Boomi CEO Steve Lucas discusses the outlook for AI after recent market volatility, arguing that trillions in spending still need to translate into stronger returns. He examines AI adoption and trust, Anthropic’s tentative IPO, and strong demand across Amazon (AMZN) AWS, Google Cloud from Alphabet (GOOGL), and AMD Inc. (AMD). Lucas also explains how Boomi connects company data with AI and why open-weight models from companies like Nvidia (NVDA) could reshape competition.
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