INTELLIGENCE REPORTS

Singular Link Intelligence

Field notes from the frontier of the AI economy — how the data is moving across the value chain, and where Singular Link is positioned within it.

Issue 04 September 2026 · Singular Link Intelligence

From Copper to Light — Rewiring the AI Factory

AI chips are now so fast that the copper cables between them have become the limit. NVIDIA’s $6.5 billion of photonics commitments, the four steps that move light toward the chip, the deep technologies queuing behind them, and a closing focus on Ayar Labs.

Compute Real Estate — The New Asset Class Where Land, Power and GPUs Meet

Powered land with GPUs inside it, leased on long contracts and rented by the GPU-hour rather than the square metre. The $720 billion capex year, what a gigawatt costs, a scorecard of the four listed neoclouds, and why Fluidstack’s asset-light model maps onto what the Gulf already owns.

Frontier AI Models 2026 — Landscape, Projections & Industry Implications

The frontier AI market has split into four camps, and price is the weapon. A senior-researcher assessment of where the market stands through 2029, sector-by-sector implications, and why Reka AI is positioned in the one quadrant scale cannot commoditise.

The State of the AI Economy — In Numbers

A $175B annualized run rate, a buildout that is beginning to pay for itself, and just 0.42% of US GDP. We map the key figures from Exponential View’s inaugural report across the full value chain — and show where Singular Link is invested.