In my recent piece on sovereign AI and the geopolitics of compute, I covered export controls, national chip programs, and the fracturing of the global AI hardware stack. That’s the …
Every GPU procurement conversation in AI infrastructure focuses on acquisition — allocation, lead times, pricing on the newest generation. Almost none of it touches the other end of the asset …
Agentic AI adoption has outpaced the legal and governance frameworks that determine who bears responsibility when an autonomous workflow makes a costly mistake. A traditional software bug has a fairly …
The single-model enterprise AI strategy — standardize on one provider, integrate deeply, move on — is quietly giving way to something more fragmented and, for most CIOs, more sensible: a …
Telecom operators sit on an asset hyperscalers have spent a decade and tens of billions of dollars trying to replicate: physical proximity to the end user. Cell towers, central offices, …
Agentic AI has moved fast in customer support, software engineering, back-office document processing. Core banking is a different story. The same autonomous, multi-step, tool-calling agent architecture transforming other industries is …
A new category of cloud provider has emerged specifically to rent GPU capacity: CoreWeave, Lambda, Crusoe, Together AI, and a growing list of “neoclouds” that do one thing — acquire …
Power gets the headlines. Water is the quieter constraint starting to generate something power scarcity hasn’t produced yet at scale: organized local opposition. AI data centers, especially liquid-cooled high-density facilities, …