{"id":2001,"date":"2025-06-03T15:12:31","date_gmt":"2025-06-03T07:12:31","guid":{"rendered":"http:\/\/1628.webi.svipwebs.com\/?p=2001"},"modified":"2025-06-03T15:12:31","modified_gmt":"2025-06-03T07:12:31","slug":"on-thecube-pod-intelligent-automation-at-scale-nvidias-ai-push-and-the-rise-of-software-agents-in-industrial-transformation","status":"publish","type":"post","link":"https:\/\/www.rzautoassembly.com\/el\/on-thecube-pod-intelligent-automation-at-scale-nvidias-ai-push-and-the-rise-of-software-agents-in-industrial-transformation\/","title":{"rendered":"On theCUBE Pod: Intelligent Automation at Scale, Nvidia\u2019s AI Push and the Rise of Software Agents in Industrial Transformation"},"content":{"rendered":"<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_73 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewbox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewbox=\"0 0 24 24\" version=\"1.2\" baseprofile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1' ><li class='ez-toc-page-1 ez-toc-heading-level-1'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/www.rzautoassembly.com\/el\/on-thecube-pod-intelligent-automation-at-scale-nvidias-ai-push-and-the-rise-of-software-agents-in-industrial-transformation\/#On_theCUBE_Pod_Intelligent_Automation_at_Scale_Nvidias_AI_Push_and_the_Rise_of_Software_Agents_in_Industrial_Transformation\" title=\"On theCUBE Pod: Intelligent Automation at Scale, Nvidia\u2019s AI Push and the Rise of Software Agents in Industrial Transformation\">On theCUBE Pod: Intelligent Automation at Scale, Nvidia\u2019s AI Push and the Rise of Software Agents in Industrial Transformation<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/www.rzautoassembly.com\/el\/on-thecube-pod-intelligent-automation-at-scale-nvidias-ai-push-and-the-rise-of-software-agents-in-industrial-transformation\/#Intelligent_Automation_Reimagines_the_Software_Stack\" title=\"Intelligent Automation Reimagines the Software Stack\">Intelligent Automation Reimagines the Software Stack<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/www.rzautoassembly.com\/el\/on-thecube-pod-intelligent-automation-at-scale-nvidias-ai-push-and-the-rise-of-software-agents-in-industrial-transformation\/#Nvidia_The_Infrastructure_Backbone_for_Industrial_and_Intelligent_Automation\" title=\"Nvidia: The Infrastructure Backbone for Industrial and Intelligent Automation\">Nvidia: The Infrastructure Backbone for Industrial and Intelligent Automation<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/www.rzautoassembly.com\/el\/on-thecube-pod-intelligent-automation-at-scale-nvidias-ai-push-and-the-rise-of-software-agents-in-industrial-transformation\/#The_New_Rules_of_Software_Scale_and_Industrial_Integration\" title=\"The New Rules of Software, Scale, and Industrial Integration\">The New Rules of Software, Scale, and Industrial Integration<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/www.rzautoassembly.com\/el\/on-thecube-pod-intelligent-automation-at-scale-nvidias-ai-push-and-the-rise-of-software-agents-in-industrial-transformation\/#Conclusion_A_Generational_Shift_in_Automation\" title=\"Conclusion: A Generational Shift in Automation\">Conclusion: A Generational Shift in Automation<\/a><\/li><\/ul><\/li><\/ul><\/li><\/ul><\/nav><\/div>\n<h1 style=\"text-align: center;\"><span class=\"ez-toc-section\" id=\"On_theCUBE_Pod_Intelligent_Automation_at_Scale_Nvidias_AI_Push_and_the_Rise_of_Software_Agents_in_Industrial_Transformation\"><\/span><span style=\"font-family: 'times new roman', times, serif;\"><strong><b>On theCUBE Pod: Intelligent Automation at Scale, Nvidia\u2019s AI Push and the Rise of Software Agents in Industrial Transformation<\/b><\/strong><\/span><span class=\"ez-toc-section-end\"><\/span><\/h1>\n<p><img fetchpriority=\"high\" decoding=\"async\" class=\"size-medium wp-image-2003 aligncenter\" src=\"https:\/\/www.rzautoassembly.com\/wp-content\/smush-webp\/2025\/06\/HMS-\u7f51\u7edc-2025-\u5e74\u5ea6\u62a5\u544a-71-300x290.png.webp\" alt=\"\" width=\"300\" height=\"290\" srcset=\"https:\/\/www.rzautoassembly.com\/wp-content\/smush-webp\/2025\/06\/HMS-\u7f51\u7edc-2025-\u5e74\u5ea6\u62a5\u544a-71-300x290.png.webp 300w, https:\/\/www.rzautoassembly.com\/wp-content\/smush-webp\/2025\/06\/HMS-\u7f51\u7edc-2025-\u5e74\u5ea6\u62a5\u544a-71-1024x989.png.webp 1024w, https:\/\/www.rzautoassembly.com\/wp-content\/smush-webp\/2025\/06\/HMS-\u7f51\u7edc-2025-\u5e74\u5ea6\u62a5\u544a-71-768x742.png.webp 768w, https:\/\/www.rzautoassembly.com\/wp-content\/smush-webp\/2025\/06\/HMS-\u7f51\u7edc-2025-\u5e74\u5ea6\u62a5\u544a-71.png.webp 1536w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/p>\n<p>Industrial and intelligent automation are converging to become the twin engines of enterprise modernization, as artificial intelligence agents evolve from experimental tools to core components of infrastructure and software strategy. This shift is reshaping not only how businesses operate but also how industries\u2014from manufacturing to logistics\u2014redefine efficiency, scalability, and innovation.