Research Briefing
Asia and Mexico see stronger electronics export growth from US AI data centre investment, with spillovers concentrated in key tech...
AI
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Displaying 1 to 20 of 103 results
Research Briefing
We expect enterprise technology spending in the Americas to grow 6.5% in 2026 in US$ terms, and 5.9% in real...
Research Briefing
Supply chains are under more strain as fuel and shipping costs rise and key chip materials become harder to source—but...
Digital risks are reshaping the management agenda, even as familiar vulnerabilities continue to test operational resilience. Business conduct risk—the exposure created by a company’s own actions, decisions and practices—is adding a new roster of concerns...
The costs of artificial intelligence misuse and malfunction are real and growing, but nobody knows the total scope—or the true...
Research Briefing
Artificial intelligence is rapidly spreading across Europe’s business landscape. In just two years, the proportion of firms deploying AI has...
Research Briefing
The past year has seen a reshaping of long-run risks, with rising trade uncertainty, threats of US isolationism, and accelerating...
Research Briefing
AI spending boosted US GDP by 0.4ppts in 2025 and we expect it to add a similar amount this year.
Research Briefing
Explore how slowing global trade growth, China’s export pressures, and accelerating AI investment could reshape world trade volumes through 2026.
As heads of state at the World Economic Forum in Davos last Tuesday focused on geopolitics, business leaders at the...
Research Briefing
AI-related investment is unlikely to be a near-term driver of GDP growth in the EU, unlike the US where it...
Gulf cities are betting big on AI. With billions of dollars in planned investment and megawatts of capacity in the...
Research Briefing
We expect the ongoing memory chip shortage to be particularly harmful for the purchasers of traditional memory chips such as...
The boom in data centres in the UK is set to fuel a strong demand for energy. We recently forecast...
Discover how Germany’s M&A landscape is evolving – with a focus on growth, AI and post-merger value creation.
As AI accelerates and global tech companies commit billions to new cloud and data-centre projects in the UK, the country...
The UK is experiencing a remarkable growth in its digital infrastructure. Data centres—the facilities that house the servers and computing...
Australia’s infrastructure landscape is shifting fast, driven by new investment trends, emerging asset classes and growing capacity constraints. This outlook...
Global trade is set for a stronger-than-expected rebound, supported by lower US tariffs, continued AI-driven investment, and China’s renewed export...
Some very smart people are betting that machines shaped like humans will do much of our household and factory work...
