AI Strategy
JPMorgan Called It. AI Is Infrastructure Now.
JPMorgan reclassified $2B AI spend as core infrastructure — and it's already self-funding. See what the bank's move signals for every AI budget in 2026.
15 min read
AI Insights & Strategy
The AI Strategy & Systems Articles
161 articles - Page 4
AI Strategy
You're Running 7 AI Models. Nobody Built the Plumbing.
F5's 2026 SOAS report says 78% of enterprises now run AI inference and 72% have no control plane. See the governance fix to make this week.
14 min read
AI Strategy
SAP's €1B Bet on the AI LLMs Can't Do
SAP just paid €1B+ for an 18-month-old AI lab that does what LLMs can't. Discover what tabular foundation models mean for enterprise AI strategy.
15 min read
AI Strategy
IBM Named the AI Divide. Here's Which Side You're On.
IBM Think 2026 named the AI divide and shipped a blueprint to cross it. See the AI Operating Model, the Nestlé proof, and your move this week.
13 min read
AI Strategy
Anthropic's $1.5B PE Deal Makes AI Non-Optional
Anthropic, Blackstone, and Goldman Sachs are forming a $1.5B JV to push Claude into PE portfolio companies. See what this means for enterprise AI adoption.
15 min read
Implementation
Claude Security Is Live. Here's Your Move.
Anthropic shipped Claude Security in public beta on April 30. See the enterprise vulnerability scanner Claude Enterprise customers can deploy this week.
12 min read
Implementation
OpenAI on AWS Bedrock: Your Move This Week
OpenAI's GPT-5.5, Codex, and Managed Agents landed on AWS Bedrock April 28 with native IAM and PrivateLink. See the procurement move to make this week.
11 min read
AI Strategy
Pentagon Blacklisted Anthropic. Here's Your Move.
DoD blacklisted Anthropic while Google, OpenAI, and xAI signed Pentagon AI deals. See the procurement risk your CISO will flag this quarter.
13 min read
AI Strategy
Microsoft Lost Its OpenAI Lock. Here's Your Move.
Microsoft's exclusive OpenAI license ended April 27. AWS and Google Cloud customers can now buy OpenAI directly. See the procurement move to make this week.
13 min read
AI Strategy
What Running AI Agents Actually Costs in 2026
Anthropic charges $0.08 per session-hour. OpenAI gives the runtime away. Compare the four AI agent pricing models and find the one that fits your scale.
11 min read
AI Strategy
Google Bets $40B on Claude. Here's Your Move.
Google committed $40B to Anthropic days after Amazon's $25B. See how dual-cloud Claude collapses vendor and infrastructure decisions into one.
12 min read
AI Strategy
OpenAI Doubles the Price, Cuts Own Costs 35x
GPT-5.5 shipped April 23 at 2x the price while OpenAI's serving cost dropped 35x. See when to upgrade, when to hold, and how batch pricing claws back margin.
11 min read