Infrastructure strategy becomes enterprise strategy
How infrastructure capacity, asset lifecycle choices and delivery ecosystems increasingly shape growth, resilience and competitive advantage.
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Technology, software and artificial intelligence
Build durable technology value as AI reshapes software economics, product architecture and the boundaries between models, platforms and applications.
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Articles
The intelligence advantage in supply and procurement
Why supplier economics, procurement signals and supply-chain intelligence are becoming core inputs to strategic decision making.
Read articleFocus
Government AI adoption is moving faster than the governance needed to support it
Public agencies are deploying AI broadly while evaluation, procurement discipline and accountability remain uneven across government systems.
Industrial distribution is being squeezed between inventory risk and customer expectations
Tariffs, supplier volatility and digital purchasing are forcing distributors to rethink stock, service and the value they add between manufacturer and buyer.
Strategic challenges
Can power systems expand fast enough for the age of electricity?
The challenge is coordinating generation, networks, storage and flexible demand while connection queues already exceed available grid capacity.
What happens when AI agents begin choosing platforms on behalf of users?
The challenge is defending network effects when discovery and purchasing increasingly happen through interfaces the marketplace does not control.
POV
Semiconductor sovereignty cannot be bought simply by building more fabs
Real autonomy requires an ecosystem across design, equipment, materials, manufacturing and packaging, not isolated domestic capacity.
The next factory advantage will come from orchestration, not another automation layer
Industrial leaders will separate themselves by connecting intelligence across the system rather than optimizing machines one at a time.
Strategic impact
AI is shifting semiconductor investment from capacity toward system capability
Competitive advantage increasingly spans accelerators, memory, packaging, interconnects and ecosystem partnerships rather than wafer volume alone.
AI-mediated commerce could change how retailers compete for consideration
Machine-readable product data, value clarity and fulfillment performance may matter more as digital agents influence purchase decisions.
What we observe
Automakers often add digital features faster than they simplify vehicle architecture
Software complexity becomes expensive when legacy electronics, supplier structures and development cycles remain largely unchanged.
Telcos often enter adjacent technology markets where specialists hold the economics
Large enterprise deals can add revenue while integration complexity and lower margins dilute the strategic case for becoming a broad tech provider.