<\/p>\n<p>More recently, tech giants such as Nvidia Corp., Salesforce Inc., Dell Technologies Inc., and Intel Corp. have accelerated this transformation through high-stakes acquisitions, platform redesigns, and hardware roadmaps built for reasoning at scale. What\u2019s unfolding is not an incremental upgrade but a structural overhaul\u2014where orchestration, inference, and agentic systems are redefining how modern stacks are built, scaled, and governed, according to John Furrier (pictured, left), executive analyst at theCUBE Research. He unpacked this shift in a thought-provoking discussion with Dave Vellante (right), chief analyst at theCUBE Research, where the two explored what\u2019s next for AI infrastructure during the latest theCUBE Pod episode.<\/p>\n<p>\u201cSovereign cloud basically is an in-country on-premise deployment or on-country cloud telco,\u201d Furrier said. \u201cIt has a lot of similarities to on-premises. On-country means you\u2019re in the country, like a private cloud within a hybrid ecosystem. The country itself becomes the computer. I think sovereign cloud will be the hottest market in the next two years\u2014especially for industries prioritizing localized data control, such as industrial automation hubs and critical infrastructure.\u201d<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Intelligent_Automation_Reimagines_the_Software_Stack\"><\/span><strong><b>Intelligent Automation Reimagines the Software Stack<\/b><\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Intelligent automation is rewriting the software playbook, with industrial automation systems increasingly integrating AI-driven agents to streamline complex workflows. Software-as-a-service (SaaS) apps are giving way to agents that make decisions, take action, and integrate behind the scenes. Powered by retrieval-augmented generation (RAG), reasoning models, and orchestration, this shift is forcing vendors to rethink everything\u2014just look at Salesforce\u2019s $8B bet on Informatica, a move aimed at embedding agent-first capabilities into industrial and enterprise workflows, according to Vellante.<\/p>\n<p>\u201cI don\u2019t think SaaS is going to go away,\u201d Vellante said. \u201cAgents don\u2019t replace SaaS; they orchestrate SaaS and become the high-value layer on top. The value creation from agentic systems could be 10x\u2014possibly 100x\u2014the SaaS business. However, the business logic within SaaS applications remains critical. Instead, SaaS may evolve into a foundational layer of the value chain, while agents handle dynamic, real-time decision-making in industrial and enterprise contexts.\u201d<\/p>\n<p>Success hinges on executing across multiple layers\u2014not just AI models, but data harmonization, security, compliance, and developer accessibility. For instance, Salesforce\u2019s Trailblazer community, cultivated over two decades, could become a critical asset in deploying agents across industrial automation ecosystems, Furrier explained.<\/p>\n<p>\u201cThey have to nail data integration, perfect the data cloud, and usher in this next wave of intelligence,\u201d Furrier said. \u201cWe\u2019re moving from RAG-powered search and reasoning to autonomous or semi-autonomous actions via multi-step agents. The end goal? Intelligence that scales exponentially. If they can build robust AI capabilities, they could become the go-to AI software cloud for industrial and enterprise automation.\u201d<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Nvidia_The_Infrastructure_Backbone_for_Industrial_and_Intelligent_Automation\"><\/span><strong><b>Nvidia: The Infrastructure Backbone for Industrial and Intelligent Automation<\/b><\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>As software pivots to agents, Nvidia is solidifying its role as the AI infrastructure backbone for both intelligent and industrial automation. With inference demand exploding\u2014Microsoft Corp. alone processed 100 trillion tokens last quarter\u2014Nvidia\u2019s Grace Blackwell chips and Spectrum-X networking aren\u2019t just upgrades; they\u2019re powering a full data center redesign built for the age of intelligent automation, according to Vellante.<\/p>\n<p>\u201cThe data suggests that excluding China, Nvidia\u2019s networking and compute upgrades more than offset revenue gaps, with gross margins and share buybacks on track,\u201d he said. \u201cBlackwell is already paying dividends, and the surge in inference workloads\u2014from industrial predictive maintenance to real-time supply chain optimization\u2014only compounds this effect. The export regime remains a wildcard, but otherwise, Nvidia\u2019s momentum is unstoppable.