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In this interview from Fully Connected 2026, Jerry Liu, co-founder and chief executive officer of LlamaIndex, joins Lukas Biewald, senior vice president of AI initiatives at CoreWeave, to talk with theCUBE's John Furrier and Dave Vellante about the infrastructure demands of long-running, context-aware AI agents. Liu traces LlamaIndex's evolution from an open-source orchestration framework into a specialized AI lab focused on document parsing and extraction, with workloads now running roughly 75% inference and 25% training on CoreWeave. Biewald explains how enterprises have moved past pilots into always-on agents that need persistent memory, explicit privacy controls and evals to avoid "going rogue." The conversation also explores how CoreWeave's acquisition of Weights & Biases closes the loop between training and observability, giving customers visibility into hardware failures alongside model performance curves. Biewald details how networking and power configuration, not just chip choice, can swing latency by orders of magnitude, underscoring why NVIDIA's standard protocols give CoreWeave an edge in openness compared with hyperscaler-specific APIs. Liu breaks down why LlamaIndex chose an asset-light, AI-native cloud over building its own GPU clusters, citing capacity, burst handling and cost-performance tradeoffs. From governance frameworks for autonomous agents to the shift from FLOPS-per-watt to tokens-per-watt as the industry's new metric, the discussion maps out how infrastructure choices are shaping the next generation of AI-native builders. 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 - Welcoming AI Integration: The Role of LlamaIndex and CoreWeave in Enterprises 02:27 - Enterprise Adoption of AI Initiatives 04:55 - Balancing Agent Longevity and Control: Strategies for Effective Management 09:29 - Transformation and Influence: LlamaIndex and CoreWeave 13:55 - NVIDIA Collaboration and Infrastructure 17:53 - Future Vision for AI-Native Clouds 20:54 - Trade-Offs Between CoreWeave and Hyperscalers 25:11 - Conclusion and Final Thoughts #theCUBE #FullyConnected #theCUBEresearch #CoreWeave #LlamaIndex #AI #AIInfrastructure

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