Had a great conversation on theCUBE + NYSE Wired Practitioner Series about where we are in the AI buildout.
The way I think about it, if we want to use a baseball analogy, is that we’re not even in an inning yet. We just arrived at the game and are still in the parking lot. As John and I discuss, infrastructure is the first-order opportunity. And when I talk to CIOs, one question cuts through everything: How much of your core application stack is actually running on GPUs today? The answer is still very small.
That gap highlights how early we are in the shift from x86-based systems to GPU-driven architectures, and how much has to change around it: power, cooling, networking, storage, and edge inference.
Essentially, we’re at the very beginning of a new computing “road system.”
