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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
Is AI Infrastructure Overbuilt? An Operator's View on the $100B Gamble
Are your AI investments ignoring physics? Tony Grayson (former Submarine Commander and SVP Oracle) discusses how to avoid The Kemper Trap—where timeline pressure overrides engineering reality—and build resilient infrastructure.
Tony Grayson
Nov 25, 20258 min read
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