On theCUBE Pod: Snowflake, Cisco and the race to control the AI stack
Artificial intelligence companies are competing for dominance over the emerging AI stack, and it’s anyone’s game.
The AI market is maturing. SpaceX Corp. wants to raise $75 billion to go public, and Anthropic PBC filed for an initial public offering of stock this week — then claimed that human society isn’t ready for its models. A small contradiction.
The winner will be the first company that can establish itself as a control plane for AI, according to Dave Vellante (pictured, right), chief analyst at theCUBE Research, who described that layer as the “system of intelligence.”
“The harmonization, the context, the ontology, that’s what we call the system of intelligence,” Vellante said. “That ultimately represents this model of the enterprise. I think the thing that’s becoming more clear [is] … you can’t build one, that back end, without the front end because it’s a closed loop where the system of intelligence and the agents … learn from the reasoning traces of the human and then they feed that back to the system of engagement.”
