The Source Signals
The rapid expansion of AI is turning data centres into a major new electricity load, with global power demand from the sector projected to rise 500% by 2040.
Big Tech’s AI Ambitions Are Colliding With the Power Grid
As AI demand surges, technology companies are signing nuclear and energy deals that expose a deeper truth: growth now depends on infrastructure, politics, and who controls electricity.
AI boom could drive 500% surge in data-centre power demand by 2040
Data centres are becoming a major new electricity load as AI scales, forcing governments and utilities to rethink grid investment, efficiency standards and the pace of renewable build-out.
The Women in Tech Problem Is Not Awareness. It’s Power.
The tech industry talks constantly about women, diversity, and inclusion. Yet leadership and influence remain concentrated. A new global survey shows how perception gaps, not talent gaps, keep the system intact.
Gartner: AI chips power 21% surge in global semiconductor revenue to $793bn in 2025
Global semiconductor revenue climbed 21% to $793.4 billion in 2025, as the AI infrastructure boom pushed Nvidia past $100 billion in chip sales and turned high-bandwidth memory into the market’s new battleground, according to preliminary figures from Gartner released on January 12, 2026.
The World Is Building AI Infrastructure. The Economics Are Still Catching Up.
From the US to Europe and the Gulf, AI investment is surging, but questions remain about monetisation, risk and who ultimately bears the cost.
Why Startup Funding Looks Healthy in the US, Cautious in India, and Fragile in the Middle East
The first funding rounds of 2026 reveal three different venture markets — each shaped by what investors believe they can afford to lose.
Microsoft Report Shows 64% of the UAE Uses AI, Representing the World’s Most Advanced AI Adoption System
Microsoft Report Shows 64% of the UAE Uses AI, Representing the World’s Most Advanced AI Adoption System
Cloudflare Bets on Infrastructure Power as Big Tech Races Ahead with AI
As AI platforms reshape how content is consumed and monetised, Cloudflare is making a counter-move - embedding consent, security, and creator protection into the Internet’s infrastructure rather than the platform layer.
Why Cybersecurity Is Where the Money and Attention Are Going in 2026
From platform roll-ups to data-security deals, cybersecurity is becoming enterprise infrastructure. Funding is concentrating, disciplines are collapsing into control planes, and AI is forcing boards to treat security as a prerequisite, not an afterthought.
RAKBANK Receives Central Bank Backing to Develop AED Stablecoin, Signalling Shift Toward Programmable Money
In-principle approval from the central bank positions regulated banks—not crypto firms—at the centre of the UAE’s emerging digital payments infrastructure.
xAI raises $20bn as Musk’s AI ambitions collide with regulation, power constraints and trust
Elon Musk’s artificial intelligence company has secured one of the largest private funding rounds in the sector, but faces mounting scrutiny over safety, energy use and governance as it scales.
Nvidia’s CES 2026 message: the data centre is the product
At CES in Las Vegas, Jensen Huang didn’t just unveil “Rubin.” He reframed Nvidia as the company selling rack-scale AI factories — chips, networking, security and software bundled into one system — because the next fight is about inference cost, power, and control of the full stack.
Fintech After 2025: Why Structure Started to Matter More Than Speed
As global fintech faced tighter regulations and capital discipline in 2025, markets with regulatory clarity outperformed. The consequences are reshaping where finance gets built.
Saal.ai and Nutanix partner on SovereignGPT for on-premise generative AI in the UAE
The UAE-based AI firm and hybrid cloud provider say the new platform will let governments and large enterprises deploy “sovereign” generative AI inside their own infrastructure, keeping sensitive data on-premise.
Why Nvidia Spent 2025 Buying Control of the AI Economy
Nvidia’s biggest investments last year were not about faster chips or higher growth. They were about preventing loss of power as AI inference overtook training and infrastructure economics began to shift.
The Productivity Paradox Is Not About Technology
For decades, economists have debated why technology does not deliver the productivity gains it promises. The answer today is clearer: efficiency is captured by systems and expectations, not shared with workers.
The Startup Market in 2026: Capital, Constraints, and Survival
The next phase of the startup economy will be shaped less by technology and more by constraint. This article looks at how capital concentration, enterprise procurement, AI operating costs, and regulation are reshaping startup survival across the US, India, and the Middle East.
Enterprise Tech in 2026: When Control Becomes the Competitive Edge
Industry leaders across AI, cloud, cybersecurity, and digital platforms outline how increasing autonomy, regulatory pressure, and energy limits are influencing technology decisions for 2026.
Why Meta reportedly paid $2 bn for this AI company
Meta’s acquisition of Manus, an AI agent startup with more than $120m in annual revenue, signals a shift in the AI race away from models and toward execution and monetisation.
When Technology Outruns its Foundations: What 2025 Revealed About Enterprise Systems
The challenges organisations faced in 2025 were not caused by lack of innovation, but by weak foundations. AI, cybersecurity, and cloud infrastructure all exposed the same underlying problem.
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