John Furrier, executive analyst at theCUBE Research, and Dave Vellante, chief analyst at theCUBE Research, talk about AI infrastructure during theCUBE Pod.AI play_arrow

    On theCUBE Pod: IBM’s AI strategy, infrastructure bottlenecks and ecosystem partnerships reshape markets

    Artificial intelligence infrastructure is now the deciding force behind enterprise competitiveness. What was once a backend concern has moved directly into the center of business strategy, shaping how companies deploy, scale and ultimately extract value from AI. The shift is exposing constraints in compute, data readiness and operational alignment while ...


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      As AI powers Google, what’s next for Google Cloud

      The agentic artificial intelligence era is forcing a reset in enterprise architecture. Agents that take action go well beyond analyzing data sitting in lakehouses. When agents operate on behalf of humans – continuously, at machine scale – they introduce requirements that most enterprises are not engineered for. The so-called “modern ...