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Is your AI infrastructure ready for the agentic era? At Cisco Live, I connected with Gordon Macintosh and Dale Tucker from Equinix, Inc. to explore how the Secure AI Factory ecosystem is building the physical and interconnection foundations that make agentic AI at scale possible. Three thing leaders are...

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Helen Yu

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11,558 views • 2 months ago •via X (Twitter)

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What does it take for CTOs and CIOs to build an AI stack where data reaches compute reliably, securely, and at scale? That’s the strategic question behind my conversation with Kunal Anand, CPO at #F5. As AI moves into production, the real differentiator won’t just be the model — it will be the infrastructure that delivers data with reliability, security, and visibility. The last mile of AI is becoming a first-class product decision, not just an infrastructure one. Watch the full conversation: Register for AI Virtual Summit (free) #AI #CTO #CIO #EnterpriseAI #Infrastructure #Cybersecurity #F5Partner
1:02

What does it take for CTOs and CIOs to build an AI stack where data reaches compute reliably, securely, and at scale? That’s the strategic question behind my conversation with Kunal Anand, CPO at #F5. As AI moves into production, the real differentiator won’t just be the model — it will be the infrastructure that delivers data with reliability, security, and visibility. The last mile of AI is becoming a first-class product decision, not just an infrastructure one. Watch the full conversation: Register for AI Virtual Summit (free) #AI #CTO #CIO #EnterpriseAI #Infrastructure #Cybersecurity #F5Partner

Helen Yu

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CARV envisions a new form of evolution for Artificial General Intelligence (AGI): one driven by the aggregation, sharing, and refinement of high-quality on-chain and off-chain data. To do that, CARV is building an AI chain ecosystem to enable data sovereignty at scale: • CARV SVM Chain, an AI agentic infrastructure that extends SVM's capabilities onto Ethereum. • D.A.T.A. Framework, powered by CARV ID, delivers high-quality on-chain and off-chain data, enriched with tags and metrics, enabling AI agents to learn, share, and evolve dynamically. • CARV Labs accelerates ecosystem growth in and beyond CARV’s ecosystem, spearheading innovation in the AI agentic infrastructure enabling data sovereignty with incubation, grants, and infrastructure. You build?
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CARV envisions a new form of evolution for Artificial General Intelligence (AGI): one driven by the aggregation, sharing, and refinement of high-quality on-chain and off-chain data. To do that, CARV is building an AI chain ecosystem to enable data sovereignty at scale: • CARV SVM Chain, an AI agentic infrastructure that extends SVM's capabilities onto Ethereum. • D.A.T.A. Framework, powered by CARV ID, delivers high-quality on-chain and off-chain data, enriched with tags and metrics, enabling AI agents to learn, share, and evolve dynamically. • CARV Labs accelerates ecosystem growth in and beyond CARV’s ecosystem, spearheading innovation in the AI agentic infrastructure enabling data sovereignty with incubation, grants, and infrastructure. You build?

CARV

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AI is rapidly evolving, and it’s reshaping how and where computing happens. From data center infrastructure to AI systems in the physical world, to the future of personal AI devices, intelligence is being distributed across a new compute landscape. At the edge, more agentic experiences are starting to show up, expanding what devices need to do. Tomorrow in New York, we’ll share what Qualcomm is building across it and how it will drive our next phase of growth. Stay tuned for #QCOMInvestorDay.
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AI is rapidly evolving, and it’s reshaping how and where computing happens. From data center infrastructure to AI systems in the physical world, to the future of personal AI devices, intelligence is being distributed across a new compute landscape. At the edge, more agentic experiences are starting to show up, expanding what devices need to do. Tomorrow in New York, we’ll share what Qualcomm is building across it and how it will drive our next phase of growth. Stay tuned for #QCOMInvestorDay.

Cristiano R. Amon

15,783 views • 1 month ago

The pilot phase of enterprise AI is ending. What separates the organizations that scale from those that stall is infrastructure, data readiness, and governance built before models are ever deployed. Patrick Moorhead and Daniel Newman sit down with Varun Chhabra of Dell Technologies and Jason Schroedl of NVIDIA at Dell Technologies World 2026 to break down new approaches to agentic AI deployment, investments in data readiness, and how enterprises can expand AI capabilities while maintaining control over security, costs and operations.
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The pilot phase of enterprise AI is ending. What separates the organizations that scale from those that stall is infrastructure, data readiness, and governance built before models are ever deployed. Patrick Moorhead and Daniel Newman sit down with Varun Chhabra of Dell Technologies and Jason Schroedl of NVIDIA at Dell Technologies World 2026 to break down new approaches to agentic AI deployment, investments in data readiness, and how enterprises can expand AI capabilities while maintaining control over security, costs and operations.

