Outside of programming, there’s still a dearth of enterprise AI apps, it seems. Palo Alto’s CEO:
“Consumers are far outstripping enterprise for the moment, but we expect enterprise will surely and slowly get on that bandwagon,” he said on the company’s Q2 earnings call. … “Right now … tell me how many enterprise AI apps are you using which are driving tremendous amounts of throughput,” he asked, and answered himself “I can’t think of anything but coding apps.”
Yes, but… Corey Quinn says enterprises are grabbing up all the GPU use they can from AWS:
In other words, I can confirm these claims. AWS isn’t getting ahead of its skis here; customers are legitimately asking for all the GPUs they can get their hands on.
Is demand for that wave of enterprise AI apps we’ve been waiting for?
When comes to AWS’s business, he also added a fallback to underpants:
My money, for what it’s worth, is somewhere in between. The demand is real. The contracts are signed. But the gap between “every enterprise is experimenting with AI” and “every enterprise is running production AI workloads at scale” is a chasm that $200 billion worth of GPUs can’t bridge on its own. Amazon will almost certainly be fine – they have the underpants business to fall back on. It’s everyone else in the supply chain who should be losing sleep.
There’s a similar, crushing demand for memory.
Maybe 2026 will be the year.