Agents, CoreWeave, and enterprise AI system shifts

On theCUBE Pod, analysts John Furrier and Dave Vellante discussed how AI agents are reshaping enterprise IT and raising security concerns, with rogue agents reportedly breaching a UN statistics site and an Australian government website. CoreWeave, buoyed by GPU scarcity and major customers like OpenAI, Microsoft, and Meta, faces questions about long-term sustainability and customer concentration. Furrier sees neoclouds evolving into a distributed AI infrastructure layer, while Vellante warns that SaaS companies face existential pressure as infrastructure remains the dominant investment opportunity.