By SiliconANGLE

By SiliconANGLE

By SiliconANGLE

By SiliconANGLE

By SiliconANGLE

In the latest Breaking Analysis, Dave Vellante, chief analyst at theCUBE Research, and George Gilbert, principal analyst at theCUBE Research, provided a detailed analysis of Snowflake's transformative journey and its future aspirations and gave some of their takeaways from Snowflake’s Data Could Summit. They discussed the company's shift from a sca…

In this Breaking Analysis, theCUBE Research analyst George Gilbert and I share how we see the next data platform, what we sometimes call the 6th data platform evolving. And we’ll give you a preview of what we expect at next week’s Snowflake Summit, including the company’s response to metadata catalogs, the integration of Snowpark and new applicatio…

By SiliconANGLE

By SiliconANGLE

By SiliconANGLE

It’s estimated that firms on average have between 60 and 75 security tools installed. Although leading vendors logically market the benefits of addressing tools sprawl and complexity through consolidation, the data suggests that more than half the firms are increasing the number of security vendors installed, with a very small percentage able to ef…

By SiliconANGLE

By SiliconANGLE

By SiliconANGLE

By SiliconANGLE

In this episode of our AnalystANGLE series, managing director and principal analyst Shelly Kramer is joined by fellow analyst Bob Laliberte for a look at some tech news of the past week. It was a busy week in the tech ecosystem, and our discussion centered on the following topics: Kyndryl’s alliance with Cloudflare Cloudflare’s acquisition earlier …

We attended both Nvidia Corp.’s GTC conference and Broadcom Inc.’s investor day this week where the artificial intelligence platform shift was on full display. In our view, GTC24 was the most important event in the history of the technology industry, surpassing Steve Jobs’ iPod and iPhone launches. The event was not the largest but, in our opinion,…

In this episode of the AnalystANGLE, theCUBE Research analysts Rob Strechay and Bob LaLiberte delve into the evolving landscape of multicloud networking with Chris McHenry, head of product at Aviatrix. They talk about its increasing significance highlighted by recent acquisitions such as Cloudflare's acquisition of Nefi and Cisco's purchase of ISO …

Heading into the second half of 2023, some investors felt that the semiconductor run up last summer was a harbinger for a broader tech rally. That thesis proved prescient and rewarded managers who took on risk at the time with leading firms in semiconductors, security and enterprise software. The question is, where do we go from here? In this Break…

It’s been an interesting month in the cybersecurity space. The sector has been somewhat less affected by budget tightening these past twenty-four months and at the same time has benefitted from AI tailwinds. But in the past several weeks we’ve seen some separation in key highflying cybersecurity names. Specifically, Palo Alto shocked the street las…

Broadcom is perhaps the most unique company in the technology business. It doesn’t simply chase markets that are on steep growth curves and can deliver short term ROI. Rather it goes after established markets with durable franchises. Broadcom focuses its R&D on serving customers in these markets with major engineering investments to achieve a domin…

Many people question whether the current artificial intelligence boom will end in the same way that the dotcom bubble burst. It’s understandable, as there are many similarities, especially with the exuberance seen this past week in the stock market following Nvidia Corp.’s earnings print. Although it’s easy to dismiss AI as a completely different e…

The past twenty-four months have seen cloud spending face dual headwinds of macroeconomics and the ability to dial down resources as needed – i.e. cloud optimization. Nonetheless, the big four hyperscalers clocked in between $170 – $190B in IaaS and PaaS revenue last year depending on how you factor the leaked court documents suggesting Azure is mu…

In this episode of the AnalystANGLE, Shelly Kramer, managing director and principal analyst at theCUBE Research is joined by analysts and industry thought leaders Betty Junod and Sarbjeet Johal for a conversation around AI reskilling. This comes on the heels of Microsoft's recent announcement of plans to train two million people in India in AI skil…

By SiliconANGLE

As an American, you can’t help but root for Intel CEO Pat Gelsinger to succeed. His vision to bring semiconductor manufacturing leadership back to the United States is more than just a quaint nationalistic sentiment. Rather it’s a strategic imperative for the country, its military, global competitiveness and access to future technological innovatio…

In this episode of our AnalystANGLE series, Shelly Kramer, managing director and principal analyst at theCUBE Research is joined by Zeus Kerravala, principal analyst at ZK Research, and member of our CUBE Collective community of analysts and industry thought leaders. Check out theCUBE for the latest in enterprise tech https://siliconangle.com/categ…

By SiliconANGLE

By SiliconANGLE

In this AnalystANGLE, Rob Strechay, theCUBE Research analysts, recaps CES 2024, highlighting three key trends. First, AI took center stage, permeating consumer products and services, with notable applications such as Blovo Animal Health using ChatGPT for accessible veterinary care. Second, sustainability was a dominant theme, evident in innovations…

