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Dave Vellante’s Breaking Analysis: The complete collection
Breaking Analysis is a weekly editorial program combining knowledge from SiliconANGLE’s theCUBE with spending data from Enterprise Technology Research. Branded as theCUBE Insights, Powered by ETR, the...
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Is Nvidia becoming the de facto AI mainframe?
Forgetting the fact that it took 30 years for Nvidia Corp. to become an overnight success, its incredible rise over the recent past looks like it has the makings of a bubble. About 15 years ago, the...
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Crystallizing Snowflake Data Cloud Summit 2024
Snowflake Inc.’s Data Cloud Summit 2024 was a weeklong event that brought together more than 20,000 of Snowflake’s core enterprise customers, developers and ecosystem partners to San Francisco this...
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Qlik Connect recap: Where there’s data, there’s opportunity
As I recap Qlik’s Qlik Connect event held this past week in Orlando, I can’t help but start with Qlik Chief Executive Mike Capone’s comments in his keynote: Where there’s data, there’s opportunity....
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AI servers are on fire, but cloud continues to win the day
Earnings prints from the likes of Dell Technologies Inc., Super Micro Computer Inc. and more recently Hewlett Packard Enterprise Co. have shown the artificial intelligence server trend is not just...
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Zscaler-Google strategic alliance forged to enhance enterprise security and...
One of the announcements coming out of Zscaler Inc.’s Zenith Live 2024 event held in Vegas this past week that I was most excited about was an extended and formalized Zscaler-Google alliance. This...
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Decoding the chess moves of Snowflake and Databricks
As customers try to “get artificial intelligence right,” the need to rationalize siloed data becomes increasingly important. Data practitioners could put all their data eggs into a single platform...
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HPE and Nvidia rock the Sphere for HPE Discover
The HPE Discover event in Las Vegas has long been a marquee event for technology enthusiasts and industry professionals, but this year the event was truly one for the books. The inclusion of...
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Gen AI is passé. Enter the age of agentic AI
Early-phase generative artificial intelligence AI – or “request/response AI” — has not yet lived up to the expectations implied by the hype. We believe agentic AI is the next level of artificial...
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Salesforce pioneers application platform that unlocks generative AI and actions
While many organizations are still building out their data platforms, Salesforce Inc. has taken a monumental stride forward. By seamlessly incorporating metadata integration, the company has...
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Building the modern application platform: Industry veteran Bob Muglia...
Bob Muglia has a keen eye for technologies in the modern data stack. After growing Microsoft Corp.’s Enterprise Division into a $14 billion business more than a decade ago, he positioned Snowflake...
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Harnessing AI as information technology spending gradually improves
Artificial intelligence continues to lead all enterprise information technology sectors by a wide margin in terms of spending momentum. But that momentum has not led to an across-the-board boost in...
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CrowdStrike incident sounds an alarm on critical infrastructure
The chaos caused by yesterday’s content update by CrowdStrike Holdings Inc. shows that even the most successful cybersecurity firms with great management, award-winning products and a growing...
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Why Databricks vs. Snowflake is not a zero-sum game
Three main pressure points are transforming the modern data landscape: 1) Increased interest in adopting open table formats to allow any compute to operate on any data; 2) The point of control is...
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The emerging data stack brings opportunities and risk for buyers and sellers
The so-called modern data stack is getting a facelift and perhaps a complete body makeover. As the point of control shifts from the database management system to the governance layer, we cite three...
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Cloud spending remains resilient amid market turbulence
The investor community is realizing that the return on invested capital for the artificial intelligence buildout is going to take some time. The payback period for enterprise AI investments is not...
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Assessing Broadcom-VMware eight months on
Customers and partners are pivoting to address Broadcom Inc.’s swift changes to its VMware packaging, pricing and partnership programs. Our data suggests customers and managed service providers have...
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How agentic AI platforms will redefine enterprise applications
We believe enterprise applications are undergoing a profound change. By next year, highly capable agentic systems will emerge to create new application classes and alter the way organizations think...
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From linear value chains to dynamic ecosystems: How digital twin platforms...
Last year theCUBE Research asserted that we are on the brink of a transformative shift toward intelligent data applications, set to revolutionize business operations. We introduced the concept of...
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Is the modern data stack out over its skis?
Input from theCUBE and data practitioner communities suggests that acceleration in compute performance and the sophistication of the modern data stack is outpacing the needs of many traditional...
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It’s Larry’s world. We just live in it
Oracle Corp. is seeing renewed business momentum powered by a combination of an entrenched database business, years of investment in cloud infrastructure, an integrated application suite and...
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Salesforce living the Dreamforce: Revolutionizing business workflows and data...
As we approach Salesforce Inc.’s highly anticipated Dreamforce event, it’s clear that the company is positioned at the forefront of the enterprise artificial intelligence revolution. Generative AI is...
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Six technology myths and the Big Tech-lash
Technology generally and Big Tech specifically are regularly cited by politicians, media and governments around the world as the root of many societal problems today. Accusations such as privacy...
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Cybersecurity’s new battleground: strategic imperatives and emerging threats
As digital transformation redefines the business landscape, cybersecurity is becoming increasingly complex and urgent. So it was timely that the mWISE 2024 conference, hosted by Google LLC’s Mandiant,...
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From LLMs to SLMs to SAMs, how agents are redefining AI
We believe the artificial intelligence center of gravity for enterprise value creation is shifting from large language models to small language models, where the S not only stands for small but...
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Desperately seeking AI ROI as IT budgets tighten
Data from recent surveys shows that the scenarios we’ve been putting forth throughout 2024 continue to be in play. Specifically, we cite three main dynamics affecting the tech spending climate,...
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Welcome to the causal AI marketplace
There is a missing ingredient in today’s artificial intelligence, which, when added, will make AI a truly indispensable partner in business and increase return on investment over the long haul. The...
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What Microsoft’s financial disclosures reveal about Azure’s market position
Microsoft Corp.’s new financial disclosures include changes to the way it reports Azure metrics. The company said the change was to better align Azure with consumption revenue and by inference, more...
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How IBM and Palo Alto Networks team up to combat cyberthreats
It’s estimated that organizations spend more than $200 billion annually on security hardware, software and services globally. That’s a big number. But consider that the economic impact of cybercrime...
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Generative AI adoption sets the table for AI ROI
Generative artificial intelligence enthusiasm has lately turned to artificial intelligence skepticism. Lack of clarity on tangible return on investment for mainstream businesses, a narrow list of...
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