02/22/2026
The hidden risks of relying solely on public cloud GPUs
Artificial intelligence is no longer an experimental playground for startups. It has become core infrastructure for logistics companies optimizing routes, fintech platforms detecting fraud, retailers forecasting demand, and marketing teams generating personalized campaigns at scale. And behind every AI initiative […]
02/21/2026
How long-term AI contracts stabilize compute infrastructure returns
AI infrastructure is expensive, complex, and capital-intensive. GPUs, high-speed networking, storage, and power all require significant upfront investment. Yet many companies still approach AI compute as if it were a short-term, on-demand resource. This mismatch creates volatility. In reality, the […]
02/19/2026
Why GPU depreciation works differently in the age of AI
For decades, hardware depreciation followed a predictable pattern. Servers, storage, and networking equipment steadily lost value as newer, faster, and cheaper alternatives entered the market. CFOs could model depreciation schedules with confidence, and infrastructure decisions were largely a matter of […]
02/18/2026
Compute yield explained: how returns are generated from AI workloads
AI is often discussed in terms of models, accuracy, and innovation. But behind every successful AI product or platform lies a more fundamental question that business leaders increasingly ask: how does AI actually generate returns? The answer is not abstract. […]
02/16/2026
Why enterprise AI projects fail at the infrastructure stage
Enterprise AI projects rarely fail because of bad ideas. In most cases, the vision is strong, the use case is clear, and the expected business value makes sense. Yet a surprising number of AI initiatives stall, underperform, or are quietly […]
02/15/2026
The economics of AI inference at scale: who really makes money
Artificial intelligence has moved far beyond experiments and demos. Today, AI systems answer customer questions, recommend products, detect fraud, optimize logistics, and generate content at massive scale. But behind every AI-powered feature lies a less visible process that ultimately defines […]