AI market
Has the AI bubble begun to deflate?
Anyone procuring AI from a large cloud provider is buying capacity whose price follows from the investment decisions of a small number of parties. In 2026, investors began to demand returns. What that means for your own cost base, and why it is ultimately a question of inventory.
Read more on the repricing of 2026
Which law applies to your AI infrastructure?
Your data sits in a data centre in Belgium. That says nothing about which law applies to it. Who operates the Belgian capacity, how it is financed, and why the location of a building and jurisdiction over the operator are two different things.
Does efficiency beat scale?
A single announcement in January 2025 removed some 589 billion dollars from Nvidia's market capitalisation. What gave way in the assumption that bigger is always better, what that does and does not prove, and why the question is shifting from "which model is best" to "which model is sufficient for my task".
Read more on effeciency and scale