On theCUBE Pod: Agents reshape enterprise systems, and CoreWeave keeps rising

As artificial intelligence matures, the security guardrails — and the computer system itself — are changing. This week, the conversation centered around agents going rogue. Better guardrails are needed, many argue, but that hasn’t slowed down the roll out of new AI models from the biggest players in the game. Looking further ahead, John Furrier (pictured left), executive analyst for theCUBE Research, sees AI precipitating a fundamental shift in how enterprises build computer systems. “The semiconductor activity has really shifted,” he said. “The game has changed. The GPU era is over. Now we’re in the systems era … but what’s interesting is all the…