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Dave Vellante’s Breaking Analysis: The complete collection

Dave Vellante — Fri, 31 May 2024 10:33:12 +0000

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 program is our opportunity to share independent, unfiltered editorial with SiliconANGLE, theCUBE and Wikibon communities. The program and conclusions we produce are data-driven, tapping ETR’s proprietary spending data set. Episode 221 – […]

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How Nvidia, TSMC, Broadcom and Qualcomm will lead a trillion-dollar silicon boom

Dave Vellante and David Floyer — Sat, 25 May 2024 21:48:16 +0000

We believe the artificial intelligence wave will bring profound changes, not only to the technology industry but to society as a whole. These changes will perhaps be as significant to the world as the agricultural and industrial revolutions, both of which had drastic economic consequences. Although the exact progression and timing of these changes are […]

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CEO Arvind Krishna kicks off IBM Think 2024: Here are the highlights

Shelly Kramer — Tue, 21 May 2024 16:29:12 +0000

As IBM Corp. Chief Executive Arvind Krishna kicked off the Boston-based IBM Think 2024 this morning, here are some brief notes on key talking points captured from the keynote: Artificial intelligence is a fundamental technology that will quickly be infused in everything. Current estimates are that it will add an estimated $4 trillion to annual GDP […]

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Power play in hybrid AI: IBM and Dell in focus

Dave Vellante — Sat, 18 May 2024 15:50:14 +0000

The Microsoft-OpenAI partnership has catalyzed a massive capital spending buildout and a run on graphics processing units. To give you a sense of the scale, in the last quarter alone, Amazon Web Services Inc., Google LLC, Microsoft Corp. and Meta Platforms Inc. allocated around $40 billion in capital specifically for cloud computing buildouts – much […]

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RSA Conference 2024 goes beyond AI-powered security to securing AI itself

Dave Vellante — Sat, 11 May 2024 16:40:24 +0000

The past week’s RSA Conference 2024 was crowded, buzzy, vibrant and chaotic, underscoring the very nature of the cybersecurity industry. This market has a kind of self-propelling energy with a dynamic that blends tons of money, an ever-present and capable adversary, technical innovation, public policy, geopolitics and a smashing together of the digital and physical […]

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TheCUBE Research talks cybersecurity in the digital age at RSAC

Chad Wilson — Mon, 06 May 2024 20:35:53 +0000

Staying ahead of threats is not just a challenge, but a necessity when it comes to cybersecurity. Kicking off this week’s RSA conference, theCUBE Research analysts discussed the key trends and challenges shaping the industry, from the expanding role of artificial intelligence to the elusive quest for a zero trust cybersecurity approach. “We’ve got this […]

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IBM + HashiCorp + Red Hat: It’s about the cloud operating model

Rob Strechay — Sat, 04 May 2024 21:03:36 +0000

IBM Corp.’s acquisition of HashiCorp Inc. presents a pivotal moment for multicloud and hybrid cloud deployments. With a focus on aligning missions and accelerating growth, IBM intends to operate HashiCorp independently, akin to the Red Hat model. Synergies in product offerings, particularly Terraform and Vault, promise enhanced cloud operations. Financially, increased investment in R&D and […]

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Supply chain planning as an intelligent data app

Dave Vellante and George Gilbert — Sat, 04 May 2024 15:15:48 +0000

The way to solve business resiliency is not inventory, it’s software – Duncan Angove, CEO of Blue Yonder The “sixth data platform,” or intelligent data platform, represents a cutting-edge evolution in data management. It aims to support intelligent applications through a sophisticated system that builds on a foundation of a cloud data platform. This foundation […]

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AI-powered metadata: Informatica’s role in the future of data management

Rob Strechay and George Gilbert — Tue, 30 Apr 2024 03:45:15 +0000

The journey to AI-integrated metadata systems As theCUBE Research has been tracking, the transformation of data management systems has been gradual yet profound. Over the past decade, organizations have increasingly recognized the value of separating computational power from data storage, leading to more centralized data consolidation and management. Informatica Inc., a data integration and management […]

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Security budgets are growing, but so is vendor sprawl

Dave Vellante and Erik Bradley — Sat, 27 Apr 2024 18:46:55 +0000

Organizations continue to spend more on security, with 87% of firms expecting to increase spend on cybersecurity in the next 12 months. But are we safer? It’s estimated that firms on average have between 60 and 75 security tools installed. Although leading vendors logically market the benefits of addressing tools sprawl and complexity through consolidation, […]

