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AI factories: Data centers of the future

David Vellante, David Floyer, Bob Laliberte, Scott Hebner and Paul Nashawaty — Sat, 25 Oct 2025 19:49:07 +0000

The data center as we know it is being reimagined as an “AI factory” – a power- and data-optimized plant that turns energy and information into intelligence at industrial scale. The tech stack is flipping from general purpose central processing unit-centric systems to graphics processing unit-centric accelerated compute, optimized for parallel operations and purpose built […]

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Salesforce’s next era: The agentic enterprise

David Vellante, George Gilbert, Paul Nashawaty and Scott Hebner — Sat, 18 Oct 2025 17:40:40 +0000

Salesforce Inc. is moving from the hype phase of generative AI into doing the harder engineering work to create the agentic enterprise. The Dreamforce 2025 conference this week showed us that the company that created the original software-as-a-service model now wants to lead what we call service as software. In our view, this represents a profound revolution, […]

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The zero-loss enterprise: Data resilience as an AI service layer

Mon, 13 Oct 2025 03:12:45 +0000

The shift to service as software will bring learning curve advantages, software-like marginal economics, and winner-take-most dynamics to all companies across every industry, not just tech vendors. We believe those firms that can more quickly jump on the artificial intelligence experience curve will see substantially increased benefits relative to their competitors. However, our research suggests […]

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Dave Vellante’s Breaking Analysis: The complete collection

Dave Vellante — Sat, 11 Oct 2025 08:40:12 +0000

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 program is our opportunity to share independent, unfiltered editorial with SiliconANGLE, theCUBE and Wikibon communities. The program and conclusions we produce are data-driven, tapping ETR’s proprietary spending data set. Episode 221 – […]

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Service-as-software: The new control plane for business

Sat, 04 Oct 2025 22:45:23 +0000

We’re on the cusp of a new software-enabled business model that will determine winners and losers in the coming decades. We call this service-as-software. Specifically, we believe enterprises will begin to organize knowledge work in new ways that harmonize islands of automation into a build-to-order assembly line for knowledge work. Firms that aggressively pursue this […]

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Intel-Nvidia: The baton passes to the CUDA era

David Vellante and David Floyer — Sun, 21 Sep 2025 00:44:08 +0000

In our view, the Intel–Nvidia pact further accentuates Nvidia Corp.’s dominant market position and represents a milestone in the transition to the next era of computing. Just as Intel Corp. had a lock on the market in the ’80s and ’90s, Nvidia has now extended its moat deep into the x86 ecosystem (in both PCs […]

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From product to platform: How CrowdStrike navigates to durable growth

Dave Vellante — Sat, 13 Sep 2025 15:30:44 +0000

We believe CrowdStrike Holdings Inc. has re-established growth momentum while still working through the financial and reputational overhang of the July 19, 2024 global outage. The company recently delivered net new annual recurring revenue reacceleration ahead of expectations, showcased strong platform expansion across cloud, identity and next-generation security information and event management, and leaned on […]

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Broadcom vs. Nvidia: Not a zero-sum game

Dave Vellante — Mon, 08 Sep 2025 16:08:22 +0000

We believe the prevailing narrative that Broadcom Inc. and Nvidia Corp. are locked in a zero-sum battle for artificial intelligence data center dominance is misleading. The reality is these companies are playing very different games. Nvidia has built a vertically integrated compute and software platform that has become the engine of the AI factory era. Broadcom, […]

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Reframing Jensen’s Law: ‘Buy more, make more’ and AI factory economics

Dave Vellante — Sat, 30 Aug 2025 19:59:12 +0000

We believe the industry’s broad interpretation of Jensen’s Law — “Jensen’s Law accelerates Moore’s Law” — understates a fundamental economic reality of artificial intelligence factories. Nvidia Corp. Chief Executive Jensen Huang’s own language and Nvidia’s operating model point to a financial law of motion for AI factories: When power is the binding constraint and demand is elastic, performance per […]

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Nvidia CEO Jensen Huang claims $600B in annual capital spending – wait, what?

