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.

