https://www.laurenceo.com/intelligence/analysis/month-2026-10Laurenceo Intelligenceen2026-11-05T03:06:05.335ZAI and Bermuda in October 2026: security and data centre finance set the agenda https://www.laurenceo.com/intelligence/analysis/week-2026-10-26Laurenceo Intelligenceen2026-11-05T03:05:53.488ZBermuda's AI risk sits on its balance sheets, not in its IT budgets https://www.laurenceo.com/intelligence/moves/2026-10-29-alphabet-capex-190b-2026Laurenceo Intelligenceen2026-11-05T03:05:26.042ZLaurenceo raises Alphabet capex odds to 80% after $200 billion guidance https://www.laurenceo.com/intelligence/view/2026-11-04Laurenceo Intelligenceen2026-11-05T03:05:18.368ZSecond Accelerator Surge Undercuts the Case for an AI Spending Peak https://www.laurenceo.com/intelligence/story/2026-11-04/amd-q3-revenue-rises-45-to-13-4bn-as-data-centre-sales-nearlLaurenceo Intelligenceen2026-11-04T07:03:07.409ZAMD Q3 revenue rises 45% to $13.4bn as data centre sales nearly double on MI450 launch https://www.laurenceo.com/intelligence/story/2026-11-04/cisa-adds-exploited-wordpress-core-race-condition-flaw-cve-2Laurenceo Intelligenceen2026-11-04T07:03:07.409ZCISA adds exploited WordPress Core race-condition flaw CVE-2026-119977 to KEV catalog https://www.laurenceo.com/intelligence/story/2026-11-04/bermuda-rewire-delegates-told-ai-is-turning-cyber-attacks-inLaurenceo Intelligenceen2026-11-04T07:03:07.409ZBermuda ReWiRe delegates told AI is turning cyber attacks into physical and supply-chain crises https://www.laurenceo.com/intelligence/story/2026-11-04/hiscox-reports-9-5-premium-growth-to-4-44bn-and-cites-ai-quoLaurenceo Intelligenceen2026-11-04T07:03:07.409ZHiscox reports 9.5% premium growth to $4.44bn and cites AI quoting gains of about 75% https://www.laurenceo.com/intelligence/story/2026-11-03/bma-publishes-long-term-insurers-asset-and-liability-statemeLaurenceo Intelligenceen2026-11-03T07:02:20.451ZBMA publishes long-term insurers' Asset and Liability Statements publicly for the first time