Being the largest single technology endeavor in recent history, the Stargate Project will have a notable influence on the budding AI market, and in TBR’s opinion, no company stands to benefit more than OpenAI. OpenAI’s ultimate goal is to reach AGI, which the company defines as “highly autonomous systems that outperform humans at most economically valuable work.” While estimates about when OpenAI will reach this goal vary widely, the Stargate Project fulfills a critical requirement in the pursuit of AGI, making OpenAI a top contender to reach AGI before other firms.

In a June 2024 chat with SoftwareOne’s DACH leadership, TBR uncovered three key observations that set SoftwareOne apart in the SAP ecosystem: focusing on pragmatic solutions for current SAP environments; emphasizing speed, flexibility and cost-effectiveness amid complexities of S/4HANA migration; and the impending 2027 ECC support deadline.

Long-term, profitability will be king. If Broadcom is to achieve its stated profitability goals, VMware will need to scale this offering rapidly. If it does not, TBR expects there will be a limit to Broadcom’s patience and a spinoff may be in the cards over the long term.