Six Five Media

148,133 views • 2 months ago

Telecom infrastructure is becoming a distributed AI compute layer, unlocking smarter cities and more efficient operations. NVIDIA AI-RAN and NVIDIA Metropolis Blueprint for video search and summarization enable AI agents to run continuously at the edge. These agents analyze real-time data streams from connected sensors over 5G to power live monitoring and infrastructure inspection. ▶️ Watch the full video to learn more:
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NVIDIA AI

11,078 views • 4 months ago

Most AI discussions ignore the physical reality: a lot of facilities still can’t support liquid cooling. At NVIDIA GTC, Lenovo’s Jon Alexander explained that across 4,400 global locations, many sites still aren’t ready for liquid cooling. Some environments support megawatts of power, others are limited to air cooling in last-mile telco facilities. That reality is shaping how AI infrastructure actually gets deployed. At the same time, AI is moving so fast that supply chain and time-to-market are becoming competitive advantages. The companies that can build, ship, and deploy infrastructure quickly are the ones that will keep up with demand.
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Most AI discussions ignore the physical reality: a lot of facilities still can’t support liquid cooling. At NVIDIA GTC, Lenovo’s Jon Alexander explained that across 4,400 global locations, many sites still aren’t ready for liquid cooling. Some environments support megawatts of power, others are limited to air cooling in last-mile telco facilities. That reality is shaping how AI infrastructure actually gets deployed. At the same time, AI is moving so fast that supply chain and time-to-market are becoming competitive advantages. The companies that can build, ship, and deploy infrastructure quickly are the ones that will keep up with demand.

Six Five Media

1,759,958 views • 4 months ago

$PLTR is one of the cleanest ways to play the AI cycle because it benefits from the entire infrastructure buildout without financing the data centers, chips, memory, power or networking underneath it. Palantir is also emerging as one of the biggest sovereign AI winners by building the control layer that determines what AI understands, which proprietary data it can access and what decisions or actions it can influence inside an organization. OpenAI and Anthropic create the intelligence while Palantir connects it to permissions, workflows and real operating systems where measurable economic value is produced.
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$PLTR is one of the cleanest ways to play the AI cycle because it benefits from the entire infrastructure buildout without financing the data centers, chips, memory, power or networking underneath it. Palantir is also emerging as one of the biggest sovereign AI winners by building the control layer that determines what AI understands, which proprietary data it can access and what decisions or actions it can influence inside an organization. OpenAI and Anthropic create the intelligence while Palantir connects it to permissions, workflows and real operating systems where measurable economic value is produced.

Shay Boloor

200,100 views • 17 days ago

the IBM earnings reinforced something I think Wall Street is still underestimating: IBM is becoming an operating system for enterprise AI. The initial earnings reaction focused on the familiar metrics—revenue growth, infrastructure, margins and quarterly expectations. But that misses the bigger transformation underway. The AI market is bifurcating. On one side are companies building frontier models. On the other are companies helping enterprises operationalize AI—integrating it with existing systems and data, governing it, securing it, and turning AI into measurable business outcomes. IBM is increasingly positioning itself for that second market. And that's important because the enterprise AI conversation is moving from models to tools, from experimentation to outcomes, and ultimately toward autonomy and agents. IBM has decades of enterprise infrastructure, software, data and consulting relationships sitting underneath that transition. The mainframe isn't necessarily legacy in this world—it can become part of the context and transaction infrastructure AI acts upon. Wall Street initially looked at the quarter. I think the more important question is what IBM is becoming. My commentary below. #IBM #AI #EnterpriseAI #AgenticAI #HybridCloud
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the IBM earnings reinforced something I think Wall Street is still underestimating: IBM is becoming an operating system for enterprise AI. The initial earnings reaction focused on the familiar metrics—revenue growth, infrastructure, margins and quarterly expectations. But that misses the bigger transformation underway. The AI market is bifurcating. On one side are companies building frontier models. On the other are companies helping enterprises operationalize AI—integrating it with existing systems and data, governing it, securing it, and turning AI into measurable business outcomes. IBM is increasingly positioning itself for that second market. And that's important because the enterprise AI conversation is moving from models to tools, from experimentation to outcomes, and ultimately toward autonomy and agents. IBM has decades of enterprise infrastructure, software, data and consulting relationships sitting underneath that transition. The mainframe isn't necessarily legacy in this world—it can become part of the context and transaction infrastructure AI acts upon. Wall Street initially looked at the quarter. I think the more important question is what IBM is becoming. My commentary below. #IBM #AI #EnterpriseAI #AgenticAI #HybridCloud

