Скачать или смотреть Diane Bryant | theCUBE + NYSE Wired: AI Factories - Data Centers of the Future

In this theCUBE + NYSE Wired interview from AI Factories – Data Centers of the Future, theCUBE’s Dave Vellante sits down with industry leader Diane Bryant to break down the new playbook for AI-scale infrastructure and the shifting power dynamics across chips, clouds and colos. Bryant shares candid perspective on Lip-Bu Tan’s leadership at Intel, including deal-making momentum (figures cited in the discussion include multibillion-dollar government support and a strategic NVIDIA investment) and why a durable U.S.-domiciled foundry matters for resilience and national security. She explains why CUDA remains NVIDIA’s lock-in, how hyperscalers building their own XPUs (TPU, Trainium and Microsoft’s silicon) could reshape volume and economics, and why neoclouds and leased colo capacity are critical levers in the near term.

The conversation also explores enterprise adoption realities: today’s GenAI usage skews ~80% consumer / 20% enterprise (by use), with near-term wins arriving via SaaS integrations (SAP, Salesforce, Workday, ServiceNow) and targeted startups (e.g., Brightflag for legal invoice review). Bryant compares the current build-out to the 1990s telco boom – expect short-term overbuild, longer-term absorption – and forecasts market consolidation around a handful of model providers. Additional themes include vertical integration vs. open platforms, CIO change management and talent, and how AI factories convert capital intensity into recurring value. Listen for exclusive analysis on recent announcements, notable figures discussed and practical guidance on where enterprises should lean in first.

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00:00 - Strategic Insights: Leadership and Investments in the Tech Industry
04:02 - The Rise of AI-Driven Data Centers: Merging Innovation and Infrastructure
08:26 - The Generative AI Landscape
11:25 - Speculative Infrastructure Investments
14:16 - AI Productivity and Economic Impact
16:41 - AI’s Efficiency Gains Across Industries
20:45 - Vertical Integration in Tech
24:28 - Steering the Future: Control Mechanisms and AI Adoption in Industry Partnerships

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