News
- AI expansion is overwhelming transformer factories across global electricity markets today
- Power transformer delivery times have stretched from months into several years
- Aging electricity grids are driving an urgent wave of transformer replacements
Electricity grids across Europe and North America are facing a serious equipment shortage that could delay new electricity connections for years, experts have warned.
Power transformers, the large devices that regulate voltage before electricity reaches homes and factories, now take considerably longer to manufacture.
Orders that once took 6 to 12 months before 2020 can now take between 24 and 48 months to complete.
What is fueling the surge in demand?The rise of electric vehicles and the shift toward industrial electrification are placing significant new demands on local power grids.
Utility companies increasingly compete directly with private developers for the same limited factory capacity, extending wait times for nearly everyone.
Much of the substation infrastructure built 30 to 50 years ago across the United States and Western Europe now requires urgent replacement.
Wind farms and solar installations also require specialized step-up transformers to convert the power they generate before long-distance transmission occurs.
Battery storage projects add further complexity, since each installation requires its own dedicated transformer connected directly to the wider power grid.
The most significant new demand originates from data centers built to support artificial intelligence and AI tools, which consume electricity at an extraordinary rate.
A single facility of this kind can draw several hundred megawatts, comparable to the electricity consumption of a mid-sized city.
Large technology firms can pay in advance to reserve years of factory output, leaving smaller buyers to wait even longer.
The situation is so critical that the largest transformers, rated above 100 MVA and 230 kV, once shipped within 12 to 18 months, can now require well more than 36 months for delivery.
Why factories cannot simply build fasterThe principal constraint lies at the material level, since transformer cores depend on grain-oriented electrical steel that remains in short supply.
Alternative steel grades cannot satisfy strict efficiency standards set by the European Union and the United States Department of Energy.
Copper prices for internal winding materials have remained high, adding considerable cost pressure to already constrained manufacturing budgets across the industry.
Skilled labour shortages further complicate matters across the industry, since transformer assembly still depends heavily on precise, hands-on manual craftsmanship.
Factory testing facilities, where each unit undergoes impulse voltage and short-circuit evaluation, can only process a limited volume weekly, further limiting overall output.
As a result, equipment prices have climbed 50% to 80% above pre-2020 levels, driven largely by rising material and labour costs.
While industrial transformers take more time, smaller units used in residential and commercial settings ship faster, usually within 12 to 20 months.
Industry analysts regard these pressures as structural rather than temporary, suggesting sustained capacity investment will be required before conditions ease
Buyers who plan early, secure factory slots in advance, and standardize technical specifications appear better equipped to manage prolonged delays.
Diversifying supplier relationships beyond congested manufacturers may offer flexibility as global demand continues to outpace available production capacity worldwide.
Via Evernew Electrical (originally in Swedish)
- Marshall's 1959BJA Signature amp was first seen at the Super Bowl
- Built on Marshall’s handwired 1959HW platform, with a custom 'Dookie Mod'
- The color? A nod to Billie Joe Armstrong's first guitar, Blue (are you even an Idiot?)
When Billie Joe Armstrong et al took to the stage for Green Day's Super Bowl performance earlier in the year, I'm pretty sure most guitarists stopped listening for the "MAGA agenda" lyric switcheroo that never came and instead simply breathed "That amp though…"
And now, shredders can buy their own striking baby-blue Marshall head, just like the one that was set up behind Billie Joe Armstrong — for a not insignificant sum of $3,999.99 / £3,099.99 (which is around AU$5,779, where sold).
It is Marshall's first artist signature amp in 14 years, and its full name is the Billie Joe Armstrong 1959BJA Artist Signature. Yes, it's inspired by one of punk rock’s most recognizable guitar tones, and yes, that means it has a special "Dookie mod".
Basket Case? No, just the amp please (Image credit: Marshall)The amp was developed with Billie Joe Armstrong (it even bears his signature on the front and back) and is built on Marshall’s hand-wired 1959HW platform, refined with a custom “Dookie Mod”. This, says Marshall, is "inspired by the tone shaped alongside producer Rob Cavallo during Green Day’s breakthrough era".
The promise? A classic plexi but with modern performance flexibility, "increased gain, tighter lows and the saturated punch that brings Billie’s signature sound into a modern stage-ready format."
The design, of course, is a nod to Billie’s first guitar, Blue (seen in the main image), combining baby-blue with brass and silver panel details, all hand-wired in the UK.
