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The company’s AI infrastructure expenses are expected to reach $ 309 billion By 2032. The winners will not be determined by those with the best models; Whoever manages the infrastructure layer that operates the AI on a scale.
Security vendors move most aggressively. Palo Alto networks, Community and Cisco The decrease in the sale of traditional infrastructure is an example of each increase in more than 70% of the year: Security is becoming a control plane for the company.
“The complexity of the EU workload, the existing infrastructure breaking point,” Ali Ghodsi, Databricks CEO, records in a blog article. “In the enterprises, there is substantive new approaches to manage AI on a scale.”
The evidence is mount. According to Idg73% of enterprises as a major obstacle to the infrastructure AI adequacy. Meanwhile, enemies arms faster than the protection of enterprises. Infrastructure wars began.
Agenticopopopes appear as a new battlefield
Agenticopopops is not a vendor’s ability to see. An industrial existence of traditional IT operations is an industry that can handle AI agents working with human permission. Dumped the Cisco category Cisco Live 2025but Microsoft’s AI orchestra, Google’s model operations and as the beginnings Weights and biases It is a race to have already owned. Battle lines are being drawn.
Technical requirements are cruel. 50,000 AI agent deployment enterprises, access to domain data, real-time management and the infrastructure managing many team cooperation. Traditional tools take a break in 5000 agents. Math does not work.
“For the first time, the first time, not a barrier,” Heetu Patel, the President of CPO, the President of the CPO, “Changes: Change allows security teams to place more AI without congestion.
Three columns define enterprise-level agentopes: Netops and Secports teams and network operations to manage each other and network activities together and gain a unified information between the models formed. Forrester Research Critically confirms the visibility of many domains. Sellers who master all three components will prevail. However, many are struggling to surrender effectively.
Cisco President and CPO Jeetu Patel, in Cisco Live 2025, a decisive movement signal to cross-domain, a multiplayer based on the complexity and scale of enterprise infrastructure has launched a decisive action on the EU operations. Source: Linkedin
The death of perimeter safety
The traditional firewall cannot protect AI workloads. There is a lot of evidence. Palo Alto’s Prisma Cloud Processes during processing 2 billion security events daily. Security fabric of Fortinet Connects more than 500 integration points as perimeter protection fails. Check the point infinity Accepting a violation in each layer operates in zero reliable principles.
Extended Berkeley package filter (EBPF) changed the game. This Linux Kernel technology allows security application to 40% of the performance of 40% of traditional approaches. The use of Cisco $ 2.8 billion and confirmed the approach. CurbThe IsOValent’s Open Source Project now provides production workloads in Netflix, Adobe and Capital One. 15,000 Github stars reflect the admission of enterprises, not the development interest.
Craig Connors, Cisco’s VP and Safety CTO, framed the sliding frame in the last Venturebeat interview: “Security policy now belongs to silicone from workloads per layers.” The effect is clear. Security becomes an integral part of infrastructure, not a cover.
Supply acceleration seals the transformation. Silicone has been installed in the nanosycond delay. Mathematics is cruel: Security defined by the program adds 50-200 millisals. Application security adds 50-2000 nanosekund. Do not increase this million times. Sellers without silicone capabilities are unable to compete.
72 hours of exploitation window
Enemies arming weapons of weaknesses in 72 hours. 45 Enterprise patch in days. This space creates 84% of successful violations. Each security dealer competes to close it.
Prevents Crowdstritch’s Falcon Blocks exploit before patches are available. Non-doers VMDR Provides real-time weakness management. Higher The sub-hour promises an automated response. Ciscon’s live protective applies kernel level shields in a few minutes.
The economy is undeniable. The study of the Ponemon Institute shows that every hour of the delayed patches is a risk of $ 84,000. Automated platforms deliver a return to investment (ROI) within 4.7 months. Cisos ignore mathematics.
“It’s time on cybertyoreure”, “Schlomo Kramer stresses that CEO CATO networks. “Automation does not only apply to effectiveness; about the surviving attacks from attacks that human teams cannot respond quickly enough.”
Observation wars are strengthening
$ 28 billion bounce signals are a bigger fact: EU determines who wins the infrastructure war. Informationdand Daily 18 trillion events processes. New relic It is followed by 10 billion operations per minute. Dynatatatatrace Follows the application of 2.5 million clouds.
There are shares. Enterprises that placed the EU without observing. “You can’t ensure that you can’t see,” the General Director General of the Security Strategy in the Cato Networks. “It is not optional to observe, but the main part of a secure digital transformation.”
The generative UI represents the next border. Instead of the Dashboards, AI is solved in real-time interfaces. Like Serviceenow, Spunk and Arriving Players Observed The dynamic interfaces have a replacement of a static dashboard within 24 months.
Market consolidation is accelerated
Infrastructure giants gather by acquiring their armies. Cisco has paid $ 28 billion for the leap. Palo Alto won security, security and coupon, gas and gas for $ 1.2 billion. Crowdstrike, Humio and preferred, Humio and preferred. The purchase of Broadcom $ 69 billion vmware changes the entire landscape.
The platform speed determines now to survive. The unified architecture cut the development time to years. Now it took 18 months to place in 8 weeks. Engineering groups vote by joining companies that send to the starting speed with an enterprise scale.
The AI infrastructure market is expected to be combined from more than 200 platforms over 200 platforms in 36 months. Gartner predicts 60% of current vendors will not be available until 2027. The message is cruel: control the full stack or be inappropriate.
Bottom line
Agenticopopopes represent the most important architectural turn since the arrival of cloud calculation. The AI infrastructure, which is constantly compromising, endless personality and machine rapid attacks will develop. Those who respond to the perimeter and human speed, will join Blockbuster and Kodak in digital cemetery.
Sellers solving this problem – Cisco, Palo Alto, Microsoft or developers – will control the next decade of enterprise technology. The race continues. The clock is tapping. The winners are already arising.
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