Latest posts
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Private AI: what Accenture and Dell’s new group really signals
Accenture and Dell have formed a business group to sell private and sovereign AI. There is no disclosed revenue commitment, the economics hold only at high utilisation, and the reference customer is itself a partner.
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AI Infrastructure: the utilisation gap behind the GPU bill
Info-Tech Research Group has published a blueprint telling enterprises to stop buying AI hardware and match architecture to workloads. Here is the measured utilisation data behind that advice, and why the fix is more operational than capital.
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Floating Data Centers: The Bet to Put AI Compute on Ships
Floating data centers promise seawater cooling and on-site power without the years-long wait for a grid connection. The ocean solves the easy problems — and leaves the hard ones.
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Sovereign AI Infrastructure: How the World’s Funds Are Buying the Build-Out
Sovereign wealth funds crossed $15 trillion and are moving from passive tech equity into owning AI’s data centres, power and chips. It’s a structural shift — with geopolitics and bubble risk attached.
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Self-Hosted AI Coding: IBM Bob’s Air-Gapped Bet on AI Sovereignty
IBM’s self-hosted Bob offers a genuinely air-gapped path for agentic coding — a stricter claim than Copilot, Cursor or Amazon Q make, with caveats on models and productivity.
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HPE Networking: Post-Juniper Targets and the AMD Helios Bet Inside the GPU Rack
HPE Networking raised its FY27 growth outlook and its Juniper synergy target to $800 million, and disclosed a $1.2B AMD Helios order. The strategic bet is scale-up switching inside the GPU rack.
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Expana IQ Connect: When Audit-Grade Benchmarks Become Agent-Callable
Expana’s MCP server sends IOSCO-assured commodity benchmarks into Claude, ChatGPT, Copilot and Gemini. The launch is small; the question of how audit-grade provenance survives an AI pipeline is not.
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E2E Networks CRO: IBM Veteran Anand Ganapathy to Sell GPU Boom on Contracts
E2E Networks has appointed IBM veteran Anand Ganapathy as Chief Revenue Officer. His mandate: converting India’s GPU capacity boom into long-term contracted enterprise revenue — after a 334% growth quarter, a ₹1,000 crore sovereign AI term sheet, and the previous CRO’s June exit.
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Bain Global Technology Report 2026: AI Needs $6 Trillion in Annual Revenue by 2031
Bain & Company’s seventh Global Technology Report calculates that AI must generate $6 trillion in annual revenue by 2031 to justify the compute buildout — more than triple the requirement it set a year ago, with $4.2 trillion resting on markets that don’t exist yet.
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Ryax Acquisition: Nutanix Buys Agentic AI Scheduling on a Startup Budget
Nutanix bought a five-person Lyon startup with €2.3M raised to give NKP and NAI agentic AI scheduling — its first acquisition since the distressed D2iQ asset deal of 2023.