It is released as a head-only unit, so axe men can pair it with the cabinet of their choice — but I'm sure a blue cabinet is possible to purchase as well…
And this isn't Billie Joe Armstrong's first rodeo with Marshall. Back in 2024, he actually appeared in the Monitor III ANC headphones campaign. So, the 1959BJA simply marks the natural progression of that relationship? It certainly looks that way.
Armstrong himself is quoted as saying, “I’m so overjoyed to have my own signature Marshall amp", adding "These amps have been a part of my musical life, from my heroes down to little old me. Turn it the f**k up!!”
You'll be able to buy the 1959BJA Billie Joe Armstrong Artist Signature from July 21, and again, you'll need to part with $3,999.99 / £3,099.99 (or around AU$5,779) to get yours when they become available.
Sometimes you don't find the amp; it finds you. It's something unpredictable, but in the end, it's right…
- Xiaomi reveals its first extended-range electric vehicle
- SkyNomad will sit separately from its pure EV Xiaomi Auto company
- The 1.5-liter engine is manufactured by Changan's subsidiary Harbin Dongang
Xiaomi is set to enter the hotly contested luxury SUV sector with an all-new business that it has dubbed SkyNomad.
Fresh off the success of both the SU7 and YU7, the former of which has outsold the Tesla Model 3 in the Chinese market, smartphone-maker Xiaomi sees a gap in the market for its first extended-range electric vehicle (EREV), which sees a gasoline engine act as a generator to charge battery packs on the move.
While the powertrain is still in its infancy in Europe, with just the Leapmotor C10 REEV and Mazda MX-30 R-EV currently on sale in many markets, it has experienced sales success in much of China.
Li Auto is the current market leader, with six models offering a mix of combustion engines and battery packs, while AITO, Deepal, Avatar and Leapmotor also offer similar solutions.
Unlike traditional plug-in hybrids, which use a gas engine to drive the wheels or charge the batteries, EREVs rely solely on a fully electric powertrain for propulsion, with the combustion engine serving as a generator to charge the batteries.
According to Car News China, Xiaomi's SkyNomad brand will offer the N70 and N90, the latter coming as a full-size, three-row SUV with rotating front seats, a full leather premium interior, and an N90 Max Camping Edition that adds a pop-up roof and a built-in side awning for upmarket camping trips.
SkyNomad is also selling the idea of modularity, stating in its promotional material that the cabin can transform into a studio for one, a cafe for two, a meeting room for three, or a play area for the whole family.
Under the skin, a 1.5-liter gasoline engine from Changan's subsidiary, Harbin Dongang, sends power to a 76 kWh ternary NMC battery pack in the N90, while a pair of electric motors team up to deliver 310 kW (416 hp) of power.
Analysis: unnecessarily enormous(Image credit: Xiaomi/SkyNomad)Xiaomi's decision to launch an EREV-focused brand, SkyNomad, is a clear shot at market leader Li Auto, which is experiencing a 74% year-over-year sales decline in the first four months of 2026, according to Electrek.
The introduction of EREVs to Xiaomi's stable will undoubtedly help it boost sales in China, but it's difficult to get away from the fact that the N90 is absolutely enormous. It measures over five meters in length and weighs 3,361 kg, which makes the 416 hp feel slightly underpowered.
Car News China says the N90 can manage around 230 miles before the batteries are depleted, by which point the 1.5-liter engine is called upon. Overall range is in excess of 1,500 km — or around 930 miles.
It's also interesting that Xiaomi, a company that found great success with pure EVs, is pivoting back to fossil fuels.
All of the PR coming out of China suggests that its public EV charging network is both faster and more widespread than most other markets, which raises the question of why the market needs big, heavy range extenders like this in the first place.
- Study finds social media posts are increasingly AI-generated
- LinkedIn particularly affected, with 40% of long-form posts written by AI
- Substack and Twitter/X also badly hit
LinkedIn and other social media networks are rapidly being consumed by AI-written slop posts, new research has claimed.
A report from AI detection firm Pangram Labs found nearly half of all long posts (over 250 words) on LinkedIn were created entirely by AI, with the likes of Substack and X/Twitter also seeing a huge rise in such content.
"LinkedIn was the most AI-saturated platform, where more than 40% of longform posts flagged as fully AI-generated," the company's report said.
