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Software still matters. But as it becomes commoditised, economic power is flowing back to the physical layer of the economy. Control over energy, materials, infrastructure, robotics and industrial ...

Decisions about the kind of blockchains to use in rolling out banking products creates future path dependencies. It's important that banks get this decision right.

Sometimes a single big customer can transform a tiny company, triggering a 'halo effect' that validates its technology and attracts ... Read More The post How the halo effect can change everything for ...

Carlyle Group is upgraded to Buy as recent sector pessimism creates a significant margin of safety and 20% upside potential. Read my full analysis of CG stock.

"Typically, headcount growth has been required for revenue growth but AI is changing that relationship," the bank noted drily.

“We talk about AI like everyone knows what everything is in AI – most people don’t.” Bizon explained: “They just go ‘does it work’. The best infrastructure is when it’s invisible, and for most of our ...

Perplexity announced Computer for Enterprise at its Ask 2026 developer conference, launching a multi-model AI agent with ...

The S&P 500 and Nasdaq finished in the red for February amid growing fears about the impact of artificial intelligence on the ...

There has never been a better time to work in this industry. AI is reshaping what’s possible, and the level of investment pouring into technology rivals some of the most transformative public ...

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Private credit is cracking just as AI infrastructure spend surges into the trillions. The tremor is fueled by software and IT ...