Vendors' AI Costs Fell 90%. Your Renewal Bill Rose 20–37% Anyway.
Vendor AI infrastructure costs fell 40–90% since 2024. Renewal asks still rose 20–37%. Here's where the gap actually goes, and the playbook that claws most of it back.
Tag
Vendor AI infrastructure costs fell 40–90% since 2024. Renewal asks still rose 20–37%. Here's where the gap actually goes, and the playbook that claws most of it back.
Microsoft shipped seven MAI models five weeks after a contract amendment capped what OpenAI owes it at $38 billion through 2030. Read the two events together and the launch looks like a hedge, not a roadmap milestone.
800-1,500% price increases. 87% of VMware customers reducing their footprint. Four signals predicted the outcome years before the acquisition closed — and infrastructure teams can apply them to their current stack today.
Practical guides, product updates, and compliance notes — straight to your inbox. No fluff.
Newsletter is opening soon. We'll switch this on once we've got our first issue ready.