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 ...

BREAKING ANALYSIS BY DAVE VELLANTE - 2 DAYS AGO

As the RSAC 2025 Conference approaches, key themes are emerging that are set to dominate the world’s largest cybersecurity gathering. Industry dynamics are shifting rapidly ...

BREAKING ANALYSIS BY DAVE VELLANTE AND ERIK BRADLEY - 1 WEEK AGO

At last week’s AI Agent Builder Summit, hosted by Scott Hebner of theCUBE Research, the hype around “agentic artificial intelligence” – autonomous software agents that can ...

BREAKING ANALYSIS BY DAVE VELLANTE - 2 WEEKS AGO

We predict Google’s overall cloud business will reach $54 billion in revenue this year. Our models indicate that Google Cloud Platform will contribute to more ...

BREAKING ANALYSIS BY DAVE VELLANTE - 3 WEEKS AGO

We are in the midst of a fundamental transformation of computing architectures. We’re moving from a world where we create data, store it, retrieve it, ...

BREAKING ANALYSIS BY DAVE VELLANTE AND DAVID FLOYER - 4 WEEKS AGO

Automation generally, and artificial intelligence specifically, render today’s cybersecurity stacks ineffective. Previously, stopping 99% of attacks and leaving the 1% for armed human hunters to ...

BREAKING ANALYSIS BY DAVE VELLANTE AND ZEUS KERRAVALA - 1 MONTH AGO

In his GTC keynote this week, Nvidia Corp. Chief Executive Jensen Huang spoke broadly about artificial intelligence in the context of three vectors: AI in ...

BY DAVE VELLANTE - 1 MONTH AGO

Causal AI is redefining decision intelligence, offering deeper insights and more precise enterprise decision-making than ever before. In theCUBE Research’s latest analysis, discussed in the “Next ...

BY VICTORIA GAYTON - 2 MONTHS AGO

The analyst relations function is undergoing a fundamental transformation. Once dominated by a handful of large research houses, such as Gartner, IDC and Forrester, the ...

BREAKING ANALYSIS BY DAVE VELLANTE - 2 MONTHS AGO

In a rapidly evolving AI landscape, transitioning from traditional generative AI models to agentic AI systems represents a pivotal moment for enterprises worldwide. In theCUBE ...

BY VICTORIA GAYTON - 2 MONTHS AGO

Since the generative artificial intelligence awakening, we’ve said consistently that Nvidia Corp. and Broadcom Inc. are the No. 1 and No. 2 AI plays in tech. Since ...

BREAKING ANALYSIS BY DAVE VELLANTE - 2 MONTHS AGO

A seismic shift is underway in enterprise software, one that pits two of the most influential leaders in the industry — Microsoft Corp. Chief Executive ...

BREAKING ANALYSIS BY DAVE VELLANTE AND GEORGE GILBERT - 2 MONTHS AGO