Social media drowning in AI slopThe study, which also examined Medium and Reddit alongside the other social networks for a data set of over a million posts, found one in four longform posts on social media flagged as fully AI-generated, with lengthier content much more likely to be created with AI than shortform.
Pangram found that LinkedIn was the most AI-saturated platform, where more than 40% of longform posts were flagged as being fully AI-generated, with Substack the least affected, with longer posts often far less likely to be AI-generated.
LinkedIn was also identified as having the highest AI share of any platform included in the report, as although its posts only made up a third of scanned items, it accounted for nearly two-thirds (62%) of all AI content flagged by the system.
"Professionals come to LinkedIn to hear from real people and their unique insights and perspectives," a LinkedIn spokesperson told us.
"We actively work to reduce low quality, automated or generic content, and while AI can be used to beat the blank page problem, our focus is on surfacing professional conversations that help people advance their careers. You can learn more about how we’re keeping the Feed trusted and professional here”.
However, when mixed AI and human content were included, X/Twitter was by the most swamped by AI, with the study finding almost half of articles on the site were either fully AI-generated (23.9%) or AI-assisted/mixed (22.9%), with only 53.2% of X articles flagging as fully human-authored.
"Our data shows that AI-generated content is a problem across all platforms, and it is hitting longform content especially hard," Pangram said.
"Contrary to what one might expect, people are overwhelmingly willing to use AI to speak on their behalf in professional settings that are associated with their real identity, and less likely to use it on casual and anonymous platforms."
"AI writing is now a problem everywhere on social media," Pangram Labs CEO and co-founder Max Spero noted. "An internet that is completely flooded with undisclosed AI content is bleak, but we don't believe it's inevitable."
Somewhere right now, a customer is repeating themselves. They are explaining their problem for the third time, to the third person, because the organization on the other side has no shared memory of the previous two conversations. It is an infrastructure problem that AI is making harder to ignore.
It is also becoming impossible for policymakers to ignore. Just in April, the Mayor of London launched a new AI and Jobs Taskforce to examine how AI is changing work across the capital, signaling that the conversation has moved well beyond investment announcements and into the harder question of what AI does inside organizations.
It is also shining a spotlight on a memory crisis inside modern business.
AI is accelerating work, not clarityAs UK organizations rush to deploy AI in the workplace, many are layering it onto fragmented systems that were never designed to preserve institutional memory in the first place.
According to research published in Harvard Business Review, knowledge workers toggle between applications and tools roughly 1,200 times per day, a pattern known as "toggling tax". That figure alone tells the story: we aren’t short of tools, but there is no coherence among them.
The result is a new kind of productivity paradox. Work is moving faster, but clarity is not improving.
This is where much of the current enterprise AI conversation unravels. A surprising amount of what is marketed as AI today still relies on humans to do the synthesis work themselves. The system retrieves documents. It summarizes conversations. It surfaces links. But employees still carry the burden of reconstructing meaning, and so do the customers and end-users waiting on the other side of those decisions.
Notably, when these types of AI tools do the retrieval, but humans skip the synthesis, the output feels hollow. That creates a trust and credibility problem - not just for the individual, but for AI as a category. People start associating "AI-assisted" with "low-effort".
When context is lost internally, the effects aren't invisible. They surface as slow responses, repeated requests for information that customers already provided, support experiences that feel fragmented, and sales teams reconstructing account history manually before every renewal, escalation or executive review.
Stateless systems cannot preserve organizational memoryThe AI models themselves are becoming more capable, but the organizational foundation beneath them remains fragmented.
Most AI systems today are fundamentally stateless. They generate outputs based on temporary context windows rather than durable organizational memory. Every interaction requires the system to repeatedly reconstruct understanding from fragments.
Consider how databases work. We do not recompute everything from scratch every time a query arrives. We cache and index, then preserve relationships between entities, because continuously recomputing context is computationally irrational.
Yet much of enterprise AI is still being deployed exactly this way and the industry has started mistaking activity for intelligence.
What I believe organizations should focus on is whether they have structured, durable memory that lets AI and humans reason from the same shared context. Without that foundation, AI outputs remain generic.
Most collaboration systems multiply this problem in two ways. First, they encode knowledge into naming conventions and tribal memory – the kind that lives in channel names nobody can decode and folder structures only three people understand. New employees are not learning the business, they are learning the conventions.
