Published: 13 October 2026
Summary
The global AI infrastructure build-out is colliding with the physical world’s limits. Land, energy and water dictate where tech companies can add capacity while societal backlash compounds risks. This Emerging Tech Impact Radar is a playbook to navigate the looming capacity crunch and avert another AI winter.
Included in Full Research
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Analysts:
Aapo Markkanen,
Gunjita Mundeja,
Ed Anderson,
Vibha Chitkara,
Arnold Gao,
Bill Ray,
Guy Robertson,
Autumn Stanish,
Paul Wang,
Stacey Yin,
Annette Zimmermann