If ERP systems were judged the way consumer apps are, most would have been deleted years ago. And yet, organisations continue ...
As for the AI bubble, it is coming up for conversation because it is now having a material effect on the economy at large.
Think you had a bad year? At least you didn't hire a North Korean, share war plans in the group chat, or DDoS yourself.
AWS, Cisco, CoreWeave, Nutanix and more make the inference case as hyperscalers, neoclouds, open clouds, and storage go ...