Cloud providers are over-investing in agentic AI while neglecting foundational infrastructure problems like outages, platform fragmentation, and operational complexity. The argument is that agentic AI requires mature, stable infrastructure to deliver real value, but many providers haven't yet earned that maturity. Enterprises care more about uptime, simplicity, and reliability than flashy AI agent demos. The recommendation is for providers to treat resilience and platform coherence as strategic priorities rather than maintenance, and to position agentic AI as a complement to — not a substitute for — solid fundamentals.
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