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THE CONTROL ROOM
Where strategic experience meets the future of innovation.
The Hidden Stack: The Real Truth About AI Infrastructure Spending (And Why It’s Not on the Charts)
Why do marketing charts show Open Source at only 11% market share when adoption is over 70%? The answer lies in the "Hidden Stack." This post analyzes the real trends in AI infrastructure spending, why the shift from Training to Inference is exploding, and why the smart money is moving from software licenses to megawatts.
Tony Grayson
Dec 15, 20259 min read
Training vs. Inference: The $300B AI Shift Everyone is Missing
The market is missing the $300B shift from AI Training to Inference. Discover why "bit barns" are out and how the shift to edge infrastructure turns the "cash burn" of models into a recurring revenue engine.
Tony Grayson
Dec 13, 202510 min read
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