Ep. 35 Is Agentic AI Hurting Large Cloud Providers? | AI Insights & Innovation



In this video, we explore how the rise of Agentic AI systems could fundamentally change the tech landscape, particularly for public cloud providers like AWS, Microsoft Azure, and Google Cloud. Agentic AI refers to artificial intelligence systems that operate autonomously, making decisions and optimizing processes without relying on constant external input or cloud-based processing power. Unlike traditional AI, which depends on large datasets and compute-heavy cloud infrastructure, Agentic AI is highly efficient, performing calculations locally and using smaller, targeted datasets.

This shift in AI design has the potential to disrupt the cloud computing market. Public cloud providers have built their business models around offering scalable compute, massive storage, and centralized data processing—services Agentic AI systems need far less of. As businesses adopt systems that run autonomously on-premises or at the edge, demand for these costly cloud services could decline, particularly in industries like manufacturing, transportation, and healthcare, where low-latency, self-sufficient decision-making is critical.

But it’s not all bad news for public cloud providers. As the video discusses, they’re already adapting by offering edge-focused services and hybrid solutions to stay relevant in this changing environment. Cloud may still play a role in orchestrating or scaling Agentic AI systems globally, but its role could shrink—or transform entirely—as these smarter, lighter AI systems become more widespread.

If you’ve wondered what’s next for the cloud, AI, or even your own business’s tech strategy, this video offers an essential look at how Agentic AI could reshape the future of computing and disrupt one of the biggest industries in technology today.

00:00 – Intro
00:06 – Agentic AI: Foundations, Efficiency, and Enterprise Integration
02:59 – Adaptive AI: Decision-Making, Agency, and Edge Integration
05:44 – Navigating the Cloud: Overcoming Challenges and Embracing Cost-Effective Solutions
08:15 – Balancing Perspectives: The Regulatory and Security Debate in Cloud Services
12:37 – Future of Cloud and Agentic AI
15:14 – Impact and Insights: Innovations and Conclusions

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