Alan Shimel, Mike Vizard, Jon Swartz, Fred Wilmot, and Gina Rosenthal examine why CEO confidence in artificial intelligence investments is falling, despite continued enterprise spending on AI initiatives.
The discussion highlights recent survey data showing many AI deployments are failing to meet expectations, raising questions about strategy, execution, and organizational readiness as AI moves from experimentation to operational reality.
The panel then explores the impact of a growing global shortage of memory chips, breaking down how constrained supply could delay IT projects, increase costs, and complicate infrastructure planning across industries.
The episode concludes with a look at Microsoft’s effort to build data centers that do not require water to cool compute-intensive AI workloads, signaling a potential shift in how hyperscalers address sustainability and power consumption challenges.