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Cybersecurity’s new battleground: strategic imperatives and emerging threats

John Furrier — Mon, 23 Sep 2024 17:04:20 +0000

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, brought together industry leaders last week to explore the latest challenges, innovations and strategic priorities in the field. No longer confined to information technology departments, cybersecurity has […]

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Six technology myths and the Big Tech-lash

Dave Vellante — Sun, 22 Sep 2024 02:55:02 +0000

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 invaders, fake news amplifiers, job destroyers, discriminators and more are commonly lobbed at technology firms with little recognition for the substantial value large tech companies have […]

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Dave Vellante’s Breaking Analysis: The complete collection

Dave Vellante — Fri, 20 Sep 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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Salesforce living the Dreamforce: Revolutionizing business workflows and data governance

John Furrier — Mon, 16 Sep 2024 21:39:19 +0000

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 driving massive changes across industries, and Salesforce is harnessing this transformative technology to optimize workflows, enhance customer engagement and empower non-technical users to build customized experiences. Note: For […]

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It’s Larry’s world. We just live in it

Dave Vellante and Rob Strechay — Sat, 14 Sep 2024 13:02:18 +0000

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 artificial intelligence technologies that are being infused throughout its product line. This includes its autonomous database, 23ai, Exadata/Exascale, other Oracle infrastructure and its vast applications portfolio. Oracle has […]

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Is the modern data stack out over its skis?

Dave Vellante and George Gilbert — Sat, 07 Sep 2024 19:52:53 +0000

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 analytic workloads. Most analytics workloads today are performed on small data sets and generally can run on a single node, somewhat neutralizing the value of distributed, highly […]

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From linear value chains to dynamic ecosystems: How digital twin platforms will revolutionize business operations

Dave Vellante and George Gilbert — Sat, 31 Aug 2024 15:21:12 +0000

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 “Uber for All” as a metaphor, predicting that today’s linear value chains would evolve into dynamic digital representations of a business — digital twins — where intelligent […]

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How agentic AI platforms will redefine enterprise applications

Dave Vellante and George Gilbert — Sat, 24 Aug 2024 17:27:07 +0000

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 about their backend systems, data platforms and user interfaces. The extent of the transformation, we believe, will be more impactful to the application stack than were […]

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Assessing Broadcom-VMware eight months on

Dave Vellante and Rob Strechay — Sun, 18 Aug 2024 14:53:28 +0000

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 moved beyond the emotional shock phase to implementing their options in earnest. Our advice to large VMware customers has been to evaluate your enterprise license agreement expiration […]

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Cloud spending remains resilient amid market turbulence

Dave Vellante — Sat, 10 Aug 2024 15:17:40 +0000

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 akin to the dopamine rush from completing a great workout. This realization, combined with several other macro factors, has caused the big AI names […]

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The emerging data stack brings opportunities and risk for buyers and sellers

Dave Vellante and Rob Strechay — Sun, 04 Aug 2024 15:02:14 +0000

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 dynamics that highlight a reshaping of today’s data landscape, including: 1) Key data players are disrupting the established norm as they expand […]

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Why Databricks vs. Snowflake is not a zero-sum game

Dave Vellante with Erik Bradley — Sat, 27 Jul 2024 17:00:41 +0000

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 shifting from the database management system to the governance layer; and 3) AI is enabling the emergence of a new class of […]

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CrowdStrike incident sounds an alarm on critical infrastructure

Dave Vellante — Sat, 20 Jul 2024 20:14:04 +0000

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 business, are exposed to unexpected events. What’s even more important is that it underscores the fragility of our connected world and the critical infrastructure that makes it run. […]

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Harnessing AI as information technology spending gradually improves

Dave Vellante — Sat, 13 Jul 2024 14:04:50 +0000

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 productivity or meaningful revenue gains for firms. Specifically, the adoption of generative AI is increasing steadily but the use cases are not yet self-funding. As […]

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Building the modern application platform: Industry veteran Bob Muglia forecasts rise of the knowledge graph

Mark Albertson — Tue, 09 Jul 2024 20:23:10 +0000

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 Inc. for an IPO that remains the largest debut of an enterprise software company in history. This experience has given Muglia, now an […]

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Salesforce pioneers application platform that unlocks generative AI and actions

Victoria Gayton — Tue, 09 Jul 2024 19:30:48 +0000

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 transformed the modern data stack into a comprehensive application platform known as the Einstein 1 Platform. Under the leadership of Muralidhar Krishnaprasad, executive vice president of engineering at Salesforce, […]

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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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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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