Audio only segments of theCUBE's 'Breaking Analysis' hosted by Dave Vellante (@dvellante), Powered by ETR.
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Gen AI is Passe', Enter the Age of Agentic AI
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Decoding the Chess Moves of Snowflake and Databricks
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On-Prem is on Fire but Cloud Continues to Win the Day
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Six Takeaways from Snowflake Summit 2024
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In the latest Breaking Analysis, Dave Vellante, chief analyst at theCUBE Research, and George Gilbert, principal analyst at theCUBE Research, provided a detailed analysis of Snowflake's transformative journey and its future aspirations and gave some of their takeaways from Snowflake’s Data Could Summit. They discussed the company's shift from a sca…
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A Sneak Peek at Snowflake Summit - Reframing the Future of Data Platforms
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In this Breaking Analysis, theCUBE Research analyst George Gilbert and I share how we see the next data platform, what we sometimes call the 6th data platform evolving. And we’ll give you a preview of what we expect at next week’s Snowflake Summit, including the company’s response to metadata catalogs, the integration of Snowpark and new applicatio…
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Power Play in Hybrid AI - IBM and Dell on Display
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RSA 2024 goes beyond AI-powered security to securing AI itself
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Supply Chain Planning as an Intelligent Data App
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Security budgets are growing but so is vendor sprawl
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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, the data suggests that more than half the firms are increasing the number of security vendors installed, with a very small percentage able to ef…
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How the AI awakening is changing tech spending patterns
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Enterprises seek deeper AI value beyond chat
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AWS' AI blueprint emphasizes optionality, trust and scalable industry solutions
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Adobe Summit highlights personalization at scale with Gen AI
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NVIDIA, Broadcom and the expanding breadth of AI
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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 our opinion,…
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Navigating NVIDIA & the AI Trade – Sell, hold or double down?
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Heading into the second half of 2023, some investors felt that the semiconductor run up 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 here? In this Break…
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Why CrowdStrike is separating from the cybersecurity pack
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It’s been an interesting month in the cybersecurity space. The sector has been somewhat less affected by budget tightening these past twenty-four 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 shocked the street las…
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The unplanned genius of Broadcom's route to AI dominance
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Broadcom is perhaps the most unique company in the technology business. It doesn’t simply chase markets that are on steep growth curves and can deliver short term ROI. Rather it goes after established markets with durable franchises. Broadcom focuses its R&D on serving customers in these markets with major engineering investments to achieve a domin…
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Dissecting the AI boom through the dotcom lens
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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 e…
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Cloud optimization wanes as AI slowly lifts off
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The past twenty-four months have seen cloud spending face dual headwinds of macroeconomics and the ability to dial down resources as needed – i.e. cloud optimization. Nonetheless, the big four hyperscalers clocked in between $170 – $190B in IaaS and PaaS revenue last year depending on how you factor the leaked court documents suggesting Azure is mu…
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Intel Foundry is a bold bet filled with uncertainty
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As an American, you can’t help but root for Intel CEO Pat Gelsinger to succeed. His vision to bring semiconductor manufacturing leadership back to the United States is more than just a quaint nationalistic sentiment. Rather it’s a strategic imperative for the country, its military, global competitiveness and access to future technological innovatio…
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Slicing the Gordian Knot - A leap to real-time systems of truth
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Enterprise Technology Predictions 2024
