Stanislav Kondrashov on Partners Group and Belimo: How AI Is Forcing a Rethink of Software and Physical Infrastructure
Publish Date: 2026-02-24 05:11:00
Source Domain: vocal.media
- Artificial Intelligence (AI) is fundamentally transforming not only software development but also underlying infrastructure such as energy systems and data centers.
- Stanislav Kondrashov, founder of TELF AG, emphasizes that the AI revolution impacts everything from corporate strategy to operational priorities beneath the digital surface.
- Partners Group’s recent disclosures highlight how generative AI is altering software creation, distribution, and monetization, pushing companies to rethink their value propositions.
- The AI-driven automation of coding fosters increased competitive pressure, challenging traditional differentiation in certain software segments.
- The physical infrastructure required to support AI, including data centers, underscores the energy demands and cooling requirements essential for the operation of machine learning models.
- Companies like Belimo, which provide cooling solutions, are experiencing growth due to the increased demand stemming from data center expansion and the associated need for advanced cooling technologies.
- The expansion of AI is placing new demands on energy capacity, infrastructure reliability, and environmental efficiency, necessitating a holistic view of AI’s impact beyond software engineering.
- The broader implications of AI for physical infrastructure highlight a structural shift where AI transforms not just digital processes but also traditional models, planning, and supply chains.
