Aaron Fulkerson, Opaque | Robotics & AI Infrastructure Leaders
AI Summary
This video is an interview at theCUBE Palo Alto Studios focusing on the intersection of robotics, AI infrastructure, and security. The guest, Aaron Fulkerson, CEO of Opaque, discusses the critical importance of a trust layer in the internet to handle AI agents operating at machine speed, which traditional internet security models cannot manage. He explains confidential computing, its evolution from Intel’s SGX to modern confidential AI stacks built by major tech companies like Apple, Meta, Microsoft, and Amazon, and how Opaque makes these technologies accessible to enterprises of all sizes. The conversation covers the difference between private AI and confidential AI, emphasizing cryptographic guarantees and provable data privacy in confidential AI. They highlight the industry’s collaborative efforts toward establishing standards and reference architectures for trust in AI workflows, the role of hardware as the root of trust, and the challenge of managing performance overheads in confidential computing. The discussion concludes with the acknowledgement that AI’s rapid capability growth necessitates a robust, provable trust infrastructure to prevent security breaches in an agentic web, and how confidential AI will become a mainstream, compulsory standard for enterprises and AI pipelines.