In last week’s Breaking Analysis we argued that Snowflake Inc. was attempting to cross the Rubicon, vaulting from cloud data warehouse innovator into AI leader and intelligent ...

BREAKING ANALYSIS BY DAVE VELLANTE AND GEORGE GILBERT - 1 WEEK AGO

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 - 1 WEEK AGO

Cisco Systems Inc. hasn’t enjoyed much organic revenue growth in more than a decade. It just rolled into San Diego claiming this year’s Cisco Live ...

ANALYSIS BY DAVE VELLANTE - 2 WEEKS AGO

Our research indicates that data platform wars have entered an entirely new phase, one where open data is no longer a marketing slogan and governance ...

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

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 - 3 WEEKS 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 - 4 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 - 1 MONTH 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 - 1 MONTH 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 - 2 MONTHS 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 - 2 MONTHS 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