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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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