September 23, 2025
As a global manufacturing CIO, I live every day at the intersection of technology and business risk. Our factories run 24 hours a day, supply chains are interconnected, and customers expect precision delivery with zero tolerance for downtime. In my world, compute is not just another IT expense, it is mission critical. Yet the way the industry measures and manages compute is fundamentally flawed.
When steel mills or production lines falter, we can pinpoint the cost per hour, hedge commodity inputs, and model risk with precision. But when compute performance degrades or capacity becomes constrained, there is no equivalent metric. Pricing is opaque, supply is increasingly volatile, and finance leaders have no clear way to compare or hedge costs across providers. Boards are flying blind with one of the most material risks to their digital operations.
That is why InfraSight’s Workload Compute Unit (WCU) resonated with me. It is the first standard I have seen that normalizes workload economics across hardware, suppliers, and time. Imagine being able to tell the board not just what compute costs, but what it yields per unit, comparable across AWS, on-prem clusters, or even next generation AI clouds. For a manufacturer, that is the equivalent of having an index price for steel or energy, a transparent benchmark that executives can trust.
For manufacturing enterprises engaged in mergers and acquisitions, this clarity is game changing. In M&A, IT is often the most complex and underestimated part of due diligence. Without standardized compute metrics, acquirers inherit risk they cannot quantify. The WCU creates a common language for valuing infrastructure, modeling integration, and capturing synergies with confidence.
In manufacturing, we don’t tolerate black boxes. Every process is measured, audited, and optimized. Yet with compute, the very backbone of AI, robotics, and automation, we have been forced to operate without standards. InfraSight is solving that gap. By anchoring governance, financial controls, and even future hedging instruments to the WCU, they are giving CIOs like me the ability to put compute on the same risk footing as any other strategic input, whether in operations or transactions.
That is why I am supporting InfraSight, not just as an observer, but as an advocate and investor. I’ve seen firsthand how the absence of compute transparency holds enterprises back, and I believe InfraSight has the right model to change that. Their work is not optional, it is necessary if industries like manufacturing are to scale AI and digital transformation safely, responsibly, and competitively.
For my fellow CIOs, CFOs, and board members, do not wait until compute volatility undermines your strategy. Reach out to me directly, and I will gladly make the introduction to the InfraSight team. The AI economy is being defined right now, and it will shape how we all operate in the next decade.
