The recent earnings calls from the three major cloud providers clearly indicate that enterprise adoption of AI has entered the diffusion phase, which is why I believe we are now in the midfield. As discussed in the recent tweet “The Ice and Fire of AI’s Midfield” https://t.co/RqesZVj4sN: “Enterprise AI is transitioning from ‘buying seats’ to ‘sustained consumption of compute and agents’; the depth of spending and willingness to pay among existing customers have become the core growth drivers, while new customer acquisition continues to rise.”
