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Latest analysis, direct from our analysts.

AI agents are becoming a new class of internet user, creating the need for a new infrastructure layer between AI models and the web.
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Space X has just announced that it has chosen Qualcomm’s DragonwingTM Cellular Infrastructure Platform to power Starlink Mobile’s US Nationwide terrestrial 5G network in a huge move for the future…
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IBM, AMD and Oak Ridge are exploring how CPUs, GPUs and quantum processors must work together to scale quantum error correction.
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Architecture bets, roadmap timing, and competitive positioning across the silicon value chain.
Market entry, product planning, TCO-backed business cases, and launch messaging.
Investment theses, acquisition diligence, and earnings-season signal on technology names.
Program execution from proposal to O&M, technology insertion, and supplier evaluation for defense primes.
Supply chain exposure, technology sovereignty, and the real-world pace of AI infrastructure.
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