AI creates a massive demand for infrastructure, he said. “Not only GPUs, CPUs, LPUs, but networking infrastructure,” Robbins said. “Customers want to know how they are going to be monitoring applications, thinking about data… I think most everyone in this industry would say that sometime in the next 12 months, or 24 months, we’re going to exhaust all the publicly available information [for AI systems to learn].”
Corporate data, meanwhile, represents an opportunity for enterprises. “There’s a multiplier of that data in the private enterprise where we’ll go next to actually help our customers unleash the power of their own data in combination with this public data,” Robbins said, “and we have to get that right.”
