Audio only segments of theCUBE's 'Breaking Analysis' hosted by Dave Vellante (@dvellante), Powered by ETR.
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Offical Podcast feed for SiliconANGLE Media's podcast where our hosts and guests reflect upon the many events the CUBE provides coverage for. @theCUBE@dvellante@stu@furrier
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In this episode of The #SecurityANGLE, Shelly Kramer, managing director and principal analyst at #theCUBEResearch, is joined by Jo Peterson, VP of cloud and security services at #Clarify360 and a member of #theCUBECollective community of independent analysts. Check out theCUBE for the latest in enterprise tech https://siliconangle.com/category/cube-event-coverage/
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Welcome to theCUBE Podcast, where we provide you with the latest news and developments in the world of technology. Join us as we explore the exciting world of technology and its ever-evolving landscape. Tune in to gain valuable insights and stay up-to-date with the latest tech news.
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Sport scientist, athletic trainer, strength coach, and product developer, Max Schmarzo talks with some of the brightest minds in sport performance, sport training, nutrition and sports science.
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How the AI awakening is changing tech spending patterns
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55. Kara Swisher Rants, Silicon Supply Chains, SAS Innovates
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Unpacking Zscaler ThreatLabz’s 2024 State of AI Security Report
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In this episode of the SecurityANGLE, host Shelly Kramer, managing director and principal analyst at theCUBE Research, is joined by Zscaler’s CSO, Deepen Desai, for a conversation about the findings in the company’s newly released 2024 AI Security Report. The survey relied on more than 18 billion transactions across the company’s cloud security pla…
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Enterprises seek deeper AI value beyond chat
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54. Andy Jassy calls regulation illegal, intel hurting; is Nvidia a Monopoly? Google Cloud catching up fast
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Andy Jassy calls regulation illegal, intel hurting; is Nvidia a Monopoly? Google Cloud catching up fastBy SiliconANGLE
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Fortinet Accelerate 2024: Unpacking the Event, Exploring What's Ahead
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In this episode of the SecurityANGLE, host Shelly Kramer, managing director and principal analyst at theCUBE Research is joined by fellow analyst Zeus Kerravala, principal of ZK Research, to discuss Fortinet Accelerate 2024, held in Vegas this past week, with a whopping 4,000 people in attendance. In November 2023, Fortinet announced a reorganizati…
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AWS' AI blueprint emphasizes optionality, trust and scalable industry solutions
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53. AWS' AI Blueprint, Microsoft Security Fail, Intel Foundry Bleeding
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New episodes every Friday. Subscribe for weekly tech analysis. Spotify: https://lnkd.in/ge_TNsSX Apple Podcasts: https://lnkd.in/gGYj5sUQ YouTube: https://lnkd.in/g5NaFcRuBy SiliconANGLE
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Exploring Gen AI, Security, and Law Firm Readiness for Microsoft 365 Copilot
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In this episode of the SecurityANGLE, host Shelly Kramer, managing director and principal analyst at theCUBE Research, is joined by fellow analyst, engineer, and member of theCUBE Collective community for a conversation exploring generative AI, security, and law firm readiness for Microsoft 654 Copilot with Jason Thomas. Thomas is the CIO at Cole, …
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Adobe Summit highlights personalization at scale with Gen AI
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52. SBF Gets 25, DBRX & The LLM Olympics, Open Ecosystems v NVIDIA
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On this weeks edition of theCUBE Pod, John & Dave talk about Sam Bankman-Fried's 25 year sentence, Databricks announcement, and the modern IPO.By SiliconANGLE
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The Impact of Cybersecurity Regulation in 2024
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In this episode of the SecurityANGLE, guest host Jo Peterson, member of theCUBE Collective community of independent analysts, is joined by Chuck Brooks, president of Brooks Consulting. In addition to his strategic consulting work, Brooks is also an adjunct professor at Georgetown University, where he teaches courses on risk management, homeland sec…
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Thoughts on Kyndryl, Cloudflare, Dell’s Gen AI Solutions, NVIDIA GTC24, and Nile’s AI Networking Solution
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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 …
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NVIDIA, Broadcom and the expanding breadth of AI
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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,…
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Reactions to Nvidia GTC24, Broadcom's Investor Day, and AI Factories
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During episode 51 of theCUBE Pod, John Furrier, executive analyst, and Dave Vellante, chief analyst at theCUBE Research, talk about the hype around Nvidia and their conference in San Jose, CA, as well as Broadcom's Investor Day, as well as President Biden's $8.5 billion microchip grant.By SiliconANGLE
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Top 4 Consumer and Enterprise GenAI Cyber Risks and How to Combat Them
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In this episode of the SecurityANGLE, theCUBE Research's Shelly Kramer is joined by Jo Peterson, analyst, engineer, and member of theCUBE Collective community, for an exploration of four of the most pressing generative AI risks that keep CISOs up at night: - Model training and attack surface vulnerabilities - Data privacy - Corporate intellectual p…
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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 …
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Navigating NVIDIA & the AI Trade – Sell, hold or double down?
