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 ...
Read Article
Angelika Beierlein
Alle Beiträge von Angelika Beierlein
Read Article
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. ...
Read Article
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 ...
Read Article
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 ...
Read Article
Tech Mandates on the Supervisory Board: NIS2, the EU AI Act, and the Skills Gap
Angelika Beierlein
At the latest results press conference of one DAX group, a person with an explicit AI mandate sat on ...
Read Article
Sovereignty beats price: the new procurement signal
Angelika Beierlein
The German federal government has commissioned SAP and Deutsche Telekom to build its central administrative ...
Read Article
Which IT Budget Survives the Cuts Round
Angelika Beierlein
The budget cycle for 2027 is underway. IT budgets are once again being negotiated as cost items rather ...
Read Article
Agent 365 orders the AI agents, liability remains open
Angelika Beierlein
Microsoft has introduced Agent 365 as a control plane for AI agents in the market since May 1st. It ...
Read Article
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. ...
Read Article
Who Really Owns AI Operations: Three Determinations
Angelika Beierlein
AI operations in German boards won't stabilize until CIO, COO, CFO, and Risk jointly formulate a robust ...
Read Article