Capital markets are being reshaped by artificial intelligence, with AI infrastructure emerging as a critical pillar of how companies scale, compete and go public. What was once considered a back-end concern is now front and center in IPO roadshows and investor decks.TheCUBE’s John Furrier talks about AI infrastructure at RAISE Summit.The shift is about more than hype. Investors are scrutinizing how companies embed AI into their business models — not just to drive innovation, but to ensure long-term operational resilience. It’s no longer enough to show top-line growth; firms need to demonstrate that their AI capabilities can sustain profitability and differentiate them in crowded markets