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2024 IT spending outlook shows cautious start with optimistic finish
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In this Breaking Analysis, theCUBE Research analyst Dave Vellante unpacks the Enterprise Technology Research January spending data and digs into those areas that are expected to show above average performance and those that are likely to lag. Follow theCUBE's live event coverage https://www.thecube.net/…
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Unifying intelligence in the age of data apps
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We believe the future of intelligent data apps will enable virtually all organizations to operate a platform that orchestrates an ecosystem similar to that of Amazon.com. By this we mean dynamically connecting and digitally representing an enterprise’s operations including its customers, partners, suppliers and even competitors. This vision include…
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Predictions 2024 - Deciphering Gen AI’s Effect on Sata, Governance & Skills
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In this special Breaking Analysis we're pleased to host our third annual data predictions power panel with some of our collaborators in theCUBE Collective and members of the data gang. With us today are five of the top industry analysts focused on data platforms. Sanjeev Mohan of Sanjmo, Tony Baer of dbInsight, IDC's Carl Olofson, Dave Menninger wh…
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Grading Our 2023 Enterprise Technology Predictions
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In this Breaking Analysis we grade the 2023 predictions we made with ETR's Erik Bradley. We look back at what we said in January about the macro IT spending environment, cost optimization, security, generative AI, cloud, blockchain, data platforms, automation and tech events.Av SiliconANGLE
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The rise of observability and why it matters to your business
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David vs Goliath reimagined - OpenAI's approach to AI supervision
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Artificial general intelligence, or AGI, has people both intrigued and fearful. As a leading researcher in the field, last July, OpenAI introduced the concept of superalignment via a team created to study scientific and technical breakthroughs to guide and ultimately control AI systems that are much more capable than humans. OpenAI refers to this l…
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Moving beyond separation of compute & storage…Journey to the 6th data platform
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We believe today’s so-called modern data stack, as currently envisioned, will be challenged by emerging use cases and AI-infused apps that begin to represent the real world, in real time, at massive data scale. To support these new applications, a change in underlying data and data center architectures will be necessary, particularly for exabyte sc…
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re:Invent ‘23 Underscores a New Simplicity Mandate for AWS
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In this episode of Breaking Analysis, theCUBE analyst Dave Vellante focuses on the evolving landscape of enterprise tech, driven by generative AI, and its implications for AWS. The discussion emphasizes how AWS must adapt its powerful playbook, known for agility, developer choice, power, scale, reliability and security, to accommodate the growing d…
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The OpenAI meltdown…Winners & losers in the battle for AI supremacy
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Conventional wisdom says Microsoft Corp. is the big winner in the recent OpenAI saga. We don’t quite see it that way. Both Microsoft and OpenAI are in a worse position today than last Thursday, prior to the firing of OpenAI Chief Executive Sam Altman and the ongoing public drama that ensued. Microsoft and OpenAI had a huge lead in market momentum, …
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The copilot era takes flight at Microsoft Ignite 2023
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IBM turns the corner with Watson, why 2.0 is a breakthrough opportunity
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With Watson 1.0, IBM deviated from the silicon valley mantra, fail fast, as it took nearly a decade for the company to pivot off of its original vision. In our view, a different dynamic is in play today with Watson 2.0 – i.e. watsonx. IBM’s deep research in AI and learnings from its previous mistakes, have positioned the company to be a major playe…
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The Gen AI power law How data diversity influences adoption
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Power Law Explained Wikipedia https://en.wikipedia.org/wiki/Power_law Heavy tailed power laws: Why are Power Law distributions called 'Heavy-tailed'? Explainer video for power laws in statistics: https://www.youtube.com/watch?v=JC71ZazlMR0 Power law in economics: https://dash.harvard.edu/bitstream/handle/1/34651705/68262294.pdf What is retrieval au…
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AI revenue riddle - Azure sees gains, when will other cloud titans see the surge?
