In this episode of HFS Unfiltered Stories, Ashwin Venkatesan, Executive Research Leader at HFS Research, sat down with Pandiya Kumar Rajamony, Executive Vice President at LTM, to discuss one of the hottest topics in enterprise tech today: how AI is fundamentally rewiring infrastructure services.

Following HFS Research's Horizons report on next-generation infrastructure services, where LTM was positioned as a Horizon 3 provider, this conversation digs into why infrastructure has shifted from simply hosting workloads to becoming the intelligent control plane for enterprise AI. Pandi explains why the question is no longer “Can my infrastructure run AI?” but rather “Can my infrastructure help me scale AI safely, efficiently, and intelligently?”

The discussion covers the four forces reshaping enterprise infrastructure expectations: AI-aware infrastructure (since training and inference behave very differently), dynamic workload placement across cloud, data center, and edge, security and governance in the age of AI agents, and the rising cost pressure of GPU infrastructure and tokenization. Pand also tackles data and infrastructure sovereignty, the move toward heterogeneous CPU-plus-GPU workloads, and why true AI-native operations can't be achieved by simply layering automation onto existing processes.

You'll also hear how LTM's cognitive infrastructure services strategy comes to life through its BlueVerse platform, BlueVerse Knowledge Fabric, and the IRUN agentic operating model: including two real client stories: modernizing India's tax analytics platform for the Central Board of Direct Taxes (Insight 2.0), delivering the same performance with a 37% lower GPU footprint, and an IRUN super-agent deployment for a long-standing travel client that cut operational costs by 35% while doubling engagement revenue.

Learn more about the 2026 HFS Next-gen IT Infrastructure Services report - covering 17 service providers: https://www.hfsresearch.com/research/hfs-horizons-next-gen-it-infrastructure-services-2026/