Dave Vellante — Fri, 29 Aug 2025 14:54:35 +0000

Nvidia Corp. CEO Jensen Huang repeatedly stated during the company’s second-quarter 2026 earnings call this week that the top four hyperscalers (Amazon Web Services Inc., Google LLC, Microsoft Corp. and Meta Platforms Inc.) would spend around $600 billion in annual capital expenditures — a figure he said had doubled in just two years and was […]

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Cybersecurity is your No. 1 risk and you’re likely unprepared

David Vellante and Christophe Bertrand — Sat, 23 Aug 2025 17:06:45 +0000

Cybersecurity is the No. 1 risk facing enterprises today, and yet organizations remain dangerously unprepared. Executives are not blind to the problem — they understand the financial exposure, the reputational stakes and the business impact of a major breach. They acknowledge gaps in their defenses and recognize the vulnerabilities that could cripple their mission-critical systems. […]

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Decoding Trump’s Intel pivot

Dave Vellante — Sat, 16 Aug 2025 15:31:13 +0000

President Donald Trump’s 180 on Intel Corp. is at least directionally correct, certainly more so than calling for the ouster of Lip-Bu Tan, Intel’s CEO. But a contemplated investment by the U.S. in Intel, as reported by Bloomberg and the Wall Street Journal, without a significant restructuring of Intel’s entire business, is a recipe for failure […]

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Cloud Quarterly: Azure AI pop, AWS supply pinch and Google execution

Dave Vellante — Sat, 09 Aug 2025 15:25:02 +0000

Artificial intelligence is currently running on a one-lane CapEx highway that is capacity-constrained. Hyperscaler cloud providers are the largest contributor to the momentum and as such, investors keep score with cloud growth rates. But this past quarter you had to read the footnotes and the fine print to go beyond the massive investments fueling the […]

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How Jamie Dimon becomes Sam Altman’s biggest competitor

Dave Vellante and George Gilbert — Sun, 03 Aug 2025 20:13:31 +0000

Last November, we argued that JPMorgan Chase & Co. Chief Executive Jamie Dimon is sitting on a treasure trove of unique data that will never find its way into proprietary large language models via the internet. And as such, he was OpenAI CEO Sam Altman’s biggest competitor because his data is more valuable than the democratized insights […]

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Microsoft earnings: Turning up the heat with Azure, AI and the data center arms race

Dave Vellante — Thu, 31 Jul 2025 22:14:07 +0000

By all accounts, Microsoft Corp. just delivered one of the most powerful quarters in its history. But this wasn’t just a blowout print, it was a signal that Microsoft is playing a new game. The company’s performance is redefining what hyperscale looks like in the artificial intelligence era. An objective analysis of the Q4 FY2025 […]

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Stablecoins gain legitimacy as crypto finds clarity in the regulatory fog

Dave Vellante — Sat, 26 Jul 2025 17:01:26 +0000

The stablecoin market is rapidly maturing into one of the most consequential sectors of the digital asset economy. After years of uncertainty, regulatory friction and media skepticism, stablecoins are no longer a speculative curiosity. Rather, they are foundational to the next chapter of programmable finance. Our research suggests that the convergence of policy shifts, institutional […]

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Tech spending remains persistently uncertain

Dave Vellante — Sun, 20 Jul 2025 15:55:03 +0000

While the Nasdaq seems to reach new highs daily, enterprise tech spending remains persistently cautious at the macro amid continued market uncertainty. That’s not necessarily bad news, but it can be disconcerting to decision makers. Often during transitional cycles, like the one we’re in now, executives don’t want to over-rotate on capital allocations that deliver […]

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Inside Intel’s bid to rewire its destiny

David Vellante and David Floyer — Sun, 29 Jun 2025 17:32:23 +0000

Intel Corp.’s new chief executive has promised to clean up the balance sheet, slim down the company, return to a culture of engineering, sharpen its customer focus, shore up its products, become a world-class independent foundry and lead Intel for as long as it takes to achieve success – however that is defined. As our […]

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Inside the new data frontier: How leaders are transforming unstructured data for agentic AI

Rob Strechay — Fri, 20 Jun 2025 15:32:36 +0000

The enterprise data landscape is undergoing a fundamental shift as the importance of unstructured data grows in parallel with the rise of generative AI and agentic workflows. Data platforms are evolving, with new capabilities to bring the unstructured, semi-structured and structured data worlds together. Recent announcements from Databricks Inc., Ataccama Corp., Anomalo Inc. and IBM […]

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Ali Ghodsi’s data intelligence playbook: Turning data into agentic advantage

