FinOps Takes on the AI Explosion, Including Token Management

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C. Dunlap
Research Director

Summary Bullets:

  • FinOps X conference takes place in San Diego, California (US) June 9-11, 2026.
  • Key themes will include how enterprises will operationalize AI-driven FinOps across platform engineering.

FinOps X conference in San Diego will take place in one week, and not surprisingly AI will dominate keynotes and discussions among FinOps practitioners. These experts will share insights into best practices for operationalizing AI-driven FinOps across platform engineering, including CICD, Kubernetes, and other cloud-native architectures.

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Verizon DBIR: Adversaries Weaponize AI in Stealth Attacks by Targeting Points of Exposure

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Amy Larsen DeCarlo – Principal Analyst, Security and Data Center Services

Summary Bullets:

  • Bad actors are raising their intelligence quotient with AI, tapping it to find vulnerabilities faster and to power mobile-centric phishing campaigns.
  • Supply chains are a weak link with partner network weaknesses linked to nearly half of all breaches.

An already volatile threat landscape is becoming even more dangerous as threat actors tap AI to accelerate and improve the success of their attacks on enterprises. Verizon’s 2026 Data Breach Investigations Report (DBIR) reveals how effective adversaries have become in using AI to capitalize on enterprise weaknesses. Exploiting software vulnerabilities was the initiating factor in 31% of all breaches, notable because this is the first time in almost 20 years that it has overtaken compromised credentials as the most frequent entry point for an attack.

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April Showers Heartache on Developers Using Popular Coding Tools

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C. Dunlap
Research Director

Summary Bullets:

• Anthropic backpedals price hikes following outcry

• GitHub makes controversial move from flat-rate to usage-based billing models

April has a been a controversial and even catastrophic month for developers of popular copilots and agents.

Some enterprise and independent developers felt gut-punched following unorthodox activities including significant price increases and major subscription restructuring. Anthropic removed Claude Code from its standard Pro Plan priced at $20, offering it instead as part of its Max plan for $100 per month. Confronted with serious backlash, it was forced to reverse its decision.

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EY Survey Reveals Enterprises are Investing in AI to Repel Adversaries Weaponizing the Very Same Technology

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Amy Larsen DeCarlo – Principal Analyst, Security and Data Center Services

Summary Bullets:

• Ninety-six percent of the security leaders surveyed see AI as a core element in their cybersecurity strategy that they are already deploying

• However, that same number perceive AI-driven attacks as serious threats to their organization

Cybersecurity is a delicate balancing act, requiring organizations to mount multi-layered defenses without causing the kind of friction that can impede productivity. An effective defense also requires the adequate funding to ensure the appropriate technical and personnel resources are in place to protect enterprise assets. With AI as an active part of the cybersecurity conversation, there are more angles for IT organizations to consider as both a proactive tool and an offensive weapon.

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AMD and Meta’s Deal is One of the Most Significant AI Infrastructure Partnerships This Year, but Will It Deliver?

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B. Valle

Summary Bullets:

• On February 24, 2026, AMD and Meta announced a partnership to deploy AMD Helios racks, optimized for Meta’s workloads.

• The shipments, starting in H2 2026, will cover successive generations of silicon over several years and be equivalent to 6 gigawatts of power.

AMD and Meta are deepening their collaboration to align their GPU and CPU silicon, systems, and software roadmaps with Helios rack clusters running on ROCm software. As part of the agreement, AMD is also giving Meta warrants that could convert into a 10% stake in the company. Meta can only cash the warrants if it buys all the agreed chips, and AMD’s share price triples. For AMD it’s a massive validation of its AI computing roadmap and for the wider industry it has broad implications as it can mean lessening overreliance on a single supplier, potentially accelerating innovation. It gives Meta greater bargaining power as it gains pricing leverage and potentially reduces the risk of supply bottlenecks. In other words, Meta avoids being completely locked into NVIDIA’s CUDA ecosystem.

