Agents are starting to change the shape of cloud infrastructure. The current wave of AI is about generating tokens. The next wave is about executing work. Agents will think, call tools, use memory, query databases, coordinate workflows, and run inside secure CPU-based environments.
So the infrastructure stack for AI can’t stop at generating tokens. It needs CPUs, memory, storage, networking, databases, sandboxes, inference, and orchestration working together. As token demand explodes, agentic workloads could become orders of magnitude larger than human-driven workflows.
See my full interview here
youtube.com/watch?v=5AoN_rD4…