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Vertex Agility

May 15, 2026

The $2 Trillion Cloud Mirage: Why Your Vendor’s AI Dependency Is a Systemic Enterprise Risk

A report from The Information revealed this week that Anthropic and OpenAI together account for roughly half of the combined $2 trillion revenue backlog held across Amazon, Microsoft, Google, and Oracle. This article examines the structural concentration risk this creates, the implications for enterprise cloud pricing and resource availability, and the practical steps CIOs can take to insulate their infrastructure strategies.
May 13, 2026

The Data-First Reversal: Why 2026 Is the Year Cloud-First Strategies Hit the Wall

A techUK report has confirmed what CIOs have felt in their cost reviews for two years: cloud-first strategies are hitting sovereignty and cost walls. This article examines the egress tax problem, the implications of the UK Data Use and Access Act 2025, and what a genuine data-first architecture – one where compute moves to data, not the other way around – actually requires organisations to do differently.