The Physical Limits of Artificial Intelligence
A 25-page research edition on electricity, grids, water, cooling, chips, critical minerals, finance, cybersecurity and the infrastructure requirements of advanced AI through 2035.
Open publication →Independent white papers, research monographs and books designed to convert complex evidence into decision-relevant insight. Web editions preserve source boundaries, distinguish evidence from analysis and make assumptions, scenarios and attribution explicit.
A 25-page research edition on electricity, grids, water, cooling, chips, critical minerals, finance, cybersecurity and the infrastructure requirements of advanced AI through 2035.
Open publication →A 151-page flagship study of critical-mineral partnerships, value addition, industrial capability, supply-chain resilience, ESG, finance and strategic optionality.
Open publication →A scrutiny-ready assessment of dependable freshwater access as a strategic constraint across growth, food, industry, technology, infrastructure and capital allocation.
Open publicationAn audited executive paper on mineral supply, processing concentration, trade controls, investment, ESG and industrial-system resilience.
Open publicationA scrutiny-audited framework for converting resource abundance into permanent productive, financial, human, institutional and natural capital.
Open publicationA data-led assessment separating measured electricity demand, planning cases and development-enabled scenarios through 2030.
Open publicationA multidisciplinary paper on stewardship, governance, risk, culture, stakeholder value and long-horizon enterprise performance.
Open publicationIndependent public-data analysis of a possible transition from bridge generation toward flexible reliability and strategic energy infrastructure.
Open publicationIndependent public-record analysis of candidacy context, selection architecture and leadership considerations.
Open publicationAnalysis of central banks, reserve diversification, monetary resilience, responsible sourcing and the strategic revaluation of gold.
Open publicationIndependent policy analysis of productive finance, SME participation, governance, additionality and measurable development outcomes.
Open publicationA research monograph arguing that globalization is being reorganised around the management of strategic dependence.
Open publicationAn academic and executive research monograph on converting exceptional resource wealth into durable national prosperity.
Open publicationResearch placing water inside economic strategy, capital allocation and infrastructure planning across food, power, industry and cities.
Open publicationA systems-level study of authority, continuity, substitutability and assurance across compute, cloud, chips, data and institutional capability.
Open publicationResearch on warranted institutional trust as an operating condition for cooperation, reform, resilience and execution capacity.
Open publicationThe existing book page and public record.
Open publicationA completed leadership manuscript on how CEOs deploy attention, decisions, capital, talent, trust, time and optionality.
Open publication