Browsing: AI Investing

NVIDIA controls roughly 80 per cent of the AI accelerator market — a concentration that is now prompting the world’s largest technology companies to build their own silicon. The shift from monolithic GPU clusters to modular chiplet architectures is not a distant forecast: it is already reshaping enterprise procurement, investment strategy, and the competitive dynamics of AI at scale.

AI sovereignty has moved from the margins of technology policy into the boardroom agenda of every serious multinational. With 93 per cent of global executives calling it mission-critical and at least 34 countries enacting data localisation rules, the question is no longer whether to build a sovereign AI strategy — but how fast.

Gartner projects that more than 40 per cent of agentic AI enterprise deployments will be cancelled by the end of 2027 — not because the technology does not work, but because the organisations deploying it are not ready. The gap between deployment speed and governance maturity is becoming the defining risk of the AI era.

The race for AI talent has become the defining hiring challenge of the decade — and it is no longer confined to Silicon Valley. From Mumbai to Manchester, every serious company is now competing for the same scarce pool of machine learning engineers, AI product managers, and data scientists who can actually build what the boardroom is promising.

After the correction of 2022-2023, venture capital has recalibrated. AI, defence tech, and climate infrastructure are attracting capital at scale. Here’s exactly where smart money is placing its bets.