Jeetu Patel, President and CPO of Cisco, talks to theCUBE about tokenomics as the defining constraint on agentic AI deployment, at AMD Advancing AI 2026.AI play_arrow

    As agentic AI inference surges, tokenomics becomes the enterprise’s defining budget constraint

    The transition from chatbots to autonomous agents is changing the shape of demand itself, and tokenomics — the economics of AI token consumption — is emerging as the defining constraint on enterprise budgets as round-the-clock inference replaces intermittent usage. Fewer than 1% of potential users are currently deploying agents at ...

    BY JONATHAN ANTHONY - 4 DAYS AGO

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    As agentic AI inference surges, tokenomics becomes the enterprise’s defining budget constraint

    BY JONATHAN ANTHONY - 4 DAYS AGO

      ANALYSIS FROM THECUBE RESEARCH help_outline

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      AMD calls its shot, but the real race is engineering velocity

      At AMD’s Advancing AI event, Lisa Su called her shot – just like Babe Ruth. The question now is whether AMD has built the engineering machine to hit it. Last week, we argued that AMD’s next reinvention did not require it to beat Nvidia. Rather, we said, the company needed to become ...

      BREAKING ANALYSIS BY DAVE VELLANTE - 17 HOURS AGO

      AI

      AMD calls its shot, but the real race is engineering velocity

      BREAKING ANALYSIS BY DAVE VELLANTE - 17 HOURS AGO