The data from enterprise customers is clear but conflicted. While 94% of customers say they’re spending more on AI this year, they’re doing so with budget constraints that will steal from other initiatives. As well, the choice of where customers plan to run generative AI is split almost exactly down the middle in terms of public cloud vs. on-premises/edge. Further complicating matters, developers report the experiences in the public cloud with respect to feature richness and velocity of innovation has been outstanding. At the same time, organizations express valid concerns about IP leakage, compliance, legal risks and cost that will limit their use of the public cloud.
For daily news for CIOs, check out our parent publication at https://siliconangle.com/
In this Breaking Analysis we’ll share the most recent data and thinking around the adoption of large language models and address the factors to consider when thinking about how the market will evolve. As always, we’ll share the latest ETR data to shed new light on key issues customers face balancing risk with time to value.
Google memo – we have no moat and neither does OpenAI
https://www.semianalysis.com/p/google-we-have-no-moat-and-neither
Janelle Teng – AI in the Cloud article on Substack:
https://nextbigteng.substack.com/p/ai-model-layer-the-new-frontline-of-cloud-wars
A16z on the economics of AI:
https://a16z.com/2023/08/03/the-economic-case-for-generative-ai-and-foundation-models/
Wall St Journal Article citing AWS, Google, MSFT, Dell & HPE POV
https://www.wsj.com/articles/the-ai-boom-is-here-the-cloud-may-not-be-ready-1a51724d?reflink=mobilewebshare_permalink
Technalysis GenAI study of 1,000 ITDMS:
https://www.technalysisresearch.com/downloads/TECHnalysis%20Research%20Generative%20AI%20in%20Enterprise%20Survey%20Highlights.pdf
AWS Outposts at the edge with Sagemaker – Circa 2021
https://aws.amazon.com/blogs/machine-learning/machine-learning-at-the-edge-with-aws-outposts-and-amazon-sagemaker/
Read the full article https://siliconangle.com/2023/08/12/cloud-vs-premises-showdown-future-battlefield-generative-ai-dominance/
Follow theCUBE’s live event coverage https://www.thecube.net/
Be sure to follow Dave’s weekly Breaking Analysis podcast as well, for the deep data dives on enterprise computing trends, from spending patterns to Wall Street implications.
https://www.youtube.com/playlist?list=PLenh213llmcZMTRZKjnAwesSCiuLQT21E
source