Nobody knows what happens next. Not the investing analysts on financial TV. Not the hedge fund managers running billions. Not the central bankers, geopolitical strategists, or generals.
Read MoreThink about the last time you video-called someone. Every pixel of that call – your face, their face, the background – travelled as pulses of light through a glass fibre thinner than a human hair.
Not electricity. Not a radio signal. Actual light, moving at 300,000 kilometres per second, carrying your conversation across the city or across the world in the time it takes to blink.
That’s photonics…
When missiles fly in the Middle East, most people think about oil. But there’s another commodity getting caught in the crossfire… One that quietly underpins modern civilisation, and which just had one of its biggest price weeks in years.
Read MoreIf you only follow the headlines, you’d think the AI story begins and ends with Nvidia. And to be fair, Nvidia has earned its place. It built the picks and shovels for the first phase of the AI boom. GPUs became the default engine for training giant models, and Nvidia rode that wave brilliantly. But markets move on. And right now, something important is happening under the surface.
Read MoreFor the past two years, artificial intelligence (AI) has mostly been about brute force. More data centres. More powerful chips. More electricity. Bigger budgets. That phase isn’t ending — but something important is changing.
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