Source: SiliconANGLE
Google's cloud division faces a structural problem: the enterprise software stack built around data analysis and passive insights is incompatible with autonomous agents that execute real-world decisions. This requires rearchitecting how companies integrate cloud services, manage permissions, and audit accountability when an AI system can transfer funds or modify customer records without human intervention. The company that monetizes enterprise compute cycles is now forced to rebuild those primitives from the ground up, giving competitors like AWS and Azure a narrow opening to move first on agentic-native infrastructure.