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.
AI, agents and capex again loomed large in hyperscaler parent company earnings reports for the first quarter. Company officials remain confident that record capex is justified by the huge AI opportunity ahead and cited glimmers of revenue being realized from intense data center expansion.
The European infrastructure software vendor is leaning in on its open-source, sovereign and cloud-native credentials to gain global traction. It is using partnerships and acquisitions to broaden its ecosystem and give buyers an AI-ready foundation extending from the datacenter to the industrial edge.
The vendor is cultivating an ecosystem of Alt-V partners to realize the benefits of its platform for running traditional, cloud-native and AI/ML workloads via a unified management plane. SP Central lets providers serve multiple tenants with Nutanix Cloud Platform, while NKP Metal adds integrated storage, deployment and life-cycle management features.
The latest version of Portworx Enterprise includes tools to modernize IT foundations, enabling VMs and containers to run from a single Kubernetes-based control plane — a necessity for the adoption of enterprise AI and machine learning. The company recently introduced Kube Datastore for advanced VM operations on Kubernetes, enabling a shared storage back end on FlashArray devices.
The company is broadening its secure-by-default container build service to better adapt to customers' existing workflows. The latest version of Chainguard Factory uses an agentic reconciliation engine to automate the updating of containers and libraries to a defined (secure) state, allowing the company to scale up and diversify its catalog.
With Kubernetes now embedded in AI tech stacks, vendors and enterprises are looking to open-source standardization to reduce risk and drive the ecosystem forward as investment shifts from training to inference. The challenges are daunting, but the open-source community is responding with characteristic ingenuity and vigor.
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