Jean Atelsek is a senior research analyst working across the Cloud & Managed Services Transformation channel and digital economics unit at 451 Research from S&P Global Energy Horizons. She covers vendors and technologies that manage or optimize public and private cloud total cost of operations, performance or consumption. This includes FinOps products that help organizations optimize cloud spending based on data collected from the IT environment. Jean also concentrates on software and technologies related to the AI transition and agentic workflows, encompassing capital investments and data center buildouts by hyperscale cloud providers, as well as open-source activity underpinning AI market evolution. She writes the Hyperscaler Earnings Quarterly, examining public clouds’ contributions to parent company earnings, margins and spending. In the cloud-native universe, Jean focuses on application modernization, including the use of natural language processing, generative AI and agents to accelerate code transformation. Prior to joining S&P Global Market Intelligence, Jean worked at Omdia in the telecom, networks and consumer technology sectors. She holds a BA from Oberlin College.
The company is sharpening its VMware portfolio to address big enterprise AI pain points. After some post-acquisition turmoil, Broadcom is improving the value of its virtualization and operations technology for a new generation of applications.
The standard unit of AI consumption and billing — the token — is not standard at all. Token use and pricing vary by model, provider and token type, so calculating the return on investment of AI operations must include a measure of value beyond dollars and cents. An ecosystem of vendors and open-source standards bodies is coalescing to create tools that link token spending to business value to justify AI investments.
Working with key customers as design partners, the company is formalizing techniques for measuring and improving value achieved via AI-driven development. Its TokenIQ product, built on IP created for its compute and Kubernetes cost-optimization engine, proposes a new metric — AI Return — to standardize business value calculations.
Adoption of AI technologies has been dramatic for nearly four years, but the release of the OpenClaw autonomous AI agent in November 2025 provided a remarkable boost of its own. The mad rush to put agents to work has had wide-ranging impacts for enterprises.
Kiro, AWS' agentic coding tool, is now available in four form factors. Amazon Bedrock AgentCore, the company's managed platform for building and running agents, also has a slate of new features including a harness, optimizations and web search.
In their Q2 earnings calls, Alphabet, Amazon and Microsoft all reported exploding commercial backlogs as capex continues to grow. At the same time, the vendors are burning cash to meet capital needs and the cost of hiring AI talent is having a notable effect on expenses.
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