Opinion

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 …

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 CFO who approved an AI budget based on 2024 pricing models is about to have an uncomfortable conversation. The problem is not that token prices have risen — they …

In my recent trilogy analyzing AI market concentration — “Is There An AI Concentration Crisis: When 42 Stocks Become the Entire Market,” “Why Enterprise AI Strategy Must Diverge From Hyperscaler …