Every year, we attend cloud conferences to hear about new features, services, ecosystem expansion, and announcements that promise to reshape enterprise IT. These innovations matter. However, if we step back and look at how most enterprises actually consume public cloud, for all practical purposes, the three big cloud providers are essentially the same where it counts most.
This statement can make people uncomfortable because the market encourages us to see dramatic differences in AI services, databases, frameworks, and niche capabilities that each provider would like to position as strategic lock-ins. While valuable and sometimes the right choice, they are not the most important elements for most cloud deployments.
The center of gravity remains core infrastructure.
Core infrastructure is a commodity
When we talk about core infrastructure, we are referring to compute and storage. Compute includes processor options, memory configurations, instance families, operating system support, elas
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The shift towards custom AI chips by major cloud providers signals a strategic move to reduce reliance on Nvidia, reshaping the AI infrastructure landscape.
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Exclusive: Electoral Commission calls for new controls, as Demos finds tools made up fake scandals, invented candidates or gave wrong date
UK politics live – latest updates
The Electoral Commission has called for new legal controls over misinformation from AI chatbots, after a thinktank found they had made serious mistakes during the recent Scottish election.
The thinktank Demos said its investigation had found that AI services gave voters misinformation to 34% of the questions it posed, which it said raised worrying questions about the lack of regulation of AI platforms in the UK.
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Microsoft and Google are adding new controls for AI agents, as enterprise IT teams try to keep up with tools that can access corporate data and act across business applications.
Microsoft’s Agent 365, made generally available for commercial customers on May 1, is designed to help organizations discover, govern, and secure AI agents, including those operating across Microsoft, third-party SaaS, cloud, and local environments.
Google’s new AI control center for Workspace, announced this week, focuses more specifically on giving administrators a centralized view of AI usage, security settings, data protection controls, and privacy safeguards within Workspace.
The timing reflects a shift in enterprise AI use. Many companies are no longer just testing chatbots, but are beginning to use agents that can reach corporate systems and carry out tasks on behalf of users.
Analysts said the shift changes how CIOs and CISOs should think about AI agents inside the enterprise.
“By placing agent controls
I’ve been watching the cloud market long enough to know when a useful innovation becomes a strategic distraction. That’s what is happening now with agentic AI. The concept itself is not the issue. There is real value in autonomous and semi-autonomous systems that can coordinate tasks, assist developers, optimize workflows, and eventually reduce the amount of manual effort required to run complex businesses. However, just because a technology has promise does not mean it deserves to dominate the road map.
Right now, many cloud providers are acting as if agentic AI is the next unavoidable layer of enterprise computing, and therefore the best use of executive attention, engineering investment, and marketing energy. I think that is a mistake. In fact, I think it is the wrong priority at the wrong time.
The cloud providers are not operating from a position of solid fundamentals. They are still struggling with platform fragmentation, operational complexity, uneven service integration, confus
I’ve been watching the cloud market long enough to know when a useful innovation becomes a strategic distraction. That’s what is happening now with agentic AI. The concept itself is not the issue. There is real value in autonomous and semi-autonomous systems that can coordinate tasks, assist developers, optimize workflows, and eventually reduce the amount of manual effort required to run complex businesses. However, just because a technology has promise does not mean it deserves to dominate the road map.
Right now, many cloud providers are acting as if agentic AI is the next unavoidable layer of enterprise computing, and therefore the best use of executive attention, engineering investment, and marketing energy. I think that is a mistake. In fact, I think it is the wrong priority at the wrong time.
The cloud providers are not operating from a position of solid fundamentals. They are still struggling with platform fragmentation, operational complexity, uneven service integration, confus