News Summary

• In large deployments, how data is managed – not how much compute is deployed – determines whether AI delivers sustained business value.
• Unlike compute infrastructure, which can be reused and repurposed, data does not reset.
• It compounds – growing with every training run, inference, and interaction – and over time, it begins to define the system itself.
• The relationship that once defined infrastructure has broken.
• Compute scales in waves; data grows without pause.
• This also changes the nature of the challenge.
• It is no longer just about running models efficiently – it is about sustaining everything around them.