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The 2027 agenda

Eight bounded questions open the 2027 strategic technology infrastructure agenda. Each comes from a baseline finding, names the initiative that will carry it and the first output due in the 2027 strategic technology infrastructure edition.

5 min read0 figures6 tables3 notesNR-STRATEGIC-STRATTECH-GLOBAL-2026-BASELINE

Contents
  1. ·Edition home
  2. ·Executive summary
  3. 1Technology rests on a few physical inputs
  4. 2Key findings
  5. 3Systems and sectors at baseline
  6. 4Risks and capability
  7. 5Local grid constraint that overlaps a chip or mineral supply constraint
  8. 6Readings from the other desks
  9. 7The 2027 agenda
    1. 7.1 Questions for the operational series
    2. 7.2 Portfolio proposed for the Q1 2027 alignment
    3. 7.3 The pathway
    4. 7.4 Universe 2027: evidence pack for the strategic technology infrastructure candidate mission
    5. 7.5 Handoffs and routing
    6. 7.6 Feeds and signal register
  10. 8Systems in depth
  11. AMethodology
  12. BData appendix
  13. CReferences and record
  14. ·Complete edition, for print

7.1Questions for the operational series

  1. R-01

    How would a local grid constraint that overlaps a chip or mineral supply constraint spread through cloud services, health and payments?

    INI-SR13-GRD-01 · grid and supply compound test; first output: dependency analysis for six regions.

  2. R-02

    Which shared dependencies (power, chips, minerals, cloud, connectivity) sit behind the most services?

    INI-SR13-DEP-02 · shared dependencies; first output: dependency register.

  3. R-03

    How long do grid connections for large loads take, and what limits them?

    INI-SR13-CON-03 · connection times; first output: connection table.

  4. R-04

    Where is chip and mineral supply most concentrated, and how fast is it changing?

    INI-SR13-SUP-04 · supply concentration; first output: concentration map.

  5. R-05

    How do policy targets compare with delivered capacity?

    INI-SR13-TGT-05 · targets and delivery; first output: target tracker.

  6. R-06

    Which countries publish data-centre load on a comparable basis?

    To be admitted in 2027; first output: coverage note.

  7. R-07

    How do export and import controls change supply for chips and minerals?

    To be admitted in 2027; first output: scoping note.

  8. R-08

    Which readiness capabilities have been tested under real shortages, and which are only planned?

    Readiness capability register; first output: rung evidence for 15 functions.

7.2Portfolio proposed for the Q1 2027 alignment

Five initiatives and one Universe mission candidate are proposed for the 2027 technology infrastructure portfolio. They are programme objects: no partner, funder or member is attached to them in this edition.

Table 7.1Objects proposed for the first operational quarter
IDObjectKindQuestionState
INI-SR13-GRD-01Grid and supply compound testInitiativeR-01PROPOSED
INI-SR13-DEP-02Shared dependenciesInitiativeR-02PROPOSED
INI-SR13-CON-03Connection times for large loadsInitiativeR-03PROPOSED
INI-SR13-SUP-04Supply concentrationInitiativeR-04PROPOSED
INI-SR13-TGT-05Targets and deliveryInitiativeR-05PROPOSED
MSN-SR13-2027-01Grid and supply overlap Universe missionMissionR-01Candidate

7.3The pathway

The technology infrastructure edition reads national technology chapters, sector editions, exponential technology editions and the global edition through one governed evidence graph. At baseline the federation is designed and its first editions are drafted. This page states what exists today and what comes next.

  1. 01

    National technology chapters

    technology infrastructure reading in each national edition

    IN PREPARATION · national baselines

  2. 02

    Sector and technology editions

    energy, cyber, chips, cloud, minerals

    PLANNED · sector and technology Baseline Editions

  3. 03

    Technology infrastructure model

    the global system of systems

    v0 SPECIFIED · v1 with federation evidence

  4. 04

    Strategic links

    SR-02 · SR-03 supply chains · SR-04 minerals

    PLANNED · strategic baselines

  5. 05

    Universe

    annual proving environment

    CANDIDATE MISSION · mandate in 2027

  6. 06

    Technology Infrastructure Report

    this series

    BASELINE DRAFT · 2027 annual edition

  7. 07

    Evidence and correction

    one graph, many projections

    OPEN · first correction cycle in 2027

7.4Universe 2027: evidence pack for the strategic technology infrastructure candidate mission

