This has me believing less in the AI-pocolypes
Engineering rate cards are increasing
Senior AI, Java, and infrastructure roles are seeing 12%+ escalation on net-new Q2 engagements.
AI and Power are still all the talk. Here's the build up & the actions for CFOs and procurement leaders
1) Re-underwrite AI TCO with explicit power and grid assumptions
2) Treat utilities and CSPs as joint planning partners, not vendors
3) Negotiate for structural optionality, not just price
ISM Prices Index hit 82.1 in May. Steel, aluminum, and tariffs named by 18% of respondents as active cost drivers
Then the White House cut equipment tariffs to 10% for anything built with 85%+ U.S. steel
Getting tough to follow, but xapex sourcing decisions and tariff outcomes are now the same decision