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Three of the world’s most influential energy authorities published their outlooks within days of each other in mid-August 2026. Read together, they show a market shaped more by geopolitics than by demand, though they diverge sharply on how quickly things could normalise.
Matteo Morosinotto
•
August 14, 2026
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AI
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Technology
So, here’s the thing...If you have been following the tech story for the last decade, you have been trained to look at a very specific, very small patch of real estate in Northern California. But as we sit here in early 2026, the "connect-the-dots" moment for investors is this: the AI trade has stopped being about shiny software demos in Palo Alto and has started being about the physical industrialisation of compute.
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