Episode 5

AI Infrastructure Is Changing Everything — Russ Artzt on GPUs, Neo-Clouds, and the Future of Cloud

Russ Artzt, co-founder of Computer Associates (CA Technologies), joins the DataStorage.com podcast to discuss how AI is reshaping enterprise infrastructure.

AI Infrastructure Is Changing Everything - Russ Artzt on GPUs, Neo-Clouds, and the Future of Cloud

About This Episode

From Mainframes to AI: How Enterprise Infrastructure Is Being Rebuilt From the Ground Up

Russ Artzt, co-founder of Computer Associates (CA Technologies), one of the most influential enterprise software companies ever built, joins the DataStorage.com podcast to discuss how AI is reshaping enterprise infrastructure. Drawing on decades of experience spanning the mainframe era, the rise of SaaS, cloud computing, and today’s AI boom, Russ explains why the current shift may be the most transformative yet and what leaders need to understand to build for the next decade.

Russ Artzt

Russ Artzt

LinkedIn

Co-Founder, Computer Associates (CA Technologies)

Russ co-founded Computer Associates in 1976, building it into one of the largest enterprise software companies in the world. He has had a front-row seat to every major infrastructure wave: from mainframes and distributed systems to SaaS, cloud, and now AI. He brings a rare long-view perspective on how enterprise technology actually evolves at scale.

In This Episode

From Mainframes to AI: Russ’s Journey

A firsthand account of every major enterprise infrastructure wave, and why the shift happening now is unlike anything that came before.

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Why GPUs Changed the Economics of AI

How the GPU became the foundational compute primitive of modern AI and why it broke the economic assumptions of traditional cloud infrastructure.

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The Rise of Specialized Neo-Cloud Providers

Why companies like CoreWeave, Nebius, and Vultr are emerging as serious alternatives, and what their GPU-native model offers that hyperscalers cannot.

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Hyperscalers, Multi-Cloud, and Hybrid Architectures

How AWS, Google, and Azure will evolve under AI pressure, what multi-cloud and hybrid strategies actually look like in practice, and where the hyperscaler model has limits.

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Data and Storage as the Anchor of AI

Why storage is becoming the gravitational center of the AI ecosystem, and how data architecture decisions made today will define competitive advantage for years.

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Alternative Storage Providers and Egress Fees

Why egress fees are a hidden tax on AI workloads, how alternative storage providers are competing on this, and when it makes sense to move your data off S3.

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Designing Infrastructure for the Next Decade of AI

Russ’s framework for how companies should think about building and augmenting infrastructure today to stay ahead of the AI workload demands coming in the next ten years.

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Multi-Cloud Strategy in the AI Era

Why AI workloads are forcing a rethink of multi-cloud strategy, and how organizations are navigating vendor lock-in, cost optimization, and workload portability all at once.

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Who Should Listen

CTOs and Infrastructure Leaders

If you’re responsible for enterprise infrastructure strategy, Russ offers a rare long-view perspective on how to design systems that can adapt across multiple technology cycles, not just the current one.

Cloud Architects and FinOps Teams

Learn why egress fees and data gravity are quietly reshaping cloud economics for AI workloads, and how alternative storage providers and neo-cloud options are changing the cost calculus.

AI Application Builders and Platform Engineers

Russ explains why the infrastructure decisions underneath your AI applications matter as much as the models themselves, and how storage architecture will increasingly determine what is possible at scale.

Enterprise Decision-Makers Evaluating Cloud Strategy

Still running everything through a single hyperscaler? This episode gives you an honest, vendor-neutral look at where multi-cloud and hybrid architectures are heading and what the tradeoffs really are.

Founders and Investors in the Infrastructure Space

Russ built one of the great enterprise software empires of the 20th century. His read on where the next wave of infrastructure value will be created, and for whom, is worth hearing before you place your next bet.

About CA Technologies

CA Technologies

Computer Associates, now known as CA Technologies and part of Broadcom, was co-founded by Russ Artzt in 1976 and grew into one of the largest enterprise software companies in the world. Over five decades it helped define how large organizations manage, secure, and automate their IT infrastructure, leaving a lasting mark on every layer of the enterprise technology stack.

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