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Tech & Innovation·September 16, 2026·1 min read

Salesforce CEO Marc Benioff says the SaaSpocalypse is 'crazy nonsense' - and Jensen Huang agrees with him

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When both a top SaaS CEO and the dominant GPU supplier dismiss a "SaaSpocalypse," they’re telling enterprise buyers that AI is an augmentation layer on existing platforms, not a wholesale reset. If you’re a SaaS operator, the bar is now proving depth and stickiness in AI-native workflows — not arguing that SaaS itself is safe.

Tech & Innovation

Analysis: only ~2.3 GW of planned data center capacity is delayed by direct project-level policies like local moratoriums and New York's data center EO

The bottleneck isn’t moratorium headlines — it’s where 20 GW of planned capacity intersects 300+ fragmented local regimes, with only ~1.5 GW actually slipping so far per SemiAnalysis. Infra teams should model permitting and local politics as probabilistic drag, not absolute blockers, and diversify siting rather than waiting for clean policy wins.