‘The defining divide in enterprise software over the next five years will be between companies that rent…
With demand for artificial intelligence straining supply chains across the entire development cycle, the tech sector has never been under so much pressure to perform.
But the race to build even more AI tools, to train frontier models and to automate workflows has led to a global construction boom, with hyperscalers investing hundreds of billions in huge data center projects that are themselves under social and environmental scrutiny.
Companies now face backlash over resource use – electricity and water consumption, land occupation and grid expansion are some of the biggest challenges hyperscalers are now having to address, besides tackling strained supply chains.
We’re starting to see on-device, edge and local compute emerge as a viable alternative to cloud compute, and the benefits are broad. For example, besides tackling objections to large campuses, it also delivers lower latency connections and predictable costs for enterprise customers.
AI and cloud have been synonymous,...
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