Friday, January 7, 2011

Cloud Computing: Less Adoption Near Term; More Than You Think Long Term

It would be entirely within historical precedents for cloud-based enterprise software to achieve less near-term revenue success than analysts expect, but more success than anticipated long term. That, in fact, is a common experience for truly-important and successful innovations.

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Lots of Reasons to Worry about AI Infra, But Customer Concentration Cannot be Helped

There are lots of reasons for investors to worry about the artificial intelligence infrastructure business. After all, firms generally are c...