When Amazon Web Services Inc. held its New York Summit last week, Vice President of Agentic AI Swami Sivasubramanian as usual was the headline act, delivering the opening keynote. Sivasubramanian made the case to enterprise leaders that the artificial intelligence conversation has moved beyond pilots and productivity hacks into a world where the real advantage lies in compounding momentum across work, security, software delivery and data.
Artificial intelligence dominated headlines and keynotes at every event I’ve attended this year, including the recent Cisco Live 2026. Though the thirst for AI has been insatiable for a couple of years, customer feedback at the event showed that the era of AI curiosity has given way to AI urgency. Information technology and business leaders are no longer satisfied with conversational chatbots or basic AI scribes that merely summarize meetings or draft text. They want systems that proactively identify and resolve problems across their massive, complex IT estates.
Hewlett Packard Enterprise Co. Chief Executive Antonio Neri opened the company’s annual user conference, Discover, this week in Las Vegas with a manifesto for the AI era. Though all events now discuss the changing role of AI, Neri offered a different perspective on AI through the lens of information technology. The industry is moving from building IT systems to architecting intelligence. In that shift, the enterprise is no longer just an operator of technology but rather a designer of outcomes, a much different role for the people sitting in the audience.
Neocloud provider QumulusAI announced today that it has secured more than $124 million in customer subscriptions for three-year terms with Hyperbolic and another leading artificial intelligence inference platform. These agreements cover deployments totaling 1,280 Nvidia Corp. Blackwell GPUs, delivered via 160 Lenovo and Supermicro bare-metal servers connected with Cisco Systems Inc. Nexus networking to form high-throughput, low-latency clusters.
Since Zscaler Inc.‘s launch, the company’s mission has been to disrupt traditional access and security with its Zero Trust platform. At its user event, Zenith Live, in Las Vegas, the company made its case for what its next act would look like: becoming the foundational “zero trust for agentic AI” platform. For enterprises, the keynote by Chief Executive Jay Chaudhry (pictured) highlighted that securing artificial intelligence agents, including their connections, data paths and device footprint, is now a board-level architectural decision, not a bolt-on control, and that this will require a rethinking of security.