Rodney Mason

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.

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As organizations race to develop generative engine optimization (GEO) strategies, many are approaching AI visibility the same way they approached search engine optimization over the last two decades: Publish more content, optimize keywords and try to improve rankings. Yet the rise of generative AI is changing how information is discovered, evaluated and surfaced.Members of the Senior Executive AI Think Tank—a curated group of executives, technologists, AI practitioners and digital transformation leaders—argue that many organizations are operating under flawed assumptions about how generative systems work. Their collective message is strikingly consistent: AI visibility is less about gaming algorithms and more about establishing trust, authority and credibility across the digital ecosystem.According to a 2024 Gartner forecast on generative AI and search, traditional search traffic is expected to decline significantly as users increasingly rely on AI assistants and conversational interfaces to find information. As AI-generated responses become a primary gateway to information, organizations must rethink how they establish authority online.The experts below explain why many GEO assumptions are misguided and where leaders should focus their efforts instead.

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Artificial intelligence has become the fastest-moving investment category in the corporate world. Boards are asking about it, investors expect it and competitors are announcing new initiatives seemingly every week. For many Fortune 500 CEOs, however, the challenge isn't deciding whether to invest in AI—it's deciding where to place the first major bet.The stakes are high because the wrong investment can consume millions of dollars while delivering little business value. Organizations across industries are launching AI labs, experimenting with custom models and deploying new tools at scale, yet many still struggle to achieve measurable returns.That reality raises an important question: If you were making your first significant AI investment today, where would you focus—and what would you avoid?To find out, we asked members of the Senior Executive AI Think Tank, a community of leaders and practitioners specializing in machine learning, generative AI and enterprise transformation. Their answers reveal a striking consensus about where AI creates value, why so many organizations get their priorities wrong and the foundational investments that should come before any large-scale AI deployment.

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​​The rapid expansion of artificial intelligence across government—from cybersecurity to citizen services—is reshaping national security itself. As AI moves into critical decision-making, companies building these systems are evolving from technology providers to strategic partners with real geopolitical influence. And adoption is accelerating fast. AI is moving from experimental pilots to mission-critical infrastructure, powering intelligence analysis, threat detection and operational decisions in real time. With this reliance comes high stakes: Errors carry strategic, legal and human consequences, making accountability, transparency and ethical boundaries essential. For AI companies, this creates a defining tension: how to support national security objectives while maintaining principled limits on technology use. Senior Executive AI Think Tank members—a curated group of leaders in AI governance, enterprise transformation and digital innovation—argue that firms establishing clear guardrails now will shape global standards, build trust and secure long-term advantage. Below, they explain how AI companies can balance national security partnerships with ethical guardrails—and what risks or opportunities they see in drawing firm lines on how this technology can be used.

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The race to dominate artificial intelligence has long been framed as a contest of scale—whoever spends the most on compute, talent and data should win. But Meta’s reported delay of its “Avocado” model, alongside discussions of licensing Google’s Gemini 3 technology, signals a turning point. According to members of the Senior Executive AI Think Tank, the frontier of AI is becoming harder to sustain even for the most well-funded organizations. A recent analysis of Big Tech’s AI spending highlights how companies are pouring tens of billions into infrastructure while facing diminishing returns in performance gains—proving that capital alone is no longer enough to secure leadership. This moment raises urgent questions for executives: If even hyperscalers struggle to keep up, what does competitive advantage in AI actually look like? And where does that leave smaller companies entering the race? Below, Think Tank members attempt to answer these questions while looking toward what’s next. Together, their perspectives outline a new playbook for AI competition—one that begins with a surprising change at the very top.

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The FDA’s new generative AI tool, Elsa, could signal the start of AI-native government operations—streamlining scientific reviews, increasing public transparency, and reshaping how trust is earned in digital-era governance. But as Elsa ushers in new efficiencies, AI leaders warn: Success depends on human oversight, ethical frameworks, and explainable systems.