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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…
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50. The TikTok Ban, What's Fake What's Real? Bitcoin Rising
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On this weeks edition of theCUBE Pod, John and Dave talk about the House banning TikTok, the issue with AI and misinformation, and bitcoins continued rise.By SiliconANGLE
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Why CrowdStrike is separating from the cybersecurity pack
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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…
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On this weeks edition of theCUBE Pod, John and Dave give an update on Broadcom, news from MWC, and look ahead to theCUBE's event season.By SiliconANGLE
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The Transformative Nature of Cloud and AI
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In this episode of the SecurityANGLE, theCUBE Research analysts Shelly Kramer and David Linthicum are joined by fellow analyst, engineer, and member of theCUBE Collective community, Jo Peterson, for a conversation about the transformative nature of cloud and AI. With the global cloud computing marketing expected to reach an estimated $600 billion U…
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The unplanned genius of Broadcom's route to AI dominance
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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…
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Dissecting the AI boom through the dotcom lens
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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…
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48. Nvidia the next monopoly? Intel throwing the Hail Mary ?
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By SiliconANGLE
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Cloud optimization wanes as AI slowly lifts off
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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…
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AI Reskilling and the Intersection of Society and Tech
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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…
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47. Zuck & Hock, MWC Preview, the Battle for Enterprise AI
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On this weeks edition of theCUBE Pod, John & Dave talk about Meta CEO, Mark Zuckerburg's take on the Quest 3 vs the Apple Vision Pro, preview Mobile World Congress, and the battle for enterprise AI.By SiliconANGLE
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By SiliconANGLE
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A CISO's Take on the Rise of AI-Enhanced Vishing and Smishing
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In this episode of the SecurityANGLE, host Shelly Kramer, managing director and principal analyst at theCUBE Research is joined by fellow analyst, engineer, and member of theCUBE Collective Community, Jo Peterson and Bil Harmer, operating partner and CISO at Craft Ventures. Our conversation today centered on the rise of AI-enhanced vishing and smis…
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Intel Foundry is a bold bet filled with uncertainty
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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…
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46. Cohesity & Veritas Exclusive, Sam Altman & Meta go for trillions, AI Chip wars
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By SiliconANGLE
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5 Top Enterprise Risk Management Trends to Watch in 2024
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In this episode of the SecurityANGLE, our series focused on all things security, theCUBE Research managing director/principal analyst Shelly Kramer is joined by fellow analyst, engineer, and member of theCUBE Collective community, for a conversation around the top five enterprise risk management trends to watch in 2024 and a dive into why ERM aware…
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Webex Powers Contact Center with AI Designed for Business Optimization
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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…
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The Evolution of the AI Threat -Three Stages to Watch in 2024
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In this episode of the #SecurityANGLE, our focus is on the evolution of #AI as a threat, where we explore the three stages that we expect to see this evolution unfold in 2024. The three stages we discuss on today's show are: Check out theCUBE for the latest in enterprise tech https://siliconangle.com/category/cube-event-coverage/ - AI Threat Actors…
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The SecurityANGLE 5 Network Security Predictions for 2024
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In this episode of The #SecurityANGLE, Shelly Kramer, managing director and principal analyst at #theCUBEResearch, is joined by Jo Peterson, VP of cloud and security services at #Clarify360 and a member of #theCUBECollective community of independent analysts. Check out theCUBE for the latest in enterprise tech https://siliconangle.com/category/cube…
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The Ultimate Insider’s Guide to the Modern Data Stack with Bob Muglia
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This is theCUBE's latest episode in our series, The Road to Intelligent Data Apps, which focuses on the evolution of the modern data stack into the new platform for applications, or what we’re calling “the sixth data platform.” This modern data stack is becoming the new platform for applications as raw cloud infrastructure recedes into the backgrou…
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Slicing the Gordian Knot - A leap to real-time systems of truth
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In this episode of our #AnalystANGLE, theCube Research's Shelly Kramer talks with Zeus Kerravala, principal analyst at ZK Research and member of theCUBE Collective community, about the news of #HPE's acquisition talks with #JuniperNetworks for a rumored $14 billion. Check out theCUBE for the latest in enterprise tech https://siliconangle.com/catego…
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By SiliconANGLE
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45. AI Not Lifting All Boats (yet), Cisco's AI Opportunity, Intel's Uphill Battle
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On this weeks edition of theCUBE Pod, John & Dave give an AI update, and riff on Intel's uphill battle.By SiliconANGLE
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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…
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2024 IT spending outlook shows cautious start with optimistic finish
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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/…
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44. Getting AI ROI, Broadcom's Game Plan & IT Infra Futures
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On this week's edition of theCUBE Pod, John Furrier & Dave Vellante talk about enterprises possibily gaining a return on AI investments and Broadcom's 2024 game plan amidst its VMware assimilation. They also talk about their plans to attend various events, including the 11th annual IPO Summit in New York and the growing importance of AI in 2024, it…
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Unifying intelligence in the age of data apps
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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…
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43. Crypto Tailwinds, Carta Crisis, Massive Layoffs Fuel AI Startups
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On this weeks edition of theCUBE Pod, John and Dave talk about the momentum with crypto, and the opportunity the tech layoffs present for startups.By SiliconANGLE
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Predictions 2024 - Deciphering Gen AI’s Effect on Sata, Governance & Skills
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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…
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42. Perplexity Raised, Smaller LLM's & 2024 Optimism
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By SiliconANGLE
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Grading Our 2023 Enterprise Technology Predictions
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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
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The rise of observability and why it matters to your business
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