Mapping Jensen's World - Forecasting AI In Cloud, Enterprise, & Robotics Breaking Analysis With Dave Vellante podcast

1
How Dell Is Riding the AI Wave While Serving Its Massive Installed Base 30:13

לפני 1 day30:13

30:13

1
Salesforce Agentforce & Data Cloud: A Path to the Software-Only Hyperscaler 50:16

לפני 7 ימים50:16

50:16

The Road to ‘Service-as-Software.’ Salesforce co-founder and CEO Marc Benioff is articulating a bold vision for the next era of enterprise software. In an exclusive interview with theCUBE on April 25, 2025, Benioff outlined how AI-driven agents and a unified data architecture will transform Software as a Service (SaaS) into what we’re calling “Service as Software” – a model where software-based digital agents augment every business process. The Salesforce chief has often quipped that today’s CEOs are “the last generation of executives leading exclusively human workforces,” underscoring his conviction that AI agents (what many call agentic AI) will soon work alongside humans in every enterprise. Our premise is that this “digital labor” revolution could be more disruptive than the cloud and mobile waves of 15 years ago, fundamentally redefining how applications function . In this Breaking Analysis, we focus on Salesforce’s Agentforce and Data Cloud strategies – the twin pillars of its agentic vision – and how they position the company to become what we call the first software-only hyperscaler. We also examine the broader industry context, including competitive dynamics with Microsoft and Salesforce’s interoperability with platforms like Snowflake, Databricks and AWS. FULL ARTICLE: https://thecuberesearch.com/276-breaking-analysis-salesforce-agentforce-data-cloud-a-path-to-the-software-only-hyperscaler/…

1
Power‑Hungry Clouds: Inside Tech’s Most Expensive Quarter 41:58

לפני 16 ימים41:58

41:58

1
RSAC Highlights Security Markets in Transition 34:59

לפני 21 ימים34:59

34:59

As the RSAC 2025 Conference approaches, key themes are emerging that are set to dominate the world’s largest cybersecurity gathering. Industry dynamics are shifting rapidly – from AI enabling higher velocity threats, an intensified platform consolidation debate, high-profile M&A, rising interest in AI agents (with somewhat tepid adoption in cyber), and shifting security budget priorities. Our research shows that though cybersecurity remains a top priority for information technology leaders, it is not immune from macroeconomic headwinds. Moreover, geopolitical tensions have heightened perceived and actual threats, causing a large portion of customers to change their spending habits. On balance, cybersecurity remains the most challenging sector in tech, where 100% success is virtually unattainable; and failure can cripple a firm’s brand. In this Breaking Analysis, we dig into Enterprise Technology Research’s Annual State of Security Research (free download). We’ll examine the macro picture in cybersecurity, share the shifting spending patterns and priorities exposed in the research, examine the hype and realities of platform consolidation, and share which companies chief information security officers feel are helping them innovate to fight the fight.…

1
The Long Road to Agentic AI – Hype vs. Enterprise Reality 25:34

לפני 28 ימים25:34

25:34

At last week’s AI Agent Builder Summit , hosted by Scott Hebner of theCUBE Research, the hype around “agentic AI” – autonomous software agents that can orchestrate complex tasks – was on full display. Demos and keynotes painted a bold vision of AI-driven business processes. But scratch beneath the surface, and a sobering reality emerges– Most enterprises are far from ready to reap the benefits of fully autonomous agents. Much work needs to be done to realize the full promise of agentic systems, including organizational alignment to create a true data culture, cleaning up data silos, harmonizing that data, assigning data ownership, data product thinking, getting governance and security right, choosing technology partners, rationalizing SaaS and on-prem applications portfolios, and of course change management to get all this done. Starting the journey toward an agentic enterprise is an exciting imperative, but in our view will take the better part of a decade to realize its full promise. In this Breaking Analysis, we put the summit’s optimism into context, examine why enterprise adoption of agentic AI is on a slower trajectory than the hype would imply, and update our “yellow brick road” to agentic – i.e. the stepping stones required to get to the promised land of agentic automation.…

1
Google’s Cloud Play — Integrated AI Across Infrastructure to Apps 29:19

לפני 5 weeks29:19

29:19

00:00 - Transformative Technologies: Navigating Google's Cloud and AI Landscape 02:00 - Google Cloud Next 2025: Analyzing Revenue and Market Position 04:48 - Analyzing Cloud Services: Insights from the ETR Survey 08:53 - Google's Growth in AI/ML 11:26 - Analyzing Growth and Revenue in Cloud Services 16:54 - Profitability and Operating Margin 19:39 - Strategic Capital Allocation and Competitive Edge Analysis 23:05 - Data Stack and Industry Partnerships 26:42 - Conclusion and Closing…

