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The Great Inference Pivot: Why the “Sovereign AI” Winner Won’t be a Chip Maker
From "Brute Force" to "Frugal Innovation": Why Inference Economics and Software-Defined Compute are the Real Keys to India’s Digital Autonomy.
Feb 10
•
Rao Charagondla
3
The 2025 Cloud Retrospective: When Physics Became the Strategy
A deep dive into the "Model-to-Metal" shift, the $200B Capex gamble, and the new rules of cloud unit economics.
Feb 9
•
Rao Charagondla
1
1
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