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 vendor's software promises faster, cheaper and more secure application development for preproduction work, including development and testing cycles, resiliency planning, and quality assurance. It touts the value of self-hosted sandbox environments for AI engineering, giving agents a safer and less expensive space to learn.
What drives organizations to engage in resource-intensive modernization and digital transformation efforts? Ultimately, they act to stay in business and satisfy stakeholders. Take five minutes to read five Voice of the Customer qualitative interview comments and what they mean.
AI services and record capital outlays again dominated the latest round of quarterly earnings calls from Alphabet, Amazon and Microsoft, and demand for AI capacity continues to exceed supply. Inferencing is ultimately expected to be a bigger source of revenue than model training, but is not cheap.
Kyndryl Consult (consulting) and Kyndryl Bridge (open integration platform) underlie the company's push to help customers transition away from legacy processing and data silos and into cloud-enabled services. The recently released Kyndryl Agentic AI Framework and Agent Builder are being used to accelerate migration and modernization projects.
The company's RHEL team is catering to developer, security and operations teams as businesses navigate the AI transition. Early access to new NVIDIA chips will enable it to offer specialized RHEL versions to select partners and original equipment manufacturers.
Six major cloud providers collectively grew their public cloud region count by 7% in 2025, with Mexico and Indonesia each gaining two regions and Saudi Arabia representing a hot spot for anticipated openings. Pushback from citizens and governments in Latin America and Europe has stalled buildouts.
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