Agentic AI: Enterprises Rebuild Private Cloud

Enterprises are rebuilding their infrastructure around agentic AI, shifting the focus back to private cloud environments. This move is driven by the need to keep data, costs, and control under one roof as AI inference workloads scale. Christophe Bertrand, an analyst at theCUBE Research, highlights that the behavior and security of autonomous agents are the hardest parts of this problem, even more so than raw compute. He also emphasizes the importance of governance, compliance, and sovereign cloud. The economics of private cloud are now a key consideration. Discussions at VMware Explore will include advanced memory tiering, translating technical details into economic benefits and performance at scale for AI in private clouds. Adoption data comparing private and public cloud inference, along with customer security use cases, are also expected. What's interesting is that VMware technology is positioned as central to AI transformation, with topics like agentic AI and economics becoming clearer for partners and end users. This shift impacts how businesses manage their AI operations.