Enterprise Replatforming to AI Gains Momentum

Mistral AI chief executive Arthur Mensch told CNBC that businesses are undergoing a "replatforming" process, shifting from legacy applications to AI‑powered alternatives. He emphasized that this transition is not merely a technological upgrade but a strategic move that could reshape the enterprise software landscape.

Infrastructure Is the Key Enabler

According to Mensch, the primary hurdle for companies is establishing the "right infrastructure in place." He clarified that infrastructure extends beyond servers to include a solid data foundation, appropriate cloud and compute layers, robust security measures, and a skilled workforce. Without these components, enterprises may struggle to realize the promised benefits of AI integration.

Potential Disruption of Traditional SaaS

In the interview, Mensch projected that "more than half of current enterprise SaaS software could be replaced by AI tools." He described this as a significant shift that could create a divide between firms that successfully adopt AI and those that lag behind. The gap, he warned, may be defined by the ability to deploy the necessary infrastructure and talent.

Mistral AI Sees Opportunity, Not Threat

Rather than viewing the replatforming trend as a threat to conventional software vendors, Mensch framed it as a "big opportunity for us." He noted that Mistral AI already has "more than 100 enterprise customers" interested in changing or replatforming their IT systems. The company aims to help these clients build custom AI‑driven applications that automate workflows without reliance on traditional third‑party vendors.

Challenges Remain for Enterprises

The CEO highlighted ongoing challenges that companies face when implementing AI, such as securing clean data, choosing the right cloud services, ensuring compute capacity, maintaining security, and developing a workforce capable of managing AI solutions. These factors, he argued, will determine which organizations thrive in the emerging AI‑first environment.

Outlook for the Future

While the transition may be complex, Mensch remains confident that firms that invest in the appropriate infrastructure will experience accelerated growth. He suggested that the speed of software development could increase dramatically, stating, "AI is making us able to develop software at the speed of light." This optimism underscores Mistral AI's belief that the replatforming wave will drive both innovation and market expansion.

Usado: News Factory APP - descoberta e automação de notícias - ChatGPT para Empresas