genai / news / / The Hindu Business Line
Report by Goldman Sachs says demand for compute infrastructure is growing faster than supply.
Goldman Sachs reports compute availability, not model quality, is now the main AI industry constraint.
KEY POINTS
- Industry value is shifting toward technologies that manage, optimise, and reliably deploy AI at scale.
- AI-native firms are monetising based on business outcomes rather than traditional SaaS seat or feature models.
- Applied AI is nearing a new inflection point, enabling real-world execution across logistics, automation, and defence.
- Sustained real-world AI deployments are building proprietary data ecosystems that continuously improve model performance.
COMPANIES
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