Google Gemini AI Goes Vertical, Expanding an Industry Trend
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September 02, 2026
The market for enterprise AI is shifting away from large general purpose models (LLMs) used primarily for chat interactions towards more specialized and vertically optimized and trained workflow solutions. The major cloud providers of AI systems have recently begun targeting what they perceive as the most lucrative and attractive vertical industries for deployment, and therefore increased revenue generation. Amazon Web Services (AWS) has released optimized versions for Healthcare and Manufacturing, among others, while Microsoft has been concentrating on Retail. Google is now releasing optimized Google Gemini Enterprise`` versions that are targeted at the Financial Services and Legal verticals, both of which are heavy users of AI services and have large revenue potential. Google’s efforts in creating tuned AI for specialized vertical industries offers major benefits for its customers.
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Tags: Business Strategy, FinTech, Generative AI
Microsoft Targets Escalating Agentic AI Costs
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August 31, 2026
Microsoft is feeling the heat. And it’s not just Microsoft. Virtually all of the AI providers are moving towards making their products more affordable. Enterprises are becoming acutely aware of the escalating costs of using AI. As they increasingly move towards an Agentic AI environment, where we expect enterprises to deploy dozens to hundreds of AI agents in the next 12-18 months, cost of use is becoming a major issue. Indeed, some early users find that the cost of Agentic AI can exceed the cost of employee salaries within a few months of use.
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Tags: Agentic AI, IT Operations, Risk Management
Intel and Google Cloud Expand their Collaboration to Accelerate Intel’s AI-Enabled Transformation, and Perhaps More....
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August 03, 2026
The announcement stated that this collaboration leverages Gemini Enterprise and Google Cloud to expand Intel’s AI workforce capabilities via scalable agentic workflows across core business functions. But that may only be the currently visible component of what may be a long term deeper partnership.
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Tags: Agentic AI, Cloud, Mergers and Acquisitions
AMD Advances its AI Market Advantage
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July 28, 2026
AI should not be seen as a one problem market focused on the next big frontier model enablement. We expect the market for AI to diversify greatly in the next 2-3 years, as workloads shift dramatically from training solutions to inference-based and agent solutions, which will encompass at least 65%-75% of the workloads. This includes a shift to open and small language models for purpose-built solutions at the edge and in physical AI. That means suppliers of AI-centric processing equipment and enabling technology will need to be broadly focused beyond the currently dominant share of investments in high performance training systems and hyperscaler cloud based instances. In the future, AI will be a much more hybrid environment.
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Tags: AI Infrastructure, Business Strategy, Robotics
HPE Discover – Positioned to Power the Agentic Enterprise
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June 17, 2026
AI is a leading component of most computing system vendors revenues going forward, as the amount of money being dedicated to the build out of AI focused datacenters will remain massive for at least the next 2-3 years, with as much as $1.5T estimated to be invested. This represents a huge battleground for the major providers of computing infrastructure to attack, both in the enterprise and in the cloud hyperscaler markets especially as we transform into inference driven and agentic AI dominance. The compute stack is a major component of this potential market opportunity (e.g., computing, networking, AI accelerated processors), but support and management services represent an increasing part of the equation (e.g., management, identity, security, observability).
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Tags: Agentic AI, AI Infrastructure, Cloud
Can mimik Change the Agentic AI Equation?
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June 15, 2026
We expect that within the next 2-3 years, the majority of enterprises will have hundreds to thousands of Agentic AI instances running in their organizations. That creates a significant challenge for organizations that require an ability to build, secure and manage those agents, while also deploying them in the most cost effective manner. For many organizations, that means running the agentic workloads on local machines rather than in a cloud-first environment. Further, it requires that enterprises provide a way to run those agents across multiple devices (e.g., Windows, Mac, iOS, Android), just as they do currently with their traditional workforce applications. This requires a peer to peer mesh approach to agentic operations that enables distributed resources to fully interact with minimal overhead. Finally, identifying and securing such diverse workloads requires a zero-trust model for agents, just as organizations do for their personnel. This last point may be one of the hardest challenges to overcome.
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Tags: Agentic AI, IoT, Privacy
Cisco Live: Becoming the Core AI Stack for Enterprises and Hyperscalers
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June 02, 2026
Among the announcements at Cisco Live, Cisco expanded on its ambitions to become the central stack powering the cloud and enterprise AI world. Cisco announced a comprehensive AI infrastructure strategy centered on full-stack integration across compute, networking, security, and operations, targeting enterprise, sovereign cloud, and neo-cloud deployments with validated designs that reduce deployment time, in some cases from 3 months to hours. Moreover, it is implementing a series of pre-configured AI stack implementations that organizations can quickly implement by offering blueprints and partner enabled solutions for a variety of industries. This is both an extension of its ambitions to become a premiere security infrastructure player in AI, but also an acknowledgement that it has a number of core tools and capabilities it’s been building over the years that directly enable its customer’s reliance on its connectivity and management expertise.
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Tags: Agentic AI, AI Infrastructure, Cybersecurity
AWS Targets Industrial-scale Manufacturing and Supply Chain AI
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May 27, 2026
While many enterprises are deploying AI and agentic AI solutions, the majority of systems to date have focused on white collar efficiency efforts. Enabling functions such as code development, customer service, HR, finance, etc. are all worthy endeavors and can result in significant ROI if done correctly. But one market area where AI has struggled to have more of a major impact has been in manufacturing and industrial processes. These solutions often consist of company unique requirements that include interacting with the physical world and creating processes that are frequently run with automated machinery and in remote locations. Tasks like security, observability, performance, resiliency and interconnectivity all take on new meaning in these physically defined environments. Further, any AI models must be trained to work within the physical world, and that is not the case for most current frontier models that are optimized for knowledge worker assistance. Finally, most industrial systems have been in place for a relatively long period of time and as such, may create significant negative impact when trying to update operations with AI solutions.
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Tags: Agentic AI, Manufacturing, Supply Chain
Google I/O puts Google’s AI Strategy into Focus
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May 22, 2026
At the recent Google I/O conference, Google provided major insights into how it is rethinking its AI offerings for an increasingly diverse marketplace powered not just by its traditional chatbots and search offerings, but by transitioning to an Agentic AI and multimodal future. Indeed, features of its Gemini core AI platform have been enhanced to include new models and agents that work seamlessly in its browsers, but also interface with the growing installed base of Google Workspace users and with a widening array of data types like video, voice, and physical world models. These are major and necessary upgrades that put Google at the forefront of new features in an increasingly competitive market as it pushes back on AI based productivity enhancements from Microsoft, OpenAI, Anthropic, etc. The overall theme of the conference focused heavily on Google’s efforts in autonomous agents, multimodal upgrades, new creative tools, as well as new hardware to extend AI to personal appliances (e.g., Android XR glasses).
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Tags: Agentic AI, Business Strategy, Generative AI
Intel and Rakuten Partner to Accelerate 5G vRAN/ORAN Adoption
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November 30, 2022
A key dynamic taking place in the wireless market is the move away from fixed-purpose infrastructure equipment that has powered wireless networks for many years, and into the use of general purpose hardware that can be programmed for specific functionality.
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Tags: Agentic AI, AI Infrastructure, Business Strategy
Dell Wants to Make Enterprise Data More Resilient
Nvidia’s Impressive H100 MLPerf Benchmark
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