AI cloud commitments: Capex pace turns uncomfortable
Angelika Beierlein
Hyperscalers continue to expand. Yet analysts and earnings calls point to a slower growth rate in capital ...
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Angelika Beierlein
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VINCI Pays 95 Percent Premium for All for One
Angelika Beierlein
VINCI Energies is paying All for One nearly double the share price, a premium of around 95 percent. The ...
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Token-OPEX: Inference Controls, Not the Seat Budget
Angelika Beierlein
Token costs aren’t a line item in SaaS contracts. They’re variable OPEX per workflow-and in many ...
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Managed Services: The Bill No One Is Footing
Angelika Beierlein
CIOs almost always compare managed services and in-house operations based solely on the nominal monthly ...
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Tech Mandates on the Supervisory Board: NIS2, the EU AI Act, and the Skills Gap
Angelika Beierlein
At the latest financial report press conference of a DAX-listed company, one person with an explicit ...
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Sovereignty beats price: the new procurement signal
Angelika Beierlein
The German federal government has commissioned SAP and Deutsche Telekom to build its central administrative ...
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Which IT Budget Survives the Cuts Round
Angelika Beierlein
8 min read The budget cycle for 2027 is underway. IT budgets are once again being negotiated as cost ...
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Agent 365 orders the AI agents, liability remains open
Angelika Beierlein
8 min read Microsoft has introduced Agent 365 as a control plane for AI agents in the market since May ...
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Compute capacity becomes a supply chain: Compute as a scarce production factor 2026
Angelika Beierlein
When Alphabet, Microsoft, and AWS use the same words in their Q1-2026 calls, it's worth listening. All ...
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Who Really Owns AI Operations: Three Determinations
Angelika Beierlein
8 Min. Read Time AI operations in German boards won't stabilize until CIO, COO, CFO, and Risk jointly ...
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