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Post-event recap

The Infrastructure Supercycle: Navigating Cost, Capacity and Vendor Risk

Private Executive Lunch

Executive summary

From experimentation to durable business transformation

Enterprise AI is moving from experimentation toward business transformation, but scaling successfully requires more than access to better models. The organizations making the most progress are starting with clearly defined business outcomes, then aligning governance, infrastructure, data, security, and operating processes around those goals. Without that foundation, companies risk becoming trapped in repeated pilots that never deliver measurable value.

Infrastructure and governance are becoming increasingly important as AI workloads expand. Enterprises need to determine which workloads should remain private, which can leverage public cloud resources, how capacity should scale with demand, and how sensitive data can remain protected. At the same time, AI introduces new operational risks, including faster-moving cyber threats, shadow AI, uncontrolled application growth, and technical debt created by rapidly generated software.

The human side of AI transformation remains equally important. Successful adoption depends on clear ownership, strong change management, workforce education, and workflows that complement rather than simply replace human judgment. As AI becomes more autonomous, the role of people is likely to shift from performing every task to overseeing outcomes, exceptions, risk, and strategic decisions.

Featured discussion

Perspectives from the room

Jon Hickel
Moderator

Jon Hickel

Hybrid Cloud Solutions Specialist

HPE
LinkedIn
Cortney Burnos
Panelist

Cortney Burnos

Vice President of AI & Digital Solutions

Transcom
LinkedIn
Rob Goodwin
Panelist

Rob Goodwin

Vice President of Solutions Architecture

Lightedge
LinkedIn
Pedro Vazquez
Panelist

Pedro Vazquez

Head of Global Information Security

Garmin
LinkedIn
Malcolm Ferguson
Panelist

Malcolm Ferguson

Distinguished Technologist

HPE
LinkedIn

Key themes

What the room explored

  1. 01

    Business Outcomes Must Lead AI Strategy

    AI initiatives are more likely to scale when they begin with a defined business problem, measurable outcome, and clear ownership rather than a mandate to adopt AI.

  2. 02

    Governance Must Enable Innovation, Not Block It

    Effective governance combines visibility, access controls, secure environments, and clear policies while making approved AI tools easy for employees to use.

  3. 03

    Infrastructure Strategy Is Becoming a Competitive Issue

    Enterprises must balance owned infrastructure, cloud capacity, colocation, and consumption models as AI changes faster than traditional technology refresh cycles.

  4. 04

    Security Must Operate at AI Speed

    Threat actors can increasingly exploit vulnerabilities faster than traditional patching and response processes can react, increasing the importance of automation and layered controls.

  5. 05

    AI Transformation Is Ultimately an Organizational Change

    Technology alone does not create adoption. Employees need training, context, incentives, and confidence that AI will help them perform their work more effectively.

Operating principle

Start with the business outcome, then build the governance, infrastructure, security, and people strategy required to scale it.

Actionable takeaways

What enterprise leaders can do next

  1. 01

    Start with the business outcome

    Define what the organization is trying to improve before deciding where AI fits.

  2. 02

    Assign clear ownership to every AI initiative

    Establish responsibility for the business outcome, risk, governance, support, and long-term operation of each solution.

  3. 03

    Create secure paths for experimentation

    Give employees approved sandboxes, models, data access, and tools so innovation does not move into unmanaged shadow AI environments.

  4. 04

    Modernize infrastructure for variable AI demand

    Separate persistent workloads from temporary capacity needs and design environments that can expand without major capital overprovisioning.

  5. 05

    Treat AI-generated applications as production software

    Plan for support, security, maintenance, ownership, testing, and technical debt from the beginning.

  6. 06

    Accelerate security response with automation

    Use AI alongside existing security controls to identify threats, develop mitigations, and reduce the time between vulnerability discovery and protection.

  7. 07

    Build change management into deployment plans

    Train employees, explain the value of new tools, incorporate feedback, and redesign workflows rather than simply introducing technology.

  8. 08

    Protect the talent pipeline

    Use AI to increase productivity while continuing to develop junior employees who will become the domain experts, architects, and leaders needed in the future.

The room

Companies represented

Enterprise leaders from technology, financial services, energy, healthcare, education, security, and other industries were represented in the room.

Transcom
Lightedge
Garmin
Burns & McDonnell
Commerce Bank
Evergy
Propio Language Services
o9 Solutions
PxC
Shamrock Trading Corporation
Zscaler
BCBS of Kansas City
VML
Iboss
Olathe School District

Event photography

From the room

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