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CEO Jensen Huang took the stage at GTC Taipei and redefined the future of AI. He unveiled AI infrastructure running the world's AI factories, autonomous agents that actually do things, physical AI and robotics stepping into the real world, and a brand-new generation of personal computing built for AI from the ground up. If you're curious where AI is actually headed, this keynote is your answer. 📰 Get the recap: ▶️ Watch the full keynote: #NVIDIAGTC

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AI is transforming the way businesses operate 🤖. It helps companies work faster, cut costs, and make smarter decisions. From automating repetitive tasks to predicting trends and uncovering insights, AI is becoming the backbone of modern business. But AI can’t function without data 📊. Massive amounts of high-quality data are required to train models and make them effective. Right now, most of this data is controlled by a few centralized giants 🔒, making it expensive, siloed, and out of reach for smaller businesses and innovators. This is where OORT | The Data Cloud for Decentralized AI comes in 🌐✨. By combining decentralized storage with AI infrastructure powered by blockchain, OORT makes data open, secure, and accessible to everyone. It’s building a foundation where businesses of all sizes can tap into AI’s full potential and compete in the AI-driven economy 🚀
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AI is transforming the way businesses operate 🤖. It helps companies work faster, cut costs, and make smarter decisions. From automating repetitive tasks to predicting trends and uncovering insights, AI is becoming the backbone of modern business. But AI can’t function without data 📊. Massive amounts of high-quality data are required to train models and make them effective. Right now, most of this data is controlled by a few centralized giants 🔒, making it expensive, siloed, and out of reach for smaller businesses and innovators. This is where OORT | The Data Cloud for Decentralized AI comes in 🌐✨. By combining decentralized storage with AI infrastructure powered by blockchain, OORT makes data open, secure, and accessible to everyone. It’s building a foundation where businesses of all sizes can tap into AI’s full potential and compete in the AI-driven economy 🚀

Sky Wee

58,239 views • 9 months ago

AI is transforming the way businesses operate 🤖. It’s no longer just a tool, it powers decision-making, efficiency, and growth. From automating tasks to predicting trends and uncovering insights, AI is becoming the backbone of modern business. But AI isn’t magic. It needs massive amounts of high-quality data 📊. Companies like Scale AI and other Web2 giants thrive because they control the pipelines of this data, turning it into a huge competitive advantage. The problem is most of this data is locked in centralized systems 🔒, expensive, and often inaccessible for smaller companies or innovators. That’s where OORT | The Data Cloud for Decentralized AI comes in 🌐✨. By building decentralized storage and AI infrastructure, OORTECH makes data open, secure, and accessible to everyone. It’s a foundation for the next generation of AI-powered businesses, giving all innovators the chance to compete and create 🚀
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AI is transforming the way businesses operate 🤖. It’s no longer just a tool, it powers decision-making, efficiency, and growth. From automating tasks to predicting trends and uncovering insights, AI is becoming the backbone of modern business. But AI isn’t magic. It needs massive amounts of high-quality data 📊. Companies like Scale AI and other Web2 giants thrive because they control the pipelines of this data, turning it into a huge competitive advantage. The problem is most of this data is locked in centralized systems 🔒, expensive, and often inaccessible for smaller companies or innovators. That’s where OORT | The Data Cloud for Decentralized AI comes in 🌐✨. By building decentralized storage and AI infrastructure, OORTECH makes data open, secure, and accessible to everyone. It’s a foundation for the next generation of AI-powered businesses, giving all innovators the chance to compete and create 🚀

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1:02

This week, Satya Nadella gave Dwarkesh Patel and Dylan Patel from SemiAnalysis an exclusive look at Microsoft’s Fairwater 2, where a single building is more powerful than every other AI datacenter. 💰Dylan estimates AI CapEx will hit half a trillion dollars next year, with labs spending billions to secure top talent. But even the best infrastructure and brightest minds need one thing to win: high-quality data. Whether it’s coding agents, voice assistants, or next-gen robotics, Labelbox gives you the data at the speed and scale you need to power frontier AI.

