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The Critical Minerals Supercycle Becomes a Security Issue and What Buyers Must Prepare for in 2027

Critical minerals are entering a new supply security cycle as refining concentration, defense procurement restrictions and geopolitical risks reshape global sourcing. Discover what buyers must prepare for in 2027, from supply-chain mapping and long-term offtake agreements to strategic inventories, recycling and diversified processing.

August 11, 2026

Beyond Leading Edge Logic The Underestimated Investment Opportunity in Analog, Power and Specialty Chips

AI accelerators and advanced logic dominate semiconductor investment headlines, but analog, power, MEMS and specialty chips are emerging as critical growth opportunities. This 2026 market perspective examines how AI data centers, electrification, automotive systems, industrial automation and physical AI are expanding semiconductor content and creating new investment opportunities beyond leading-edge logic.

August 11, 2026

Who Pays for the Grid as Data Center Expansion Collides With Regional Energy Capacity

The rapid growth of AI data centers is transforming electricity infrastructure into a strategic asset. As hyperscale campuses increase power demand, utilities, regulators, and technology companies are confronting a critical question: who should pay for the grid upgrades needed to support digital infrastructure growth? From the U.S. to Europe, new policies are emerging to balance data center expansion, energy reliability, and ratepayer protection while creating new opportunities in power, storage, and grid modernization markets.

August 10, 2026

NVIDIA vs AMD vs Broadcom: Who Controls the AI Inference Era?

DataM Intelligence compares NVIDIA, AMD and Broadcom in AI inference across GPUs, custom chips, networking, M&A, software and cost per token.

August 10, 2026

Pills vs Injections: The New Battle for the GLP-1 Market

DataM Intelligence examines Wegovy pill, Foundayo and injectable obesity drugs, covering efficacy, access, pricing, maintenance, M&A and investor impact.

August 10, 2026

U.S. vs China: Humanoid Robots Become the Next Tech-Sovereignty Battleground

DataM Intelligence examines the U.S.-China humanoid robot race across Tesla Optimus, Unitree, AI chips, robot data, supply chains and mass production.

August 10, 2026