How is it possible for the 900lb gorilla of an industry to stumble or fall from it's heights? Let's explore how emerging trends can knock industry leaders off the top of the mountain.

SHOW: 912

SHOW TRANSCRIPT: The Cloudcast #912 Transcript

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SHOW NOTES:

IT’S DIFFICULT TO STAY THE BIGGEST COMPANY FOREVER

• Merchant Silicon happened for Networking - Will it happen for AI?
• Cloud Providers happened - Will the opposite happen for AI?
• What unknown or unexpected events will happen over the next 3-5 years?
• Data Center Power Requirements?
• Geopolitical Activities?

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