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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.

high conviction 28 technologies

Category overview

Cloud computing exceeds $600B annually but AI workloads are crowding out traditional customers. The data center power crisis (7GW of 12GW US capacity delayed) is the defining infrastructure constraint. Edge computing grows as central build stalls. Digital twins, IoT, and spatial computing mature. Blockchain found product-market fit in digital assets, not enterprise.

Technologies tracked

28 total

AI tutoring and personalised learning Augmented and virtual reality Blockchain and distributed ledger Building information modelling Carbon accounting software Central bank digital currencies Cloud computing Confidential AI Construction robotics Data mesh DeFi protocols Digital identity Digital twin for healthcare Digital twins Edge computing Embedded finance Homomorphic encryption Industrial metaverse Internet of Things (IoT) Low-code and no-code platforms Optical computing Parametric insurance Real-time payments infrastructure Regulatory technology Serverless computing Spatial computing Supply chain AI WebAssembly

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