AI Infrastructure Lessons from Our Visit to Huawei (Tech Strategy – Podcast 269)

The article details insights gained from a visit to Huawei, focusing on the substantial physical infrastructure required for AI. It discusses how this shift towards owning the “picks and shovels” represents a major change in tech strategy. Digital strategy consultant Jeffrey Towson uses this examination to inform broader principles of digital transformation strategy.

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Understanding AI Infrastructure Part 3: GenAI Operating Costs (Tech Strategy)

The operating costs for Generative AI are astronomical, making infrastructure the new primary battleground for tech giants. This fundamental cost structure turns AI infrastructure into the essential foundation for any AI-powered digital transformation strategy. According to digital strategy consultant Jeffrey Towson, the companies that own and optimize this infrastructure will have a decisive competitive advantage.

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