Having spent last week on the network operator/telco space, it’s time to take a look at the enterprise side, and in particular the trends and developments in cloud computing and AI. Wall Street’s survey of CIOs shows that cloud spending growth slowed significantly so far this year, perhaps to a third of last year’s rate (which itself was slower than the year before). Enterprise comments (from 429 this year so far) confirm this, and also confirm that so far Microsoft seems to be leading ...
