Two independent research reports exploring AI infrastructure, robotics, automation and the next ten years.
Explore AI infrastructure, datacentres, electricity, semiconductors, edge computing and orbital AI through alternative scenarios to 2036.
Explore when software agents and physical robots could become economically useful, and how quickly automation might scale.
Understand the assumptions, constraints and evidence that could shape technology adoption and investment decisions over the coming decade.
Technology is advancing faster than many organisations can plan for it. The challenge isn't simply predicting what AI will be capable of in 2036. It's deciding what to invest in, what to automate and which assumptions to revisit along the way.These reports examine alternative futures, the constraints that could shape them, and the evidence worth monitoring as technology develops.The objective is not certainty. It's better-informed decisions.
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Explore substitution, complementary workloads and expanding AI usage.
Examine utilisation, intervention costs and the price of accepted work.
Explore recursive scenarios and the physical constraints on growth.
Use alternative scenarios to test assumptions and identify decision points.
Independent Research & Strategic Foresight
I research how advances in artificial intelligence, computing and automation could reshape technology, economics and business over the coming decade.
My work combines quantitative scenarios, engineering constraints and economic analysis to examine what might happen, what could prevent it, and what evidence should change our expectations.
2026–2036 FORECAST SERIES
Two independent research reports examining the future of computing infrastructure, AI agents, robotics and automation.
Download both reports for free and receive a short introductory email series exploring the assumptions, scenarios and evidence behind the forecasts.