If FinOps was LEGO
FinOps and Lego, a fun story.
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AI growth is no longer constrained by software demand, but by simultaneous physical bottlenecks across the infrastructure stack.
AI is no longer constrained by demand. It is constrained by power, memory, fabrication, and time. Unlike software, infrastructure scales slowly. The companies that control electricity, chips, and supply chains may gain more advantage than the companies building the models themselves.
