See the important insights following coverage by Six Five Media, featuring analysts from Futurum Group and Moor Insights & Strategy.

Across HPE Discover 2026, executive conversations with leaders like Snowflake CEO Sridhar Ramaswamy, and recent episodes of The Six Five Pod, one message has been consistent: AI spending is consolidating, not contracting. Enterprises are moving away from broad experimentation and concentrating investment on fewer, higher-impact initiatives with clear paths to ROI. The AI budget isn't shrinking, but it is becoming more selective. Here's what that means for enterprise technology leaders planning the next budget cycle.

See why leaders run AI across clouds, data centers, and edge. Get a plan to align compute, data, governance, and cost under a flexible hybrid AI infrastructure.

Enterprises require purpose-built cloud infrastructure to stay ahead. See how Nebius, NVIDIA GPUs, and decades of deep-tech engineering expertise are building next-gen infrastructure for AI at scale.