Second, even when information exists, it remains inaccessible. The same decision appears as "PostgreSQL migration", "database move Q3", and "backend infrastructure change" across three different channels. They are semantically identical but textually invisible to any system trying to surface it.
This problem becomes even more acute in distributed organizations. I don’t believe you can build modern global companies on a "you had to be there" culture. Yet many businesses still operate as though important context naturally transfers through proximity and synchronous communication.
Search is not the same as understandingSearch was designed to discover information, whereas modern enterprise work requires systems that understand the relationships in data.
A customer escalation is not just a support ticket. It is connected to product decisions, engineering discussions, account history, contractual obligations, and revenue impact. A sales opportunity is tied to customer sentiment, historical support patterns, product usage, and internal stakeholder alignment.
Traditional collaboration systems flatten these relationships into disconnected channels and documents, whereas AI knowledge graphs preserve them.
Researchers call this a transactive memory system: the collective understanding of who knows what, how decisions were made, and how work is coordinated across teams. The same logic now extends to AI. Intelligent systems can participate in that process too by encoding context, surfacing relevant history, and routing knowledge to the right people at the right time.
Britain's productivity problem is becoming an AI problemThe Office for National Statistics has consistently flagged weak productivity growth as one of the UK's most persistent economic challenges. Since 2010, UK productivity has grown at 6.2%, compared with roughly 10% across the euro area and nearly 15% in the United States over the same period. AI is increasingly being positioned as a mechanism to help close that gap.
But productivity does not improve because your business has added more AI agents to the workflow. If every important decision still requires humans to manually reconstruct fragmented context, organizations just accelerate confusion.
What UK businesses need are systems capable of preserving context, maintaining institutional memory, and grounding AI systems in trusted organizational knowledge. Better AI infrastructure starts with a simple question: Does your organization remember anything? For most, the honest answer is no.
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- A Reddit user's Zotac GeForce RTX 5090 GPU reportedly exploded during gameplay
- The power connector wasn't damaged, but a visible burn mark was present on the PCB gold finger
- It's yet another point of concern for RTX 5090 users
Nvidia's RTX 5090 has been the subject of controversy ever since its launch, with several well-publicised cases of melting power connectors causing malfunctions — and this time, it's arguably the worst case yet.
As reported by Wccftech, a Reddit user's Zotac RTX 5090 GPU has exploded, 'five minutes' into playing the tutorial for Assassin's Creed Black Flag Resynced. Interestingly, the 16-pin power connector (often the case of the RTX 5090's woes) wasn't damaged. Instead, the user claims they heard a loud pop and crackle, followed by a cloud of smoke.
The 16-pin power connector has been blamed for several RTX 5090s melting, either due to high temperatures or connectors that aren't properly seated. It also shouldn't be a surprise that these melting complications are effectively exclusive to Nvidia's flagship GPU, since it draws a significant amount of power (575W maximum).
Instead, the PCB gold finger (the part that goes into the motherboard's PCIe slot) on the user's Zotac RTX 5090 has a visible burn mark. The cause isn't exactly clear, but speculation suggests that a crack in the circuit board may have caused the GPU to short-circuit.
(Image credit: Zoomik / Shutterstock)Comment from r/pcmasterraceComment from r/pcmasterraceComment from r/pcmasterracePerhaps the most concerning aspect of this case is the suggestion from fellow Reddit users that the supposed crack and short circuit may be the result of GPU sag — and if that's the case, it should be a major concern for high-powered GPU users.
Plenty of modern GPUs, notably from third-party Nvidia partners, are quite chunky, which leaves little clearance to fit in smaller cases and, most importantly, not enough space to use GPU sag brackets.
Fortunately, the RTX 5080, RTX 4080, and RTX 4080 Super (which is the GPU I use) aren't cards that draw nearly as much power as the RTX 5090, so there isn't too much concern in terms of power connectors melting. However, if GPU sag can lead to a short circuit, it raises concern for any GPU that's heavier than most, especially the high-powered RTX 5090, as it's an additional issue to be wary of alongside melting connectors.
A melting or exploding GPU in this current PC hardware market is possibly the worst-case scenario, particularly for RTX 5090 users (who are seemingly most at risk), as prices are completely out of the affordable range due to the ongoing RAM crisis.
Frankly, it makes me want to steer clear of high-wattage GPUs completely (or at least undervolt them). TechRadar has contacted Nvidia for a response.
In the early 2000s, IP VPN was the enterprise networking technology of choice for IT leaders.
