“I think that the the physical build out of AI infrastructure is going to be absolutely key, particularly as companies and government adopt AI. They're going to be building out more and more their own AI data centers, AI factories.”
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Observable increase in enterprise and government on-premises AI data center deployments and capital expenditure on proprietary AI infrastructure
Braden Rogers predicts organizations will adopt multiple AI providers with varying policy and capability levels, creating management complexity.
AI chips will remain in short supply for at least 3-4 years.
The inference market will exceed $1 trillion in size within five years.
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