Antonio Neri, President and CEO of HPE, joins Patrick Moorhead and Daniel Newman from Davos to discuss why enterprise AI is moving beyond centralized clouds, how sovereignty and competitiveness can work together, and what leaders must do to build resilient, distributed AI strategies.
AI progress is real. Scaling it responsibly is the true stress test.
From Davos, Patrick Moorhead and Daniel Newman sit down with Hewlett-Packard Enterprise President and CEO Antonio Neri to examine how enterprises are navigating the next phase of AI. As momentum shifts from experimentation to deployment, the conversation centers on where AI should run, how risk is created by over-concentration, and why distributed architectures are becoming essential to resilience and competitiveness.
Rather than framing sovereignty and global scale as opposing forces, Antonio outlines how enterprises and governments can reconcile both through hybrid and edge-centric AI strategies. Latency, regulation, energy constraints, and data gravity are no longer theoretical considerations. They are shaping real infrastructure decisions today, and the leaders who focus on orchestration, not ownership, are best positioned to turn AI investment into a durable advantage.
Key Takeaways Include:
🔷 AI is inherently hybrid: Enterprise AI increasingly spans edge, regional, and hyperscale environments, driven by data sensitivity, latency requirements, and cost realities.
🔷 Concentration creates risk: Over-reliance on centralized cloud and AI capacity exposes enterprises and regions to strategic, operational, and geopolitical vulnerabilities.
🔷 Sovereignty and competitiveness can coexist: Distributed architectures allow organizations to protect local data and control while still leveraging global innovation.
🔷 Inference is driving the shift: Growth in inferencing signals that AI models are moving into real workloads, making placement and orchestration critical.
🔷 Platforms matter more than stacks: Leaders succeeding with AI focus on unified platforms that manage complexity, not on owning every layer themselves.
Learn more about HPE’s collaboration with NVIDIA and how distributed AI architectures are taking shape.
Listen to the audio:
Disclaimer: Six Five Media's The View from Davos is for information and entertainment purposes only. Over the course of this webcast, we may talk about companies that are publicly traded, and we may even reference that fact and their equity share price, but please do not take anything that we say as a recommendation about what you should do with your investment dollars. We are not investment advisors, and we ask that you do not treat us as such.
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