# Fully Connected 2026 | Day 2 Full Replay

## Executive summary

The keynote explores the concept of 'ambition' in technology, detailing the massive infrastructure shifts required to support advanced AI and agentic workflows. Speakers emphasized that the industry is moving toward a highly complex, interconnected stack where compute, models, and data must be co-designed. Key technical insights include the prediction that web traffic will be dominated by AI agents, necessitating a fundamental redesign of web search at a 'thousandx' scale, and a strong warning regarding the 'wild west' state of AI security across multi-tenant cloud environments.

## Key takeaways

- The Shift from Pull to Push Web Interaction: The web is predicted to move from a 'pull' model (where users actively search for information) to a 'push' model, where proactive AI agents receive actionable information directly (10:10).
- AI Agents Require Dedicated Web Search Infrastructure: Building a web search for agents requires a GPU-native index operating at massive scale, fundamentally different from traditional search systems (10:10).
- AI Infrastructure Requires Holistic Co-Design: The most complex systems require understanding and optimizing the entire stack—from silicon and kernels to the cloud layer and application deployment—rather than treating layers in isolation (10:10).
- Security is a 'Wild West' Problem: The rapid evolution of AI has created significant security vulnerabilities across multi-tenant clouds. Testing revealed that numerous clouds could allow unauthorized access to storage systems and job names, highlighting the need for a 'top bottom security view' (10:10).
- The Importance of 'Options' in Architecture: When designing systems, the most valuable aspect is maintaining flexibility and understanding the 'options' or alternative use cases for underlying resources (e.g., GPUs), rather than optimizing for a single use case (10:10).

## Technical details

- Compute Infrastructure: CoreWeave built its cloud infrastructure initially using GPUs, pivoting from crypto mining to general compute services to support demanding applications (7:28).
- AI Workload Management: CoreWeave offers tooling like Mission Control and Arena to manage workloads across the entire AI lifecycle, from training through inference to agents (7:28).
- Agentic Web Search: Parallel Web Systems is building a 'Google for agents,' focusing on a GPU-native index to handle web search requests at a 'thousandx' scale (10:10).
- Cloud Security Vulnerabilities: SemiAnalysis tested over 80 clouds and found that multiple providers could be vulnerable to unauthorized access to storage systems and job names, regardless of the cloud's supposed security status (10:10).

## Practical implications

- Adopt a holistic, full-stack approach to infrastructure design, recognizing that cloud layers cannot be separated (co-design).
- Prioritize security by assuming a 'wild west' environment, implementing 'top bottom' security views that account for underlying infrastructure and tenants.
- Design systems with maximum flexibility, focusing on the 'options' and alternative monetization/use cases for core resources (e.g., GPUs).
- Plan for the shift in web consumption from active searching (pull) to proactive, agent-driven data consumption (push).
- Recognize that the complexity of modern AI systems is the primary barrier to entry, making deep infrastructure expertise critical.

## Topics

AI Infrastructure, Cloud Computing, Agentic Systems, Web Search, Security Engineering, GPU Computing, CoreWeave Forge, CoreWeave Builder Resource Center, SemiAnalysis

Source: https://www.youtube.com/watch?v=PUTUpoBn7EA