­
Siliconangle
[the voice of enterprise and emerging tech]
  • OUR NETWORK
Siliconangle
  • account_circle
  • Home
  • TechForward Awards
  • Cloud
    • Cloud Native
  • AI
  • Security
  • Infra
  • Blockchain
  • Big Data
  • Emerging Tech
  • Policy
  • Apps
  • Iot
  • Women In Tech
  • theCUBE Research
  • Special Reports
  • Video Exclusives
  • CUBE SPECIAL FEATURES
  • RECENT CUBE EVENTS
  • AWARDS
  • More expand_more
prev
next
RESEARCH
TOP STORY
ANALYSIS

A new Cisco for the agentic AI era: Ambition, innovation and the burden of proof at Cisco Live 2025

. BY DAVE VELLANTE . 11 JUNE 2025

Beyond walled gardens: How Snowflake navigates new competitive dynamics

. BY DAVE VELLANTE AND GEORGE GILBERT . 7 JUNE 2025

Dave Vellante's Breaking Analysis: The complete collection

. BY DAVE VELLANTE . 6 JUNE 2025

TOP STORY
ANALYSIS

A new Cisco for the agentic AI era: Ambition, innovation and the burden of proof at Cisco Live 2025

. BY DAVE VELLANTE | 11 JUNE 2025

TOP STORY
BREAKING ANALYSIS

Beyond walled gardens: How Snowflake navigates new competitive dynamics

. BY GUEST AUTHOR | 7 JUNE 2025

TOP STORY
BREAKING ANALYSIS

Dave Vellante's Breaking Analysis: The complete collection

. BY DAVE VELLANTE | 6 JUNE 2025

prev
next

WIKIBON RESEARCH

MORE RESEARCH

  • AI

    A new Cisco for the agentic AI era: Ambition, innovation and the burden of proof at Cisco Live 2025

    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 - 3 DAYS AGO


  • BIG DATA

    Beyond walled gardens: How Snowflake navigates new competitive dynamics

    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 - 7 DAYS AGO


  • CLOUD

    Dave Vellante’s Breaking Analysis: The complete collection

    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


  • BIG DATA

    Snowflake and Databricks cross the Rubicon into a new competitive domain

    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 - 2 WEEKS AGO


  • AI

    AI budgets are hot, IT budgets are not

    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 - 3 WEEKS AGO


  • AI

    How Dell is riding the AI wave while serving its massive installed base

    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 - 4 WEEKS AGO


  • AI

    Salesforce Agentforce and Data Cloud: A path to the software-only hyperscaler

    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


  • CLOUD

    Power-hungry clouds: Inside tech’s most expensive quarter

    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


  • SECURITY

    RSAC highlights security markets in transition

    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


  • AI

    The long road to agentic AI – hype vs. enterprise reality

    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


  • CLOUD

    Google’s cloud play: integrated AI from infrastructure to apps

    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


  • AI

    Mapping Jensen’s world: Forecasting AI in cloud, enterprise and robotics

    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


ALL STORIES
  • ALL
  • CLOUD
  • BIG DATA
  • INFRASTRUCTURE
  • EMERGING TECH
  • APPS
  • AI

    Users of new Meta AI app unknowingly make chatbot logs public

    BY MARIA DEUTSCHER . 22 hours ago

  • Emerging Tech

    Flying taxi developer Archer Aviation raises $850M more in funding

    BY MARIA DEUTSCHER . 1 day ago

  • GUEST COLUMN

    Where AI and blockchain converge, intelligence will permeate business transactions

    BY PAUL BRODY . 1 day ago

  • THIS WEEK IN ENTERPRISE

    Databricks makes its play for AI agents, Meta plays catch-up, and Chime’s IPO shines

    BY ROBERT HOF . 1 day ago

CUBE EVENT COVERAGE  help_outline

LATEST FROM THECUBE

Inside the AI shift in government: 11 perspectives on public sector ops transformation
How Databricks’ Agent Bricks uses AI to judge AI
Three insights you might have missed from theCUBE’s coverage of Snowflake Summit
What to expect at the AppDev Done Right Summit: Join theCUBE June 17
What to expect during the ‘Broadcom Delivers the Modern Private Cloud’ event: Join theCUBE June 17
DIVE INTO DAVE VELLANTE’S BREAKING ANALYSIS SERIES
help_outline
Beyond walled gardens: How Snowflake navigates new competitive dynamics
Dave Vellante's Breaking Analysis: The complete collection
Snowflake and Databricks cross the Rubicon into a new competitive domain
AI budgets are hot, IT budgets are not
How Dell is riding the AI wave while serving its massive installed base
prev
next
Sign Up for Our Weekly Newsletter

UPCOMING CUBE EVENTS

AWS re:Inforce
Jun 16-19
Broadcom Delivers the Modern Private Cloud
Jun 17
AppDev Done Right Summit
Jun 17
Broadcom Delivers the Modern Private Cloud, APJ
Jun 18
theCUBE + NYSE Wired: Robotics & AI Infrastructure Leaders
Jun 20
RECENT CUBE EVENTS

Databricks Data + AI Summit 2025
AWS Summit Washington, DC 2025
Google Cloud Partner AI Series 2025
Snowflake Summit 2025
IBM Think 2025
siliconangle-logo
siliconangle-logo
    • PRIVACY POLICY
    • TERMS
    • ABOUT US
    • CONTACT US
    • Send us a News tip
    • BRAND GUIDELINES
  • 2025 SiliconANGLE Media Inc. All rights reserved.
  • JOIN OUR COMMUNITY
    • theCUBE
    • theCUBE Research

Send us a News Tip

  • This field is for validation purposes and should be left unchanged.

SIGN IN

...

Forgot Password?

OR

New User? SIGN UP

...
...

SIGN UP

...
...
Bio

Ethics Statement

EXTRACT THE SIGNAL FROM THE NOISE

Like Free Content? Subscribe to follow.

Subscribe

Cookies

We employ the use of cookies. Find out more.