Hyperscalers and chipmakers are investing in AI labs, which buy their cloud services and chips. What if AI demand slows?
Posts published in “Cloud”
Group Deputy CIO Jitania Kandhari explains the framework investors can use to identify AI opportunities across the technology stack.
Deap Ubhi explains why first-principles thinking gives AI-native startups an edge and how enterprises can do the same without starting over.
Mandeep Singh sees cloud providers as big beneficiaries in the AI boom while SaaS, IT and business services will feel pressure.
Ari Weil argues that AI applications — especially fast-moving AI agents — will need to be closer to users to reduce latency.