Sovereign AI: Why Nations Are Building Their Own Compute, and What It Means for the Market
Governments have become gigawatt-scale GPU buyers: Saudi Arabia’s Humain, EU sovereignty mandates, national AI factories. How sovereign AI reshapes the compute market everyone else buys from.
98% of Teams Have an AI Infrastructure Skills Gap. Here Is What It Actually Costs
Nearly every organization reports an AI infrastructure skills gap, and the pool of people who can build these systems end to end is tiny. What the shortage costs, and the workarounds that actually function.
The Two-Speed GPU Market: H100 Oversupply Risk Meets Blackwell Scarcity
The GPU market is splitting in two: H100 capacity is loosening toward oversupply while Blackwell remains scarce and premium. What the two-speed market means for pricing, contracts, and timing your buys.
The State of Cloud Storage: Mid-2026 Report
Our flagship mid-year report: every force reshaping cloud storage in 2026 in one place. The NVMe crunch, the egress pricing war, AI data gravity, hyperscaler moves, and what it all means for 2027 planning.
Enterprise AI Has Not Even Started: Why GPU Demand Could 10x From Here
Consumer AI adoption exploded, but enterprises with the biggest budgets and the most valuable data have barely deployed. What is blocking them, and what happens to GPU and storage markets when the dam breaks.
Most Neoclouds Do Not Own a Single GPU: How to Vet Your AI Cloud Provider
A large share of the GPU cloud market is brokers and middlemen renting hardware they do not own. Here is how to tell real neoclouds from drop-shipped infrastructure, and the one question to ask first.
The CTO’s Guide to Cloud Governance Frameworks
The Missing Context Layer in Debugging the AI Stack
The article discusses the challenges of debugging AI models due to fragmented context across tools and teams. SkyPortal aims to solve this by creating a unified context layer, helping organizations diagnose and fix AI workflow issues more efficiently.
The SaaS Reckoning: AI Agents Are Breaking the Per-Seat Business Model
A strategic analysis of how autonomous AI agents are dismantling the traditional SaaS per-seat business model by reducing human seat counts, forcing software vendors to rethink pricing, interfaces, and value creation in enterprise software.
The âGlobal Intelligence Crisisâ and What It Means for AI Infrastructure
The essay explores a scenario where AI-driven productivity surges destabilize the broader economy, compressing software margins and shifting value to infrastructure. It highlights risks for data storage and AI infrastructure, emphasizing the tension between AI growth and weakening consumer demand, with policy and credit markets as key uncertainties.
