What if the AI stockmarket blows up? - ‘By our reckoning, the total revenue from the tech accruing to the West’s leading AI firms is currently $50bn a year. Although such revenues are growing fast, they are still less than 2% of the $2.9trn investment in new data centres globally that Morgan Stanley, another bank, forecasts between 2025 and 2028—a figure which excludes energy costs. Meanwhile, the extent to which revenues will translate into profits is murky. A recent study by researchers at the Massachusetts Institute of Technology concludes that 95% of organisations are getting “zero return” from investments in generative AI.'
Posts in "links"
The Great Migration: Why Workloads Are Coming Home to Private Cloud - “55% of enterprises are already running GenAI in a private cloud – especially when it comes to use cases like inference, fine-tuning and RAG."
The End Of Business Apps As We Know Them Is Here - Kate Leggett has a go at defining the enterprise AI stack, bringing in the “fabric” notion.
Private AI powers Broadcom’s vision for VCF 9.0 - “We shared we have more than 80 customers now,” for AI stuff, I believe he’s saying. // And: “The key thing with VCF that I think kind of gets missed sometimes in the conversations is everybody is claiming they can do sovereign cloud, but the details matter here,” Wolf said. “The difference with VCF is we run a fully air-gapped environment. The organization owns the control plane. That is absolute control that you have. No matter what happens in the world, you have ownership of the software stack and your intellectual property."
With AI Boom, Dell’s Datacenter Biz Is Finally Bigger Than Its PC Biz - “Thanks to the GenAI boom, Dell’s Infrastructure Solutions Group, which sells servers, storage, switching, and services into the datacenter, is finally – and very likely permanently – larger than its PC business for the first time in its history. (We are not counting the time a decade and a half ago when Dell ate Perot Systems and was also eating software companies to try to create a clone of IBM, much as HPE did at the same time.)” // Weird parenthetical?
Thirty Years On, the Californian Ideology is Alive and Well - The cycle of tech loosing its democratic morals in favor of tech innovation, and, of course, making money.
China Has a Different Vision for AI. It Might Be Smarter. - AI applications outside of the consumer sector: “In February, the city announced the release of an agricultural AI model, using technology from the Chinese startup DeepSeek, which gives local farmers guidance on crop selection, planting and pest control, according to a local government report. The city’s meteorological service is using DeepSeek to improve the accuracy of weather reports. DeepSeek is also helping local police analyze case reports and decide how to respond to emergencies."
VCF And Private AI Take Center Stage At VMware Explore 2025 - “We believe that while the company has quietly designed and delivered the leading private cloud platform, it should be more vocal and direct in the market. While competitors claim to be the more affordable option, these claims are often based on upfront discounts that don’t fully account for cost over the long term. And while these competitors talk about vendor lock-in, they are in reality simply suggesting that customers move from one proprietary cloud stack to another."
Is Your IT Organization A Ponzi Scheme? - “The only way out is to stop borrowing against the future and start paying down the past. Escaping requires sustained platform investment — enough to reach equilibrium where debt stops growing. This means: Refactoring to improve code structure and reduce the cost of future changes. Refreshing technologies before they become emergencies. Rationalizing redundant systems to reduce complexity and risk."