Great article! I don’t think this AI Spend will ever stop. The beginning of the year with those Microsoft warnings , a pullback in CapEx ai spending sounded like it was coming for Hyperscalers. That ideology from just 6 months ago feels like a half a decade ago
Super insightful piece, Eric. The acceleration of Azure through OpenAI is stunning, imho feels like AWS’s 2014 moment, but with inference rather than SaaS.
One question: do you think OpenAI are evolving more into infrastructure players or staying in the application layer?
Great article! I don’t think this AI Spend will ever stop. The beginning of the year with those Microsoft warnings , a pullback in CapEx ai spending sounded like it was coming for Hyperscalers. That ideology from just 6 months ago feels like a half a decade ago
Certainly agree on the last point! Hard to predict what spend will look like; to your point, commentary seems to change by the month
With all these regulations being rolled back along with pro business agenda from this administration, I don’t see anything getting in the way 👌🤝💯
Super insightful piece, Eric. The acceleration of Azure through OpenAI is stunning, imho feels like AWS’s 2014 moment, but with inference rather than SaaS.
One question: do you think OpenAI are evolving more into infrastructure players or staying in the application layer?