Super-scaler companies (large data center operators like AWS, Google Cloud, Alibaba) competing for dominance are investing hundreds of billions in data centers, driving down commodity prices for compute, which benefits software companies like Salesforce that can run applications across multiple providers at very low cost.
causalpending
Speaker
Mark BenioffEvidence Quote
“when you get this huge level of investment it drops prices and that means that for us we're able to run and deploy at a very low cost... data center against a data center against the data center a chipset against G chipset against the chips SEC these are fundamental you know Commodities... the prices have never been lower”
Source
Ray Dalio and Salesforce’s Benioff on AI, trade wars and new world order— CNBC International LiveCreated: 8/11/2026, 6:48:37 AM
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