Blogs

The compute era that defined AI infrastructure over the past five years was primarily about training: massive GPU clusters running for weeks or months to produce frontier models. The capital...

The narrative about cloud infrastructure has been remarkably stable for over a decade: a small number of hyperscalers, primarily AWS, Microsoft Azure, and Google Cloud, provide the infrastructure that the...

The traditional insurance business model is built on a delayed relationship with risk. Something goes wrong, a claim is filed, losses are assessed, a payout is made. The insurer’s financial...

The assumption embedded in most HPC infrastructure discussions is that high-performance computing requires purpose-built facilities: new construction, specialized power infrastructure, and greenfield deployment. That assumption is being quietly dismantled by...

The four core pillars of physical security, access control, video surveillance, fire detection, and intrusion systems, are all undergoing simultaneous transformation. The common thread across all four is the same:...

The “should we adopt multi-cloud?” debate is over. Approximately 90% of enterprises are already operating applications across hybrid multi-cloud environments. Only 7% of organizations rely on a single cloud vendor....

For decades, the central question in high-performance computing was simple: how many floating-point operations can this processor execute per second? More compute meant more performance. The answer was always to...

The scale of the infrastructure build underway to support generative AI and advanced cloud computing is difficult to internalize from individual data points. So consider this: global datacenter capacity is...

That trajectory, documented in JPMorgan’s mid-2026 market analysis, is not a prediction about some distant future state of AI-enabled cyberattacks. It is a description of what has already happened over...