1
Mapping Jensen's World - Forecasting AI in Cloud, Enterprise, & Robotics 50:32

לפני 6 weeks50:32

50:32

1
Security Do-Over…How Palo Alto Networks Sees the Reset 47:11

לפני 7 weeks47:11

47:11

1
The New Age of Analyst Relations in Tech 41:33

לפני 9 weeks41:33

41:33

00:00 - Intro 00:06 - Bridging Perspectives: Navigating Collaboration in Analyst Relations 03:01 - Engaging with Modern Analysts and Influencers 05:13 - Navigating Trust and Innovation in the Tech Landscape 09:00 - Exploration of Collaboration and Storytelling 12:42 - Bringing Analysts and Journalists Together 18:03 - The Role of Analyst Relations in Business Strategy 22:29 - Guiding Principles for Effective AR Practices 30:46 - Impact of AI on Analyst Relations 36:48 - Navigating Success: Insights and Journeys in Analyst Relations…

1
Broadcom Momentum Brings Renewed Investor Enthusiasm 30:37

לפני 10 weeks30:37

30:37

1
Nadella vs. Benioff: The Real Story Behind AI’s Agentic Future 42:05

לפני 11 weeks42:05

42:05

00:00 - Navigating the AI Frontier: Insights into Breaking Analysis, Linguistic Conflicts, and Software Evolution 05:06 - From Web 2.0 to Enterprise 3.0 15:12 - Harmonized Source of Truth 22:41 - Microsoft's Agentic Ambitions 31:23 - Salesforce's Hyperscaler Journey 35:14 - The Road Ahead for Enterprise Platforms 38:52 - Industry Evolution: Overcoming Challenges and Future Outlook…

1
266 | Breaking Analysis | Why Intel Must Stay Independent Spin Out Foundry & Rebuild an Iconic Brand 24:09

לפני 12 weeks24:09

24:09

1
Investors Cool on Cloud as CEOs Double Down 15:47

לפני 14 weeks15:47

15:47

1
theCUBE Research Predictions 2025 46:09

לפני 15 weeks46:09

46:09

In this special breaking analysis, we're pleased to introduce a new predictions episode featuring some of the top analysts at theCUBE Research. With us today are six of our industry analysts: Bob Laliberte, who covers networking, Scott Hebner on the AI front, Savannah Peterson who will be talking about the impact of consumer tech, Jackie McGuire our newest cybersecurity analyst, Christophe Bertrand who will be discussing his predictions on cyber resiliency, and Paul Nashawaty who leads our App/Dev practice. Thank you all for being here. We really appreciate the collaboration and we are very excited for our inaugural team predictions.…

1
Enterprise Technology Predictions 2025 43:44

לפני 16 weeks43:44

43:44

Breaking Analysis with Dave Vellante

1
Data Renaissance, Agents, LAMs, SAMs & AI Threats 1:15:47

לפני 17 weeks1:15:47

1:15:47

In this special breaking analysis, we're pleased to host our fourth annual data predictions power panel with some of our collaborators in the CUBE Collective and members of the Data Gang. Joining theCUBE Research’s Dave Vellante are five of the top industry analysts focused on data platforms. Sanjeev Mohan of Sanjmo, Tony Baer of dbInsight, recent IDC graduate Carl Olofson, the always engaging Dave Menninger, who is with ISG, and Brad Schimmin with Omdia. Follow theCUBE's live event coverage https://www.thecube.net/ Their discussion focuses on the rapid transformation of the technology and data landscape, driven by advancements in AI and accelerated computing. They also analyze market trends, highlighting the increasing dominance of machine learning and AI in enterprise spending priorities. For daily news for CIOs, check out our parent publication at https://siliconangle.com/ In addition, they explore emerging technologies such as inference-time data consumption, the evolution of AI-driven enterprise applications and the importance of metadata management. The conversation also turns to the growing security challenges associated with AI implementation and the need for better tools to manage and protect AI systems effectively. Be sure to follow Dave's weekly Breaking Analysis podcast as well, for the deep data dives on enterprise computing trends, from spending patterns to Wall Street implications. https://www.youtube.com/playlist?list=PLenh213llmcZMTRZKjnAwesSCiuLQT21E #theCUBE #BreakingAnalysis #theCUBEResearch #CUBECollective #TechPredictions #DataGang…

Breaking Analysis with Dave Vellante

1
How NVIDIA is Creating a $1.4 Trillion Market in Ten Years 1:00:23

לפני 18 weeks1:00:23

1:00:23

Breaking Analysis with Dave Vellante

1
The Yellow Brick Road to Agentic AI 43:48

לפני 21 weeks43:48

43:48

Breaking Analysis with Dave Vellante

1
Breaking Analysis: A Bold Plan to Spin Out and Revive Intel’s Foundry Business 17:37

לפני 22 weeks17:37

17:37

This special Breaking Analysis outlines a bold plan for spinning out Intel’s foundry business, relying on multi-stakeholder investments from tech giants, private equity, and government funding, coupled with strategic partnerships with industry leaders like TSMC or possibly Samsung. Because only TSMC (or Samsung) has the necessary expertise to design, build and operate modern foundries and get to profitability in a reasonable timeframe.…

