Clouded Judgement · 6 November 2026 · Industry Analysis

Clouded Judgement 11.6.26 - The Agent Cloud

Jamin Ball, Partner @ Altimeter

Agent workloads are reshaping cloud infrastructure: instead of optimizing for throughput across many users on shared machines, the new 'agent cloud' must isolate millions of disposable agent tasks, persist state, route across models, and handle unpredictable burst traffic—creating infrastructure needs an order of magnitude larger than traditional cloud.

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Topics: AI Infrastructure · AI (Horizontal)

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