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Diving into Zoom’s recent announcements at Enterprise Connect 2024

Ryan Stevens — Mon, 22 Apr 2024 20:30:46 +0000

The annual Enterprise Connect was held in Orlando, Florida in late March, bringing with it no shortage of intriguing product announcements and innovations. Wading through Zoom Video Communications Inc.’s contributions at the event was the main focus of a recent episode of theCUBE’s AnalystANGLE series. Zoom is looking at the entire collaboration lifecycle, according to […]

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How chasing AI shifts tech spending patterns

Dave Vellante — Sat, 20 Apr 2024 17:47:01 +0000

In another big week, we saw the artificial intelligence battles continue to escalate. Google LLC reorganized to better focus on AI, Meta Platforms Inc.’s Llama 3 was released, Taiwan Semiconductor Manufacturing Co. is doubling its manufacturing capacity for Nvidia Corp. high-end chips, Samsung Electronics Co. Ltd. got a $6.4 billion tranche of the chips act money, a Microsoft Corp. paper […]

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Enterprises seek deeper AI value beyond chat

Dave Vellante — Sat, 13 Apr 2024 16:28:05 +0000

Enterprises are fighting a dual mandate of operating inside a tight information technology budget envelope while at the same time transforming their organization into an AI-first company. Navigating macroeconomic headwinds while driving innovation is an exciting challenge for IT decision makers. To deliver the goods, technology leaders are stealing from other budgets to fund artificial […]

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AWS’ AI blueprint emphasizes optionality, trust and scalable industry solutions

Dave Vellante — Sat, 06 Apr 2024 16:29:51 +0000

This week we spent a day in New York City reviewing Amazon Web Services Inc.’s artificial intelligence strategy and progress with several AWS execs, including Matt Wood, vice president of AI at the company. We came away with a better understanding of AWS’ AI approach beyond what was laid out at re:Invent 2023. We also […]

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Databricks lakehouse unifies data and intelligence stacks to support generative AI use cases

Mark Albertson — Tue, 02 Apr 2024 14:52:51 +0000

Databricks Inc. has emerged as platform tailored for the integration of data-driven artificial intelligence within a unified stack. The 11-year-old company has built its reputation by redefining the separation of storage from compute, a process that has positioned it to become a valuable resource for enterprises seeking to leverage generative AI. In Databricks’ version of […]

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AnalystANGLE: Breaking down the alliance between Cloudflare and Kyndryl and highlights from GTC 2024

Ryan Stevens — Mon, 01 Apr 2024 21:02:10 +0000

It’s perhaps not surprising that the alliance initially formed between Cloudflare Inc. and Kyndryl Holdings Inc. in spring 2023 is geared toward speeding information technology modernization and driving transformation, multicloud innovation and zero-trust security. But there’s more to it than that, and the latest episode of the AnalystANGLE series examined it. Shelly Kramer (pictured, left), […]

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Adobe Summit highlights personalization at scale with generative AI

Dave Vellante with Andy Thurai — Sun, 31 Mar 2024 04:09:35 +0000

Adobe Summit 2024 put individualized digital experiences on full display. Personalization at scale is exceedingly difficult. By applying artificial intelligence, Adobe Systems Inc. showed off its ability to bring custom experiences to the masses and do so with trusted, enterprise-grade content. Moreover, Adobe highlighted an expanded total available market for its three major business segments […]

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Grammarly’s strategic suggestions launch signals the company is far more than an editing solution

Shelly Kramer — Wed, 27 Mar 2024 19:21:51 +0000

Grammarly’s strategic suggestions launch this week is a clear signal the company is about infinitely more than simply editing content, evolving from an editing aide to providing situational and goal-oriented communication assistance. As the name suggests, Grammarly’s strategic suggestions is about providing strategic insights and guidance, shortening the time to value, and helping users tailor […]

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Four generative AI cyber risks that keep CISOs up at night — and how to combat them

Shelly Kramer — Sun, 24 Mar 2024 18:45:20 +0000

In this episode of the SecurityANGLE, host Shelly Kramer, managing director and principal analyst at theCUBE Research, is joined by analyst, engineer and theCUBE Collective community member Jo Peterson for a conversation about the top four generative artificial intelligence cyber risks that keep CISOs up at night. In addition to discussing the evolution of the AI threat and generative AI […]

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Nvidia, Broadcom and the expanding breadth of AI momentum

Dave Vellante — Sat, 23 Mar 2024 17:33:42 +0000

We attended both Nvidia Corp.’s GTC conference and Broadcom Inc.’s investor day this week where the artificial intelligence platform shift was on full display. In our view, GTC24 was the most important event in the history of the technology industry, surpassing Steve Jobs’ iPod and iPhone launches. The event was not the largest but, in […]

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Navigating Nvidia and the AI trade: Sell, hold or double down?

