Dallas Dolen is PwC’s technology, media, and telecommunications leader. Dolen joins us for an episode on what the trillion-dollar AI infrastructure buildout means for margins, enterprise adoption, and the future of the software business. Tune in to hear how he sees value shifting from SaaS to hardware, where agentic AI is actually working inside enterprises, and whether companies are truly running into compute constraints. We also cover shadow AI, the changing shape of the workforce, the model ecosystem battle between hyperscalers and frontier labs, and why some AI use cases are proving more practical than others. Hit play for a grounded look at how AI is reshaping business from the data center all the way to day-to-day enterprise work. This interview is sponsored by PwC. To learn more about our Brand Spotlight program, please email bigtechnologypodcast@gmail.com