The cloud pricing floor is gone — and your FinOps model doesn't know it yet.

AWS hiked ML GPU instances 15% in January. Alibaba Cloud raised GPU pricing up to 34% this week. Baidu moved the same day. Google Cloud is next in May.

We debate what this means for your commitment strategy when the baseline is moving in the wrong direction.

Then: Microsoft's new $99/user M365 E7 "Frontier Suite" goes on sale May 1.

Gartner ran the bundle math — the real discount is 13.2%. Copilot sits at 3% adoption. Agent 365 ships as a work in progress. We cover the bull case, the bear case, and the one contract clause your procurement team doesn't know to ask for.

Two topics. One theme: the rules changed while you were watching the dashboard.

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