MySpace was the go-to social network, we used Skype for video calls, we listened to music on our new MP3 players and the Nokia 1100 was the most popular mobile handset.
It feels like a different era entirely, yet many businesses are still running on legacy networks that were perfect for their needs back then but are now holding them back.
By today’s terms, networks were built for low levels of traffic. Cisco estimates global IP traffic levels were around 175 petabytes per month in 2001. Compare that to today’s figure, which is around 522,000 petabytes per month, or approximately 3000 times higher than 2001 levels, and you can understand why 87% of businesses in an Accenture study believe their legacy network is compromising their ability to advance on cloud, data and AI and digital transformation.
Untangling and replacing the complex web of enterprise networks built up over years is an unavoidable and costly necessity. It’s a bit like replacing the windows in your home - you know you’ll improve security, stormproof your home and cut energy costs by upgrading, but the process feels like a hassle.
Today, IT leaders aren’t just ‘replacing the windows’ by modernizing outdated networks; they’re going further and building high capacity, low latency, secure architectures designed to withstand the explosive demands of AI.
Making the move to SD WANMillions of businesses are switching from IP VPN to Software-Defined Wide Area Networks, or SD WAN. Strong market growth is forecast in SD WAN, with one market forecast anticipating SD WAN CAGR of almost 40% (38.9%) from 2023 to 2030.
This growth is being driven by multiple factors including a shift to cloud-native architectures; a change in workplace practices and rise in remote working environments; and strong demand for network architectures that can manage current and future AI-related applications and services.
SD WAN is faster, more cost effective and more secure, with built in zero trust protection. It’s purpose built for distributed users and for managing cloud, AI workloads, data flows, and SaaS traffic.
But, to be truly AI ready, IT infrastructure must be software driven, and this is where SD WAN excels: it gives your business the security, flexibility, and reliability needed to operate confidently in an AI driven future. Here are five ways switching to SD WAN will help you build an AI-ready network:
1.Built for AI-scale performanceHigh-bandwidth, low latency SD WANs are critical for the delivery of AI workloads, particularly as businesses move towards AI inference. They provide fast access to cloud services and dynamic bandwidth allocation as they monitor network conditions and reroute over the best available path.
For example, imagine a drive-through restaurant that uses an AI voice to take and relay orders or a supermarket that uses an AI model to scan shelves in its store, to detect gaps in stock, alert staff and predict which items will run out next. A high-performance, low latency network is essential here to guarantee a seamless customer experience.
SD WAN’s application-aware routing levels this up even further, prioritizing AI traffic and deprioritizing the transfer of, for example, bulk file transfers or back-ups.
2.Security that matches today’s threat landscapeThe global cyber attack surface has expanded dramatically. AI now plays a dual role, enabling more sophisticated attacks while also powering new, advanced defense capabilities. Traditional IP VPNs offer traffic encryption but lack native security features. In contrast, SD WAN is built to protect modern networks from today’s high volume, highly sophisticated cyber threats:
- Zero trust access protects users, devices and applications
- Traffic is encrypted end to end, so that all data between sites, platforms and applications is secure
- Threat prevention at the edge protects core infrastructure from threats, with features such as intrusion detection and prevention, malware scanning and DNS security
- Automated real-time security updates with threat intelligence pushed globally within minutes
3.Cloud connectivity without compromiseSD WANs provide direct, optimized access to major cloud environments, such as Microsoft Azure, AWS, and Google Cloud, by using automated secure tunnels and intelligent path selection.
This ensures cloud and AI services run with lower latency, higher performance, and more reliable connectivity. Also important to note is that SD WANs provide high levels of autonomy and automation, so it’s easy to make changes quickly and easily as businesses navigate dynamic market conditions.
4.Data insights that power automationSD WAN captures real-time data including latency, packet loss and application usage patterns – data which can be fed into AI-based network monitoring, automation and predictive maintenance management tools, so that networks become self-optimizing, self-healing and proactively secure.
5.A foundation ready for SASE and Zero TrustWhen combined with Secure Access Service Edge (SASE), SD WAN creates a single, secure, high performance network foundation that’s built to drive AI opportunities while protecting against cyber risks with integrated security solutions including zero trust, secure web gateways and cloud firewalls.
SASE is a cloud based networking and security framework that combines SD WAN with integrated security services (like Zero Trust, secure web gateways, and cloud firewalls) into a single unified architecture. It’s the gold standard of AI-ready architecture.
