Keep pulling the thread on Gajan Candia.
Rackspace has secured long-term, high-value contracts, such as a 10-year, $300 million private cloud hosting agreement, with clients including Metro Bank, Seattle Children's Hospital, and Valley Medical.
The partnership between Rackspace and Unifor will offer a comprehensive "infrastructure to agents" solution based on an "outcome as a service" or gain-share business model.
The increasing use of AI agents to interact with SaaS platforms is expected to disrupt the traditional user-based licensing models of companies like Salesforce, Workday, and ServiceNow.
Gajan Candia predicts that within 36 months, Rackspace will establish itself as the "backbone of enterprise AI."
Umesh Sachdev predicts that Rackspace has the potential for triple-digit revenue growth, with one-third of that revenue derived from "outcome as a service" contracts.
In the market for sovereign and open enterprise AI platforms, Unifor's main competitor is Palantir.
Umesh Sachdev believes Unifor has the potential to become a $100 billion company within the next three to five years.
Unifor has received investment from both NVIDIA and AMD.
Rackspace provides private cloud infrastructure to regulated and sovereign industries, including healthcare, financial services, energy, and select governments.
Among its customers, Unifor serves 200 Fortune 500 firms.
The Unifor platform is designed to be infrastructure-agnostic, capable of running on any public cloud, private cloud, or on-premise environment.
Unifor's international customers in Europe and Asia are concerned that a potential future US administration under President Trump could restrict their access to Unifor's technology as a form of geopolitical leverage.