AI and technology

Research and analysis on AI and technology.

Latest

Report

What the 2026 AI listings reveal about debt

2 November 2026 – Sixteen AI companies listed or filed in the US, Hong Kong and mainland China in 2026 as China's AI shares fell 43%. We read their filings for debt, cash, commitments and the ability to pay.

Report

Who is lending to AI, and can the borrowers repay?

1 November 2026 – Borrowing for AI has more than doubled in 2026, and lenders are now hedging. This report traces who lends, how much, how able the borrowers are to repay, and what 2000 and 2007 can teach.

Article

AI and the next decade of work

18 October 2026 – AI now does the entry-level work that trained a generation of professionals, and the hiring data show it. Here is what the evidence says about who gets hired, who survives, and what students should do.

Article

Can the Gulf build a chip industry? Where the realistic openings are

11 October 2026 – Saudi Arabia, the UAE and Qatar are all spending on semiconductors, and one flagship fab plan has already been shelved. The better odds lie in design, packaging and integration.

Article

The Gulf’s AI build-out: Who is paying, and where Qatari firms fit

4 October 2026 – Gulf investment in AI data centers is expected to reach $5 billion to $7 billion in 2026. The money is mostly sovereign or global; the work needs local contractors, operators, and service providers.

AI and technology

Latest

What the 2026 AI listings reveal about debt

Who is lending to AI, and can the borrowers repay?

AI and the next decade of work

Can the Gulf build a chip industry? Where the realistic openings are

The Gulf’s AI build-out: Who is paying, and where Qatari firms fit

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