The GPU bill is the new AWS bill

The call usually opens with praise. The AI feature shipped on time, users love it and engagement charts are pointing the right way. Then finance closes the quarter, and the feature everyone celebrates loses money on every single request. That is the part the CTO called about. I get some version of this call every…

The CIO as a capital allocator: Why the best CIOs think like investors, not engineers

For a long time, the role of the chief information officer has been defined around systems, architecture and innovation. The expectation was straightforward: ensure uptime, modernize infrastructure and occasionally introduce transformative technologies. From where I sit, the most important technology decisions are no longer purely technical. They are capital allocation decisions. Every architecture choice, platform…