Kelly Knight
Latest from Kelly Knight
The race to serve AI inference faster and cheaper is exposing the hard limits of conventional chip architecture. As demand for real-time AI responses accelerates, the industry’s standard response — stacking more high-bandwidth memory onto power-hungry silicon — is running into a …
Argentum targets the capital stack as the missing layer in AI infrastructure buildout
The AI infrastructure boom has trained the industry’s attention on silicon and power, but a more fundamental constraint within the capital stack is quietly throttling the speed of global data center deployment. As demand for AI compute continues to outpace infrastructure availability, a …
Solidigm targets the intelligence layer as agentic inference pushes storage to center stage
The shift from model training to agentic inference is forcing a fundamental rethink of how artificial intelligence infrastructure is built and which components carry the most strategic weight. What was once treated as commodity plumbing is now being recognized as the intelligence …
Everpure shifts from hardware to data-centric model as governance becomes critical to AI returns
Enterprises racing to deploy AI are discovering that the bottleneck is not compute or models, but rather the failure to adopt a data-centric model to resolve unmanaged, ungoverned data sitting across silos that can’t be classified, accessed or trusted at production speed. …
Everpure and Nvidia target the AI-ready data gap
Enterprises have poured billions into AI infrastructure — graphics processing units, cloud capacity and model tooling — yet most deployments remain mired in experimentation rather than generating measurable business value. The bottleneck is not compute. It is AI-ready data. The gap between …
Data primacy becomes central to enterprise AI: theCUBE’s Pure Accelerate 2026 keynote analysis
As AI transforms the enterprise, the old model of managing data in application-controlled silos is breaking down. The companies that will win in the AI era are those that embrace data primacy by treating data, rather than the applications sitting on top …
Kion ties automated governance to FinOps’ next phase as AI spend spreads
Artificial intelligence is creating a new class of cloud cost challenge — one that no longer belongs exclusively to engineering teams. As AI tools put spend capabilities into the hands of sales, finance and executive teams, the need for automated governance has …
FinOps adapts to AI spend as token economics reshape enterprise budgets
As generative AI accelerates from a product experiment into a core enterprise operating cost, FinOps is evolving rapidly to manage AI spend, introducing a layer of complexity that traditional cloud budgets have never fully prepared practitioners to handle. Token economics are forcing organizations …
Microsoft positions the intelligence layer as the control plane for enterprise AI
As enterprises move beyond AI experimentation into full-scale production, the central challenge has shifted from accessing models to managing the organizational context they need to act reliably. The pressure to govern costs, secure data and maintain accountability is now redefining how companies …
Tokenomics emerges as the new discipline for managing AI’s runaway cost frontier
AI spending is outpacing every budgeting model enterprise finance teams have built, and the gap between what tokens cost on paper and what organizations actually owe is becoming an operational crisis. As FinOps evolves into a boardroom strategy, the discipline is now …