Day-2 debrief | $750B buys AI capacity. Does it buy you any control?

Hyperscalers are on track to spend roughly $750B in 2026, up 67% year over year, driven mostly by AI infrastructure (CreditSights, 2026). As Matt Locknane puts it, three quarters of a trillion dollars buys the industry more capacity, but it doesn’t buy your organization any control. “Capacity is something that you consume. Control is something you configure.”

This is the sixth news signal analysis from Episode 1 of the Day-2 Debrief, Gruve’s monthly series analyzing the top industry news CIOs and CISOs need to know. Matt Locknane and Rajeev Khanolkar cover the questions to ask before assuming rented AI capacity gives you control, how Cisco Secure AI Factory with NVIDIA connects performance, security and cost, and what CISOs with agents already in production should do this week.

In this clip:

• Why capacity is something you consume and control is something you configure
• Five questions for any AI capacity provider: placement, data path, keys and operational access, isolation, observability
• Why your business data shouldn’t train the next model
• Tokenomics, and why token budgets are running out early
• Secure AI Factory: on-prem AI infrastructure with capped cost and built-in security
• How to explain Secure AI Factory to a CISO
• What to do this week: run discovery, kill human-inherited credentials, run a revocation drill, default deny egress