Who captures the trillions as enterprises finally move to cloud and scale AI budgets?
BenBajarin · x · 2026-11-01
Ben Bajarin poses a question both bull and bear camps must answer: enterprises are severely under-adopted on two fronts — 1) basic workloads in the cloud (most data still lives on-prem, and CIOs say more will move), and 2) IT budgets (under 10% today), which must grow vastly to scale AI across the enterprise. Who captures those trillions of annual dollars?
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