A practitioner's perspective on AI, cloud, and technology transformation — and the economics of making them work inside real enterprises. Every issue is archived here on my own site.
Nvidia and the hyperscalers are deploying hundreds of billions into AI infrastructure. But someone ultimately has to generate the return. A practitioner's view on the total cost of enterprise AI — and who captures the value.
Read the postToday's AI investment thesis assumes ever-growing centralized cloud inference. But open-weight models, smaller models, and AI-capable PCs raise a question: what if inference becomes increasingly hybrid — and what does that mean for the trillions being committed to infrastructure?
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