Inline Insights

The promise of AI has already resulted in massive amounts of investment and spending, leading to huge valuations for firms seen as well-positioned to capitalise on the boom. The root of this innovation is in software development and the continuous refinement of algorithms. But what does the focus on software mean for physical hardware and associated supply chains? Using the example of the credit-card-sized Raspberry Pi computer, this blog argues that supply chains are very much here to stay — and as important as ever.

Throughout March and early April 2026, rumours swirled that leading AI firm Anthropic was developing a tool with unprecedented cyber capabilities. Early indications suggested it would be able to identify — and potentially exploit — technological vulnerabilities in ways not only highly sophisticated but impossible to anticipate through traditional cybersecurity paradigms. Some speculated this would spell the doom of entire swathes of the $200bn+ global cybersecurity industry, or even upend the traditional financial systems on which incalculable numbers of people depend.