A close, weekly reading of how large enterprises actually wire generative AI into the business — not press releases, but architecture. We track real budgets, real workloads, and the slow shape of demand for infrastructure, governance, and the operators who have to live with the rollouts.
Home Depot’s omni-retail stack is the most coherent enterprise AI architecture filed this quarter — and the merchandiser, not the platform team, sets where it ends. We walk the rollout from search to store-associate copilots, and mark the three places where Bedrock visibly stops.
Phase three of the enterprise AI curve: the question is no longer “can we deploy it?” but “what do we keep paying for?” A read on how three Fortune-500 finance teams now meter, retire, and re-justify AI workloads on a quarterly cycle.
A second wave is underway, and it looks nothing like the first. The buyer is not the AI team — it is the application owner. We map the silent re-architecture happening inside Salesforce, ServiceNow, and SAP tenants, and what it does to “platform” strategy.
Reading across thirty disclosed enterprise rollouts: the first wins are workflows already standardised long before AI arrived. What slows the next phase is not models or compute — it is the absence of a coordination surface between legal, ops, and the line manager who has to sign.
The rules, in plain language. EU, UK, Singapore, US state-level — what changed, who has to act, by when. Filed every Wednesday.
If you want both columns delivered together, four times a year, in one quiet email — leave an address. Otherwise just bookmark this page.