For nearly twenty years, the distribution of enterprise software was governed by a centralized commercial gateway: the cloud hyperscaler marketplace. Platforms such as Amazon Web Services (AWS) Marketplace, Microsoft Azure Marketplace, and Google Cloud Marketplace transformed enterprise procurement. Corporate Chief Information Officers no longer navigated months of independent vendor paperwork, legal reviews, and fragmented invoicing. […]
Throughout the opening acts of the artificial intelligence boom, the corporate development narrative among Big Tech hyperscalers was dominated by a single obsession: raw model parameter scale and compute concentration. Microsoft, Alphabet, Amazon, Meta, and Apple engaged in an aggressive race to secure graphics processing unit allocations, negotiate multi-gigawatt data center energy compacts, and invest […]