On theCUBE Pod: IBM’s AI test, Nvidia’s lead and the race for enterprise intelligence
Artificial intelligence companies are racing to control the infrastructure, data and software layers that will power enterprise intelligence.
Nvidia Corp. remains far ahead in accelerated computing, but Advanced Micro Devices Inc., Broadcom Inc. and other challengers are positioning themselves for a market in which demand may support multiple winners. At the same time, IBM Corp. is under pressure to prove that its software, data and hybrid cloud assets can secure a place in the emerging AI stack.
The next competitive advantage will come from turning proprietary data and domain expertise into an internal system capable of reasoning and executing work, according to John Furrier (pictured, left), executive analyst at theCUBE Research.
“The moat of a business in the future is the brain of the company, the data that they have,” Furrier said. “Can it be organized in a way to reason — system of intelligence, systems of execution, systems of agency? Can they reason?”