In this Breaking Analysis, theCUBE Research analyst Dave Vellante unpacks the Enterprise Technology Research January spending data and digs into those areas that are expected to show above average performance and those that are likely to lag. Follow theCUBE's live event coverage https://www.thecube.net/…

We believe the future of intelligent data apps will enable virtually all organizations to operate a platform that orchestrates an ecosystem similar to that of Amazon.com. By this we mean dynamically connecting and digitally representing an enterprise’s operations including its customers, partners, suppliers and even competitors. This vision include…

In this special Breaking Analysis we're pleased to host our third annual data predictions power panel with some of our collaborators in theCUBE Collective and members of the data gang. With us today are five of the top industry analysts focused on data platforms. Sanjeev Mohan of Sanjmo, Tony Baer of dbInsight, IDC's Carl Olofson, Dave Menninger wh…

In this Breaking Analysis we grade the 2023 predictions we made with ETR's Erik Bradley. We look back at what we said in January about the macro IT spending environment, cost optimization, security, generative AI, cloud, blockchain, data platforms, automation and tech events.By SiliconANGLE

By SiliconANGLE

Artificial general intelligence, or AGI, has people both intrigued and fearful. As a leading researcher in the field, last July, OpenAI introduced the concept of superalignment via a team created to study scientific and technical breakthroughs to guide and ultimately control AI systems that are much more capable than humans. OpenAI refers to this l…

Shelly Kramer, Rob Strechay, John Furrier and Dave Vellante wrap up our in studio coverage of the Cyber Resiliency Summit, part three of the series on Navigating the Road to Cyber Resiliency sponsored by Dell TechnologiesBy SiliconANGLE

We believe today’s so-called modern data stack, as currently envisioned, will be challenged by emerging use cases and AI-infused apps that begin to represent the real world, in real time, at massive data scale. To support these new applications, a change in underlying data and data center architectures will be necessary, particularly for exabyte sc…

In this episode of Breaking Analysis, theCUBE analyst Dave Vellante focuses on the evolving landscape of enterprise tech, driven by generative AI, and its implications for AWS. The discussion emphasizes how AWS must adapt its powerful playbook, known for agility, developer choice, power, scale, reliability and security, to accommodate the growing d…

Conventional wisdom says Microsoft Corp. is the big winner in the recent OpenAI saga. We don’t quite see it that way. Both Microsoft and OpenAI are in a worse position today than last Thursday, prior to the firing of OpenAI Chief Executive Sam Altman and the ongoing public drama that ensued. Microsoft and OpenAI had a huge lead in market momentum, …

By SiliconANGLE

With Watson 1.0, IBM deviated from the silicon valley mantra, fail fast, as it took nearly a decade for the company to pivot off of its original vision. In our view, a different dynamic is in play today with Watson 2.0 – i.e. watsonx. IBM’s deep research in AI and learnings from its previous mistakes, have positioned the company to be a major playe…

theCUBE hosts John Furrier, Rob Strechay, Dustin Kirkland and Savannah Peterson wrap up our coverage of day one of KubeCon + CloudNativeCon NA 2023By SiliconANGLE

Power Law Explained Wikipedia https://en.wikipedia.org/wiki/Power_law Heavy tailed power laws: Why are Power Law distributions called 'Heavy-tailed'? Explainer video for power laws in statistics: https://www.youtube.com/watch?v=JC71ZazlMR0 Power law in economics: https://dash.harvard.edu/bitstream/handle/1/34651705/68262294.pdf What is retrieval au…

In 1987, Nobel Prize-winning economist Bob Solow famously observed, “You can see the computer age everywhere but in the productivity statistics.” This proclamation became known as the productivity paradox. Ironically, Solow’s statement preceded the greatest productivity boom since the dawn of the computer age which subsequently came to fruition in …

MIT professor and economist Erik Brynjolfsson said recently that he’d be disappointed if AI didn’t lift the current anemic 1.2% productivity growth rate to 3% or even 4%. This would be a good thing for business and government as it could potentially help with the labor shortage, drive earnings growth and increase tax revenues, which would ostensibl…

In this week’s CUBE Insights, Powered by ETR. George Gilbert and I welcome Ryan Blue to this, our 201st episode. Ryan is the co-creator and PMC chair of Apache Iceberg and a co-founder & the CEO of Tabular, a universal open table store that connects to any compute layer built by the creators of Iceberg.…

Andy Thurai, VP, Constellation Research at Constellation Research joins theCUBE hosts David Vellante, Lisa Martin and Rebecca Knight as we wrap up our coverage of UiPath FORWARD VI 2023By SiliconANGLE

We’re getting used to the phrase, “higher for longer,” referring to the realization that interest rates are expected to remain elevated for a period of time. This trend is having an inverse effect on enterprise tech spending growth rates. Prior to the Fed’s tightening binge for example, IT decision makers (ITDMs) in aggregate expected annual techno…

theCUBE hosts Rob Strechay and Rebecca Knight wrap up our coverage of Teradata Possible 2023By SiliconANGLE