Enterprise infrastructure is being rebuilt around agentic AI, and the center of gravity is shifting back toward private environments where data, cost and control sit under one roof. As inference workloads scale, the questions facing information technology teams are less about model choice and more about where those workloads actually run.
That shift is the backdrop for Broadcom Inc.’s pitch at this week’s VMware Explore, where private cloud, private AI and agent security dominate the agenda. Behavior and security of autonomous agents — not raw compute — now represent the hardest part of the problem, according to Christophe Bertrand (pictured, left), analyst in residence – cyber resiliency, data protection, data management at theCUBE Research.
“Agentic AI is super critical to the infrastructure. And I think the biggest problem beyond data and access to data is the behavior and the security of these agents,” said Bertrand. “Another component, I just mentioned data, is governance … governance, compliance and sovereign cloud.”
Bertrand and co-host Alison Kosik (left), previewed the show’s key themes during theCUBE’s coverage of VMware Explore, SiliconANGLE Media’s livestreaming studio. Their discussion framed the event around Broadcom’s private cloud and private AI strategy, agentic AI security, governance, ecosystem partnerships and the infrastructure economics shaping enterprise AI adoption. (* Disclosure below.)
Agentic AI puts the economics of private cloud back in play
The infrastructure conversation has moved quickly. With VMware Cloud Foundation 9.1 landing on top of a 9.0 upgrade cycle many customers are still working through, partners are being pulled into implementation work while an AI Factory ecosystem takes shape around chipmakers and server suppliers. The cost side of that build-out is where the technical detail gets translated for buyers, Bertrand noted.
“We’ll talk about some economics and a very interesting discussion I’m expecting to have around advanced memory tiering,” Bertrand said. “I think we’re going to be able to translate that into economics very quickly and performance at scale for this evolution into an AI world, leveraging private clouds more aggressively.”
Adoption data comparing private cloud inference with public cloud runs is also expected to surface during the event, alongside customer security use cases and a discussion of how AI reshapes network requirements. For Bertrand, the through-line is an ecosystem proving it can carry production workloads.
“We’re going to see that VMware technology is front and center when it comes to AI transformation,” Bertrand said. “And we’re going to see that the topics around agentic AI, around economics, around how to really evolve into this new world, both for partners supporting customers and end users, it’s going to become a lot clearer.”
Here’s the complete video interview, part of SiliconANGLE’s and theCUBE’s coverage of VMware Explore:
(* Disclosure: TheCUBE is a paid media partner for the VMware Explore 2026 event. Neither Broadcom, the sponsor of theCUBE’s event coverage, nor other sponsors have editorial control over content on theCUBE or SiliconANGLE.)
