Author Archives: Vijay Vijayasankar

It Was Never Jensen vs. the Hyperscalers. It Was a Balance Sheet Problem – And Power Is Next.


Every discussion about AI infrastructure eventually turns into a story about Jensen Huang outsmarting the hyperscalers. The narrative goes something like this: NVIDIA deliberately routed scarce GPUs to upstarts like CoreWeave and Crusoe, creating a new class of AI cloud providers that would prevent Microsoft, Amazon, and Google from monopolizing AI infrastructure. It’s a compellingContinue reading “It Was Never Jensen vs. the Hyperscalers. It Was a Balance Sheet Problem – And Power Is Next.”

Systems Over Scale: What Bridgewater Teaches Us About the Enterprise AI Plateau


I have lost count of how many client conversations this year have gone the same way. Someone tells me the model isn’t accurate enough yet for what they want to do, and the plan is to just wait for the next release. GPT whatever. Claude whatever. Gemini whatever. Someone bigger and smarter is always aroundContinue reading “Systems Over Scale: What Bridgewater Teaches Us About the Enterprise AI Plateau”

Your AI Strategy Is About to Become the Most Expensive Commodity Bet in Your Company


In my last post, I argued that boards face a growing geopolitical risk in their AI strategy, that a single regulatory action or export control directive could sever access to a mission-critical workflow with zero warning. If that is true, it raises an immediate question: why are so many enterprises doubling down on deep dependencyContinue reading “Your AI Strategy Is About to Become the Most Expensive Commodity Bet in Your Company”