[AI Hot Issue] The Golden Age of Enterprise "Old Guy Hardware"

AI infrastructure spending and the rise of agentic AI are boosting traditional hardware vendors such as Dell and Lenovo.

Cloud-era assumptions are shifting as servers, storage, and PCs regain importance in enterprise AI deployments.

Google, OpenAI, Anthropic and others are expanding products, acquisitions, and investments across search, coding, agents, and multimodal AI.

In Korea, companies including Hancom, HP Korea, SK AX, and Romin are strengthening enterprise AI and agent businesses.