AI progress now hinges on who controls the stack. During theCUBE’s coverage of Red Hat Summit, our industry analysts bring exclusive insight into how open hybrid cloud is becoming the foundation for agentic systems — from Red Hat AI and OpenShift Virtualization to modernizing legacy VMs, protecting digital sovereignty and enabling distributed inference at scale.

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Monday May 11, 2026 | 6:00 PM UTC
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    Monday, May 11 (UTC) May 11
    Tuesday, May 12 (UTC) May 12
    Wednesday, May 13 (UTC) May 13
    • ON DEMAND

      Leigh Day, Red Hat

      In this interview from Red Hat Summit 2026 in Atlanta, Leigh Day, senior vice president and chief marketing officer of Red Hat, joins theCUBE's Rebecca Knight to discuss the Summit's evolution over two decades and how Red Hat is embracing AI as a collaborative tool across its own marketing organization. Day reflects on a journey that began with single-product Linux conversations and now centers on AI, sovereignty and virtualization — while the community energy that defines Red Hat has endured throughout. She details two new event formats introduced this year: product spotlights built to accommodate growing demand for roadmap sessions across Red Hat Enterprise Linux, Ansible and OpenShift, and late night labs that extend hands-on learning beyond typical conference hours.

      The conversation also explores the 20th anniversary of the Innovation Awards, with Day highlighting the two qualities that distinguish winning projects: operational efficiency and meaningful community impact. This year's honorees — spanning a satellite provider in Argentina, a bank in Dubai, a telco in New Zealand and TD Bank — reflect that dual mandate. Day shares how Red Hat's marketing team draws a deliberate line between tasks that require human authenticity, such as original artwork and customer storytelling, and those where AI accelerates output — including asset production and a marketing analytics tool built on OpenShift that surfaces global engagement data across the entire team. With over 7,000 attendees converging on Atlanta's Georgia World Congress Center, she outlines why the Summit's defining purpose remains unchanged: sending practitioners and decision-makers home inspired and equipped to apply what they've learned.
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      Leigh Day
      Senior Vice President and Chief Marketing Officer Red Hat
    • ON DEMAND

      John Hampton, AMD

      In this interview from Red Hat Summit 2026, John Hampton, corporate vice president of global enterprise technical sales at AMD, joins theCUBE's Rebecca Knight to discuss how AMD is helping enterprises modernize their infrastructure and optimize AI spending through a framework he calls "tokenomics." Drawing on nearly 25 years at AMD, Hampton describes the two challenges dominating enterprise conversations: the urgent need to consolidate aging data centers and the spiraling cost of AI compute. He explains how rightsizing legacy server fleets — in some cases from 1,000 servers to 150 — can free the budget and power required to fund meaningful AI investment. Hampton also unpacks "tokenomics," framing tokens per dollar and tokens per watt as the defining metrics enterprises must optimize as agentic workloads consume more compute.

      The conversation also explores AMD's expanding hardware portfolio and its deepening collaboration with Red Hat. Hampton highlights the newly launched AMD Instinct MI350P — a PCIe GPU designed for lower power and lower cost, now available with Red Hat 3.5 EA — which he positions as completing AMD's full inference spectrum alongside EPYC CPUs and the Helios platform. Shifting to enterprise adoption patterns, he notes that only single-digit percentages of organizations have successfully moved AI into production with measurable ROI, urging a structured assessment approach over the "ready, fire, aim" mentality he sees too often. Hampton also counters concerns about AI displacing workers, pointing to AMD's own experience deploying over 150 internal AI use cases that have made engineers more productive rather than redundant. From solving the tokenomics equation with purpose-built hardware to championing a "people first" leadership philosophy in an era of autonomous agents, Hampton provides a practical roadmap for enterprises ready to move from experimentation to production.
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      John Hampton
      Corporate Vice President, WW Enterprise Technical Sales AMD
    • ON DEMAND

      Dai Vu, Google Cloud

      In this interview from Red Hat Summit 2026, Dai Vu, managing director of the Cloud Marketplace at Google Cloud, joins theCUBE's Rebecca Knight to discuss how the Google Cloud Marketplace is evolving to power the agentic enterprise. Vu explains that buyers have grown more platform-centric, moving away from individual product SKUs toward bundled solutions that combine software, services, data and AI models to deliver measurable business outcomes. He details the Gemini Enterprise Agent Platform — an end-to-end system designed to help organizations build, scale, govern and optimize agents — noting that the Google Cloud Marketplace now offers more than 2,000 pre-packaged agents from partners including Workday, ServiceNow and Deloitte. The Red Hat Lightspeed Agent, now listed in the Marketplace, gives IT administrators a conversational interface for managing Red Hat Enterprise Linux configurations, vulnerabilities and optimization without context-switching between applications.

      The conversation also explores the financial momentum driving Google Cloud's strategy. Vu points to a $462 billion committed enterprise cloud spend backlog — up from $155 billion just two quarters ago — alongside a $20 billion annual run rate representing 20x growth since 2018 and 63% year-over-year expansion in the most recent quarter. He notes that Google has committed $190 billion in CapEx for the year and reduced the cost to serve Gemini models by 80%, enabling what he describes as a generational build-out of AI infrastructure. A $750 million partner fund for agentic development, covering technical workshops, deployment incentives and direct access to Google's engineering teams, rounds out the investment picture. From expanding the Red Hat agent catalog from one listing to fifty and deepening integrations beyond IT administrators to reach general knowledge workers, Vu provides a roadmap for how Google Cloud intends to become the leading cloud provider in the Red Hat ecosystem.
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      Dai Vu
      GM, Managing Director Google Cloud
    • ON DEMAND

      Todd Millard, Options Technology

      In this interview from Red Hat Summit 2026, Todd Millard, vice president of sales of modern private cloud at Options Technology Ltd., joins theCUBE's Rebecca Knight to discuss how financial services firms are navigating the convergence of legacy infrastructure pressure, AI demands and regulatory complexity. Millard explains how the recent Crossvale acquisition combined deep Red Hat and OpenShift containerization expertise with Options' FSI infrastructure managed services, delivering a full-stack offering from bare metal to the application layer. He describes a market in analysis paralysis as CIOs contend simultaneously with VMware repricing, DRAM costs, AI infrastructure demands and cloud repatriation — and argues that OpenShift Virtualization resolves the problem by consolidating containers, VMs and AI onto one platform. Migrating a legacy Java application to OpenShift and Quarkus, he notes, can cut the memory footprint up to 40 times and reduce annual application costs from hundreds of thousands of dollars to as little as $20,000.

      The conversation also explores how DORA compliance and sovereign AI have become board-level imperatives, with CIOs demanding that business value, data residency and price predictability be solved within a single architecture. Millard offers a pointed analogy: firms frustrated with VMware repricing but tempted to swap in another hypervisor are making the equivalent of leaving Blockbuster only to open an account at Hollywood Video — the answer is moving to containers entirely, not switching incumbents. On cloud repatriation, he pushes back on wholesale narratives, attributing the shift primarily to opaque public cloud billing and data sovereignty requirements. He also highlights the EDB Postgres migration path as a high-ROI workload return, with customers cutting database costs by 60% while re-architecting data for AI consumption. From a factory migration team that operates after hours to avoid business disruption, to a footprint spanning 70 data centers globally, Millard outlines how Options Modern Cloud is building toward recognition as the purpose-built fourth cloud option for financial services — alongside AWS, Azure and GCP.
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      Todd Millard
      VP of Sales - Private Modern Cloud Options Technology

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