Now your focus is on the areas that HPE’s own management emphasizes: networking, cloud and AI. How has the latter changed? Is it changing the landscape of the former? How do you see it from your perspective as a researcher?
Our perspective —and what we work on every day — is focused on the application of AI. That’s our current focus and it’s developing on two fronts. One is the application of this technology internally, that is, applied to our supply chain organization, to support, to the organization itself, finance, marketing and, of course, to the product teams. All areas of HPE are now asking how AI can make us more efficient as a company and improve our customers’ experience.
The other front is enabling AI, whether in hardware, networking, storage or hybrid cloud, i.e. equipping our products to support this technology and vice versa.
The buzz generated by AI, especially its new flavors, generative and agentive, in the market is impressive. Would you say there is a bubble around these technologies?
I hate to say yes, but there may be a bubble, although a natural correction will eventually occur. The big users of AI, the creators of the models, which are few in number in essence, will spend whatever it takes to maintain leadership in this space. But at the overall enterprise level, it’s all about ROI; then it’s about organizations implementing smaller models, albeit leveraging the big ones. We’re talking, of course, about agentive AI, which is what we’re largely focused on.
But going back to the initial thread, and being aware that we are in the expectation phase and that a balance will be reached, there is no doubt that artificial intelligence is going to completely change the way companies operate. This much is clear.