Dave Vellante and George Gilbert — Sun, 15 Jun 2025 16:40:04 +0000

Integrating Systems of Intelligence, Engagement & Agency Premise Both Snowflake and Databricks want to be the “goto” platform for building AI-driven applications. Each firm however is taking a different route to get there in our view. In our model of the new AI software stack, we see three requirements for any company to achieve the […]

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A new Cisco for the agentic AI era: Ambition, innovation and the burden of proof at Cisco Live 2025

Dave Vellante — Wed, 11 Jun 2025 16:58:11 +0000

Cisco Systems Inc. hasn’t enjoyed much organic revenue growth in more than a decade. It just rolled into San Diego claiming this year’s Cisco Live is the “most consequential” event in the company’s history. Hyperbole? Maybe. But after three days on-site comprising a Q&A with Chief Executive Chuck Robbins and President and Chief Product Officer […]

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Beyond walled gardens: How Snowflake navigates new competitive dynamics

Dave Vellante and George Gilbert — Sat, 07 Jun 2025 21:12:53 +0000

Our research indicates that data platform wars have entered an entirely new phase, one where open data is no longer a marketing slogan and governance catalogs are now the new control point. We see this as the first of several structural changes to the software industry. The next price of entry we think will be […]

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Snowflake and Databricks cross the Rubicon into a new competitive domain

Dave Vellante and George Gilbert — Sat, 31 May 2025 19:34:06 +0000

The data industry has arrived at a pivotal juncture that echoes the themes we’ve charted in previous Breaking Analysis episodes, from The Sixth Data Platform through The Yellow Brick Road to Agentic AI and Why Jamie Dimon is Sam Altman’s Biggest Competitor all the way to the Faceoff between Benioff and Nadella. Those analyses have chronicled the steady convergence of analytic data […]

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AI budgets are hot, IT budgets are not

Dave Vellante and Erik Bradley — Sat, 24 May 2025 22:27:24 +0000

Thirty months into the generative artificial intelligence awakening, the jury is still out on how much enterprises are benefiting from investments in AI. Though the vast majority of customers continue to spend on AI, reported returns are no greater than, and frankly lag those, typically associated with historical information technology initiatives such as enterprise resource […]

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How Dell is riding the AI wave while serving its massive installed base

Dave Vellante — Sat, 17 May 2025 17:38:08 +0000

Dell Technologies Inc.’s founder-led business is one of the most remarkable and under-appreciated stories in tech. Dell Technologies is not particularly sexy, nor does it put forth an earth- shattering vision that bends the mind. Yet it’s a company that has consistently figured out how to ride successive waves without becoming driftwood. And like Hyman […]

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Salesforce Agentforce and Data Cloud: A path to the software-only hyperscaler

Dave Vellante and George Gilbert — Mon, 12 May 2025 16:33:08 +0000

Salesforce Inc. co-founder and Chief Executive Marc Benioff is articulating a bold vision for the next era of enterprise software. In an exclusive interview with theCUBE on April 25, Benioff outlined how AI-driven agents and a unified data architecture will transform software as a service, or SaaS, into what we’re calling “service as software” – […]

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Power-hungry clouds: Inside tech’s most expensive quarter

Dave Vellante — Sun, 04 May 2025 17:39:07 +0000

Based on this quarter’s earnings reports, it’s clear to us that demand is not the constraint for hyperscale clouds. They are, however running headlong into the hard limits of physics.  Access to megawatts, liquid‑cooled racks and a graphics processing unit supply chain that begins and ends with Nvidia Corp. (and Taiwan Semiconductor Manufacturing Co.) are […]

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RSAC highlights security markets in transition

Dave Vellante and Erik Bradley — Sat, 26 Apr 2025 15:37:47 +0000

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. […]

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The long road to agentic AI – hype vs. enterprise reality

Dave Vellante — Mon, 21 Apr 2025 16:52:16 +0000

At last week’s AI Agent Builder Summit, hosted by Scott Hebner of theCUBE Research, the hype around “agentic artificial intelligence” – 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 […]

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Google’s cloud play: integrated AI from infrastructure to apps

Dave Vellante — Sat, 12 Apr 2025 23:27:33 +0000

We predict Google’s overall cloud business will reach $54 billion in revenue this year. Our models indicate that Google Cloud Platform will contribute to more than half of that revenue for the first time ever. Despite this performance, Google faces criticism even with its advanced technology and double-digit growth. The reason? It’s still 2.5 to […]

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