Premium Research
Oct 2026
... 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 ...
Analyst(s):
Guy Robertson
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Bill Ray
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Stacey Yin
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Gunjita Mundeja
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Paul Wang
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Arnold Gao
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Aapo Markkanen
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Annette Zimmermann
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Autumn Stanish
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Ed Anderson
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Vibha Chitkara