Brian Bohan says AI is decoupling consulting revenue from headcount. Firms are moving toward expertise encoded as software products.
Posts published in “Cloud”
Bloomberg Intelligence's Mandeep Singh says enterprise AI token consumption is up 2x to 5x but the link to ROI is less clear.
Chris Gannatti compares it to the dot-com bubble and sees important differences.
Bloomberg Intelligence's Vasu Kasibhotla said the big question is whether demand can keep pace as the market becomes awash with AI tokens.
Smartbird CEO Nadia Carlsten is betting enterprises will want bespoke, dedicated AI clusters they don't have to build or maintain themselves.
Salesforce SVP Khushwant Singh says the company is decoupling its platform from the UI to make its data, workflows, and governance accessible from many workspaces.