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

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 - 6 DAYS 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 - 2 WEEKS 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 - 3 WEEKS 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 - 3 WEEKS 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 - 4 WEEKS 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 - 1 MONTH 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 - 1 MONTH 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 - 1 MONTH AGO

Few brands in technology carry the storied pedigree of Intel Corp. For decades, “Intel Inside” was synonymous with progress in computing — an American icon ...

BREAKING ANALYSIS BY DAVE VELLANTE AND DAVID FLOYER - 2 MONTHS AGO

Earnings reports from the big three cloud players disappointed investors this week. All three U.S. hyperscalers fell a bit short of consensus for their cloud ...

BREAKING ANALYSIS BY DAVE VELLANTE - 2 MONTHS AGO

Make no mistake: We are entering a technology cycle that is completely new. Massively parallel computing and the generative artificial intelligence awakening is creating an ...

BREAKING ANALYSIS BY DAVID VELLANTE, SAVANNAH PETERSON, JACKIE MCGUIRE, BOB LALIBERTE, CHRISTOPHE BERTRAND, SCOTT HEBNER AND PAUL NASHAWATY - 2 MONTHS AGO