The Intelligence Economy
AI Economy
Capex, capital flows, and the companies redefining intelligence as infrastructure. Independent reporting on AI investments, M&A, regulation, and the convergence of AI with finance, real estate, and blockchain.
AI Infrastructure
The $1.2T AI Capex Wave: Who Wins, Who Pays, Who Survives
Hyperscalers, sovereign clouds, and the energy bottleneck.
Marcus Chen · 14 min
Unicorns
The 2026 AI Unicorn List: 47 Companies Above $1B
Foundation models cool, AI-native applications heat up.
Sophia Reyes·11 min
AI + Finance
JPMorgan's AI Treasury Desk: Inside Wall Street's First Autonomous Trader
Compliance, kill-switches, and the regulator in the room.
James Whitfield·9 min
AI + Real Estate
AI Underwriting Is Quietly Repricing $40T of Global Real Estate
From CRE to single-family — algorithms set the new comp.
Elena Vargos·10 min
AI + Blockchain
When AI Agents Hold Wallets: The Coming On-Chain Economy of Machines
Autonomous agents, programmable money, and a new settlement layer.
Rina Kapoor·12 min
Regulation
Mapping the World's AI Rulebooks: EU, US, China, UAE Compared
Four regimes, four philosophies, one global compliance bill.
Hannah Müller·13 min