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Cybersecurity is likely to become more important—and more contested—as AI expands both defensive capabilities and the attack surface. In the near term, AI may create a security spending boom by uncovering vulnerabilities, empowering…

The dollar is likely to remain the leading global reserve and funding currency in the foreseeable future, supported by deep US capital markets, broad international use and the absence of a fully credible replacement. Its performance will…

The next AI bottleneck is most likely to emerge in physical infrastructure: power, advanced AI-chip capacity, and high-bandwidth memory, followed by networking, cooling, electrical systems, and data-center buildout. Demand remains…

The strongest candidates for further research are Nebius, IREN, and CoreWeave, each with a different risk profile. Nebius shows exceptional reported growth, positive adjusted EBITDA, and planned AI-factory capacity. IREN has substantial…

China can construct a globally competitive practical AI-and-robotics stack despite advanced-semiconductor restrictions, but not yet an unequivocally equivalent, fully self-sufficient frontier stack. Its advantages are model efficiency,…

The AI boom will likely be supplied by a diversified electricity system rather than a single energy source. Existing grid resources—natural gas, nuclear, hydro, solar, wind, coal, and limited oil/diesel—can all contribute, while new…