As enterprises accelerate toward an AI driven future, the networks that once served them well are now becoming a barrier to progress. SD WAN offers a clear path forward: a software defined, secure, high performance foundation built to handle the scale, speed and complexity of modern cloud and AI workloads.
By making the shift now, businesses can replace aging infrastructure with an agile, intelligent network that not only supports today’s demands but unlocks the full potential of tomorrow’s AI innovation.
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London Tech Week’s focus on AI - from a £12 million investment in AI for SMEs to AI bootcamps for graduates and more - has reflected the pressure to compete in an AI-era.
As this digital revolution progresses, the job economy is changing, but the mantra that AI is taking our jobs is simply not correct and potentially fueled by an undercurrent of classicism.
When the Luddites famously started to break the first machines of the industrial revolution in 1811 in England, fearing for their job as textile artisans, the “Bourgeoisie” would describe them as “ignorant workers”, with no understanding of basic economics.
More than two hundred years later, with the rise of GenAI, it is no longer the blue-collar workers who fear for their job, but the white-collar workers. This time it is the “bourgeois” who live in the anxiety of an uncertain world.
Since ChatGPT introduced AI into the everyday lexicon, it has been clear that we would experience an unprecedented revolution. The rhetoric that immediately began to dominate social discourse has been that AI tools would render most jobs insignificant.
Furthermore, whilst other technological revolutions ended up being creative destruction, ‘this time it was different’.
But is that really the case? Or are we more fearful, more concerned about destroying the status quo, because this time it’s a different ‘class’ of people being impacted? This time it’s the desk workers, not the physical laborers, who risk losing jobs, and suddenly there is alarm.
Artificial Intelligence relies on humans - and more humans than everAI is a human creation and still relies on humans to evolve. First, we have those who build the infrastructure, like data centers, which accounted for almost all of the United States’ GDP growth in the first half of 2025 (according to Harvard economist Jason Furman).
Then, we have those who train the models, which still need to be constantly retrained. Even if models are able to train themselves eventually, there is no consensus that human intervention in training will become obsolete, because human behavior and the entropy of organizations are in a constant state of flux and evolution.
And even when trained, AI constantly needs to also understand the “context” in which it is prompted to perform efficiently. AI then needs to be deployed. Managing security, defining guardrails for agents, understanding how to use AI and tracking agentic AI’s actions, all comes with inherent challenges.
The CIOs of the largest global corporations are already investing hundreds of millions of pounds to understand this. Startups based in San Francisco - a city I recently visited where 95% of out-of-home ads were about AI agents - are focused entirely on resolving these problems for large enterprises.
The fact that both Anthropic and OpenAI have launched their own consulting companies is proof that managing AI complexities in the coming years will be the biggest source of growth for all consulting and outsourcing companies of the world.
Sourcing the right human talent in the AI era is the biggest challengeSoftware engineering is a job category where GenAI - perfectly trained on open-source code and GitHub repositories - can now code better than even the most experienced developers.
Additionally, developers in AI labs - with privileged access to “tokens” on Claude Code or OpenAI Codex - now develop 100% of the time without writing a single line of code. Nonetheless, when asked about their biggest challenges, all AI startups would point to recruitment.
A report by the UK's National Foundation for Education Research showed a 50% increase in tech job adverts between 2019/20 and 2024/25, with entry-level roles particularly affected. However, we’re now seeing a surge in demand driven by Gen Z, according to Employment Hero’s March Jobs Report.
This demand for AI expertise is reflected in a new Malt Tech Trends Report, which analyzed 1.2 million searches of tech freelancers in 2025. It reveals that AI is now the second most-in-demand skill, irrespective of company size, industry, or project type. More specifically, demand for freelancers with agentic AI expertise exploded by 5,800% in just twelve months.
Observer of the AI revolution, Andrew Ng, explains that if, for example, a team of 3 developers builds 10 times faster, then they need more designers or product managers to fuel the creative process. Doing more faster, with fewer people creates more work to fuel and execute the output.
More people are echoing the same rhetoric as Ng, calling out the phenomenon of ‘AI washing’, whereby companies have justified mass redundancies with AI disruption. In reality, in many cases, they were either adapting to geopolitical and economic uncertainties or had simply employed too many in the crazy post-COVID bull market.
