Bloomberg Intelligence's Mandeep Singh says enterprise AI token consumption is up 2x to 5x but the link to ROI is less clear.
Posts published in “Cloud”
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.
Sam Rhea says Cloudflare built its own open-source tool to secure vibe-coded apps after seeing limitations in third-party software.