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John Furrier and Dave Vellante of theCUBE Research talk about enterprise AI during theCUBE Pod.AI play_arrow

On theCUBE Pod: How enterprise AI is fueling cloud growth, chip risks and Salesforce’s next move

Enterprise AI isn’t just changing how tech works — it’s rewriting the rules of business, cloud growth and global power. That momentum is visible across every layer of the enterprise landscape, with enterprise AI reshaping cloud infrastructure, software economics and global tech policy. Once considered a niche productivity booster, AI ...


CLOUD

Power-hungry clouds: Inside tech’s most expensive quarter

Based on this quarter’s earnings reports, it’s clear to us that demand is not the constraint for hyperscale clouds. They are, however running headlong into the hard limits of physics.  Access to megawatts, liquid‑cooled racks and a graphics processing unit supply chain that begins and ends with Nvidia Corp. (and ...