We use third-party cookies in order to personalize your site experience. See our Privacy Policy.

Category thesis

high conviction 28 technologies

Computing Infrastructure

Computing infrastructure is being reshaped by the AI compute crisis pushing workloads to edge and specialised hardware, while cloud matures into a utility that every other technology depends on.

The thesis

Category overview

Cloud computing exceeds $600B annually but AI workloads are crowding out traditional customers. The data center power crisis (7GW of 12GW US capacity delayed) is the defining infrastructure constraint. Edge computing grows as central build stalls. Digital twins, IoT, and spatial computing mature. Blockchain found product-market fit in digital assets, not enterprise.

Technologies tracked

28 total

AI tutoring and personalised learning Augmented and virtual reality Blockchain and distributed ledger Building information modelling Carbon accounting software Central bank digital currencies Cloud computing Confidential AI Construction robotics Data mesh DeFi protocols Digital identity Digital twin for healthcare Digital twins Edge computing Embedded finance Homomorphic encryption Industrial metaverse Internet of Things (IoT) Low-code and no-code platforms Optical computing Parametric insurance Real-time payments infrastructure Regulatory technology Serverless computing Spatial computing Supply chain AI WebAssembly

The rest is inside

The full signal stack, KPIs and catalysts — live.

Every position is backed by talent flows, research and patent velocity, operational signals and a dated catalyst calendar. Log in to CanaryIQ to read the full analysis behind the verdict.