The data industry has arrived at a pivotal juncture that echoes the themes we’ve charted in previous Breaking Analysis episodes, from The Sixth Data Platform through The Yellow ...

BREAKING ANALYSIS BY DAVE VELLANTE AND GEORGE GILBERT - 7 DAYS AGO

Thirty months into the generative artificial intelligence awakening, the jury is still out on how much enterprises are benefiting from investments in AI. Though the ...

BREAKING ANALYSIS BY DAVE VELLANTE AND ERIK BRADLEY - 2 WEEKS AGO

Dell Technologies Inc.’s founder-led business is one of the most remarkable and under-appreciated stories in tech. Dell Technologies is not particularly sexy, nor does it ...

BREAKING ANALYSIS BY DAVE VELLANTE - 3 WEEKS AGO

Salesforce Inc. co-founder and Chief Executive Marc Benioff is articulating a bold vision for the next era of enterprise software. In an exclusive interview with ...

BREAKING ANALYSIS BY DAVE VELLANTE AND GEORGE GILBERT - 4 WEEKS AGO

Based on this quarter’s earnings reports, it’s clear to us that demand is not the constraint for hyperscale clouds. They are, however running headlong into ...

BREAKING ANALYSIS BY DAVE VELLANTE - 1 MONTH 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 MONTH 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 MONTHS 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 - 2 MONTHS 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 - 2 MONTHS 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 MONTHS 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 MONTHS 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 MONTHS AGO