Pheonix Research - Editorial Index

Articles

Editorial analysis anchored to industries, segments, and the market intelligence behind them.

Updated 25 Oct 2026

Canada’s 40 Per Cent AI Refusal Is an Answer About Products, Not Offices

Canada's 40.0 per cent "AI is not relevant" answer is a statement about what a business sells, not how it runs — and the country has no survey that asks the second question. The published figures do not even agree with each other: 40.0 per cent from Statistics Canada, 63.0 per cent implied by the federal strategy's own 78 per cent. Inside that gap sits a market worth USD 3.16 billion in 2026 and USD 8.60 billion by 2033.

Information Technology (IT) & Software Artificial Intelligence (AI)

Updated 23 Oct 2026

Thirty-Eight Gigawatts Is a Queue, Not a Build Schedule

Brazil has 38 GW of data centre grid connection requests and 1,000 MW of capacity actually running. The distance between those two numbers is not doubt about demand — it is the length of a transmission line, and the seven years it takes to build one.

Information Technology (IT) & Software Data Centers & Digital Infrastructure

Updated 18 Oct 2026

The AI Act Moved Sixteen Months. The Capex Didn’t.

High-risk AI obligations under the EU AI Act now start in December 2027, not August 2026 — a sixteen-month slide that has not been matched by the capex cycle, which is running at two to two and a half times the revenue of the market it serves.

Information Technology (IT) & Software Artificial Intelligence (AI)

Updated 18 Oct 2026

Canada’s HCM Market Is a Payroll Float With an HR App Attached

Canada publishes no HCM market size, but it publishes the denominators. Twenty-one million employees across 1.37 million employer businesses — fifteen people on average — under fourteen payroll jurisdictions, in a category where 8.8% of the largest vendor's revenue came from interest on payroll float.

Information Technology (IT) & Software Human Capital Management Software

Updated 14 Oct 2026

Pre-Employment and Talent Assessment: The Test Was Never the Hard Part

Assessment is the cheapest way to find out who can actually do the job, and the hardest part of hiring to defend. Inside the revised validity evidence, the application flood, and the audit trail nobody owns.

Information Technology (IT) & Software finance & business services

Updated 11 Oct 2026

Half of India’s Exports No Longer Leave Through a Port

Services were $421.3 billion of India's $863.1 billion of exports in FY2025-26 — a 48.8% share Pheonix Research calculates from RBI data. The surplus covered 64.2% of the goods deficit, and no tariff line reaches it.

Information Technology (IT) & Software IT Services

Updated 12 Oct 2026

Fifty-Four Per Cent: The Single-Market Risk Inside India’s Services Boom

India's software services exports rose 8.2% to $221.4 billion in FY2025-26, the RBI's survey shows — 54.1% to the United States, with the largest service line growing slowest. NASSCOM's $246.4 billion total counts something else.

Information Technology (IT) & Software IT Services