Tag: AI Infrastructure

AI infrastructure is usually described with the language of technology: GPU generations, cluster size, interconnect, tokens per second and model performance. Its economics are governed by a different vocabulary: capital cost, asset life, contract tenor, utilization, counterparty concentration, collateral value and refinancing. A software startup can add users before it has perfected monetization because distribution […]

For two decades, the center of enterprise architecture was comparatively stable. ERP systems managed resources and transactions. CRM systems organized customer relationships. Integration platforms moved data between applications. Data warehouses consolidated analytics, while API gateways exposed internal services through consistent contracts. Those systems remain essential. But another shared layer is forming beside them: enterprise AI […]