Artificial intelligence gridlock threatens the UK’s ambitions

The UK’s race to host Artificial Intelligence infrastructure is colliding with real-world limits on power and grid capacity. Data centre scale, rack density and high electricity costs are emerging as the main bottlenecks.

Tech cycles: how artificial intelligence and market fundamentals shape today’s rally

Gary Paulin argues that compounding breakthroughs in Artificial Intelligence are amplifying market momentum, supported by earnings, chip demand and a rotation into industrials and tangible assets.