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  • Info
132. AMD's Systems Strategy, Inference Dominance & The Future of Agentic AI
July 25, 2026
In this week's theCUBE Pod , John Furrier gives his take on two major enterprise stories: AMD’s shift from chips to integrated AI systems and IBM’s emerging role as an operating system for enterprise AI. He argues that Wall Street is overlooking the bigger transformation underway across infrastructure, software and business value.

Furrier then joins Dave Vellante for a broader discussion recorded at AMD Advancing AI. They debate AMD’s transformation into a systems company, its role as an alternative to Nvidia and the economics shaping enterprise AI, in... Read more
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