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Agent infrastructure Agent payments Identity and mail Machines and edge Inference Cloud market Operations

19 Oct 2026 · 6 min

Cloud concentration in the agent era

Three providers take close to two thirds of the world's cloud infrastructure spend, and regulators in the EU and UK are still working out what to do about it. Agents raise the stakes, because an agent's compute, mail, payments and record can all end up with one provider.

PolicymakersExecutivesCloud market

19 Oct 2026 · 5 min

Power is the new capacity limit

The constraint on AI compute has moved from the chip to the connection. What is scarce now is electricity that has been secured, placed and measured, and the operators who can account for every watt will set the pace.

ExecutivesPolicymakersCTOsMachines and edgeCloud market