Intelligence reports for technology, infrastructure and policy decisions
Independent strategic research on AI infrastructure, sovereign cloud, regulation and digital stack resilience in Europe.
Research products for executives, investors, operators and policy-facing teams navigating the operational consequences of AI, cloud dependency and geopolitical technology risk.
Signal over noise. Frameworks over forecasts. Strategic context over vendor narratives.
Current publications
Independent intelligence on AI infrastructure, compute and sovereign technology.
Bundle
Q2 (A comprehensive) Intelligence PackFive Q2 2026 publications on compute governance, humanoid robotics, inference economics, infrastructure substrates, and Europe's position.
1,495 €
Buy this report
Strategic Dossier
The Compute EscapeA RefleXio field guide to the infrastructure ideas that sound like science fiction, the constraints they actually solve and the costs they quietly move somewhere else.
449 €
Buy this report
Strategic Dossier
The Cost of the AnswerA critical report on the execution layer of AI, the infrastructure race behind every response, and the market category that almost everyone sizes incorrectly.
399 €
Buy this report
Investor Brief
The Governed Compute OrderA strategic investor brief on market concentration, export controls, HBM, energy, sovereign infrastructure, and Europe’s narrow path to leverage.
349 €
Buy this report
Playbook
The Global Compliance Arbitrage PlaybookThere is no globally compliant AI control stack. There can be a globally reusable evidence system that assembles local controls without rebuilding the product from scratch.
Individual reading licence 1,490 €
Buy this report
Strategic Dossier
The Humanoid Reality GapA contrarian strategic dossier on what humanoid robots can do, what the industry can manufacture, and what buyers can actually deploy.
449 €
Buy this report
Strategic Dossier
Europe’s Third Compute AxisA critical reassessment of Europe’s position across chips, cloud, energy, models, regulation, and industrial demand after the 2026 policy reset.
449 €
Buy this report
Bundle
Q1 Intelligence Pack (A comprehensive intelligence pack)The complete Q1 collection. Independent research on AI agents in regulated sectors, semiconductor geopolitics, sovereign cloud, and European buying dynamics. Plus the Verification Report: 27 dated calls, tracked.
899 €
Buy this report
Strategic Dossier
The Q1 Verification Report (14 confirmed. 1 evolved. 11 on track. 1 recorded miss)Four reports, 27 dated and falsifiable calls, tracked against what the world has done since. Confirmations and misses in the same plain language. Read it before the dossiers.
0,00 €
Get Free
Strategic Dossier
Conceptual Framework and Terminology in PracticeThe intellectual foundation for the RefleXio Intelligence HPC / AI Infrastructure collection, explaining why terminology, architectural convergence, and regulatory reality must be read as a single system.
149 €
Buy this report
Strategic Dossier
AI Agents and Multi-Agent Systems in Highly Regulated SectorsAn evidence-based dossier for boards, regulators, risk officers and strategy leads in banking, energy and healthcare navigating multi-agent AI deployment under the EU AI Act, sector regulation in the United States, and China’s coordination-first regime.
349 €
Buy this report
Strategic Dossier
Who Actually Buys AI Infrastructure in EuropeA decision-support guide for B2B vendors, enterprise procurement teams, heads of AI, strategy leads and investors navigating the European AI infrastructure market under the EU AI Act, GDPR, NIS2, DORA, and the Data Act.
199 €
Buy this reportResearch themes
AI Infrastructure & Compute
GPU supply, datacenter constraints, and the operational
economics of running AI workloads at scale.
Sovereign Cloud & Stack Resilience
Hyperscaler dependency, exit cost, and what resilience
means for regulated industries.
AI Governance & Regulation
EU AI Act operationalisation, compliance architecture, and
the cost of regulatory uncertainty.
European Technology Strategy
Industrial policy, procurement, and the structural choices
shaping Europe’s digital future.
Why RefleXio Intelligence
Independent
No vendor sponsorship or investment banking conflicts.
European-grounded
Built around Europe’s regulatory, sovereign and infrastructure realities.
Decision-oriented
Frameworks, thresholds and trade-offs designed for strategic use.
Forthcoming
Research currently in development. Subscribe to be notified at launch.
No forthcoming reports announced yet.
Get notified when new reports and edition updates are released.
One email per release. No newsletter. No marketing.