Source: SiliconANGLE
The infrastructure vendors are naming a real bottleneck: most enterprises have AI pilots that work in controlled environments but fail at scale because their data is fragmented, inconsistent, and poorly governed. This shifts the competitive battlefield from raw compute power—where Nvidia already dominates—to data orchestration and ETL, where Dell's enterprise relationships and Nvidia's software stack can bundle together as a moat against pure-play cloud providers.