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AI is no longer constrained by demand. It is constrained by power, memory, fabrication, and time. Unlike software, infrastructure scales slowly. The companies that …
Wipro just paid for 3,200 people who understand food supply chains, not cloud optimisation. The Mindsprint acquisition looks like outsourcing on the surface. Olam's …
‘Military-grade security’ is a category error. It often means rugged hardware, not resilient controls. Think Rite in the Rain notebooks: great in mud and rain, irrelevant …
As cloud approaches trillion-dollar scale, it becomes infrastructure. FinOps practices standardise and disperse into finance, engineering, and procurement. What remains …
A framework helps people think. A system helps people operate FinOps has a framework, and that matters. But frameworks guide attention. A field matures when more people …
Each new company still forces FinOps practitioners to begin again We need more stability.
Nvidia's GTC keynote had a lot of chip announcements, but the real story is vertical integration.
💡Thank you for being a paying member. Cloud computing is projected to cross $1 trillion annual spending in 2026 [1]. When electricity and telecommunications reached …
FinOps still lives in Excel not because tools are weak, but because the discipline lacks mandatory, GAAP-like standards. Without set in stone standardsthere is not much …
• Same AI, opposite outcomes: Palantir surges, software stocks crash. • The difference is context. • AI rewards vendors embedded in unique, defensible data and workflows. …
