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Agentic AI – Why Architecture Matters

In this episode of the Next Frontiers of AI, we delve into the array of new technologies fueling Agentic AI and why architecture matters more than ever. I am joined by George Gilbert, the principal analyst at theCUBE Research, who covers data platforms, intelligent apps, and agentic frameworks, to dissect the approaches that industry pioneers are taking. As enterprises seek to harness AI’s full potential, the focus shifts from GenAI and LLMs to sophisticated AI agents capable of autonomous decision-making and continuous learning. We’ll share our insights about the importance of building a multi-layered architecture of AI agents.

Join us as we explore the future of AI agents and their role in enhancing workflows and driving innovation in enterprise technology. We will discuss how agentic AI fundamentally changes the nature of what software can do and how it is built. It is a must-watch conversation for anyone just getting started with agentic AI.

Real-Time Breaking Analysis | IBM Think 2025: Arvind Krishna’s Enterprise AI Playbook

Our view is that IBM has crystallized a coherent, differentiated AI thesis based on smaller, domain‑tuned models running on an open, hybrid‑cloud fabric. The goal is to unlock what it claims is the 99 percent of enterprise data still untouched by GenAI. If execution matches the marketing—particularly on integration speed and cost transparency—IBM will change the perception from perennial AI underdog to a primary or even default choice for risk‑averse enterprises seeking tangible ROI. The next two quarters of Watsonx bookings and Granite adoption will tell us whether the strategy is hitting escape velocity, merely clearing the launchpad or needs a reset.

275 | Breaking Analysis | Power Hungry Clouds: Inside Tech’s Most Expensive Quarter

Based on this quarter’s earnings reports, it’s clear to us that demand is not the constraint for hyperscale clouds. They are, however running head‑long into the hard limits of physics.  Access to megawatts, liquid‑cooled racks, and a GPU supply chain that begins and ends with NVIDIA are now critical paths to tapping what appears to be unlimited demand.  AWS, Microsoft, and Google each chalked up record‑setting capital outlays last quarter—collectively dropping around $63 billion in CAPEX—yet even that eye‑popping sum can’t fully satiate the compute‑hungry AI models racing toward trillion‑parameter scale. We believe the real story isn’t simply “AI is expensive”; it’s that power availability, not revenue potential, is now the gating factor on hyperscaler growth. In our view, the winners of the next cycle will be the providers that secure sustainable energy footprints, master GPU allocation, and—critically—translate all that infrastructure into margin‑accretive AI services before the depreciation schedules kick in. Welcome to the ironic era where megawatts equal market share.

Kaseya Connect 2025

Kaseya recently launched its Connect 2025 conference in Las Vegas, unveiling new features focused on enhancing IT operations, security solutions, and operational efficiency for Managed Service Providers (MSPs). Notable announcements included the introduction of Kaseya 365 Ops and Kaseya SIEM, emphasizing cyber-resiliency and AI integration, highlighting the growing role of MSPs in cybersecurity.

A Blueprint for Scaling a New Agentic AI Business

What does it take to build — and rapidly scale — a successful company in the era of Agentic AI?  In this episode, we explore that question with Haoyu Zha, the Y-Combinator founder of HOAi, a fast-growing startup harnessing AI agents as digital workers to transform how homeowner associations (HOAs) operate, create value, and engage their communities.  Founded in 2023, it turned real-world frustrations into an AI solution now adopted by major HOAs such as EJF Real Estate Services, Tyco Property Management, and CAMCO.

With the Agentic AI market projected to grow by nearly 45% CAGR through 2030, HOAi offers a rare case study on how to capitalize early on a breakout category. Their platform enables AI agents and human supervisors to partner, speeding up workflows and improving decision-making, making their solution fundamentally different from traditional business automation solutions.

Whether you’re a founder, investor, or tech strategist, this is your front-row seat to the blueprint for scaling a business in one of AI’s fastest-growing frontiers.

274 | Breaking Analysis | RSAC Highlights Security Markets in Transition

As RSAC 2025 approaches, key themes are emerging that are set to dominate the world’s largest cybersecurity gathering. Industry dynamics are shifting rapidly – from AI enabling higher velocity threats, an intensified platform consolidation debate, high-profile M&A, rising interest in AI agents (with somewhat tepid adoption in cyber) and shifting security budget priorities. Our research […]

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