Cloud Computing

EU, Saudi Arabia, India, and the US Stargate project are all building sovereign AI infrastructure — fragmenting AI by policy before the technology matures, unlike cloud which consolidated around US hyperscalers

Saudi Arabia, India, EU, and US are all treating AI infrastructure as national/sovereign infrastructure — fragmenting AI before it matures, unlike cloud which consolidated globally around US hyperscalers

Microsoft's Azure AI agents for cloud-cost optimization, security, and compliance are the most sophisticated lock-in mechanism in enterprise history — operational automation creates switching costs that didn't exist before

Microsoft's Azure AI agents for cloud-cost optimization and compliance are operational automation that creates the deepest form of vendor lock-in — switching costs that encode how your organization works

Hyperscalers spending $660-690B on AI infrastructure in 2026 while AI-driven cloud growth decelerates and investors punish capex announcements — the spend and the skepticism are simultaneous