Labelbox

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Why wouldn’t China want more data centers built in the United States? Simple, the nation that leads in AI will lead the future, economically, technologically, and militarily. We’re already seeing it happen in real time as AI drives unprecedented productivity and margin expansion across every sector of the economy. While America debates permits, regulations, and protests over data centers, China is rapidly building power infrastructure and scaling compute capacity as fast as possible. This race is no longer theoretical. Whoever has the most compute, the best models, and the strongest infrastructure will shape the next era of global power.
1:51

Why wouldn’t China want more data centers built in the United States? Simple, the nation that leads in AI will lead the future, economically, technologically, and militarily. We’re already seeing it happen in real time as AI drives unprecedented productivity and margin expansion across every sector of the economy. While America debates permits, regulations, and protests over data centers, China is rapidly building power infrastructure and scaling compute capacity as fast as possible. This race is no longer theoretical. Whoever has the most compute, the best models, and the strongest infrastructure will shape the next era of global power.

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35,533 views • 3 months ago

NVIDIA CEO Jensen Huang explains the architecture of the AI revolution AI is fundamentally about thinking—and that requires supercomputers. We’ve created a new industry: AI infrastructure. It will be as foundational as the electricity and internet infrastructures—permanent for every society. This is a transformative time; how we deliver and produce intelligence is changing. Each layer of the AI stack is growing: 1. Energy 2. Chips 3. Infrastructure 4. AI models 5. AI applications We’re witnessing a complete revolution across the stack, with opportunities at every layer. NVIDIA intends to participate across the entire stack.
1:34

NVIDIA CEO Jensen Huang explains the architecture of the AI revolution AI is fundamentally about thinking—and that requires supercomputers. We’ve created a new industry: AI infrastructure. It will be as foundational as the electricity and internet infrastructures—permanent for every society. This is a transformative time; how we deliver and produce intelligence is changing. Each layer of the AI stack is growing: 1. Energy 2. Chips 3. Infrastructure 4. AI models 5. AI applications We’re witnessing a complete revolution across the stack, with opportunities at every layer. NVIDIA intends to participate across the entire stack.

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64,013 views • 10 months ago

AI in the network is shifting the conversation beyond GPUs. At MWC 2026, Intel's Kevork Kechichian, EVP & GM of the Data Center Group, explains why inference workloads are bringing CPUs back into focus, especially in telco environments where power, space, and efficiency matter. With platforms like Intel Xeon and Clearwater Forest, operators are seeing up to 30% performance gains and 60% better power efficiency, helping scale AI workloads without overhauling infrastructure. As networks evolve toward AI-driven operations and 6G, one principle is becoming clear: The future of AI infrastructure is about using the right compute for the right workload.
1:14

AI in the network is shifting the conversation beyond GPUs. At MWC 2026, Intel's Kevork Kechichian, EVP & GM of the Data Center Group, explains why inference workloads are bringing CPUs back into focus, especially in telco environments where power, space, and efficiency matter. With platforms like Intel Xeon and Clearwater Forest, operators are seeing up to 30% performance gains and 60% better power efficiency, helping scale AI workloads without overhauling infrastructure. As networks evolve toward AI-driven operations and 6G, one principle is becoming clear: The future of AI infrastructure is about using the right compute for the right workload.

Six Five Media

131,501 views • 5 months ago

I think the fear is real, but the “AI will no longer need humans at all” part is overhyped. AI running data centers will cause a loss of a ton of jobs, coding, customer service, data entry, even some creative work, and we’re already seeing tens of thousands of AI-linked layoffs. That disruption is coming fast. But AI still needs humans for maintenance, repair, building the infrastructure, making decisions, and inventing new things. Full self-sufficiency where machines run everything without any people is further down the road. Job loss is the real issue to worry about, not total human obsolescence.
0:52

I think the fear is real, but the “AI will no longer need humans at all” part is overhyped. AI running data centers will cause a loss of a ton of jobs, coding, customer service, data entry, even some creative work, and we’re already seeing tens of thousands of AI-linked layoffs. That disruption is coming fast. But AI still needs humans for maintenance, repair, building the infrastructure, making decisions, and inventing new things. Full self-sufficiency where machines run everything without any people is further down the road. Job loss is the real issue to worry about, not total human obsolescence.

