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AI

What to expect during Intuit Connect: Join theCUBE Oct. 28

By Devony Hof Oct 23, 2026

Will bringing automation into the financial industry prove disastrous or transformative? Intuit Inc., the financial technology company behind Credit Karma, QuickBooks and TurboTax, sees artificial intelligence as the next frontier of financial software. The…

AI

What to expect during Oracle AI World: Join theCUBE Nov. 4

By Mark Albertson Oct 23, 2026

The motivation behind database modernization has traditionally been greater efficiency and cost savings. Yet, theCUBE Research has also found that there is a larger prize at stake: AI projects built on top of a…

Infra

Micron’s memory boom: Is the industry’s cyclicality really ending?

By Dave Vellante Oct 23, 2026

In Breaking Analysis 322, we shared with you that our forecast of a $1 trillion silicon business arrived two years earlier than we had forecast. The reason for our 24-month miss was the bottleneck…

Infra

Managed services support keeps neocloud GPU capacity healthy

By Jonathan Anthony Oct 23, 2026

Neoclouds are multiplying as AI labs and enterprises hunt for dedicated graphics processing unit capacity, but standing up a cluster is only the start. For smaller providers, managed services support from hardware partners increasingly…

AI

In AI, it’s a tale of two diverging investor classes

By Robert Hof Oct 23, 2026

Depending on where you sit as an investor, artificial intelligence still looks like a massive opportunity, or it’s now looking way too risky given growing infrastructure investments and the public’s souring on AI and…

AI

How to avoid AI’s ‘valley of despair’

By Jeremiah Stone Oct 23, 2026

Amdahl’s Law states that improving a single part of a system can only speed up the whole system so much. Even if one step of a process becomes exponentially faster, the other steps impose…

AI

Zoom’s next act: From video company to AI data platform

By Zeus Kerravala Oct 22, 2026

Since its launch, Zoom has been defined by one word: video. Customers, consumers, investors and competitors have long known Zoom as the industry’s easiest-to-use and best video platform. However, even before the pandemic, the…

AI

Report: OpenAI closing on $30B ‘bridge’ funding round to tide it over before IPO

By Mike Wheatley Oct 22, 2026

Artificial intelligence leader OpenAI Group PBC might have plans to go public in the near future, but it isn’t done with private funding rounds. Indeed, it’s currently believed to be negotiating with investors an…

Cloud

Google Cloud introduces Agent Compute Engine to host AI agents

By Maria Deutscher Oct 22, 2026

Google LLC’s cloud unit today introduced Agent Compute Engine, an infrastructure service optimized to host artificial intelligence agents. AI agents run in technology environments called sandboxes. They host the applications, data and user instructions…

Security

PHP2Shell attacks began four days before patches, Amazon says, as attempts hit millions

By Duncan Riley Oct 22, 2026

Attackers began targeting the critical PHP2Shell vulnerabilities four days before patches were released, Amazon.com Inc. has disclosed, while exploit attempts seen by Cloudflare Inc. have since climbed into the millions. PHP’s maintainers shipped fixes…

explore news

What to expect during Intuit Connect: Join theCUBE Oct. 28

Managed services support keeps neocloud GPU capacity healthy

In AI, it’s a tale of two diverging investor classes

How to avoid AI’s ‘valley of despair’

Zoom’s next act: From video company to AI data platform

Report: OpenAI closing on $30B ‘bridge’ funding round to tide it over before IPO

Google Cloud introduces Agent Compute Engine to host AI agents

PHP2Shell attacks began four days before patches, Amazon says, as attempts hit millions

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