On theCUBE Pod: Agents reshape enterprise systems, and CoreWeave keeps rising
As artificial intelligence matures, the security guardrails — and the computer system itself — are changing. This week, the conversation centered around agents going rogue. Better guardrails are needed, many argue, but that hasn’t slowed down the roll out of new AI models from the biggest players in the game. Looking further ahead, John Furrier […] The post On theCUBE Pod: Agents reshape…
In this week's episode of theCUBE Pod, executive analyst John Furrier and chief analyst Dave Vellante explored how agents are reshaping the traditional practices around information technology. They discussed the rise of AI models and the shift from the GPU era to the systems era. AI-driven AI factories like Nvidia are producing intelligence beyond just tokens and revenue.
Vellante and Furrier also examined CoreWeave Inc.'s upcoming event, Fully Connected, and whether new agents like Meta Platforms Inc.'s Muse pose security risks. CoreWeave made headlines with the first implementation of Nvidia's Vera Rubin NVL72 system, but its financing sustainability is questionable. The market is currently inflationary, keeping CoreWeave afloat with the scarcity of GPUs.
However, long-term success will depend on the company expanding its portfolio, similar to Amazon Web Services. Furrier remains optimistic about the future of AI, while Vellante remains skeptical about the security of traditional SaaS.
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