Scale, winners and market concentration

I recently caught up for a morning coffee with Charles Sansbury, CEO of Cloudera. We spoke about how AI is changing how leaders view data infrastructure and the significance of organizations capable of operating at exascale. Charles shared how his conversations with Fortune 50 companies have shifted from theoretical AI applications to practical concerns about return on investment, data quality, and infrastructure. A key part of this transition is the emerging trend of ‘private AI’ - targeted models trained on proprietary company data.