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In 1987, Nobel Prize-winning economist Bob Solow famously observed, “You can see the computer age everywhere but in the productivity statistics.” This proclamation became known as the productivity paradox. Ironically, Solow’s statement preceded the greatest productivity boom since the dawn of the computer age which subsequently came to fruition in …
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From hype to reality, the true state of AI adoption
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MIT professor and economist Erik Brynjolfsson said recently that he’d be disappointed if AI didn’t lift the current anemic 1.2% productivity growth rate to 3% or even 4%. This would be a good thing for business and government as it could potentially help with the labor shortage, drive earnings growth and increase tax revenues, which would ostensibl…
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Get Ready for the Sixth Data Platform
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In this week’s CUBE Insights, Powered by ETR. George Gilbert and I welcome Ryan Blue to this, our 201st episode. Ryan is the co-creator and PMC chair of Apache Iceberg and a co-founder & the CEO of Tabular, a universal open table store that connects to any compute layer built by the creators of Iceberg.…
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Lower for longer…Tech spending remains tepid
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We’re getting used to the phrase, “higher for longer,” referring to the realization that interest rates are expected to remain elevated for a period of time. This trend is having an inverse effect on enterprise tech spending growth rates. Prior to the Fed’s tightening binge for example, IT decision makers (ITDMs) in aggregate expected annual techno…
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Cisco Splunk under the microscope, joint customers weigh in
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Bob Muglia on Uber for everyone…how the future of data apps will evolve
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theCUBE host Dave Vellante is joined by George Gilbert and Bob Muglia for this weeks Breaking AnalysisAv SiliconANGLE
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Cloud security powers CrowdStrike momentum, Gen AI is next
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George Kurtz is pumped up…and why not? CrowdStrike’s business appears to be on a fast track and entering a new phase of growth, despite the difficult macro and elongated sales cycles. The company’s products are considered best in class, its business is growing steadily and an improved profitability and cash flow outlook had investors excited, at le…
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Copilot or competitor - How Gen AI bolsters & buffets UiPath’s Northstar
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UiPath’s recent earnings beat and raise provides some evidence that thus far, Gen AI has not been diluitive for the company. As an early leader that is transforming beyond RPA toward end-to-end enterprise automation, UiPath, like all automation providers, has always faced adoption headwinds beyond isolated deployments. In this sense, Gen AI should …
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Google goes all in on the AI cloud
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At Cloud Next, Google showcased its strong leadership position in data and AI. In our view, Google’s messaging, demos and tech-centric narrative have broad appeal for developers and next generation startups. As well, the company’s focus on solutions, contrasts its strategy to the typically disjointed services we’ve seen from AWS over the past decad…
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Snowflake has Momentum with AWS & Microsoft…Why Google may not be Next
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Recent earnings prints from Amazon and Snowflake, along with new survey data, have provided additional context on top of the two events that Snowflake and Databricks each hosted last June. Specifically, we believe that the effects of cloud optimization are still being felt but are nearing the end of peak negative impact on cloud companies. Snowflak…
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VMware's Future - Navigating Multi-cloud Complexity & GenAI Under Broadcom's Wing
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The FTC continues to drag its feet on approving Broadcom’s acquisition of VMware. Ironically, in our view, these delays only hurt the very competitive environment the FTC claims to be protecting. The AI era is accelerating at a breakneck pace and the big 3 hyperscale cloud vendors already have a sizable lead on legacy incumbents. If preserving comp…
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Cloud vs. On-Prem Showdown: The Future Battlefield for Generative AI Dominance
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The data from enterprise customers is clear but conflicted. While 94% of customers say they’re spending more on AI this year, they’re doing so with budget constraints that will steal from other initiatives. As well, the choice of where customers plan to run generative AI is split almost exactly down the middle in terms of public cloud vs. on-premis…
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Spearing Tech Stocks Beyond the Magnificent Seven
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After a tough 2022, the first half of 2023 has shown impressive strength and many technology bets have paid off. For sure investors in the so-called Magnificent Seven, i.e. Apple, Alphabet, Amazon, Meta, Nvidia and Tesla have been rewarded. But sharp investors have sought alpha beyond these issues, riding the wave of secular trends in AI, cybersecu…
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What Leaked Court Docs Tell us About AWS, Azure & Google Cloud Market Shares
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Recently leaked court documents during the Microsoft Activision hearing require us to revisit our cloud forecasts and market share data. The poorly redacted docs, which have since been removed from public viewing, suggest that Microsoft’s Azure revenue is at least 25% lower than our previous estimates. As a result, we’ve cut and revised our Azure r…
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AI gives cyber attackers the advantage for now
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Cloud complexity, tools sprawl and the AI awakening further tip the balance in favor of cyber attackers. Combined with corporate inertia, AI-washing, LLM inconsistency and the pace of change, we believe for now anyway, adversaries have the advantage over defenders. Moreover, macro spending headwinds continue to force organizations to make budget tr…
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AI won’t be a winner takes all market
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The AI heard ’round the world has put the machine intelligence sector back in the spotlight. But when you squint beyond the press hype, the data shows that artificial intelligence is now the number one sector in terms of relative spending velocity in the ETR taxonomy. Normally market hype leads deployments, but the data suggests that spending activ…
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