BREAKING ANALYSIS by Dave Vellante and George Gilbert
Enterprises are rapidly moving from an artificial intelligence that answers questions and generates content to one that performs tasks and takes actions. According to Google Cloud Chief Executive Thomas Kurian, this shift requires a fundamentally different approach to infrastructure and software. Google’s view is that only a tightly integrated portfolio – spanning silicon to applications and everything in between – can effectively support this transition.
A linchpin of this transition is the emergent data and AI platform, what we call the system of intelligence and what Google is initially exposing as its Knowledge Catalog. This capability ultimately abstracts and harmonizes analytics and operational applications. In addition, we see an evolving system of agency – what Google calls a system of action, comprising the Knowledge Catalog and the Agent Platform.
We think measurable business value will ride on top of this infrastructure and that is where the real battle lines will be drawn. Specifically, we see frontier model vendors, of which Google is one, rapidly building out capabilities that will become fundamental to the future of software – which we predict will be the biggest transformation in the history of the software industry.