Patricia 🇺🇸

25,705 views • 3 months ago

Tom Lee says semis and AI infrastructure stocks are going to rip higher later this year. “Semis and infrastructure companies are at the center of one of the most important strategic initiatives for the US, which is AI and AI infrastructure, and that runway has years ahead. The last couple of weeks have been a rough ride. I think those names are going to bounce later this year. I don’t think the trade is over. It’s just taking a beating.” We don’t know who will ultimately build the best AI model. But we do know which companies are building the infrastructure that will make the AI revolution possible. That’s why I’m buying $CRWV, $ORCL, and $IREN.
0:42

Tom Lee says semis and AI infrastructure stocks are going to rip higher later this year. “Semis and infrastructure companies are at the center of one of the most important strategic initiatives for the US, which is AI and AI infrastructure, and that runway has years ahead. The last couple of weeks have been a rough ride. I think those names are going to bounce later this year. I don’t think the trade is over. It’s just taking a beating.” We don’t know who will ultimately build the best AI model. But we do know which companies are building the infrastructure that will make the AI revolution possible. That’s why I’m buying $CRWV, $ORCL, and $IREN.

Daniel

110,219 views • 1 month ago

AI investment is expanding beyond models and applications into the full stack that supports them. Energy capacity, semiconductor supply, compute infrastructure, and software layers are becoming more connected, influencing how and where AI can be built and deployed. In partnership with NVIDIA, The Futurum Group examines the Five Layers of the AI Cake framework as a way to understand the structure of the AI economy. The market brief outlines how value is distributed across the stack, where bottlenecks are forming, and what these dynamics mean for enterprise strategy, capital allocation, workforce planning, and global competitiveness. ⏯️ Explore the key findings, and use the link to download the full report: 👉 #AIInfrastructure #NVIDIA #Futurum
1:12

AI investment is expanding beyond models and applications into the full stack that supports them. Energy capacity, semiconductor supply, compute infrastructure, and software layers are becoming more connected, influencing how and where AI can be built and deployed. In partnership with NVIDIA, The Futurum Group examines the Five Layers of the AI Cake framework as a way to understand the structure of the AI economy. The market brief outlines how value is distributed across the stack, where bottlenecks are forming, and what these dynamics mean for enterprise strategy, capital allocation, workforce planning, and global competitiveness. ⏯️ Explore the key findings, and use the link to download the full report: 👉 #AIInfrastructure #NVIDIA #Futurum

The Futurum Group

75,859 views • 3 months ago

We are partnering up with zauth to secure the next generation of 3D AI agents. These agents have memory, emotion, voice, and on-chain identity and can be embedded anywhere. These agents use the x402 protocol to make real payments for skills and services. To make this ecosystem production-ready and safe, is teaming up with zauth, the security layer for the agentic internet. Bringing safety and trust to the next wave of 3D AI agents 🔐
0:59

We are partnering up with zauth to secure the next generation of 3D AI agents. These agents have memory, emotion, voice, and on-chain identity and can be embedded anywhere. These agents use the x402 protocol to make real payments for skills and services. To make this ecosystem production-ready and safe, is teaming up with zauth, the security layer for the agentic internet. Bringing safety and trust to the next wave of 3D AI agents 🔐

three.ws

50,994 views • 2 months ago

At the #WorldGovSummit AI Forum in Dubai,Zimbabwe’s stance was clear that we are architects not spectators, of the AI future. Our Zimbabwean blueprint will see AI leapfrog development challenges. We are building sovereign digital infrastructure for our data centres, connectivity and cybersecurity. The ultimate goal is to turn our national potential into progress in the AI landscape. Zimbabwe is open for smart, ethical tech partnerships. Grateful for the engagement and conversation on building an equitable digital world. #Zimbabwe #WGS2026 #AI
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At the #WorldGovSummit AI Forum in Dubai,Zimbabwe’s stance was clear that we are architects not spectators, of the AI future. Our Zimbabwean blueprint will see AI leapfrog development challenges. We are building sovereign digital infrastructure for our data centres, connectivity and cybersecurity. The ultimate goal is to turn our national potential into progress in the AI landscape. Zimbabwe is open for smart, ethical tech partnerships. Grateful for the engagement and conversation on building an equitable digital world. #Zimbabwe #WGS2026 #AI

Hon Tatenda.A. Mavetera

93,825 views • 6 months ago