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 - 3 DAYS 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 - 5 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 - 1 WEEK 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 - 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 - 2 MONTHS 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

At the beginning of each year, as is our tradition, we collaborate with Enterprise Technology Research to dig through the latest data and craft 10 predictions ...

BREAKING ANALYSIS BY DAVE VELLANTE AND ERIK BRADLEY - 3 MONTHS AGO

In just two short years, the entire data and technology industry has undergone a seismic shift. Tech stacks — from top to bottom — are ...

BREAKING ANALYSIS BY DAVE VELLANTE, WITH SANJEEV MOHAN, TONY BAER, CARL OLOFSON, DAVE MENNINGER AND BRAD SHIMMIN - 3 MONTHS AGO

A trillion-dollar shift unfolds We are witnessing the rise of a completely new computing era. Within the next decade, a trillion-dollar-plus data center business is ...

BREAKING ANALYSIS BY DAVE VELLANTE AND DAVID FLOYER - 3 MONTHS AGO