Google Remy AI Agent, NVIDIA Networking, SAP AI Push
The AI stack is expanding in three directions at once: toward personal agents, deeper infrastructure buildouts and more context-aware enterprise software.
On today’s Techstrong Gang, Mike Vizard, Alastair Cooke, Fred Wilmot, Gina Rosenthal and Jon Swartz break down Google’s reported development of Remy, an AI agent designed to move beyond conversation and actively manage tasks across a user’s digital life. The panel then turns to NVIDIA and Corning’s optical connectivity deal to support AI data-center growth, before closing on SAP’s $1.1 billion investment and acquisition strategy to strengthen its agentic AI position.
Taken together, these stories point to a broader shift: the AI race is no longer just about better models. It is now about who controls the user layer, who supplies the infrastructure layer and who owns the enterprise context layer.
