Are Humans Stepping Back From “The Loop”, Computex Not So Hot Take — Ep 08 MI&S IT Talk

In this episode of MI&S IT Talk, Matt Kimball and Jason Andersen explore how AI, agentic systems, and infrastructure shifts are changing the role of humans in enterprise IT. Jason opens with a larger industry reflection on the “human in the loop,” arguing that AI may not directly replace every job, but it is already changing how work gets done, how roles are defined, and how much autonomy enterprises are willing to give to agents.

The conversation then moves into enterprise readiness for autonomy, trust, governance, and the practical challenges of monitoring AI-driven workflows that can scale, spawn sub-agents, and operate in parallel. Matt and Jason discuss why customers need to define where humans remain involved rather than simply accepting vendor-defined AI operating models.

Matt then shares his takeaways from Computex, where AI infrastructure, inference, silicon fragmentation, ARM momentum, and pressure on x86 were major themes. The discussion covers the growing diversity of chips and architectures for inference workloads, the rise of custom silicon, the role of CPUs in agentic AI, and why the client device market may become one of the most interesting battlegrounds over the next 12 months.

The episode closes with a look ahead to AWS Summit, HPE Discover, and a bit of baseball banter.

Key Points

1. The “human in the loop” is becoming a strategic enterprise decision

2. Autonomy will vary by company, function, and risk level

3. Enterprises need to push back on vendor-defined AI models

4. AI is turning some roles from creators into editors and orchestrators

5. Governance and monitoring systems are under pressure

6. Trust remains a major barrier to autonomy

7. Forward-deployed engineering is becoming a major AI adoption model

8. The mid-market opportunity for agentic AI is still underserved

9. Computex showed growing fragmentation in AI silicon

10. Inference is changing the AI infrastructure conversation

11. ARM is putting pressure on x86 in the data center

12. Agentic AI is bringing the CPU back into focus

13. The client device market may become a major AI battleground

Matt and Jason discuss NVIDIA, Qualcomm, Microsoft, Windows on ARM, developer devices, and AI PCs. Their view: the next 12 months could be very interesting as ARM-based systems, NVIDIA-powered clients, and Windows developer experiences evolve. Watch the full episode here:

Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

Matt Kimball
VP & Principal Analyst |  + posts

Matt Kimball is a Moor Insights & Strategy senior datacenter analyst covering servers and storage. Matt’s 25 plus years of real-world experience in high tech spans from hardware to software as a product manager, product marketer, engineer and enterprise IT practitioner.  This experience has led to a firm conviction that the success of an offering lies, of course, in a profitable, unique and targeted offering, but most importantly in the ability to position and communicate it effectively to the target audience.

Jason Andersen
VP & Principal Analyst |  + posts

Jason Andersen is vice president and principal analyst covering application development platforms, technologies, and services. Jason brings over 25 years of experience in product management, product marketing, corporate strategy, sales, and business development at Red Hat, IBM, and Stratus to his work for MI&S and its advisory clients. Working both in the field and in the headquarters of some of the most innovative technology companies, Jason has a wealth of experience in building great products and driving their adoption across a broad spectrum of industries and use cases.

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