Ben Bajarin: Compute analysts don't grasp enterprise software, let alone enterprise AI workloads
BenBajarin · x · 2026-11-08
Analyst Ben Bajarin argues that many people analyzing compute demand don't understand the compute needed just to serve basic enterprise software at CSPs — so they can't possibly grasp what's required to serve enterprise AI workloads at scale, implying real enterprise AI compute needs are systematically underestimated.
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