Editorial

Our latest selection shows AI is moving from the technology agenda into the operating model. AI is transforming business, but its rapid adoption is exposing old-fashioned constraints in electricity, infrastructure, supply chains, software architecture and management capacity. The more companies deploy AI, the clearer it becomes that computing is not weightless: data centres need power, automation needs physical infrastructure, and digital systems depend on resilient logistics. Across shipping, warehousing and trade, the competitive advantage is increasingly coming not from individual technologies but from connecting previously fragmented systems and making information directly actionable. At the same time, cheaper and faster software development risks creating technical debt and uncontrolled complexity, while usage-based AI costs make productivity gains harder to measure. The next phase of the AI revolution will therefore be defined less by increasingly powerful models than by the ability of companies and governments to provide the infrastructure, integration and human judgement needed to turn abundant intelligence into economic value.