top of page
Search


AI’s Next Bottleneck Is Physical
Built environment firms have spent years hearing that AI will change their world. But how are they changing AI’s world in return? When Jacobs raised its 2026 profit forecast this week, the company pointed straight at demand for AI-related infrastructure as one reason. A recent Bridgewater analysis estimates big tech will pour roughly 650 billion dollars into AI this year, much of it into data centres, chips and the power and cooling they require (Reuters, 2026). That money la
4 days ago2 min read


The AI Boom Is Now a Construction Story
When people talk about the AI boom, they usually picture models, chips, and software. The money is telling a different story. In 2026, four U.S. tech giants Alphabet, Amazon, Meta, and Microsoft are expected to spend around 650 billion dollars on AI infrastructure, up from about 410 billion dollars in 2025 (Reuters, 2026). That kind of jump does not stay inside slide decks. It pours straight into land, steel, power, and concrete. A big chunk of that capital is going into one
May 53 min read


The API Backbone of the Built World
In most cities, the problem is not that there is no data. It is that every system hoards its own data behind a different interface, contract, and vendor portal. The result is infrastructure that is technically instrumented but practically mute. An API-first built world is the opposite of that. It is one where roads, grids, metros, and buildings expose standard, well-documented ways to read and write the state of the system in real time, so that optimization is a repeatable
Apr 292 min read


When Infrastructure Starts Making Decisions
In the built world, AI has moved past slideware. It is already controlling temperatures in occupied buildings, flagging safety issues on live sites, and forecasting loads on real grids, not just in simulations. The problem is not a lack of use cases, but being able to tell the difference between workflows that are genuinely ready to scale and ones that still belong in pilots and pitch decks. A useful way to think about maturity is simply to think in terms of repeatability. A
Apr 233 min read
bottom of page