geopolitical risk

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Arctic undersea cables emerge as Europe's geopolitical workaround

arctic cables european connectivity

14/05/2026

Arctic undersea cables emerge as Europe’s geopolitical workaround

Middle East data center boom faces existential threat from Iran war

ai infrastructure data centers

08/05/2026

Middle East data center boom faces existential threat from Iran war

Nvidia's Asian supply chain exposure hits 90% of costs

asia geopolitical risk

04/05/2026

Nvidia’s Asian supply chain exposure hits 90% of costs

TSMC's AI Chip Boom Masks Rising Geopolitical Costs

ai chips capital expenditure

17/04/2026

TSMC’s AI Chip Boom Masks Rising Geopolitical Costs

Bain's data center unit cuts ties with GPU smuggling suspect Megaspeed

ai infrastructure bain capital

08/04/2026

Bain’s data center unit cuts ties with GPU smuggling suspect Megaspeed