The AI infrastructure story has changed.
Training isn’t the center of gravity anymore. Inference is.
That shifts everything: power-to-token, hybrid deployment, data locality, and integrated infrastructure.
One takeaway from my conversation with HPE’s Thierry Piennar and NVIDIA’s Kaushik Shirhatti: HPE + NVIDIA are betting that enterprises don’t want parts, they want a validated AI production stack.
https://www.youtube.com/watch?v=T6bOwti145w