Report

Forging a new era for the industrial world

YOUR new WAY TO WIN

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Report

How to win across the AI-enabled global infrastructure

For leaders in energy, space, telecoms and transportation – this report cuts through the noise so you can navigate the big decisions, make the bold bets and turn your ambition into reward.

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Forging a new era for the industrial world cover

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We help leaders win with transformative value

Accelerated development

Bringing new features and benefits to market faster for massive value creation

Maximised investment impact

Strategic R&D decisions that improve efficiency and return

Scalable deep tech

Rapid, secure, low‑risk technology development from early‑stage concepts to delivery

Built‑in resilience

Defendable advantage while leading the shift to a secure, net‑zero future

AI-enabled deep tech for energy

Winning the race to resilience and energy independence – without wasting capital

Energy is becoming the decisive battleground of the AI‑enabled infrastructure era. Compute demand is surging, electrification accelerating and geopolitical volatility reshaping supply. Winning now means keeping the system powered, resilient and affordable.

For CXOs, a bold deep tech strategy is essential. AI‑native optimisation, intelligent grid orchestration, advanced storage, next‑generation power electronics and new distributed generation models are redefining what’s possible. But ambition isn’t enough – capital must be de‑risked, technologies validated earlier and scaling made predictable to avoid dead‑end pathways.

This is the moment to rethink how energy systems are designed, financed and operated. As demand accelerates, the question becomes unavoidable. What must the future energy system actually look like?

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DEEP TECH INNOVATION

FOR THE AGE OF AI

YOUR new WAY TO WIN

AI-enabled deep tech for telecoms

Intelligence becomes advantage in the AI-native network

AI‑native networks will run with zero‑touch automation, intent‑driven services and real‑time adaptation across terrestrial, aerial and space assets. Telecom networks are becoming conduits for AI at the edge as compute moves outward to deliver real‑time inference where applications occur. Networks no longer just carry traffic – they think, anticipate and physically reshape to meet demand.

This is a system‑wide transformation. AI is reshaping networks, operations, service delivery, customer experience and business models simultaneously. Telecoms is shifting from best‑effort connectivity to intelligent, adaptive infrastructure spanning land, sea, air and orbit.

Architectural choices now determine whether operators become intelligent service orchestrators or commoditised access providers. Waiting for certainty risks losing ground to hyperscalers, platforms and new entrants. Those who act with intent will drive future connectivity rather than merely support it.

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Stewart Marsh

Head of Satellite and Space
Cambridge Consultants

Connect

Why direct‑to‑device is becoming the next strategic frontier

Stewart Marsh explores why direct-to-device (D2D), where consumer smartphones or IoT devices can connect directly to satellites, is one of the most important shifts in global connectivity.

“D2D is gaining momentum because it finally makes the economics of universal coverage viable. By turning previously unreachable regions into addressable markets without the cost of new terrestrial build‑out – D2D collapses the old distinction between mobile and satellite. For mobile operators, it’s the foundation of a new commercial landscape where resilience, reach and service innovation become differentiators rather than cost centres.

“But the reason D2D matters is also the reason it is hard. Delivering satellite‑grade performance to everyday devices stretches the limits of physics, power, timing, antenna design and network control. It demands new approaches to coexistence with terrestrial services, new architectures for constellation management and new forms of deep tech innovation across hardware, software and intelligent orchestration. The real breakthroughs are happening inside the network – in beamforming, signal processing, AI‑native control and the system‑wide architectures that make global interoperability possible.

“With standards still evolving, the window for differentiation is now. Early movers have a rare opportunity to shape the reference models that 6G non-terrestrial networks will eventually converge around – defining architectures, influencing interoperability and setting the pace for the ecosystem. Success will depend on collaboration across mobile, satellite, device and infrastructure partners, because no single organisation can solve the technical or commercial challenges alone. The leaders who act early, invest in deep tech and help shape the standards will be the ones who define the next era of global connectivity.”