Industry Analysis
Safeguard articles tagged "Industry Analysis" — guides, analysis, and best practices for software supply chain and application security.
100 articles
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.
Small modular reactors for AI data centres: designs and timelines
What small modular reactors are, which designs tech companies have backed for AI data centres, how big they are, what they cost and when power may arrive.
Nuclear for AI data centres: regulatory steps, timelines, risks
The permits and reviews that decide when nuclear power can reach AI data centres: real review times, the 2025 executive orders and the main risks.
Qatar's AI plan: Qai, Brookfield, gas power and conflict risk
What Qatar has announced for AI, the 20 billion dollar Qai and Brookfield venture, why gas matters for power, and how the 2026 conflict changed the risk.
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