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EXECUTIVE AGENDA · 27 SEP / 2026DAILY EDITION · 5 MIN READ

THE AI INSTITUTE / RESEARCH FOR LEADERS

Find the Bottleneck Before Buying More AI

Next week’s infrastructure events should sharpen a buying decision: add computing capacity, fix the data path or improve how the existing system runs.

OUR VIEW

Allocate the next AI infrastructure budget to the measured constraint on useful work, not the most impressive performance claim.

Key points

What this paper means for leaders

  1. Locate the constraint before pricing more capacity.
  2. Compare added compute with data and serving improvements.
  3. Test cost and quality on the actual workload and languages.
  4. Use next week’s events to gather evidence, not to rush a commitment.
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The buying decision

More capacity is not always the next purchase

Before approving another AI infrastructure commitment, ask where useful work is waiting. Is the model short of computing capacity, is it waiting for data, or is the business spending too much time correcting its output? Those conditions require different investments.

Next week offers a concentrated opportunity to challenge suppliers. NetApp INSIGHT runs from 29 September to 1 October in Las Vegas. CoreWeave’s Fully Connected main programme runs on 30 September and 1 October in San Francisco, following arrival activities on 29 September. Their published agendas emphasise storage, model serving and infrastructure choices. These are scheduled commercial discussions, not independently verified performance results. 12

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