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Recent briefings
All editions ↗Daily briefing — 8 September 2026
Morning View — The dominant change this morning is that AI infrastructure demand is broadening geographically and deeper into the supply chain even as investors become more selective about who actually earns attractive returns on…
Daily briefing — 7 September 2026
Briefing date: 7 September 2026. Information cutoff: 06:52 Europe/London.The dominant shift this morning is that the AI debate is moving from unconstrained scaling toward a three-way constraint set: safety confidence, model economics, and semiconductor sovereignty.…
Daily briefing — 6 September 2026
The strongest incremental signal this morning is that the AI cycle is broadening while the market is becoming more demanding about where the economics ultimately sit. Fresh weekend data from Foxconn, Tata Consultancy Services and South Korea points to continued acceleration in servers, data-centre build-out and memory demand, while Nscale and Anthropic show that financing structure is becoming almost as important as raw compute demand. At the same time, OpenAI’s…
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