A pause before the next acceleration
The CEO argues that any cooling in AI markets will be temporary a recalibration rather than a reversal. Enterprises are still early in the adoption curve, and infrastructure build-outs are creating irreversible dependencies.
Signals of a durable rebound
- AI is shifting from pilot projects to core system integration, demanding long-term investment.
- The company sees rising demand for governance, data orchestration, and hybrid cloud AI patterns.
The strategic takeaway
If correct, this sets expectations for a multi-phase AI cycle, where hype cools but real enterprise implementation accelerates a pattern reminiscent of early cloud adoption.