"Three big cloud vendors announced earnings recently, with each accelerating their growth thanks to AI. Nvidia, for its part, became the first company to top $5 trillion in market cap, also thanks to AI. While there's almost certainly some "irrational exuberance" baked into AI adoption, spurred by FOMO across global enterprises, the reality is that we're nowhere near AI saturation."
"AI has yet to touch mainstream applications at mainstream enterprises, and it won't until it solves some critical (and boring) issues like security. As I've noted, "We may like the term 'vibe coding,' but smart developers are forcing the rigor of unit tests, traces, and health checks for agent plans, tools, and memory." They're focused on "boring" because it's key to real, sustainable enterprise adoption."
Cloud vendors and chipmakers are accelerating growth because of AI, but AI adoption is not yet saturated across enterprises. Mainstream enterprise applications will not widely adopt AI until critical operational issues like security and governance are solved. Developers are instituting unit tests, traces, and health checks for agents, tools, and memory to ensure reliability. Buzzwords and ideological positions about openness do not by themselves drive enterprise adoption. Historical patterns show closed and open systems can win; practical integration with existing trusted controls determines which technologies succeed in enterprises.
Read at InfoWorld
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