297 | Breaking Analysis | AI Factories Face a Long Payback Period but Trillions in Upside
Our latest forecast indicates that it will take a decade or more for AI factory operators and model builders to reach breakeven on their massive capital outlays. Our projections call for nearly $4T in cumulative CAPEX outlays by 2030, with just under $2T in cumulative AI revenue generated in that timeframe. We have the crossover point occurring early next decade (2032 on a run rate basis) then gains far surpassing initial investments by the middle part of the 2030s. While such projections are invariably subject to constant revision, we believe the size and speed of the initial investments, combined with the challenges of profitably monetizing AI at scale, will require patient capital and long term thinking to realize durable business results.
The Ultra-Resilience Mandate of Standardizing Data for the AI Era
Why Postgres is becoming the standard for ultra-resilient, AI-ready data infrastructure built on open source and auto-remediation.
Why AI Chooses Your Brand: Demystifying How AI Discovery and Digital Buyer Journeys Work
AI discovery and AEO are reshaping how B2B buyers find and trust brands — here’s how to ensure yours shows up in AI search. As generative AI assistants like ChatGPT, Claude, Gemini, Grok, and Perplexity replace traditional search, brand visibility now depends on how large language models (LLMs) learn, rank, and recommend. Together, they unpack a 19-attribute framework across four categories that explain how LLMs discover, learn, and select brands to include in AI-generated answers.
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Dell AI Data Platform: Building the Foundation for Agentic AI
Dell Technologies’ enhanced AI Data Platform establishes a unified foundation for the era of agentic AI and AI factories. Combining PowerScale and ObjectScale storage with Elastic for vector search and Starburst for federated analytics, Dell delivers a composable, hybrid data architecture that bridges cloud, core, and edge environments. New integrations like MetadataIQ and the PowerScale RAG Connector make unstructured data actionable for retrieval-augmented generation and generative AI workloads. Built on open standards such as Apache Iceberg and designed for interoperability with NVIDIA’s AI Factory ecosystem, Dell’s platform enables enterprises to operationalize AI faster, reduce data silos, and extract measurable business value—turning data infrastructure into the backbone of intelligent, hybrid enterprise systems.
Turning AI Into Performance With DevOps Discipline
The 2025 DORA report reveals how pairing AI with DevOps discipline drives software performance. Learn how small-batch delivery, version control, and adaptive governance transform AI from hype into measurable engineering outcomes.
Accelerated Computing and the Evolution of Service as Software
Accelerated computing, platform engineering, and DevSecOps are converging to reshape how software is built, secured, and delivered.
296 | Breaking Analysis | AI Factories – Data Centers of the Future
The data center as we know it is being re-imagined as an “AI factory” – a power- and data-optimized plant that turns energy and information into intelligence at industrial scale. The tech stack is flipping from general purpose CPU-centric systems to GPU-centric accelerated compute, optimized for parallel operations; and purpose built for AI. Network fabrics are most critical to this transition with supporting elements such as disaggregated storage, governed data planes, and a shift from app-centric operations to an agentic control plane that orchestrates models, tools, and process workflows. Simply put, investments in general-purpose computing are rapidly shifting to extreme parallelism, scale-up/scale-out/scale-across networking, and automated governance built for AI throughput
Special Breaking Analysis: The Hidden Fault Domain in AWS — Understanding Control Planes and Availability Zones
The AWS outage on October 20–21, 2025 in the early morning ET hours exposed a systemic vulnerability whereby even pristine multi-AZ designs don’t protect you from a shared control plane and DNS path failure. Our understanding is that the incident is a function of an architectural coupling to US-EAST-1 for identity, service discovery, and API orchestration. Specifically, while availability zones do exactly what they were designed to do – i.e. absorb intra-region physical failures – they don’t defend against logical, cross-AZ control-plane dependencies. Enterprises should not equate multi-AZ with business resilience as and must reframe their thinking around fault-domain isolation across regions (and, where justified, clouds), with clear strategies for DNS, identity, and service-discovery dependence.
Eliminating Setup Debt and Governing AI Workflows
Developer setup debt is slowing innovation and increasing risk. Discover how governed, ephemeral environments—and platforms like Coder—are transforming AI development through reproducibility, compliance, and speed at scale.