Beyond the model: The real AI bottleneck is storage

Every generation of enterprise computing introduces new abstractions for scaling systems. We began in the scale-up era, deploying ever-larger servers. Then came the scale-out era, where containers and Kubernetes transformed infrastructure into orchestrated fleets of commodity systems. Today, we are transitioning to agentic-scale. This is not an incremental tweak to the infrastructure playbook; it is a fundamental architectural evolution that rivals that same major shift we saw from scale-up to scale-out. In the age of agents, many of the assumptions that defined the scale-out era no longer app