AI models are not interchangeable infrastructure AI models are not behaviourally neutral infrastructure. Their answers reflect patterns of judgement, confidence, caution and communication - and those patterns can become material business risks.
US cloud act, sovereignty, and why you might need to care Airbus’s move to European cloud hosting is a reminder that data residency is not the same as digital sovereignty. Where your cloud provider is headquartered, and which laws it answers to, can matter as much as where your data sits.
Intelligence is leaving the cloud, and our governance frameworks have not noticed Intelligence is moving off the cloud and onto devices we own and control. Our governance models are still built for a world of centralised chokepoints - API logs, model providers, and labs we can regulate. That world is fading. What replaces it is messier, more distributed, and much harder to see.
Mapping the AI value chain Most organisations chase AI capability without asking where it sits in the business. Applying Porter's value chain to AI makes the dependencies visible - and reveals which layer is actually your constraint.
The intelligent organisation is not the one with the most AI AI alone will not make an organisation intelligent. Human judgement, diversity and accountability still matter.
Australia needs to stop talking about AI as if it were just software Australia keeps talking about AI as if it were a software problem, but the real issue is the stack beneath it: compute, chips, infrastructure, governance, and decision rights.
Australia’s electrification moment The convergence of electrification and AI presents Australia with a rare opportunity to move from resource exporter to systems leader in the global economy.