Last quarter, Google released the Agentic business standard, which represents a major threat to Amazon’s deep e-commerce business, and Anthropic is now pursuing IBM’s mainframe business with new coding capabilities that threaten to reduce the industry’s reliance on legacy systems.
In recent weeks, Google announced Agent Universal Commerce Protocol (UCP) to eliminate the need for retailers to maintain the complex infrastructure required for their online shopping lifecycles. This common language works across agents and systems to standardize much of the buying journey, including authentication, payment, and fulfillment. The alternative was for DevOps team members to boldly integrate relationships between different systems and stakeholders, a major hurdle in companies’ digitization efforts. The professional services needed to connect infrastructure and modern applications are expensive and not always readily available.
“Google’s quest for an agentic business standard for virtual reality is a major blow to its hyperscale competitors, as UCP reduces the need for bespoke integration work, ultimately leveraging competing platform services,” said Charlotte Dunlap, director of research at Global Data. “It also highlights the strong desire of business partners to help drive new revenue for AI optimization.”
In the same quarter, Anthropic unveiled new features to its extensive developer base within CloudCode, which can modernize the legacy programming language COBOL. The language was developed in 1959 but remains in use, powering many government and banking transaction processing systems, including IBM mainframes.
“Refactoring legacy code like COBOL represents a daunting task even among the industry’s most skilled coders,” said Dunlap. “If Cloud Code can significantly reduce the learning curve through GenAI automation, the features represent a huge new application modernization opportunity for enterprise developers to pursue.”
“Agentic AI leveraged to take on cloud competitors” was originally developed and published by Verdec, a brand owned by Global Data.
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