Specialized AI Agents, Lenovo’s Big Quarter, and Where Enterprise AI Is Headed — Ep 02 MI&S IT Talk

In this episode of the MI&S IT Talk Podcast, Matt Kimball and Jason Andersen break down the shift from general-purpose AI copilots to specialized AI agents built for specific tasks, from GitHub’s .NET testing agent to AWS bug-fix agents. But the bigger question is: who orchestrates them? They unpack agentic orchestration, MCP, and why we’re not at full AI autonomy just yet.

They also dive into Lenovo’s record ISG earnings. With $5.2B in revenue, a $15.5B AI pipeline, and explosive growth in liquid cooling, Matt and Jason explore what that signals about the future of enterprise AI infrastructure. As AI deployments start to look more like HPC than traditional rack-and-stack IT, the competitive landscape may be shifting.

Plus: Nvidia rack-scale systems, Google selling TPUs, ARM’s growing influence, and yes, a little Red Sox optimism to close it out.

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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