Channel Dive: Analysts clash over AI hardware boom
Infrastructure buildouts are driving massive capital investments, but Omdia experts disagreed about the channel opportunity at the Canalys Forum.
by Christine Horton via Channel Dive
The rapidly evolving AI economy has partners guessing how to position their offerings. Industry analysts aren't certain either, as infrastructure buildouts boost hardware sales and AI adoption hurdles leave enterprises hungry for trusted guidance.
Splitting the difference
Neil Anderson, VP of cloud, infrastructure and AI solutions at World Wide Technology, agreed that infrastructure represents a significant revenue opportunity. However, the size of infrastructure deals can paper over significant commercial challenges.