Sam Ramji says investment in AI compute is moving faster than the industry can manufacture, commission, and operate the required hardware. Complex GPU racks demand extensive cabling, cooling, spare capacity, and specialist knowledge, so deployment speed can determine how quickly billions of dollars in capital begin producing value.
Sam Ramji describes agentic software that sits between hardware systems and the people assembling and maintaining them. Because every rack and deployment differs, agents need grounded operational context, world models, simulation, rigorous verification, and human partnership before their recommendations can be trusted around expensive equipment.
Sam Ramji sees valuable applications across the hardware lifecycle, from manufacturing and commissioning to warranty, security, insurance, resale, and decommissioning. He argues that temporal context graphs can turn operational data into an agent-ready asset, provided companies preserve privacy and earn customer trust.
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