The Inference Economy
Training built the AI industry's first chapter. Serving models continuously to agents and users is writing the second.
Computing, software, hardware and the platforms rewriting how things are built.
Training built the AI industry's first chapter. Serving models continuously to agents and users is writing the second.
The dominant supplier of accelerated computing for AI training and inference, and increasingly a platform company spanning chips, networking, software and robotics.
Global provider of power distribution, cooling and automation systems, and a critical supplier to the AI data centre build-out.
Where capital becomes compute.
AI data centres are purpose-built facilities that house dense clusters of accelerators, with power, cooling and networking designed for training and serving large models.
Intelligence that perceives and acts in the physical world.
Physical AI refers to AI systems embodied in machines that sense their environment, reason about it and take physical actions: robots, autonomous vehicles, drones and industrial equipment driven by foundation models.
The buildings, cooling, networking and grid connections that turn capital into compute.
Industrial AI, digital twins, robotics and software-defined factories.
A five-item daily brief: what happened, why it matters and what to watch. Written by the desk, verified by editors.