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Cloud security powers CrowdStrike’s momentum. Gen AI is next
George Kurtz is pumped up — and why not? The chief executive of CrowdStrike Holdings Inc. heads a business that appears to be on a fast track and entering a new phase of growth, despite the difficult...
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Uber for everyone: Bob Muglia on how the future of data apps will evolve
In June, we put forth our scenario about “Uber for all.” We believe a new breed of intelligent data apps is emerging and we used Uber Technologies Inc. as an example where data about people, places...
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Cisco-Splunk under the microscope: Joint customers weigh in
Cisco Systems Inc.’s $28 billion acquisition of Splunk Inc. represents a good outcome for Splunk and a strategic growth opportunity for Cisco. Splunk’s painful transition to a cloud and subscription...
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Lower for longer: Tech spending remains tepid
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...
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Getting ready for the sixth data platform
In the next three to five years, we believe a set of intelligent data apps will emerge requiring a new type of modern data platform to support them. We refer to this as a sixth data platform. In our...
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From hype to reality, the true state of AI adoption
MIT professor and economist Erik Brynjolfsson said recently that he’d be disappointed if artificial intelligence didn’t lift the current anemic 1.2% productivity growth rate to 3% or even 4%. This...
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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...
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AI revenue riddle: Azure sees gains, but when will other cloud titans see a...
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...
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The generative AI power law: How data diversity will influence adoption
Our research indicates that the adoption of generative artificial intelligence is occurring across a variety of frameworks with diverse deployment models, data sets and domain specificities. The...
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IBM turns the corner with Watson: Why 2.0 is a breakthrough opportunity
With Watson 1.0, IBM Corp. 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...
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The copilot era takes flight at Microsoft Ignite 2023
Microsoft Ignite 2023 was one part a celebration of yearlong technological innovations, one part announcing the general availability of previously announced products, one part vision, one part...
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The OpenAI meltdown: Winners and losers in the battle for AI supremacy
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...
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Re:Invent 2023 underscores a new simplicity mandate for AWS
Generative artificial intelligence has created a new mandate in enterprise tech with significant implications for all companies generally and Amazon Web Services Inc. specifically. Amazon’s powerful...
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Beyond separating compute and storage: Journey to the sixth data platform
We believe today’s so-called modern data stack, as currently envisioned, will be challenged by emerging use cases and artificial intelligence-infused apps that begin to represent the real world, in...
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David versus Goliath reimagined: OpenAI’s approach to AI supervision
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...
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The rise of observability and why it matters to your business
The rapid awareness and adoption of artificial intelligence has increased concerns around security, governance, compliance and business risk. The digital business imperative to improve customer...
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Grading our 2023 enterprise technology predictions
Predictions about the future of enterprise tech are streaming to our inboxes, literally by the thousands. Most are thoughtful and we will review those prior to publishing our 2024 predictions later in...
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Predictions 2024: Deciphering gen AI’s effect on data, governance and skill gaps
With Sanjeev Mohan, Tony Baer, Carl Olofson, Dave Menninger and Doug Henschen In the words of famous people such as Nobel laureate Neils Bohr and baseball legend Yogi Berra, predictions are very...
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Unifying intelligence in the age of data apps
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 Inc. By this we mean...
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2024 IT spending outlook shows cautious start with optimistic finish
Recent spending intentions data from more than 1,700 information technology decision makers indicates that executives expect technology budgets to grow at 4.3% this year. That’s up from roughly 3.5%...
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Enterprise technology predictions 2024
Predictions about enterprise tech have never been more uncertain. They become even more challenging when you try to make forecasts that are measurable. Generally, our belief is we should be able to...
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Slicing the Gordian Knot: A leap to real-time systems of truth
In order to support the vision of the sixth data platform, that is, a capability that allows a globally consistent, real-time, intelligent digital representation of a business, we believe the industry...
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Intel Foundry is a bold bet filled with uncertainty
As an American, you can’t help but root for Intel Corp. CEO Pat Gelsinger to succeed. His vision to bring semiconductor manufacturing leadership back to the United States is more than just a quaint...
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Cloud optimization wanes as AI slowly lifts off
The past 24 months have seen cloud spending face dual headwinds of macroeconomics and the ability to dial down resources as needed – that is, cloud optimization. Nonetheless, the big four hyperscaler...
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Dissecting the AI boom through the dotcom lens
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...
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The unplanned genius of Broadcom’s route to AI dominance
When you think of artificial intelligence leadership, which companies come to mind? Nvidia Corp., OpenAI, the hyperscalers, Meta Platforms Inc., Hugging Face Inc., Anthropic PBC and names like that,...
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Why CrowdStrike is separating from the cybersecurity pack
It has been an interesting month in the cybersecurity space. The sector has been somewhat less affected by budget tightening these past 24 months and at the same time has benefitted from AI tailwinds....
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Navigating Nvidia and the AI trade: Sell, hold or double down?
Heading into the second half of 2023, some investors felt that the semiconductor runup last summer was a harbinger for a broader tech rally. That thesis proved prescient and rewarded managers who took...
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Nvidia, Broadcom and the expanding breadth of AI momentum
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...
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Adobe Summit highlights personalization at scale with generative AI
Adobe Summit 2024 put individualized digital experiences on full display. Personalization at scale is exceedingly difficult. By applying artificial intelligence, Adobe Systems Inc. showed off its...
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