  1. 01

    Mandate

  2. 02

    Core Build · 1 month

  3. 03

    Action · 1 week

  4. 04

    Evidence seal

  5. 05

    Portfolio correction

  6. 06

    Next mandate

Table 7.2Universe 2027: evidence pack for the strategic technology infrastructure candidate mission
ItemRecordStateTiming
F1Annual mandate recordPLANNEDafter the Q2 2027 alignment
F2Core Build recordPLANNEDone month before the exercise
F3Exercise evidencePLANNEDduring the Action week
F4Decision packetsPLANNEDexercise state only
F5Proof receiptsPLANNEDscoped to each recorded check
F6After-action reportPLANNEDwithin one quarter
F7Upgrade docketPLANNEDrouted to the Portfolio
F8Portfolio renewalPLANNED2027 strategic technology infrastructure annual edition
F9Public synthesisPLANNEDpublic-safe extracts only

Mission

ID
MSN-SR13-2027-01 · Grid and supply overlap Universe mission
Role spine
Leadership sponsor · Institutional anchor · Mission lead: drawn from national pathways
Receiving actors
to be identified with the mandate

7.5Handoffs and routing

Where the baseline’s findings go next. A handoff routes a finding for awareness, review or work; it transfers no authority.

Table 7.3Handoffs and routing
FindingRouted toPurposeClass
AIC-001 · data centre loadregional consortiagrid constraint overlayPUBLIC
ENE-003 · US electricity growthINI-SR13-CON-03connection timesPUBLIC
MIN-005 · refining concentrationINI-SR13-SUP-04supply concentrationPUBLIC
TRD-006 · chip salesINI-SR13-SUP-04supply concentrationPUBLIC
TRD-007 · EU chip targetINI-SR13-TGT-05targets and deliveryPUBLIC
FIN-008 · US chip fundingINI-SR13-TGT-05targets and deliveryPUBLIC
DAT-009 · cloud and AI useINI-SR13-DEP-02 · key F reviewshared dependenciesPUBLIC
SYS-012 · compound pathwayMSN-SR13-2027-01Universe candidateCONSORTIUM
Table 7.4Routing rules by publication class
ClassWhere it goesWho can see it
PUBLICthe published edition and its evidence bundleanyone
CONSORTIUMgoverned rooms of the federationconsortium members under agreement
CONTROLLEDneed-to-know channelsnamed competent actors only

7.6Feeds and signal register

Table 7.5Feeds watched from 2027
FeedProducerLatencyFeeds into
Semiconductor salesWSTS and SIAmonthly and annualTRD-006
Energy and AI outlookIEAannualAIC-001
Critical minerals outlookIEAannualMIN-005
Enterprise digital useEurostatannualDAT-009
Metered data centre electricityCSO IrelandannualINF-004
Large AI site trackerEpoch AIcontinuousAIC-002
Connectivity statisticsITUannualDEV-011

Escalation routes

  • none · keep monitoring
  • research question
  • project
  • risk object
  • annual publication
  • signal report
Table 7.6Signals at baseline
IDSignalCorroborationSystemsRoute
SIG-SR13-001Data centres took half of US electricity growth in 20252CORROBORATEDAIC · ENErisk object RSK-SR13-ENE-001
SIG-SR13-002Average top-refiner share of 72% in 20253CORROBORATEDMIN · TRDresearch question R-04
SIG-SR13-003EU forecast chip share below its target7CORROBORATEDTRD · FINresearch question R-05

Notes

Numbers are the edition’s reference numbers, so a note reads the same in every chapter. The full list, with every source and its licence, is in Annex C. Annex C, references

  1. 2IEA (ed.), Global Energy Review 2026 (revised version, May 2026). International Energy Agency, Paris. Observation year 2025. Accessed 2026-11-03.back
  2. 3IEA (ed.), Global Critical Minerals Outlook 2026 (revised version, July 2026). International Energy Agency, Paris. Observation year 2025. Accessed 2026-11-03.back
  3. 7European Court of Auditors (ed.), The EU’s strategy for microchips, special report 12/2025 (news item read; the 20% target and the Commission forecast of 9.8% in 2022 and 11.7% in 2030; the full report was not opened). European Court of Auditors, Luxembourg. Observation year 2025. Accessed 2026-11-03.back

Cite this chapter

Valadbaygi, S. (Ed.). (2026). Chapter 7: The 2027 agenda. In Strategic Systems Report 2026: Strategic Technology Infrastructure and Sovereign Readiness (Baseline Edition 2026, Report No. NR-STRATEGIC-STRATTECH-GLOBAL-2026-BASELINE) [Draft under review]. The Global Centre for Risk and Innovation (GCRI).

Every citation form of the whole report, BibTeX and RIS included, is on the edition home. Cite this report

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