by Jonathan Anthony
Agentic AI might be outrunning the one thing it needs most — an AI trust layer.
That challenge is reshaping the ambitions of companies long anchored in data protection. Veeam Software Group GmbH, which spent two decades building the market’s most widely adopted backup and recovery platform, is now staking out an entirely new category — data and AI trust infrastructure — at the center of the enterprise AI stack, according to Veeam Chief Executive Officer Anand Eswaran (pictured). Nvidia Inc. has the compute, Databricks Inc. and Snowflake Inc. own the data layer, Anthropic PBC and OpenAI LLC supply the intelligence — and Veeam wants the layer none of them are building.
“You have your GPUs — Nvidias of the world. You have your data layer, the companies like Databricks and Snowflake. You have the AI models which operate on it, Anthropic, OpenAI. You have your agent orchestration layers,” Eswaran said. “Sam Altman said it best. He said, ‘The problem in the bottleneck is never going to be compute or intelligence, because that is going to become a utility. It is going to be, ‘Can you trust the data feeding it?’ That is at the heart of our thesis, which is that right above the data layer and below the model layer, you need to have a data and AI trust layer.”
