Why Your Cloud Bill Never Gets Smaller
Bernhard Liebl
The cloud bill climbs month after month, even though no one deliberately orders more. Unused resources ...
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Topic
ICT Infrastructure
ICT infrastructure analysis for C-level decision makers: data centers, network backbones, cloud foundations.
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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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The Billion-Dollar Gamble of the Hyperscalers and Their Cloud Tab
Bernhard Liebl
The major cloud providers are investing the equivalent of around €580 billion in data centres by 2026, ...
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Sovereign Cloud: When the Premium Price Truly Pays Off
Alec Chizhik
More and more CIOs in Western Europe want to expand their local cloud usage. At first glance, this seems ...
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IT Budget 2026: The End of the 70/30 Rule
Eva Mickler
70 percent for operations, 30 percent for innovation: many IT budgets still hinge on this rule of thumb. ...
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VMware under Broadcom: The Exit Plan as a Lever
Bernhard Liebl
A VMware bill of 500,000 euros a year turns into two million under Broadcom. Such jumps are no longer ...
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Cloud capacity is becoming scarce, CIOs need to plan now
Bernhard Liebl
63 percent. That’s how fast Google’s cloud business grew year-over-year-outpacing Microsoft (39 percent) ...
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Geopolitics Meets the Data Center Roadmap: What CIOs Must Secure Now
Eva Mickler
Two seemingly unrelated developments are now converging on the same blueprint: the escalation in the ...
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When a Sovereign Stack Really Pays Off
Tobias Massow
Sovereignty features in most presentations as a values argument: control over data, independence from ...
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Technical Debt: Why the Board Must Act Now
Eva Mickler
Technical debt doesn’t appear on any balance sheet, yet it costs every corporation dearly. According ...
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