A clearer view of the technology frontier.
Explore technology verdicts and theses across AI, energy, quantum and more. Read the public view here, then follow the evidence and deeper analysis inside CanaryIQ.
Public research snapshot · compiled 12 Nov 2026. For the latest analysis, open the platform.
Artificial Intelligence
In three years artificial intelligence has gone from a research curiosity to general-purpose infrastructure, faster than any earlier technology was adopted. We think how far it spreads next depends on computing capacity, power and regulation more than on how capable the models are.
Semiconductors & Chips
Chipmaking is splitting into two supply chains, one around the US and its allies and one around China. It also faces a supply crisis in helium, bromine and tungsten as serious as the equipment bottlenecks.
Energy Storage & Batteries
China dominates battery manufacturing and the West is trying to build other sources. Lithium iron phosphate (LFP) has become the mass-market chemistry. Solid-state batteries remain three to five years from production.
Clean Energy
Clean energy generation works technically and wins on cost for new capacity. The problems left are connecting it to the grid, storing the power and the politics of its supply chains.
Biotechnology & Health
Biotechnology is entering a productive period, with gene editing, messenger RNA (mRNA) and AI-driven drug discovery coming together. The first approved CRISPR therapy showed that gene editing works in patients, and more than 250 trials are under way.
Cybersecurity
AI-powered attacks are growing faster than the defences against them. The shortage of security staff is widening to more than 4 million unfilled jobs. We think the only workable approach for a large organisation is to consolidate onto fewer security platforms.
Quantum Technologies
Quantum technologies are five years from commercially useful computing. Moving to post-quantum cryptography, encryption that a quantum computer cannot break, is urgent now. Investment timetables do not match the technology's.
Robotics & Autonomy
Industrial robot arms and autonomous mining already earn steady commercial revenue. Humanoid robots and self-driving passenger vehicles will stay short of production through 2027. No part of the field has yet shown that a robot which works in a demonstration works as reliably once deployed.
Connectivity & Space
Connectivity is splitting into ground networks (5G and 6G) and satellites in low Earth orbit. We expect their merger into non-terrestrial networks to be the main development of the 2030s.
Critical Materials
The supply of critical materials is the weakest point in both the energy transition and the building of AI infrastructure. China dominates processing, which gives Beijing a hold that Western efforts to find other suppliers will take a decade to weaken.
Computing Infrastructure
A shortage of computing capacity for AI is pushing work onto specialised hardware and onto devices at the edge of the network. Cloud computing is becoming a utility that every other technology depends on.
Defence & Aerospace
Reusable rockets, directed energy weapons and autonomous systems are changing defence and aerospace. We think the companies that master them will decide what armed forces can do for the next generation.
Read the full analysis in CanaryIQ
Every position is backed by talent flows, research and patent velocity, operational signals and a dated catalyst calendar. Log in to CanaryIQ to read the full analysis behind the verdict.