Enterprise AI infrastructure spending is expected to reach $309 billion by 2032. The winners won’t be determined by who has the best models; it’ll come down to who controls the infrastructure layer that makes AI operational at scale.
Security vendors are making the most aggressive moves. Palo Alto Networks, CrowdStrike and Cisco each report AI-driven security revenue growing 70 to 80%…
In case you missed it amid the flurry of executive orders coming out of the White House in the days since President Trump returned to office for his second non-consecutive term this week, the single largest investment in AI infrastructure was just announced yesterday…
