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For the past few years, access to AI has been an advantage in itself. The companies that moved early could automate faster, build new capabilities, and experiment in ways their competitors could not. But that window is quickly closing. As powerful AI models become more accessible, affordable, and widely understood, simply having AI is no longer enough to differentiate a business. When every company has access to many of the same tools and capabilities, the advantage shifts to what businesses do…
<p>For the last 24 months, one narrative justified every over-provisioned data center and bloated IT budget: the GPU scramble. Silicon was the new oil, and H100s traded like contraband. Reserve [...]