In 2024, the elephant in the room was how generative artificial intelligence seized the conversation. In 2025, the dialog shifted to agents and the question of whether there’s an AI bubble happening in our midst. But as we noted, AI’s taking of the limelight shined a new spotlight on the importance of having good data, ...

Two prevailing narratives have driven markets recently. The first is that Nvidia Corp.’s moat is eroding primarily thanks to graphics processing unit alternatives such as tensor processing units and other application-specific integrated circuits. The second is that Google LLC generally and its Gemini artificial intelligence model specifically is gaining share, will dominate AI search and ...

Despite the significant investments that many organizations have put into generative artificial intelligence, most are not seeing the productivity gains that they expected. Simply adopting new technologies is no longer enough to drive productivity gains, if it ever were. In today’s rapidly evolving digital workplace, leaders face the ongoing challenge of translating digital investments into ...

At AWS re:Invent 2025, Amazon Web Services Inc. faced a dual mandate: Speak to millions of longstanding cloud customers while countering a persistent narrative that the company is lagging in artificial intelligence. In our view, AWS chose a distinctly pragmatic path. Rather than chasing the holy grail of what we call “messiah AGI,” or artificial ...

Henry Ford is often credited with saying, “If I had asked people what they wanted, they would have said faster horses.” This statement remains one of the most powerful warnings against incremental thinking. Optimizing for what already exists rarely delivers transformation. Especially when all signs point to the fact that it is failing. Customer service ...

As you would expect this year, some of the conversation at this week KubeCon/CloudNativeCon North America 2025 in Atlanta felt a little bit like a support group. We’re all trying to get past the hype, and come to grips with the risks and opportunities artificial intelligence presents for the cloud native development community. However, there’s also ...

In the race to deploy agentic artificial intelligence systems across workflows, an uncomfortable truth is being ignored: Autonomy invites unpredictability, and unpredictability is a security risk.  If we don’t rethink our approach to safeguarding these systems now, we may find ourselves chasing threats we barely understand at a scale we can’t contain. Agentic AI systems ...

As enterprises and governments race to control their data, models and compliance obligations, sovereign AI infrastructure is emerging as both a technical and geopolitical imperative. In the latest episode of theCUBE Research’s AppDevANGLE podcast, Sudeep Goswami, chief executive officer of Traefik Labs Inc., joined theCUBE and SiliconANGLE’s Paul Nashawaty to unpack what “true sovereignty” means ...

Our latest forecast indicates that it will take a decade or more for artificial intelligence factory operators and model builders to reach breakeven on their massive capital outlays. Our projections call for nearly $4 trillion in cumulative capital spending outlays by 2030, with just under $2 trillion in cumulative AI revenue generated in that timeframe. ...

The rise of artificial intelligence coding tools, coupled with increasing pressure to accelerate application delivery, is forcing enterprises to rethink their developer environments. Traditional models built on local machines, static virtual machines and siloed toolchains are proving too slow, too inconsistent and too expensive for the demands of modern software development, according to theCUBE Research’s ...