AI agents execute dozens of simultaneous SQL queries across systems with unpredictable patterns, making query latency and storage/compute efficiency the primary infrastructure requirements…

Within 3-5 years, AI agents will provision databases, compute, and networking autonomously, but enterprises will demand identity-based authorization, budget controls, and compliance guardra…

Enterprises require legal protections (indemnification) and output guarantees that Chinese open-weight models cannot yet provide, restricting their use to non-production tasks like code rev…

Cass says even innovative Silicon Valley companies are considering moving workloads from hyperscalers back on premises, increasing the value of infrastructure that supports both deployment…

Cass argues that the AI cycle is still in its early stages and expects the value created by its winners to far outweigh losses from failed companies.

Cass says public markets can punish small misses with severe drawdowns, making private ownership attractive for strategic flexibility, but ultimately provide more grounded long-term price d…