Industry Analysis
Safeguard articles tagged "Industry Analysis" — guides, analysis, and best practices for software supply chain and application security.
100 articles
Canada and Brazil AI data centres 2026: power rules and tax breaks
Canadian provinces are making grid access conditional. Brazil chose tax relief through Redata. Dated figures, conditions and open questions for 2026.
Mistral AI: the EUR 3 billion round, 1 GW plan and open-weight strategy
Mistral raised EUR 3 billion at over EUR 21 billion, plans 1 GW of European compute by 2030 and ships open-weight models. What its own pages say.
Sovereign AI compute in Europe: France, Germany, the EU and Mistral
How EU AI Factories, the gigafactory call, France's pledges, Germany's Telekom AI cloud and Mistral's sites fit together, with sourced figures and caveats.
How AI labs split spending: training, inference and products, sourced
How xAI, Anthropic, OpenAI and two Chinese labs split money between training, inference and everything else, from filings, leaks and Epoch AI data.
How Chinese AI labs pay for it: Alibaba capex, DeepSeek and Kimi prices
Alibaba spent RMB 67.7 billion on capex in one quarter, while DeepSeek and Kimi publish very different prices. A sourced look at funding and pricing.
Chinese AI labs in 2026: DeepSeek, Qwen and Kimi releases and direction
What DeepSeek, Alibaba's Qwen and Moonshot's Kimi state on their own pages in 2026: model sizes, licenses, context lengths and direction, with dates.
US AI data centre hubs 2026: Virginia, Texas, Georgia and grid limits
How Virginia, Texas and Georgia are handling AI data centre demand in 2026: contracted gigawatts, queues, new cost rules and which numbers to trust.
Texas SB 6 and ERCOT Batch Zero: how Texas connects data centers
How Texas handles giant power requests: SB 6's 75 MW threshold, study fees, curtailment duties, and ERCOT's Batch Zero study for a 474 GW queue.
Scale up vs scale out: NVLink, UALink, Ethernet and InfiniBand
AI clusters use two networks: scale up inside a rack, scale out between racks. How NVLink, UALink, Ethernet and InfiniBand fit, and who supplies each.
HBM supply explained: who makes AI memory and why it is tight
High bandwidth memory (HBM) is built by three companies and sits beside every AI accelerator. How it works, what the 2026 numbers say, and what to watch.
Co-packaged optics explained: who supplies the light in AI networks
Co-packaged optics puts the laser link beside the switch chip to cut power in AI clusters. What it is, who supplies parts, and the 2026 timelines.
Data center water use explained: direct, indirect, WUE and reuse
How much water US data centers use, how on-site and power plant water differ, what WUE means, and how closed loops and reuse change the picture.
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