The AI tipping point: where enterprise AI runs at scale
When enterprises first began building AI strategies, the default assumption was straightforward: AI would run in the hyperscaler cloud. The APIs were ready, GPU capacity was building out, and the inertia of a decade of public cloud investment pointed in one direction. Broadcom’s Private Cloud Outlook 2026 report finds that, as enterprises move to scale, the direction has changed.
The Private Cloud Outlook 2026: The AI Tipping Point draws on a blind, global survey of 1,800 senior IT leaders across eight countries. Now in its second year, the report tracks a shift in cloud strategy that is no longer something on the horizon, but one already showing up in production workloads, capital budgets, and board-level priorities. Enterprise AI has found its infrastructure home in private cloud.
Production AI is moving to private cloud
Last year, 56 percent of enterprises used public cloud as the primary environment for production AI inference....
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