The AI job apocalypse is not yet here… Still, the fear is real and needs to be understoodSoftware engineering is a perfect example of a job category that has constantly evolved. Since the inception of computer science, programming has become progressively more about “natural language”. Whilst there were 50,000 developers worldwide in the 1960s, today there are almost 50 million. Undoubtedly, the eradication of barriers to entry to build software increases that number tenfold.
History, data, and observation shows us that the AI job apocalypse is not yet here. Still, the fear is real and needs to be understood. The reason every science fiction novel paints an inhospitable world and unattractive paradigm is because the human mind always fears change. We assume the worst.
AI transformation, like all transformations, will be a cultural change first. And it’s companies, not professionals, who are most at risk if they fail to adapt. If one thing will be different in this digital revolution, compared to the last (arguably comparable is the advent of the internet), it’s the rate of change.
CEOs will have to be imaginative, change org charts and processes, admit they are not omniscient, take risks, and invest in training. Schools and universities also face the challenge of teaching soft skills: how to adapt to live and work in a more uncertain world. Because we can only harness top-tier AI talent if we understand how to truly adapt to change.
Independent professionals - those who create their own roles - from freelance developer to fractional manager and strategic consultants - have already redefined work.
On average, freelancers spend 4 hours a week on upskilling and keeping up with the job market and already have the habit of switching from one client project to another. They were the first to adapt to AI and realize that a job is more than just a bundle of tasks.
As Jensen Huang, CEO of Nvidia, recently said, if someone were to observe him at work, we would conclude that his day consists of tasks like making hundreds of calls and sending emails. AI will replace, augment, and improve these tasks. But it will not take Jensen’s job.
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As enterprise AI systems evolve, the limiting factor is shifting. Model quality still matters, but it’s no longer the main issue holding systems back. Increasingly, what constrains performance, scalability, and cost is context.
Large language models are now expected to support long conversations, multi step reasoning, and complex workflows that span time, users, and systems.
Every one of those interactions generates tokens, and those tokens produce key value (KV) cache — the working memory that allows models to reason efficiently without constantly recomputing prior steps.
Most AI architectures still treat this context as temporary. KV cache typically lives in GPU memory, is tied to a single inference process, and is discarded as soon as resources are exhausted.
That approach might be acceptable for small scale experimentation, but it quickly breaks down in enterprise environments where context lengths grow, concurrency increases, and recomputation becomes expensive.
Inference context has quietly become one of the largest bottlenecks in enterprise AI.
KV cache as AI native dataTo understand why this matters, it helps to stop thinking about KV cache as “just a cache.”
Enterprises have spent decades building strategies around structured data and unstructured data, but AI introduces a third class that deserves just as much attention: AI native data. This is data generated by model execution itself, and KV cache is one of its most important forms.
KV cache directly determines inference latency, throughput, energy consumption, and cost. As context windows get longer and reasoning chains become deeper, the volume and importance of this data grow faster than token counts alone. When KV cache is constantly thrown away, systems pay for it through rising latency, lower GPU utilization, lost reasoning context, and higher inference costs.
At scale, this inefficiency becomes structural rather than incidental.
Why existing infrastructure assumptions don’t holdKV cache also exposes a mismatch with traditional infrastructure design.
GPU memory delivers exceptional performance, but it is scarce and local to a single server. CPU memory extends capacity but remains volatile. Local NVMe storage adds scale yet keeps context trapped at the node level. Traditional shared storage provides durability and resilience, but it wasn’t designed for highly dynamic, inference time state.
This leaves enterprises with a fragmented memory hierarchy where context is either fast but fragile, or persistent but difficult to access efficiently. No amount of tuning can fully resolve this, because the problem isn’t optimization — it’s architecture.
What enterprise AI needs is a way to treat inference context as system memory rather than disposable state.
Introducing an inference context memory layerThat shift is what we describe as an inference context memory layer.
Instead of forcing all KV cache to live and die inside GPU memory, this approach allows context to be created close to the GPU for low latency, then managed across a hierarchy of memory and storage tiers designed explicitly for inference workloads. Inactive context can move out of high cost memory without being discarded, while relevant context can be restored on demand without recomputation.
This changes the behavior of inference systems in a fundamental way. Inference is no longer a series of isolated executions that start from scratch each time. It becomes a continuous, stateful process where knowledge accumulates, moves, and is reused across sessions, agents, and nodes.
When storage becomes part of AI memoryMaking this work places new demands on storage.
