AI customers want tool choice without integration friction

“We no longer use nondisclosure agreements with the government agencies we work with on our projects.”

“If these measures are enacted, the U.S. could be writing its own losing ticket to this race, and the consequences would last generations. As a country, we can’t afford to find ourselves in…”

“The truth is data center generators almost never run. They’re idle 99.9% of the time (they run roughly 10 hours per year, mostly for required maintenance testing).”

“Now, Elon Musk and other leaders say they expect physical bottlenecks, including a shortage of electricity needed to power data centers, to slow down competitors.”

“Our AI infrastructure and solutions are the major drivers for Cloud growth and our customers see us as the leading provider here, so there’s huge demand.”

“He commented that there are more than 200 neocloud providers and they will face "guppy-level death" during the next few years.”