The Agent Cloud is actually two clouds: one where models think, one where agents work
AccBalanced · x · 2026-11-07
Investor Jamin Ball's article argues the pillars of "agent cloud infrastructure" are emerging and will be far bigger than traditional cloud. CEO Ivan Burazin endorses the framing but adds a correction: it's two clouds, not one — the first powers the agent (inference, routing, training); the second is where agents actually work (computers, browsers, storage, state). The stack, margins, and buyers differ on each side. Both agree agent cloud ends up way bigger than the first cloud ever was.
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