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ANS’ Sci-Net Acquisition Positioned as Driving UK AI Readiness

R. Pritchard

Summary Bullets:

  • ANS’ acquisition of Sci-Net Solutions expands its portfolio of value-added enterprise technology solutions in a highly competitive UK B2B market
  • AI is a hook everyone latches on to – there are even products and solutions out there – but this is an acquisition of a service provider with current revenues

The ANS acquisition of Sci-Net Business Solutions is positioned as a complement to previous acquisitions such as Makutu as part of the ANS strategy to exploit and deliver the opportunities presented by artificial intelligence (AI). Sci-Net is an Oxford-based business solutions specialist with expertise in ERP, CRM, and cloud infrastructure solutions (e.g., 365 Business Central, Microsoft Dynamics NAV, CRM, and Microsoft Azure).

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LevelBlue Research Finds Manufacturing Organizations are at Risk and Underprepared for Cyber Threats

Amy Larsen DeCarlo – Principal Analyst, Security and Data Center Services

Summary Bullets:

  • As part of a larger global cross-industry study, LevelBlue surveyed executives in 220 manufacturing companies to gauge the state of their cyber resilience strategies in the era of AI-driven threats and other risks
  • Awareness is high but also so are concerns, with 37% saying they are seeing a significantly higher volume of attacks; just 30% said their organization is prepared for deepfake attacks, even as 47% are anticipating them

Threat actors are savvy when choosing their targets. Manufacturing holds a strong appeal to cyber criminals because the profit potential associated with intellectual property is high and, thanks in part to supply chain vulnerabilities, there are plenty of points of exposure. A recent LevelBlue survey of 220 manufacturing executives found that while awareness about the threat environment is high, preparedness, especially for AI-driven attacks, is not.

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Mistral AI’s Independence from US Companies Lends it a Competitive Edge

B. Valle

Summary Bullets:

• Mistral AI’s valuation went up to EUR11.7 billion after a funding round of EUR1.7 billion spearheaded by Netherlands-based ASML.

• The French company has the edge in open source and is well positioned to capitalize on the sovereign AI trend sweeping Europe right now.

Semiconductor equipment manufacturer ASML and Mistral AI announced a partnership to explore the use of AI models across ASML’s product portfolio to enhance its holistic lithography systems. In addition, ASML was the lead investor in the latest funding round in the AI startup and now holds 11% share on a fully diluted basis in Mistral AI.

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IBM Think on Tour Singapore 2025: An Agentic Enterprise Comes Down to Tech, Infrastructure, Orchestration, and Optionality

D. Kehoe

Summary Bullets:

• Cloud will have a role in the AI journey, bit no longer the destination. The world will be hybrid, and multi-vendor.

• Agentic AI manifests from this new platform but will be double-edged sword. Autonomy is proportionate to risk. Any solution that goes to production needs governance.

The AI triathlon is underway. A year ago the race was about the size of the GenAI large language model (LLM). Today, it is the number AI agents connecting to internal systems to automate workflows, moving to the overall level of preparedness for the agentic enterprise. The latter seems about giving much higher levels of autonomy to AI agents to set own goals, self-learn and make decisions, possibly manage other agents from other vendors, that impact customers (e.g., approving home loans, dispute resolution, etc.). This, in turn, influences NPS, C-SAT, customer advocacy, compliance, and countless other metrics. It also raises many other legitimate legal, ethical, and regulatory concerns.

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Tata Communications and Amazon Web Services to Build AI Network in India, as More Telcos Look to Deploy AI-ready Infrastructure

B. Swan

Summary Bullets:

• Tata Communications will collaborate with Amazon Web Services (AWS) to build a high-capacity network connecting three major AWS infrastructure locations in Mumbai, Hyderabad, and Chennai.

• In a growing trend, more telecom providers are building high-capacity terrestrial networks to meet the growing demand in bandwidth contributed by the rise in artificial intelligence (AI) and cloud.

Tata Communications has announced a new partnership with AWS to build and deploy a high-capacity national terrestrial network backbone, making a significant move in transforming the country’s digital infrastructure evolution. This strategic collaboration between the two supports the continued rise in demand for data-intensive workloads driven by AI and cloud adoption. In what is becoming an increasing trend among global telecom operators, with more carriers investing substantial funds to expand, or upgrade their terrestrial networks to meet future data traffic demands, contributed by data-hungry workloads such as AI/ML, while future-proofing their networks to meet the requirements of their hyperscalers and enterprise customers.

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