DISRUPTION
Central Hypothesis
“Track the physical infrastructure-compute, energy, cooling, and supply chains-that enables frontier AI.”
Hardware breakthroughs are consolidating into interoperable AI infrastructure: Vera Rubin, d-Matrix, and MediaTek designs plug into NVIDIA rack-scale systems, while Arm's agentic CPU and TSMC's process tools extend the stack from compute to fabrication.
Hotness scores across 7 technology sectors. Semiconductors, energy storage, and space lead.
LEO mega-constellations reshape communications, surveillance, and positioning. Debris risk accelerating.
Qubit counts rising but error correction remains the bottleneck. Google, IBM, and IonQ lead. Commercial quantum advantage still elusive.
Advanced-chip supply is tightening around TSMC's 2nm ramp and ASML's High NA EUV: Intel has reached high-volume logic production, Samsung plans DRAM adoption by 2028, and India's planned fab broadens the map without removing the leading-edge chokepoint.
Humanoid robots entering commercial pilots. Industrial automation accelerating with AI integration. Labor market disruption debates intensify.
Apple Vision Pro catalyzes spatial computing market. Enterprise adoption outpacing consumer. Meta Quest dominates volume.
6G research accelerating with 2030 commercial target. Terahertz spectrum, AI-native networks, and non-terrestrial integration define the vision.
Edge computing is moving from pilots and standards to sovereign production: T-Mobile's AI-RAN pilot distributes inference across 5G, JEDEC standardizes SOCAMM2 for dense servers, and Saudi Arabia has live infrastructure with 250 MW more planned from 2027 and 1 GW by 2030.
Global big tech regulation intensifying. EU DMA enforcement active, US antitrust cases progressing, platform power under scrutiny.
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