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This post first appeared on Ben Lorica’s Gradient FlowSubstack newsletter and is being republished here with the author’s permission. Even the most ardent cheerleaders for artificial intelligence now quietly concede we are navigating a massive AI bubble. The numbers are stark: Hyperscalers are deploying roughly $400 billion annually into data centers and specialized chips while […]
The UK sovereign AI fund intends to secure advantages by providing a domestic alternative to external computing infrastructure. Backed by a £500 million budget from the Department for Science, Innovation and Technology, the unit formally launches on April 16th at 6pm GMT. James Wise, Partner at Balderton Capital, chairs the function to coordinate efforts across
UK sovereign AI fund to build up domestic computing infrastructure Read More »
Disconnected clouds aim to improve AI data governance as businesses rethink their infrastructure under tighter regulatory expectations. Ensuring operational continuity in isolated environments has become increasingly vital for businesses. Facilities lacking continuous internet access face unique constraints where external dependencies become unacceptable. Microsoft recently expanded its capabilities to allow regulated industries and public sectors to
How disconnected clouds improve AI data governance Read More »
Bar blockers | Unlikely book recommendation | Ask AI | The proliferation of potholes | Divine intervention Queues in pubs (Letters, 6 February)? Hallelujah! Now perhaps elderly women of 5ft 1in will be able to get a drink. I’m not sure which are worse, the big blokes who wave their £20 notes over your head
I’ll drink to orderly queues in pubs | Brief letters Read More »
While the prospect of AI acting as a digital co-worker dominated the day one agenda at the co-located AI & Big Data Expo and Intelligent Automation Conference, the technical sessions focused on the infrastructure to make it work. A primary topic on the exhibition floor was the progression from passive automation to “agentic” systems. These
AI Expo 2026 Day 1: Governance and data readiness enable the agentic enterprise Read More »
According to Databricks, enterprise AI adoption is shifting to agentic systems as organisations embrace intelligent workflows. Generative AI’s first wave promised business transformation but often delivered little more than isolated chatbots and stalled pilot programmes. Technology leaders found themselves managing high expectations with limited operational utility. However, new telemetry from Databricks suggests the market has
Databricks: Enterprise AI adoption shifts to agentic systems Read More »
For many large companies, artificial intelligence still lives in side projects. Small teams test tools, run pilots, and present results that struggle to spread beyond a few departments. Citi has taken a different path, where instead of keeping AI limited to specialists, the bank has spent the past two years pushing the technology into daily
The quiet work behind Citi’s 4,000-person internal AI rollout Read More »
Inside large banks, artificial intelligence has moved into a category once reserved for payment systems, data centres, and core risk controls. At JPMorgan Chase, AI is framed as infrastructure the bank believes it cannot afford to neglect. That position came through clearly in recent comments from CEO Jamie Dimon, who defended the bank’s rising technology
JPMorgan Chase treats AI spending as core infrastructure Read More »
We’re three years into a post-ChatGPT world, and AI remains the focal point of the tech industry. In 2025, several ongoing trends intensified: AI investment accelerated; enterprises integrated agents and workflow automation at a faster pace; and the toolscape for professionals seeking a career edge is now overwhelmingly expansive. But the jury’s still out on
Manufacturing factories are producing more data than they can easily process, and companies like Bosch are turning to AI to close that gap. Cameras watch production lines, sensors track machines, and software records each step of the process. However, much of that information still does not lead to faster decisions or fewer breakdowns. For large
Bosch’s €2.9 billion AI investment and shifting manufacturing priorities Read More »
