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Gary Drew
🎙 Podcast

What AI Energy Deals Reveal About SaaS ROI in 2026 — Podcast

By Gary DrewJul 16, 20262:39

What AI Energy Deals Reveal About SaaS ROI in 2026 — Podcast

By Gary Drew · 2:39

0:002:39

Applied Computing's €17.4M raise and rising data centre costs reveal how B2B LLCs should measure AI and SaaS ROI in 2026. Here's what the signals mean.

Show transcript
What if the AI tools you're paying for right now are about to get a lot more expensive — and you'd never see it coming until it's already hit your budget? [PAUSE] Here's what's happening this week. A London-based AI startup called Applied Computing just raised €17.4 million to build AI specifically for energy operators. KBR led the round, Databricks Ventures joined in, and they're expanding into Houston. Meanwhile, Australia's government is pushing regulations that would force data centre operators to cover the energy costs they create — rules expected to hit in early 2027. These two stories together are telling every SaaS buyer something critical about where costs are headed. [PAUSE] First — vertical AI is winning, and generic tools are losing ground fast. Applied Computing raised serious capital precisely because their AI solves defined problems for defined operators. The ROI is measurable. That's the standard Skip applies to every SaaS evaluation — if you can't put a number on what a tool saves you in time, errors, or headcount, it's not ready for your stack. [PAUSE] Second — regulatory costs are about to flow downstream into your SaaS pricing. When Australia forces data centres to fund the energy infrastructure they consume, those costs don't disappear. They get baked into cloud platform pricing. LLC owners who lock in multi-year SaaS agreements before 2027 could have a real financial advantage over those who wait. [PAUSE] Third — think about your SaaS stack like a long-duration asset, not a monthly subscription. The IAEA tracks over 400,000 tonnes of nuclear spent fuel in storage systems built to last decades. Enterprise software commitments work the same way. The switching costs, the data migration, the retraining — it all adds up. Choosing the right vertical-fit tool now beats chasing the flashiest new feature later. [PAUSE] Here's your one action item today. Open your SaaS invoice list and pick your three biggest line items. For each one, ask yourself: does this tool actually understand my industry, or does it just claim to? If you can't answer that with a specific example, you've got a vendor conversation to schedule before Q4 pricing reviews hit. [PAUSE] Read the full article on the Midas blog at agentmidas.xyz. And if you want AI-generated content like this for YOUR business every single morning, start your free trial at agentmidas.xyz.

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