Breaking Analysis with Dave Vellante

1
re:Invent 2024: Builder Ethos Embraces Simplicity 39:37

לפני 23 weeks39:37

39:37

Breaking Analysis with Dave Vellante

1
Grading our 2024 Enterprise Technology Predictions 20:53

לפני 25 weeks20:53

20:53

Breaking Analysis with Dave Vellante

1
Cloud Expansion Poised to Power Innovation 12:35

לפני 26 weeks12:35

12:35

Breaking Analysis with Dave Vellante

1
Why Jamie Dimon is Sam Altman's Biggest Competitor 37:22

לפני 28 weeks37:22

37:22

Breaking Analysis with Dave Vellante

1
GenAI Adoption Sets the Table for AI ROI 17:35

לפני 29 weeks17:35

17:35

Breaking Analysis with Dave Vellante

1
What Microsoft's Financial Disclosures Reveal About Azure's Market Position 14:12

לפני 30 weeks14:12

14:12

In this Breaking Analysis, Dave Vellante, chief analyst at theCUBE Research, reviews the changes Microsoft made to its financial reporting with a special focus on Azure impacts. He shares how it affects the cloud data and gives his thoughts on Microsoft’s AI reporting. Follow theCUBE's live event coverage https://www.thecube.net/ Microsoft recently updated its Azure financial reporting, aligning with AWS to better reflect consumption-based revenue, which led to increased growth rates but lowered overall revenue due to the removal of slower-growth segments such as enterprise mobility and security and Power BI per-user pricing. For daily news for CIOs, check out our parent publication at https://siliconangle.com/ AI services now contribute significantly to Azure's growth, with up to 11% in the most recent quarter, driving investor confidence. However, this change also highlights that Azure’s market share had been overstated in prior reports. As Microsoft positions itself as a leader in AI, this shift is expected to push competitors to disclose their AI revenue, intensifying market competition. Read the full article https://siliconangle.com/2024/10/16/microsofts-financial-disclosures-reveal-azures-market-position/ Be sure to follow Dave's weekly Breaking Analysis podcast as well, for the deep data dives on enterprise computing trends, from spending patterns to Wall Street implications. https://www.youtube.com/playlist?list=PLenh213llmcZMTRZKjnAwesSCiuLQT21E #theCUBE #BreakingAnalysis #theCUBEResearch #MicrosoftAzure #AI #EMS #AIRevenue…

Breaking Analysis with Dave Vellante

1
How IBM and Palo Alto Networks Team to Combat Cyber Threats 46:58

לפני 30 weeks46:58

46:58

In this Breaking Analysis we look at the security landscape and unpack the multi-dimensional relationship between IBM and Palo Alto Networks to better understand how industry collaboration can improve cyber defenses and modernize security operations. With us are two senior executives from each firm, Mohamad Ali, SVP and Head of IBM Consulting and BJ Jenkins, the President of Palo Alto Networks.…

Breaking Analysis with Dave Vellante

1
From LLMs to SLMs to SAMs, How Agents are Redefining AI 37:03

לפני 33 weeks37:03

37:03

Breaking Analysis with Dave Vellante

1
It's Larry's World, we Just Live in it 42:23

לפני 34 weeks42:23

42:23

In the latest episode of Breaking Analysis, theCUBE Research Chief Analysist Dave Vellante and Principal Analyst Rob Strechay break down Oracle’s growing momentum, highlighting the company’s strategic moves in cloud infrastructure, AI integration and its legacy database business. Oracle’s unique multicloud strategy, unveiled at Oracle Cloud World, takes center stage, with Larry Ellison’s bold vision of a password-free future and a focus on unmatched security. Follow theCUBE's live event coverage https://www.thecube.net/ The episode also dives into Oracle's strong financial performance, boasting a 44% operating margin and rapid cloud revenue growth, positioning it as a serious competitor to Amazon and Google. With automation and AI driving new levels of efficiency, Oracle’s focus on mission-critical applications sets it apart in the cloud market. Read the full article https://siliconangle.com/2024/09/14/larrys-world-just-live/ For daily news for CIOs, check out our parent publication at https://siliconangle.com/ Be sure to follow Dave's weekly Breaking Analysis podcast as well, for the deep data dives on enterprise computing trends, from spending patterns to Wall Street implications. https://www.youtube.com/playlist?list=PLenh213llmcZMTRZKjnAwesSCiuLQT21E #theCUBE #BreakingAnalysis #Oracle #theCUBEResearch #AI #automation #CloudRevenueGrowth…

Breaking Analysis with Dave Vellante