02/26/2026
From cloud credits to owned clusters: how enterprises are shifting strategy
For years, the default advice for scaling technology was simple: move to the cloud. Cloud credits fueled startups. Enterprises migrated workloads. Finance teams loved the “pay-as-you-go” model. Engineering teams appreciated instant provisioning. But something is changing. As AI workloads grow, […]
02/25/2026
Why compute-backed assets may outperform traditional tech investments
For decades, technology investing has followed a familiar playbook. Back the next breakthrough software company. Bet on user growth. Scale through network effects. Exit through acquisition or IPO. But the AI era is rewriting that script. As artificial intelligence becomes […]
02/23/2026
AI workloads are becoming predictable – why this matters for investors
For years, artificial intelligence was viewed as experimental, volatile, and difficult to forecast. AI projects were associated with research labs, unpredictable GPU demand, and unstable infrastructure costs. But something fundamental has changed. AI workloads are becoming predictable. This shift is […]
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 […]
