Channelholic: Risk insight vendor Cork Protection, formerly known as cyber warranty vendor Cork, has new automated remediation links to Rewst’s RPA platform

Look back at my AI coverage last year and you’ll see lots of writing about the server, storage, power, and networking infrastructure businesses were going to need to turn their AI visions into reality. Review my more recent coverage and you’ll see much more discussion of agents and applications.

That’s not so unusual, actually. Like me, most AI observers have devoted way more of their attention to the software side of the AI equation than the hardware side. Is it possible we’ve all been neglecting the same underappreciated market, though?

I ask not because of the 420% quarterly revenue growth AI infrastructure provider CoreWeave just reported, or the 33.3% growth in AI-fueled spending on cloud infrastructure that IDC forecasts for 2025, or the 161% growth Dell’Oro Group recorded in 2024 on AI training infrastructure alone. It’s what I learned at TD SYNNEX’s High-Growth Conference in Los Angeles last week, rather, that has me thinking I may have strayed too far too soon from the AI infrastructure story.