Gaming, AI & tech analysis

Company moves, new tools and changing audiences. Analysis for industry professionals, informed by 20+ years in tech and gaming.

Aerial photograph of Microsoft’s Fairwater AI datacenter in Atlanta, with cooling and power infrastructure around the buildingImage: Microsoft
AI

America’s $10 Trillion AI Buildout Faces a Delivery Problem

Bernstein sees only 35% of the planned US data centre pipeline as credible. Power, permits and financing test AI’s infrastructure ambitions.

Read the analysis

Also in focus

The latest thinking

All articles

Explore the bigger picture.

Go deeper

Investment, production and the business of games

Worth another look.

Explore the archive
Browse all 198 articles

196 original articles + 2 newsletter editions. Sources & reading formats