\u201d<\/p>\n<p>Nvidia\u2019s tightly integrated stack\u2014compute, memory, and networking\u2014powers the \u201cAI factory\u201d: infrastructure designed for speed, scale, and nonstop reasoning. This is a bold departure from general-purpose models and a significant challenge to rivals. Furrier noted that Nvidia\u2019s real advantage isn\u2019t exclusionary; it\u2019s enabling customers to scale faster with fully integrated systems.<\/p>\n<p>\u201cThe \u2018moat\u2019 might not be a barrier but an enabler,\u201d he said. \u201cIf Nvidia can scale enablement through token-driven demand and position the data center as the core compute unit, it will seamlessly integrate with sovereign cloud architectures\u2014critical for industrial automation players requiring localized, high-performance AI.\u201d<\/p>\n<h3><span class=\"ez-toc-section\" id=\"The_New_Rules_of_Software_Scale_and_Industrial_Integration\"><\/span><strong><b>The New Rules of Software, Scale, and Industrial Integration<\/b><\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>While Nvidia leads the GPU charge, Dell and Intel are staking their claims in the intelligent and industrial automation boom. Dell\u2019s strategy is clear: Enterprises want flexibility. With thousands of GPUs deployed in AI Factory setups, Dell is offering not just hardware but full-stack systems tailored for sovereignty and scale, Vellante explained.<\/p>\n<p>\u201cIt\u2019s about stitching together solutions for vertical industries\u2014manufacturing, logistics, energy\u2014through VARs and partners,\u201d he added. \u201cCloud will continue to grow, but on-premises infrastructure will modernize as companies like Dell, HPE, IBM, and Oracle build out AI stacks and ecosystems. Industrial automation, in particular, will drive demand for on-prem AI due to latency, security, and real-time control requirements.\u201d<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Conclusion_A_Generational_Shift_in_Automation\"><\/span><strong><b>Conclusion: A Generational Shift in Automation<\/b><\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Modern computing is being rebuilt from the ground up, with intelligent and industrial automation as its cornerstones. Agents are becoming operational layers in factories and enterprises, data drives split-second reasoning in supply chains, and infrastructure is now about orchestration and acceleration. This is the era of intelligent automation\u2014and like past tech revolutions, it will reward those who embrace rapid change and rethink legacy systems, while leaving traditional approaches in the dust.<\/p>\n<p>\u201cI think we\u2019re entering an era of urgency in careers and industries alike,\u201d Furrier said. \u201cAI will only accelerate this. I\u2019ve seen smart professionals become obsolete by clinging to old tools\u2014paper, pens, slide rules. Today, the shift is no less dramatic. Industrial and intelligent automation aren\u2019t just trends; they\u2019re a generational transformation. Those who lean into agent-driven systems, scalable AI infrastructure, and hybrid sovereignty will lead the next wave of industrial innovation.\u201d<\/p>\n<p>As the convergence of industrial and intelligent automation continues, the message is clear: adapt or be left behind. The future belongs to those who treat automation not as a tool but as the foundation of their modernization strategy.<\/p>","protected":false},"excerpt":{"rendered":"<p>On theCUBE Pod: Intelligent Automation at Scale, Nvidia\u2019s AI Push and the Rise of Software Agents in Industrial Transformation Industrial and intelligent automation are converging to become the twin engines of enterprise modernization, as artificial intelligence agents evolve from experimental tools to core components of infrastructure and software strategy. This shift is reshaping not only [\u2026]<\/p>","protected":false},"author":2,"featured_media":2002,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1,124],"tags":[],"class_list":["post-2001","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news","category-technology"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.rzautoassembly.com\/el\/wp-json\/wp\/v2\/posts\/2001","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.rzautoassembly.com\/el\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.rzautoassembly.com\/el\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.rzautoassembly.com\/el\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.rzautoassembly.com\/el\/wp-json\/wp\/v2\/comments?post=2001"}],"version-history":[{"count":0,"href":"https:\/\/www.rzautoassembly.com\/el\/wp-json\/wp\/v2\/posts\/2001\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.rzautoassembly.com\/el\/wp-json\/wp\/v2\/media\/2002"}],"wp:attachment":[{"href":"https:\/\/www.rzautoassembly.com\/el\/wp-json\/wp\/v2\/media?parent=2001"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.rzautoassembly.com\/el\/wp-json\/wp\/v2\/categories?post=2001"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.rzautoassembly.com\/el\/wp-json\/wp\/v2\/tags?post=2001"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}