Marc Massar

expert panel

For decades, the technology industry's infrastructure strategy has been remarkably straightforward: Build bigger data centers, add more fiber and deploy more compute capacity closer to users. But what if the next major leap in AI infrastructure happens above the planet rather than on it?That question is gaining attention as SpaceX continues expanding its Starlink satellite network and explores ways its orbital infrastructure could support AI-related computing and global data movement. While the concept of space-based AI infrastructure remains in its early stages, it represents a potentially significant shift in how organizations think about compute, connectivity and data distribution. Instead of relying exclusively on terrestrial networks, future AI systems could leverage orbital infrastructure to extend services into remote regions, improve resilience and create entirely new competitive dynamics.The idea is gaining traction at a time when demand for AI infrastructure is accelerating rapidly. According to a Goldman Sachs analysis, AI-related data center power demand is expected to increase dramatically through the end of the decade as organizations race to secure the compute capacity needed to support next-generation AI applications. As those investments accelerate, executives are increasingly asking whether future infrastructure strategies will be limited to Earth—or whether space will become a critical extension of the global AI stack.To better understand the opportunities and risks, members of the Senior Executive AI Think Tank shared their perspectives on how space-based AI infrastructure could reshape cloud providers, telecommunications companies and AI platform vendors over the next decade. Their insights reveal both extraordinary possibilities and significant challenges, from global connectivity and distributed computing to governance, economics and the growing concentration of infrastructure power.

expert panel

Artificial intelligence remains one of the most consequential forces reshaping business, yet many organizations still struggle to distinguish meaningful breakthroughs from attention-grabbing headlines. While public discussion often centers on increasingly powerful models, digital assistants and speculation about artificial general intelligence, many enterprise leaders are discovering that the most transformative AI developments occur behind the scenes.Ask 10 AI experts what will matter most a year from now, and you might expect 10 different answers. Instead, members of the Senior Executive AI Think Tank—a curated group of experts specializing in machine learning, generative AI and enterprise AI applications—arrived at a strikingly similar conclusion: The biggest opportunities—and risks—aren't tied to the next model release. Across industries, they point to the infrastructure that makes AI useful in practice, from governance and security to evaluation, trust and workflow integration. At the same time, many are skeptical of some of today's loudest predictions, particularly around fully autonomous agents replacing human judgment at scale.As recent research from McKinsey suggests, organizations are increasingly finding that AI success depends less on access to cutting-edge models and more on the ability to operationalize them effectively. The experts featured here—those on the front lines of AI innovation—share the developments they believe leaders are underestimating, the trends they think are overhyped and where executives should be investing now to create lasting competitive advantage.