Industry Analysis
In-depth guides and analysis on industry analysis from the Safeguard engineering team.
100 articles
Do AI Coding Tools Make Developers Faster? What the Controlled Studies Measured, 2023 to 2026
Six controlled studies of AI coding tools, from 56% faster to 19% slower. What each measured, why they disagree, and a script to measure your own team.
Voice AI Latency: Why 200 Milliseconds Matters and Where a Voice Agent Spends Its Time
People reply in about 200 ms and read 600 ms gaps as reluctance. Where a voice agent's delay goes, why sequential pipelines miss, and how to measure it.
How Many AI Agents Are There in 2026? What the Published Numbers Actually Count
There is no census of AI agents. What Microsoft (nearly 40 million agents registered in Agent 365), Salesforce, OpenAI, IDC and Gartner have actually published, what each figure counts, a reproducible count of the official MCP Registry (46,265 servers), and how to count the agents in your own company.
Why AI inference demand keeps growing: reasoning, agents, usage
Why total AI inference demand keeps rising even as each token gets cheaper: more users, longer reasoning, agent loops and bigger prompts, with sources.
Training vs inference: how AI compute is actually split
What published data says about the split between training and inference compute, why the answer differs by company, and why one clean percentage is rare.
Tokens per second, TTFT and ITL: reading LLM speed numbers
What time to first token, inter-token latency and tokens per second mean, how they relate, and why two speed claims often cannot be compared.
Is AI getting cheaper? Cost per token trends and caveats
The price of a fixed level of AI ability fell about 13x a year since 2023, per Epoch AI. Why frontier prices and many bills still rise, as of October 2026.
France's AI data centres: nuclear power, grid access and pledges
How France's nuclear-heavy grid, record power exports and 14 GW of data centre grid access fit with its AI investment pledges, with dated, sourced figures.
Germany's AI data centres: power prices, rules and compute in 2026
What Germany's power prices, Energy Efficiency Act and AI compute projects mean for data centres in 2026, with dated figures and what is still uncertain.
Africa's subsea cables in 2026: 2Africa, Equiano, PEACE and the gaps
Which undersea cables serve South Africa, Nigeria, Kenya, Egypt and Morocco in 2026, how much capacity they add, and why cuts still slow the internet.
UAE AI hub: how G42 and Stargate UAE got US chip approval
A dated timeline of how the UAE built an AI computing hub: its state backers, the US export rules, the 35,000 chip approval and the July 2026 change.
How a US nuclear plant restart works, from licence to grid
The NRC steps, federal loans, repairs, fuel, staff and grid work behind a US reactor restart, traced through Palisades, Crane and Duane Arnold records.
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