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Gen AI is passé. Enter the age of agentic AI

Dave Vellante and George Gilbert — Sat, 29 Jun 2024 16:43:52 +0000

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 intelligence that, while building on generative AI, will go further to drive tangible business value for enterprises. Early discussions around agentic AI have […]

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Dave Vellante’s Breaking Analysis: The complete collection

Dave Vellante — Fri, 28 Jun 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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HPE and Nvidia rock the Sphere for HPE Discover

Rob Strechay and Bob Laliberte — Wed, 26 Jun 2024 23:45:06 +0000

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 Atmosphere, HPE Aruba Networking’s flagship show, within the Discover event provided a holistic view of Hewlett Packard Enterprise Co.’s expansive ecosystem. Furthermore, […]

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Decoding the chess moves of Snowflake and Databricks

Dave Vellante and George Gilbert — Sat, 22 Jun 2024 20:07:00 +0000

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 basket, but that’s proving impractical. As such, firms are moving to an open model where they maintain control of their data and can bring any compute […]

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Zscaler-Google strategic alliance forged to enhance enterprise security and access

Shelly Kramer — Thu, 20 Jun 2024 21:54:07 +0000

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 partnership aims to deliver enhanced secure application access, data protection and insights for enterprise customers using Chrome Enterprise, Google Workspace and Google […]

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AI servers are on fire, but cloud continues to win the day

Dave Vellante — Sat, 15 Jun 2024 17:11:37 +0000

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 benefiting cloud hyperscalers but also firms with large on-premises installed bases. Oracle Corp. as well is trading at an all-time high, citing cloud momentum and […]

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Qlik Connect recap: Where there’s data, there’s opportunity

Shelly Kramer — Tue, 11 Jun 2024 20:25:17 +0000

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. Data is the foundation of everything today, in AI and pretty much everything in between. Today, we are experiencing a new dawn of […]

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Crystallizing Snowflake Data Cloud Summit 2024

Dave Vellante and George Gilbert — Sat, 08 Jun 2024 15:29:41 +0000

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 past week. The event highlighted the expanding aspirations of the company as it evolves its Data Cloud into an AI Data Cloud and a platform for developing intelligent […]

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Is Nvidia becoming the de facto AI mainframe?

Tony Baer — Wed, 05 Jun 2024 13:34:42 +0000

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 company made a riverboat gamble to pivot from gaming toward high-performance computing and artificial intelligence, and the numbers […]

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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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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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