Inference context is large, mostly immutable, and technically recomputable — but regenerating it at scale is costly and inefficient. A storage architecture for inference context must preserve locality when performance matters, enable sharing without manual replication, and provide resilience so context isn’t lost when hardware fails.
When storage is designed this way, it stops being just a place to store data and becomes an extension of AI memory itself. That shift has real economic consequences: faster time to first token, higher GPU utilization, support for much longer sessions, and dramatically lower cost per query.
For enterprise workloads like tax advisory, legal analysis, healthcare reasoning, financial planning, and customer support, this is critical. These systems depend on preserving reasoning history and conversational context, not repeatedly rebuilding it from scratch.
Context is now infrastructureEnterprise AI is entering a new phase.
Models will continue to advance, but the systems that scale successfully will be defined by how well they manage the intelligence those models produce. Tokens are no longer fleeting artifacts, and context is no longer something enterprises can afford to lose.
KV cache is AI native data. It represents system state. And increasingly, it must be treated as infrastructure.
The architectural principle is simple: generate context once, manage it intelligently, and reuse it wherever possible. That shift is foundational to making enterprise AI reliable, efficient, and scalable — and it’s why storage once again plays a central role in the future of computing.
Use the best business cloud storage to manage your data.
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- Early listings for the Pixel 11 series were spotted on Amazon
- These include renders of the phones in various shades
- Some of the listed specs would be a downgrade
We’ve just seen perhaps the biggest Google Pixel 11 series leak yet, as listings for the Pixel 11, Pixel 11 Pro, Pixel 11 Pro XL, and Pixel 11 Pro Fold have all appeared on Amazon.
These were spotted by 9to5Google and — while they’ve now been removed — the site claims that they appear to be part of the ‘Google Store’ seller, which suggests they might be official listings, albeit a bit early.
In any case, you can see some images taken from the listings below, with the Pixel 11 itself being shown in Midnight (black), Fuchsia (pink), and Moss (green) shades. The Pro and Pro XL meanwhile appear in Dune (a pale pink), Sterling (a grayish lavender), Pine (green), and Light Fog (a pale blue), and the Pixel 11 Pro Fold is listed just in Midnight and Pine.
There’s a mix of bright and understated shades here, and reactions to the images — particularly the brighter ones — seems quite positive so far. Over on Reddit, comments include “those non-pro colors are incredible if true. That’s green and pink are just perfect,” “in pink omg,” and “Dune is pretty nice.”
That said, some reactions to the Pro shades are a bit less positive, including “Why can't the pro like get some fun colors too?,” and “imagine seeing the popularity of the bold orange iPhone Pro color and STILL choosing to offer the same boring muted colors for the Pro.”
Leaked images showing the Pixel 11 and Pixel 11 Pro9to5Google / AmazonLeaked images showing the Pixel 11 Pro Fold9to5Google / AmazonAnd when it comes to the other details in these listings, reactions are more universally negative. According to the listings, the standard Pixel 11 will have a 6.3-inch 1080 x 2424 screen, a 4,985mAh battery, 256GB of storage, and 12GB of RAM for $899 (probably £899 / AU$1,149 based on Google Pixel 10 pricing in these regions).
That’s the same price as the 256GB Pixel 10 launched at, though that’s also available in a cheaper 128GB version, and it’s unclear whether there will be a 128GB model this time. The listed specs are also identical, except the battery which is 15mAh higher capacity this time.
Less RAM and smaller batteriesAs for the Pixel 11 Pro, that’s listed with 12GB of RAM, down from 16GB in the Pixel 10 Pro, and 9to5Google also mentions a 5,115mAh battery in the Pixel 11 Pro XL (down from 5,200mAh in the Pixel 10 Pro XL), and a 4,750mAh one in the Pixel 11 Pro Fold (down from 5,015mAh in the Pixel 10 Pro Fold).
So these incomplete specs lists point to a mix of similar specs and downgrades, with Reddit responses including “people already thought the 10 Pro was a small upgrade,” and “iPhone 17 is such a better value.”
Still, while these early listings seem like they might be the real deal, there are some red flags, with 9to5Google highlighting that Android 16 is mentioned on them, when these phones are certain to run Android 17.
So there’s a chance these aren’t in fact official listings, and even if they are, that error means other details could be wrong too. We should find out for sure on August 12, as that’s when Google is unveiling these phones.