Dave Vellante — Sat, 16 Mar 2024 16:45:51 +0000

Heading into the second half of 2023, some investors felt that the semiconductor runup last summer was a harbinger for a broader tech rally. That thesis proved prescient and rewarded managers who took on risk at the time with leading firms in semiconductors, security and enterprise software. The question is, where do we go from […]

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Why CrowdStrike is separating from the cybersecurity pack

Dave Vellante — Sat, 09 Mar 2024 16:14:39 +0000

It has been an interesting month in the cybersecurity space. The sector has been somewhat less affected by budget tightening these past 24 months and at the same time has benefitted from AI tailwinds. But in the past several weeks we’ve seen some separation in key highflying cybersecurity names. Specifically, Palo Alto Networks Inc. shocked […]

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The unplanned genius of Broadcom’s route to AI dominance

Dave Vellante — Sat, 02 Mar 2024 18:55:25 +0000

When you think of artificial intelligence leadership, which companies come to mind? Nvidia Corp., OpenAI, the hyperscalers, Meta Platforms Inc., Hugging Face Inc., Anthropic PBC and names like that, right? You don’t typically think of Broadcom Inc., do you? You should. In our view, Broadcom, along with Nvidia, has become one of the top two […]

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How will generative AI pay off?

Tony Baer — Tue, 27 Feb 2024 13:00:59 +0000

This is the second two parts. You can read part one here. Yesterday, we rained on the generative artificial intelligence parade. We stated that that today, gen AI is currently a cost sink, with the true promise not coming until at least 12 to 24 months off. Today it’s time to clear the clouds. We’ll […]

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Is that giant sucking sound generative AI?

Tony Baer — Mon, 26 Feb 2024 15:34:47 +0000

This is the first of two parts. Part two is here. It’s little mystery that generative artificial intelligence has dominated the spotlight in tech over the past year. A couple of KPMG surveys of top U.S. business executives conducted in March and June of last year document what has become conventional wisdom: Gen AI is being […]

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Dissecting the AI boom through the dotcom lens

Dave Vellante — Sat, 24 Feb 2024 16:19:04 +0000

Many people question whether the current artificial intelligence boom will end in the same way that the dotcom bubble burst. It’s understandable, as there are many similarities, especially with the exuberance seen this past week in the stock market following Nvidia Corp.’s earnings print. Although it’s easy to dismiss AI as a completely different era, […]

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Momentum builds among Big Tech firms for AI reskilling initiatives

Mark Albertson — Thu, 22 Feb 2024 16:53:52 +0000

When Microsoft Corp. announced earlier this month that it would equip 2 million people in India with AI reskilling opportunities by 2025, it marked another milestone in a quest by major tech companies to provide new training. “Machines have always replaced humans — we have walked this path before,” according to Shelly Kramer, managing director […]

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Metadata is the glue: federated data silos, metadata and governance

Rob Strechay — Tue, 20 Feb 2024 15:02:26 +0000

We examine the challenges organizations grapple with in the complexities of the modern data stack and look toward a sixth data platform, one assembled from modular, multivendor components. Dbt Labs Inc. has positioned itself to be a leader in turning data into business-level models, a central component in the world of metadata management. Research is […]

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Cloud optimization wanes as AI slowly lifts off

Dave Vellante — Sat, 17 Feb 2024 18:19:34 +0000

The past 24 months have seen cloud spending face dual headwinds of macroeconomics and the ability to dial down resources as needed – that is, cloud optimization. Nonetheless, the big four hyperscaler cloud providers clocked in between $170 billion and $190 billion in infrastructure-as-a-service and platform-as-a-service revenue last year depending on how you factor the […]

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The role of data loss prevention tools in protecting against AI data exfiltration

Shelly Kramer — Mon, 12 Feb 2024 14:50:38 +0000

Data loss prevention solutions have become an important tool in the chief information security officer’s toolbox with the rise in popularity of generative artificial intelligence in the enterprise. That’s what our analysts explored in this episode of the SecurityANGLE, our series at theCUBE Research focused on all things cybersecurity. Host Shelly Kramer, managing director and principal analyst, is […]

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