The Enterprise Architect’s Guide to Surviving the AI Power War
Build an enterprise AI exit strategy with tested model substitution, retained authority, recoverable state, contract rights, and realistic transition costs.
AI vendor risk
Who Leads AI in 2029? Five Scenarios, Not One Prediction
Explore five scenarios for AI leadership in 2029, with evidence triggers, counterarguments and a practical method for testing enterprise platform commitments.
The Companies That Win No Matter Which AI Model Wins
See how NVIDIA, TSMC, cloud platforms and infrastructure suppliers benefit across AI models, and what their advantages mean for enterprise buying decisions.
AI Dark Horses: Who Could Change the Competitive Balance?
Assess AI dark horses including Thinking Machines, SSI, Mistral, World Labs and robotics labs, with evidence gates for enterprise pilots and supplier choices.
China’s AI Counteroffensive: Model Parity Under Silicon Constraints
Evaluate Chinese AI models for enterprise use. Compare Qwen, DeepSeek, Kimi, GLM, Seed and Huawei across capability, silicon constraints and deployment risk.
The Agent Control Plane Is the Real Prize in the AI War
Build an agent control plane strategy that separates provider capabilities from business authority, with clear ownership, approval, recovery and exit tests.
Distribution May Defeat Intelligence: Google, Meta, Microsoft and Apple’s Hidden Advantage
Why Google, Meta, Microsoft and Apple can turn devices and everyday apps into an AI distribution advantage, and how enterprises should assess the tradeoffs.
The AI Alliance Map: Every Frontier Lab Depends on Its Rivals
Map the AI alliances behind OpenAI, Anthropic, Microsoft, Amazon, Google and NVIDIA, then separate supplier diversity from real operational independence.
The Compute Arms Race: Stargate, Colossus, TPUs and the Gigawatt Battlefield
Compare Stargate, Colossus and Google TPUs. Separate AI compute promises from usable capacity with evidence on power, networks, workload fit and recovery.
The AI Power Stack: Who Is Winning the AI Race?
Explore the AI power stack, compare leading ecosystems, and see why compute, distribution, agent control, and exit options matter beyond model benchmarks.
Technology Concentration Risk: What CEOs and CIOs Need to Know About AI, Cloud, Chips, and Vendor Dependency
TL;DR Technology concentration risk is not the same as buying too much from one vendor. It is the risk that several critical business services can fail, become uneconomic, lose strategic flexibility, or become difficult to govern because they depend on the same hidden control point. That control point may be a cloud platform, identity provider, … Explore: Technology Concentration Risk: What CEOs and CIOs Need…