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Cloud infrastructure economics for AI — capacity commitments, GPU availability, pricing models and hyperscaler positioning.
LiteLLM vs OpenRouter: Which LLM Gateway Wins?

LiteLLM vs OpenRouter: Which LLM Gateway Wins?

LiteLLM is an MIT-licensed gateway you self-host. OpenRouter is a hosted service charging 5.5% on credits and 5% on BYOK above allowance. They are not the same category. Here is the decision table, the real pricing, and which one to put in front of your app.
John Karpentar AI 6 min read
Top 7 API Security Platforms in 2026

Top 7 API Security Platforms in 2026

For platform and AppSec teams choosing a vendor in 2026: the seven API security platforms that matter, what each actually does underneath the AI repositioning, and where each one falls down.
John Karpentar Roundups 12 min read
Top 7 CNAPP Platforms for Cloud Security in 2026

Top 7 CNAPP Platforms for Cloud Security in 2026

The category consolidated hard this year, and the biggest name in it now belongs to a hyperscaler. Wiz, Cortex Cloud, CrowdStrike, Defender for Cloud, Sysdig, Orca and Upwind compared on coverage, deployment and price.
John Karpentar Roundups 11 min read
The Pentagon Becomes an AI Lender

The Pentagon Becomes an AI Lender

How a $5 billion defense loan to an AI cloud startup turns a small Pentagon credit office into an instrument of industrial policy.
John Karpentar Cloud 5 min read
Nscale's $3.5 Billion Bet on Backlog

Nscale's $3.5 Billion Bet on Backlog

How a two-year-old British data-center operator is asking investors to underwrite a $30 billion valuation on contracts that haven't been collected yet.
Daniel Krauz Cloud 5 min read
Crusoe's Flared-Gas Pivot Hits $30B

Crusoe's Flared-Gas Pivot Hits $30B

Crusoe tripled its valuation to $30 billion in under a year, and a chunk of the credit belongs to one customer's $13 billion cloud contract.
Daniel Krauz Cloud 4 min read
Amazon Triples Its Bet on Nvidia

Amazon Triples Its Bet on Nvidia

How a five-month-old GPU order just tripled, and what that says about who really controls AI's supply chain
Daniel Krauz Cloud 8 min read

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