Agent infrastructure is the new model for the AI ​​enterprise

The enterprise computing stack is undergoing its most profound transformation in decades as agent infrastructure moves from experimental workloads to the organizing logic for all new applications.

This change is forcing a fundamental rethinking of what infrastructure actually needs to do—not just host workloads, but orchestrate intelligent agents, manage data pipelines, and optimize the economics of inference at scale. The question for all platform companies is: Was their architecture designed for this moment, or did they simply adapt to it? Rajiv Ramaswamy (Photo), President and CEO of Nutanix Inc. Well, the answer defines everything the company is about.

“We really want to be a platform company where all our applications run,” Ramaswamy told theCUBE. “In this new world of AI, today’s applications are the same as tomorrow’s applications. We want to be the platform of choice for customers around the world.”

Ramaswamy spoke to theCUBE John Farrier and co-host Alison Kosick in Nutanix.NEXTbroadcast exclusively on theCUBE, SiliconANGLE Media’s live streaming studio. They discussed the company’s evolution from a hyperconverged infrastructure provider to a complete agent infrastructure platform, including its expanding ecosystem, sovereign cloud opportunities, and its vision for the next five years. (*Disclosure below.)

Agent infrastructure requires GPU efficiency and platform governance

Nutanix’s platform evolution comes with a clear technical mission to further enhance the behavior of GPU resources. as Nutanix expands platform with new agent infrastructure capabilities In this project announced at .NEXT, the underlying engineering work is focused on eliminating idle compute that increases the cost per token. Ramaswamy explained that the same optimization logic that Nutanix applied to CPU virtualization a decade ago is now being applied directly to GPU workloads.

“You want to get the most out of the GPU you buy,” he said. “It’s not good for GPUs to sit idle. Think about it. On the other hand, if you end up spending more and more tokens, and you have to buy more and more GPUs to use them, it’s not efficient. It’s the same thing you saw with compute-intensive workloads before virtualization. Utilization was very low. [utlization] Much higher. The same thing is happening now with GPUs. ”

The ecosystem story at .NEXT turns out to be equally central. More than 100 partners across major cloud, server, storage and chip providers sponsored the event, a signal that reflects the network effects of a genuine platform rather than a product line, Ramaswamy said. Recent Strategic Partnership with Advanced Micro Devices Inc. In this, AMD pledged up to $250 million in investment and co-engineering to co-develop an open agent AI platform, confirming that the ecosystem is becoming more structural. He added that cost per token has become the defining unit of economics in every conversation with customers.

“The value of a platform is directly tied to the ecosystem around it. All of these partners understand the value of the platform we bring to market today and recognize the value of being integrated with us,” Ramaswamy said. “Now we have a whole new ecosystem that we’re just starting to build around AI.”

Sovereignty has emerged as the second major growth vector. Governments around the world are Building a Sovereign AI Cloud To keep data and economic value within borders, Nutanix is ​​positioning itself as the platform of choice for their deployment. Government efforts to fund and populate these ramp-ups are building a direct pipeline of major customers for Nutanix’s hybrid platform, Ramaswamy noted.

“The movement towards sovereignty will continue,” he said. “You want to have your own infrastructure. You want to manage it yourself. You want your people to run and manage it, without relying on external parties. This is a huge opportunity for Nutanix because it allows us to build a sovereign cloud that meets these needs.”

The full video interview, part of SiliconANGLE and theCUBE’s coverage, is below. Nutanix .NEXT 2026:

(*Disclosure: TheCUBE is a paid media partner of Nutanix .NEXT. TheCUBE’s event coverage sponsors have no editorial control over content on theCUBE or SiliconANGLE.)

Photo: SiliconANGLE