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In this interview from IBM Think 2026, Javier Olaizola, global managing partner for hybrid cloud and data at IBM Consulting, joins Jason Kelley, global head and managing partner for core business applications at IBM Corp., to talk with theCUBE's John Furrier about how enterprises are operationalizing agentic AI at scale and why IBM is positioning itself as the orchestration layer for enterprise transformation. Olaizola notes a decisive shift in boardroom conversations — clients have moved from backward-looking compliance checks to forward-looking exposure assessments — as geopolitical tensions, new regulations and rapid AI evolution converge. Kelley adds that AI is pressing enterprises to rethink their business models from first principles, separating the winners who realign their operating models around AI from those who apply it only at the fringe. The conversation also explores what Kelley frames as the "orchestration era" — a recognition that modern enterprises carry accumulated debt across process, technology, systems and data, and that scaling AI requires a conductor to align all of it toward measurable outcomes. Both guests underscore that hybrid cloud has moved from a strategic debate to the de facto standard, with technology now demanding the same boardroom attention as a P&L. Olaizola introduces IBM's concept of "AI primitives" — governance, trust and security as the foundational layer enabling confident deployment across sovereign environments, illustrated by a consumer-industry client scaling a successful AI agent from a single country to a hundred. From co-developing AI-first assets with ecosystem partners to pursuing industry-specific workloads, Kelley and Olaizola outline why IBM Consulting's role as orchestrator — not just implementer — defines its competitive advantage in the agentic AI era. Find more SiliconANGLE news and analysis https://siliconangle.com/ Follow theCUBE's wall-to-wall event coverage https://siliconangle.com/events/ Learn about the latest theCUBE events https://www.thecube.net/ 00:00 - Intro 00:05 - Shaping the Future: AI, Cloud, and Compliance at IBM Think 2026 03:54 - Empowering Sovereignty Through Collaborative Transformation 07:28 - Hybrid Cloud and AI as Strategic Foundations 10:19 - Accelerating Opportunities in High-Velocity AI Ecosystems 14:26 - Scaling AI Capabilities and Enterprise Partnerships 16:50 - The Orchestration Era and Multi-Cloud Integration 20:00 - Future Focus: Co-Development and Industry Workloads #theCUBE #IBMThink #theCUBEresearch #IBMConsulting #AgenticAI #HybridCloud

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