Kaseya’s AI claims , OpenAI’s trillion-dollar risk , The rise of AI infrastructure

Kaseya made headlines at DattoCon by announcing its shift to becoming an “AI-first” company, highlighted by its acquisition of INKY, a generative AI email security provider. Alongside this, the company unveiled new Datto products and teased its upcoming Cyber Resiliency Platform for 2026. While Kaseya’s vision of unified, intelligent automation sounds ambitious, many managed service providers (MSPs) remain skeptical, wanting to see real product integration rather than marketing promises.AI’s impact on the workforce also dominated discussion, with reports showing that one in seven U.S. jobs faces automation risk. However, experts emphasize that AI isn’t eliminating jobs—it’s transforming them. The real challenge for businesses lies in broken workflows and poor operational readiness, not the technology itself. For MSPs, this creates a new opportunity to help organizations document processes, integrate AI effectively, and deliver measurable ROI.Meanwhile, OpenAI’s trillion-dollar compute deals with major tech firms reveal the escalating financial pressure behind the AI race. Despite massive commitments with Nvidia, AMD, and Oracle, analysts question the sustainability of such spending as compute costs surge. This “AI bubble” highlights that power and price, not innovation, may soon be the industry’s greatest constraints, pushing businesses toward efficiency and smarter workloads.Finally, companies like Snowflake, IBM, Otter.ai, and Google are leading the next evolution of AI—turning it into infrastructure. From data management and cost-efficient models to meeting automation and browser-based AI agents, these developments mark the shift from experimentation to real-world integration. The emerging “intelligence layer” means that AI will soon underpin how services, systems, and workflows connect, defining the next frontier for MSPs and tech providers alike. Four things to know today 00:00 At DattoCon, Kaseya Sells an AI Future — But MSPs Want Proof, Not Promises04:19 AI Isn’t Taking Jobs — It’s Exposing Broken Workflows and Creating a New Service Market06:41 AI’s Real Risk: Not Job Loss, But Business Disorganization and Soaring Compute Costs08:42 The Intelligence Layer Emerges: Snowflake, IBM, Otter, and Google Show How AI Becomes Infrastructure  This is the Business of Tech.     Supported by:  https://scalepad.com/dave/https://cometbackup.com/?utm_source=mspradio&utm_medium=podcast&utm_campaign=sponsorship  💼 All Our SponsorsMSP Radio is supported by our partners: LogMeIn · Opentext · Transit AI · Guardz · Pax8 · ABC Solutions · Rythmz · ScalePad · CometBackup · TimeZest Supporting the IT services community through insights, analysis, and transparency. 🚀 Join Business of Tech PlusGet exclusive access to investigative reports, vendor analysis, leadership briefings, and more.👉 https://businessof.tech/plus 🎧 Subscribe to the Business of TechWant the show on your favorite podcast app or prefer the written versions of each story?📲 https://www.businessof.tech/subscribe 📰 Story Links & SourcesLooking for the links from today’s stories?Every episode script — with full source links — is posted at:🌐 https://www.businessof.tech 🎙 Want to Be a Guest?Pitch your story or appear on Business of Tech: Daily 10-Minute IT Services Insights:💬 https://www.podmatch.com/hostdetailpreview/businessoftech 🔗 Follow Business of Tech LinkedIn: https://www.linkedin.com/company/28908079YouTube: https://youtube.com/mspradioBluesky: https://bsky.app/profile/businessof.techInstagram: https://www.instagram.com/mspradioTikTok: https://www.tiktok.com/@businessoftechFacebook: https://www.facebook.com/mspradionews Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.