According to @martin_casado, as highlighted by Fei-Fei Li (@drfeifei) on X (Sep 27, 2025), there is a significant surge in AI infrastructure investment, specifically in scalable cloud computing and specialized hardware for large language models. This trend is shaping enterprise AI adoption, with businesses increasingly focusing on building robust AI backbones to support rapid deployment of generative AI solutions. The shift towards custom silicon and optimized cloud infrastructure is creating new revenue opportunities for providers and driving competition in the AI platform market. Source: x.com/martin_casado/status/1971681134464655678.