Ahmed's Tech Brief

AI Inflation: How Compute Costs Are Reshaping Tech’s Margins

The growing cost of compute and its impact

Nov 25 • 

Ahmed Ismail

1

Policy Lag in a Compute-Driven Economy

Why exponential compute growth is outpacing policy

Nov 18 • 

Ahmed Ismail

3

1

How AI is Rewriting Geopolitics

The global struggle to secure infrastructure, energy, and compute capacity is emerging as the core driver of geopolitical influence in AI.

Nov 11 • 

Ahmed Ismail

5

1

Decoding Data Centers: How Infrastructure Meets Real Estate

Based on CBRE Investment Management’s “Data Center Investment: Decoding Opportunities” (Tania Tsoneva & John Affleck, July 2024)

Nov 4 • 

Ahmed Ismail

5

2

4

October 2025

The Silicon Economy

The strategic race to control the hardware that powers intelligence

Oct 28 • 

Ahmed Ismail

1

1

Why Energy Is the Advantage in the AI Race

The next frontier of AI isn’t just algorithms or chips it’s who controls megawatts, cooling, and network routes.

Published on Global Data Center Hub • Oct 16

Towards the AI-Augmented Textbook: How Google’s LearnLM Is Personalizing Education

Inside the next wave of education technology, where generative AI transforms static textbooks into dynamic, personalized learning companions.

Oct 7 • 

Ahmed Ismail

1

1

September 2025

The GenAI Divide: What MIT’s Data Reveals About AI Adoption

MIT research finds that 95% of companies aren’t capturing significant returns on their GenAI investments and reveals what the successful 5% are doing…

Sep 30 • 

Ahmed Ismail

1

Cloud Computing in 2025: AI-Fueled Growth and New Challenges

Cloud computing hits $2 trillion by 2030. AI drives data center growth, power demand, sustainability challenges, and new regulations.

Sep 23 • 

Ahmed Ismail

11

3

AI Productivity: What 133% Gains Really Mean

Exploring how companies are experiencing productivity gains from AI and uncovering the hidden trade-offs behind these numbers.

Sep 16 • 

Ahmed Ismail

1

August 2025