The Intelligence Supercycle: AI + Cloud + Data Creating a Once-in-a-Generation Opportunity
$6.15T IT spending. 10.3x vs 3.7x ROI integrated versus siloed. 36.9% server growth from AI. Cloud exceeds $1T. 80% data still siloed. Data is the bottleneck. Convergent architecture multiplies value. Unified governance outperforms siloed budgets. The supercycle rewards integration.