France and Germany got their 15-month delay. The enforcement clock didn't stop. Here's how to read it — and how to use the runway.
AI strategy
+7
Plus: Why every knowledge worker just became an AI team lead — and what Drucker, Ender, and Asimov saw coming.
+10
Iranian drones hit three AWS data centers on March 1. Azure and Google Cloud reported zero outages. The tempting conclusion is that AWS failed and the others didn't. The uncomfortable truth: they all share the same architectural assumptions — and none of those assumptions account for a coordinated kinetic attack.
Infrastructure Security
+6
Davos 2026 exposed the contradiction at the heart of European AI strategy: world-first regulation without the compute to back it. Plus: Apollo bets $3.5B on xAI, Microsoft sales teams cut AI forecasts, and why 54% of enterprise AI projects stall on infrastructure.
+5
Finland activates EU AI Act enforcement, Grok scandal exposes guardrail failures, and $600B in hyperscaler capex raises the stakes. Plus: Claude enters healthcare, bunq's AI handles 75% of support, and how "Nano Banana" got its name.
+8
Agentic workflows move closer to "real work," while regulators and infra constraints quietly define what's feasible.
Consolidation up top, constraints underneath: the week the AI stack started looking like industry.
AI Models
AI is no longer "just models." It's becoming an industrial stack: capital + compute supply chains + product economics + enterprise integrators + regulation as geopolitics. If your AI strategy still treats models as standalone products, you're planning for 2023.
Fragmented governance, frontier agents, and full-stack AI platforms colliding in one week
Microsoft Ignite 2025 marks the end of the AI chat era. The agent era begins with a question enterprises aren't ready to answer: who's managing your autonomous AI workforce?
+9
When sovereign clouds launch, telco breaches explode, and a single edge network can stall half the internet, you get a preview of Europe’s next decade of infrastructure risk and opportunity.
Cloudflare Outage