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Thematic Analysis
Healthtech: Strategic Intelligence
Healthtech refers to the use of digital tools, software, data analytics, and connected devices to improve health outcomes, enhance care delivery, and streamline hospital operations. These tools are becoming integral to managing aging populations, chronic disease, and constrained workforces. The competitive question has shifted from whether healthtech is adopted to which companies can demonstrate value and integrate cleanly into clinical workflows while satisfying security and regulatory expectations.
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Thematic Analysis
Hydrogen in Power: Strategic Intelligence
Hydrogen integration in the power sector is being revisited as systems seek firm, low-carbon options to complement variable renewables and strengthen energy security. GlobalData projects blue hydrogen will lead near-term hydrogen capacity growth due to lower costs and existing gas infrastructure. Green hydrogen will accelerate rapidly from 614.5ktpa (2025) to 2,182.1ktpa (2026) and is expected to dominate by 2030 with 64,959ktpa versus blue hydrogen at 11,763.7ktpa. Major global economies such as the European Union (EU), China, Japan, India, Australia, and...
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Thematic Analysis
The Constraints Reshaping Data Center Development: Strategic Intelligence
Data center growth is colliding with ESG and infrastructure constraints. According to GlobalData, annual data center power consumption is expected to rise from 590 terawatt-hours (TWh) in 2025 to 1,520TWh in 2030, bringing data centers to 4.5% of global electricity consumption, up from 2.1% in 2025. However, this pace of expansion is straining infrastructure growth in multiple areas. Water consumption is increasing in already water-stressed areas, construction and artificial intelligence (AI) workloads are adding new sources of emissions, and public...
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Company Insights
Saudi Aramco: Digital Transformation Strategies
Saudi Arabian Oil Co (Saudi Aramco) is a vertically integrated energy and chemical company engaged in exploration, production, and processing of crude oil and natural gas; refining and fractionation of natural gas; production of petrochemicals; and distribution of petroleum products and natural gas liquids. The company offers refined petroleum products, chemicals, and base oils. Through subsidiaries, it also operates power plants and associated transmission and distribution facilities in Saudi Arabia. Saudi Aramco's products are offered to customers across various industries,...
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Thematic Analysis
Tech Sentiment Polls Q3, 2026: Strategic Intelligence
This report is based on polls designed to help us understand the current sentiment of the business community toward emerging and established technologies.
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Thematic Analysis
ESG Sentiment Polls Q3, 2026: Strategic Intelligence
This report is based on polls designed to help us understand the current sentiment of the business community toward ESG (environmental, social, and governance) themes.
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Company Insights
Schneider Electric: Digital Transformation Strategies
Schneider Electric is an energy management and automation company. The company develops related technologies and solutions for electricity distribution. Its major products include automation and control products; low voltage products and systems; solar and energy storage; medium voltage distribution and grid automation; and critical power, cooling, and racks. Schneider Electric operates through two segments: energy management, providing technology offering powered by EcoStruxure (Schneider Electric’s integrated, IoT-enabled architecture) across data centers, buildings, industry, and infrastructure via a global partner network; and...
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Thematic Analysis
Artificial Intelligence Executive Briefing (11th Edition): Strategic Intelligence
This executive briefing will help you understand the impact of artificial intelligence (AI) on your business. It covers generative, agentic, and physical AI, and the threats and opportunities they pose to every business. This edition has a particular focus on agentic AI security.
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Thematic Analysis
Electric Vertical Take-Off and Landing Aircraft: Strategic Intelligence
Electric vertical take-off and landing (eVTOL) aircraft do not yet offer a compelling case for mass commercialization in urban passenger operations. Significant advances in aircraft technology and infrastructure, regulatory frameworks, and public acceptance are required before eVTOL can be considered a viable alternative to other electric mobility or aviation transport types.
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Thematic Analysis
Tokens and the Economics of AI: Strategic Intelligence
AI token costs are falling, but this is being offset by accelerated token generation by AI agents and reasoning models. It is becoming clear that instead of scaling like classical software, Jevons paradox applies here: cheaper tokens make demand rise exponentially, keeping total costs high. Task complexity will also continue to increase, which means more tokens for given workloads.
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