Smith emphasized that generative AI is fundamentally shifting enterprise software's future, advocating for companies controlling their own data sets to ultimately benefit the most.
He explained that during technological paradigm shifts, hardware vendors typically gain first, before software and services companies reap their rewards later.
Smith pointed out that Nvidia is currently a prime beneficiary of the generative AI movement, with a substantial stock price jump reflecting this trend.
According to Smith, there will be a significant investment in infrastructure, aligning with predictions from Goldman Sachs about tech giants capitalizing on this shift.
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