What's really driving the AI buildout is starting to come out in the open. The earnings report from NVIDIA Corp. (NASDAQ: NVDA) made clear that the AI revolution is happening at the edges. That means chatbots on websites, copilots in spreadsheets, and summarization tools stapled onto software that already works fine.
However, for a growing category of organizations, such as defense contractors, hospital systems, and global banks, that kind of peripheral AI is not only inefficient; it’s unacceptable.