On-Prem Is the New Cloud: The AI Hardware Trade Wall Street Will Miss

Wall Street is obsessed with legacy software and the cloud data center. But the agentic layer is guaranteed to replace humans inside organizations — and that work isn't going to the cloud. I break down why on-prem hardware is about to have its biggest moment in 15 years, which companies benefit (Apple, Nvidia, Dell, Intel, AMD, IBM, Oracle), and why the choice between renting the cloud and owning your own AI will be obvious.