Vamsi Chemitiganti

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 …

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, …

The AI capacity conversation has spent two years fixated on chip allocation — who can get NVIDIA’s next generation first, who’s secured supply from TSMC. That conversation is starting to …

Every AI budget conversation in 2024 and 2025 obsessed over training cost — the eye-watering figures behind GPT-class and Claude-class runs, the billions hyperscalers were pouring into pretraining clusters. That …