This week: AI Security, Infrastructure, and Agents - What enterprise leaders need to know now.
🔒AI Security: The One Risk That Matters
The "Confused Deputy" Problem is Now Your Problem
Microsoft’s security chief warned of a threat most boards haven’t heard yet: AI agents acting as confused deputies. You deploy an AI agent to automate service, grant it CRM access and a bad actor slips malicious instructions into what looks like normal data.
Why this matters: Unlike classic breaches, AI agents reason in natural language, so harmful commands can hide inside everyday inputs. With 1.3 billion agents expected by 2028, every misconfigured bot becomes a new attack surface.
The board question: “Can we identify every AI agent running in our org—and who owns each one? ”If your CISO can’t answer in 30 seconds, you have shadow agents operating without oversight.
What to do: Treat AI agents like employees—each with an identity, owner, and least-privilege access. Microsoft calls this Agentic Zero Trust: assume breach, contain, align, and monitor. Start with an AI agent inventory—what you can’t see, you can’t secure. Microsoft
🏗️AI Infrastructure: The Reality Check
NVIDIA Just Made a $1 Billion Bet You Can’t Ignore
NVIDIA invested $1 B in Nokia to build AI-RAN—AI-native mobile networks for 6G.Jensen Huang called telecoms “the digital nervous system of the economy.” Translation: the infrastructure race is shifting from data centers to the network edge.
The signal: Nearly half of ChatGPT’s 800 M weekly users access it via mobile. 5G can’t handle the coming AI load, and telcos know it - hence the early 6G spend.
Market impact: The AI-RAN space could exceed $200 B by 2030.
Cloud-to-edge workload shifts lowering latency costs.
Telcos monetizing AI traffic differently from data traffic.
Smart CxOs are watching: Edge AI plays from NVIDIA, Nokia, Dell & T-Mobile.If low-latency AI (vehicles, AR/VR, real-time agents) matters to you, start mapping which workloads move edge-side.
Action step: Don’t rebuild now - plan.Ask: “Which of our AI workloads benefit from edge processing?Early mapping gives leverage when edge AI services launch 2026-2027. Nvidia
🤖AI Agents: Hype Vs Reality
Microsoft Just Shipped What Everyone's Been Demoing
Microsoft’s new Fabric Data Agent lets anyone query enterprise data in plain English -“What were Q3 sales in the Northeast?”—it generates SQL/DAX/KQL, executes, and returns results.
Who’s using it: BI teams tired of being the bottleneck. Why it works: Read-only by design no create/update/delete. It connects to five data sources (warehouse, lakehouse, Power BI, KQL) and supports custom instructions—clear scope, clear guardrails, minimal risk.
Limitations: English only. No unstructured data. Conversation history may reset. These aren’t bugs—they’re reality in 2025.
Smart play: Pilot read-only query agents first—single team, single source, measure time saved vs errors. Autonomous decision agents? That’s 2026+. Difference between a query agent and a decision agent = calculator vs CFO. Microsoft
⚡ BOTTOM LINE
AI is moving from strategy decks to operational exposure—real security, real infrastructure bets, real deployment choices.
Three questions for your next leadership meeting:
Can we identify every AI agent and its accountable owner?
What’s our plan for edge AI infrastructure?
Are we piloting agent use cases that create measurable value or chasing headlines.
Pick one. Start there this week.
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