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It’s a compelling pitch; it also raises obvious questions about control, so I asked them

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Image accompanies the article at TechCrunch AI. No description was extracted from the source.

Enterprise administrators can specify not which connectors and tools an agent can access, but whether those permissions are read-only or read-write, a distinction that matters enormously when agents are acting inside corporate systems.

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Summary

Earlier this week, five people who touch every layer of the AI supply chain sat down at the Milken Global Conference in Beverly Hills, where they talked with this editor about everything from chip shortages to orbital data centers to the possibility that the whole architecture that undergirds the tech is wrong.

The AI boom is running into hard physical limits, and the constraints begin further down the stack than many may realize. DeSouza highlighted how big, and how fast growing, an issue this is, reminding the audience that Google Cloud’s revenue crossed $20 billion last quarter, growing 63%, while its backlog, the committed but not yet delivered revenue, nearly doubled in a single quarter, from $250 billion to $460 billion. For Younis, the constraint comes primarily from elsewhere.

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