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BREAKING ANALYSIS
Satya’s sacrifice: Why agents threaten Office and how Microsoft responds
Last year, Microsoft Corp. Chief Executive Satya Nadella made the claim that “SaaS will dissolve into a bunch of agents” sitting on top of CRUD databases. In describing how software-as-a-service applications will become artificial intelligence agents atop standard “create, read, update and delete” databases, he was actually trolling Salesforce Inc. CEO Marc Benioff, who had called Microsoft’s ...
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Hitting stride with AppOS, AI and low-code automation at ZohoDay 2026
Joining colleagues of all specialties at my fifth ZohoDay analyst event over the years, I knew what to expect: Direct interaction with customers and executives, evidence of continued growth and innovation, and another strategy to unify everything. I wasn’t wrong, but as Zoho Corp. celebrated its 30th anniversary as a bootstrapped, privately held company that has ...
BREAKING ANALYSIS
TheCUBE Research 2026 predictions: The year of enterprise ROI
Observers commonly say that artificial intelligence is still in the “early innings.” The reality is AI is much further along than many acknowledge. In 2012, AlexNet was a watershed deep learning moment when massive and freely available internet datasets met Nvidia Corp.’s graphics processing units. This is what truly kicked off the modern AI era, leading to ...
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Six shifts that will make or break enterprise AI
Ask a room full of chief information officers how far along they are with artificial intelligence and you will hear the same story repeatedly: Many proofs of concept, a handful of production deployments, and a few impressive wins. Most enterprises treat AI as a series of projects rather than fundamental shift in how work gets ...
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The pillars of a successful artificial intelligence strategy
Despite the hype, the enormous potential business value of artificial intelligence is not going to materialize spontaneously. Digital workplace leaders must guide their organization toward an era in which AI is not only creating tangible business value, but becomes a critical competitive differentiator and industry disruptor. Here is how digital workplace leaders can build the ...
BREAKING ANALYSIS
Enterprise technology predictions: What’s coming in 2026
At the beginning of each year, as is our tradition, we team up with Enterprise Technology Research to dig through the latest data and craft 10 predictions for the coming year. This year’s prognostication follows the publication where we grade our 2025 predictions. In this Breaking Analysis, we tap some of the most telling nuggets from ETR’s rich data ...
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Human-in-the-loop has hit the wall. It’s time for AI to oversee AI
For years, “human-in-the-loop” has provided the default reassurance when it comes to how artificial intelligence is governed. It sounds prudent. Responsible. Familiar. It is no longer true. We’ve entered an agentic age where AI systems make millions of decisions per second across fraud detection, trading, personalization, logistics, cybersecurity and autonomous agent workflows. At that scale ...
BREAKING ANALYSIS
Nvidia resets the economics of AI factories, again
At CES 2026, Nvidia Corp. Chief Executive Jensen Huang once again reset the economics of artificial intelligence factories. In particular, despite recent industry narratives that Nvidia’s moat is eroding, our assessment is the company has further solidified its position as the hardware and software standard for the next generation of computing. In the same way ...
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Data 2026 outlook: The rise of semantic spheres of influence
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, ...
BREAKING ANALYSIS
Why Nvidia maintains its moat and Gemini won’t kill OpenAI
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 ...









