SA Companies Are Shunning Public Cloud for AI Workloads

AI Buildout Entering a Riskier Phase, Says Parnassus CIO

The AI boom is colliding with the limits of the physical world, creating opportunities well beyond chips and data centers, according to Parnassus Investments CIO Todd Ahlsten. He joins Bloomberg to discuss why the historic surge in AI infrastructure spending is entering a riskier phase, where he sees longer-term opportunities, and why traditional software companies including Salesforce, Workday and ServiceNow could face pressure as AI changes th…

The Paradox of AI Infrastructure: Hyperscalers’ Ambition Collides...

The AI infrastructure supercycle is entering a new phase. The central question is no longer whether hyperscalers have the capital or appetite to build AI infrastructure but whether the power grid can support what they intend to build.   TBR’s latest Hyperscaler Capex Market Forecast 2025-2030 estimates that Meta, Alphabet, Microsoft, Amazon and Apple (MAMAA) will collectively spend approximately $743 billion in capex in 2026, up 70% year-to-year…

New Cloudera research reveals AI requires urgent infrastructure reset

Cloudera, the only company bringing AI to data anywhere, today released its latest global survey,... The post New Cloudera research reveals AI requires urgent infrastructure reset appeared first on UK Tech News.

SA companies are shunning public cloud for AI workloads

South African organisations are shifting AI workloads out of the public cloud faster than their counterparts anywhere else in the world, according to new global research commissioned by Cloudera. The Great AI Re-Architecture Survey, conducted by Wakefield Research among 1 500 enterprise architects, cloud infrastructure leads and data architects across nine markets, found that 83% of South African organisations have already moved at least some AI…

AI ambitions are outpacing the data systems built to support them - CIO&Leader

Enterprises worldwide are hitting a wall in their AI journey not because they lack appetite, but because the data architecture beneath their AI ambitions wasn’t built for this moment. That’s…