Tag: cloud

All the articles with the tag "cloud".

• The Compute Bill Comes Due: Why AI Roadmaps Now Have a Capacity Ceiling

  Published:Sep 25, 2026 |  at 01:35 AM

  Model capability has stopped being the binding constraint on enterprise AI. Electricity, data-centre capacity and regional availability now cap what a roadmap can deliver — so leaders must forecast compute in business terms, rank workloads by value per unit of compute, and run capacity as a portfolio decision.

• The 6-Gigawatt Gambit: Why OpenAI's 'Tens of Billions' Deal with AMD is Nvidia's First True Existential Threat

  Published:Oct 22, 2025 |  at 02:00 AM

  Analysing the massive OpenAI-AMD partnership announced in mid-October, exploring its strategic implications for the AI chip market and what it signals about the future of hyperscale compute.

• The AWS US-EAST-1 Outage - Why Yesterday's Internet Collapse Signals a Systemic Risk in Cloud Concentration

  Published:Oct 21, 2025 |  at 03:05 AM

  A post-mortem on the October 20th AWS outage that crippled services from Snapchat to Ring, analysing the strategic risk of the US-EAST-1 region and the C-suite case for true multi-cloud resilience.