Becoming a Battlefield

Power grids, pipelines, ports and telecom networks were once treated primarily as engineering assets. Increasingly, they are also becoming national-security assets. For investors, that changes the infrastructure thesis: resilience, redundancy and protection may become just as important as capacity and growth.

ET&A Research · 3 September 2026 · 11 min read

Nvidia Q2 Earnings Show the AI Infrastructure Boom Is Still Accelerating
INSIGHTTechnology & InfrastructureInsight

Nvidia Q2 Earnings Show the AI Infrastructure Boom Is Still Accelerating

Nvidia delivered another substantial earnings beat in its fiscal second quarter, with revenue more than doubling year-on-year as demand for AI infrastructure continued to accelerate. Strong Data Center growth, the ramp-up of Vera Rubin and an unusually bullish outlook suggest the AI investment cycle still has considerable room to run, although supply constraints, rising memory costs and China remain important risks.

ET&A Research · 27 August 2026 · 7 min read

The Hidden Importance of Semiconductor Packaging
INSIGHTTechnology & InfrastructureInsight

The Hidden Importance of Semiconductor Packaging

As AI chips become larger, faster and more memory-intensive, advanced packaging is emerging as a critical performance bottleneck, reshaping semiconductor design, supply chains and the investment opportunity across the industry.

ET&A Research · 25 August 2026 · 12 min read

The Infrastructure Underneath the Internet
INSIGHTTechnology & InfrastructureInsight

The Infrastructure Underneath the Internet

The digital economy may feel weightless, but it depends on thousands of kilometres of fibre-optic cable, landing stations and network infrastructure. As cloud computing, AI and geopolitical tensions grow, the physical foundations of the internet are becoming increasingly valuable.

ET&A Research · 12 August 2026 · 8 min read

Is the AI Boom Creating Too Much Capacity?
INSIGHTTechnology & InfrastructureInsight

Is the AI Boom Creating Too Much Capacity?

The race to dominate artificial intelligence has triggered an extraordinary expansion of data centres, semiconductors and cloud infrastructure. Demand remains strong today, but the scale and speed of investment raise an important question: is the industry building more capacity than it will ultimately need?

ET&A Research · 30 July 2026 · 11 min read

Why the Chip and Tech Market Has Turned Bearish
INSIGHTTechnology & InfrastructureInsight

Why the Chip and Tech Market Has Turned Bearish

The chip and technology market has turned sharply more cautious as high valuations, heavy AI spending and uncertainty over future returns begin to weigh on investor confidence. The sector’s long-term growth story remains intact, but expectations are being reset.

ET&A Research · 24 July 2026 · 8 min read