Breaking Analysis with Dave Vellante

Decoding the Chess Moves of Snowflake and Databricks

On-Prem is on Fire but Cloud Continues to Win the Day

Six Takeaways from Snowflake Summit 2024

In the latest Breaking Analysis, Dave Vellante, chief analyst at theCUBE Research, and George Gilbert, principal analyst at theCUBE Research, provided a detailed analysis of Snowflake's transformative journey and its future aspirations and gave some of their takeaways from Snowflake’s...

A Sneak Peek at Snowflake Summit - Reframing the Future of Data Platforms

In this Breaking Analysis, theCUBE Research analyst George Gilbert and I share how we see the next data platform, what we sometimes call the 6th data platform evolving. And we’ll give you a preview of what we expect at next...

Power Play in Hybrid AI - IBM and Dell on Display

RSA 2024 goes beyond AI-powered security to securing AI itself

Supply Chain Planning as an Intelligent Data App

Security budgets are growing but so is vendor sprawl

It’s estimated that firms on average have between 60 and 75 security tools installed. Although leading vendors logically market the benefits of addressing tools sprawl and complexity through consolidation, the data suggests that more than half the firms are increasing...

How the AI awakening is changing tech spending patterns

Enterprises seek deeper AI value beyond chat

AWS' AI blueprint emphasizes optionality, trust and scalable industry solutions

Adobe Summit highlights personalization at scale with Gen AI

NVIDIA, Broadcom and the expanding breadth of AI

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,...

Navigating NVIDIA & the AI Trade – Sell, hold or double down?

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...

Why CrowdStrike is separating from the cybersecurity pack

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...

The unplanned genius of Broadcom's route to AI dominance

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...

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 exuberance seen this past week in the stock market following...

Cloud optimization wanes as AI slowly lifts off

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...

Intel Foundry is a bold bet filled with uncertainty

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...

Slicing the Gordian Knot - A leap to real-time systems of truth

Enterprise Technology Predictions 2024

2024 IT spending outlook shows cautious start with optimistic finish

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...

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. By this we mean dynamically connecting and digitally representing an enterprise’s operations including its...

Predictions 2024 - Deciphering Gen AI’s Effect on Sata, Governance & Skills

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...

Grading Our 2023 Enterprise Technology Predictions

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...

The rise of observability and why it matters to your business

David vs 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 study scientific and technical breakthroughs to guide and ultimately...

Moving beyond separation of compute & storage…Journey to the 6th data platform

We believe today’s so-called modern data stack, as currently envisioned, will be challenged by emerging use cases and AI-infused apps that begin to represent the real world, in real time, at massive data scale. To support these new applications, a...

re:Invent ‘23 Underscores a New Simplicity Mandate for AWS

In this episode of Breaking Analysis, theCUBE analyst Dave Vellante focuses on the evolving landscape of enterprise tech, driven by generative AI, and its implications for AWS. The discussion emphasizes how AWS must adapt its powerful playbook, known for agility,...

The OpenAI meltdown…Winners & 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 to the firing of OpenAI...

The copilot era takes flight at Microsoft Ignite 2023

IBM turns the corner with Watson, why 2.0 is a breakthrough opportunity

With Watson 1.0, IBM 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 play today with Watson...

The Gen AI power law How data diversity influences adoption

Power Law Explained Wikipedia https://en.wikipedia.org/wiki/Power_law Heavy tailed power laws: Why are Power Law distributions called 'Heavy-tailed'? Explainer video for power laws in statistics: https://www.youtube.com/watch?v=JC71ZazlMR0 Power law in economics: https://dash.harvard.edu/bitstream/handle/1/34651705/68262294.pdf What is retrieval augmented generation (IBM Research)...

AI revenue riddle - Azure sees gains, when will other cloud titans see the surge?

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 paradox. Ironically, Solow’s statement preceded the greatest productivity boom since the dawn...

From hype to reality, the true state of AI adoption

MIT professor and economist Erik Brynjolfsson said recently that he’d be disappointed if AI didn’t lift the  current anemic 1.2% productivity growth rate to 3% or even 4%. This would be a good thing for business and government as it...

Get Ready for the Sixth Data Platform

In this week’s CUBE Insights, Powered by ETR. George Gilbert and I welcome Ryan Blue to this, our 201st episode. Ryan is the co-creator and PMC chair of Apache Iceberg and a co-founder & the CEO of Tabular, a universal...

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 enterprise tech spending growth rates. Prior...

Cisco Splunk under the microscope, joint customers weigh in

Bob Muglia on Uber for everyone…how the future of data apps will evolve

theCUBE host Dave Vellante is joined by George Gilbert and Bob Muglia for this weeks Breaking Analysis

Cloud security powers CrowdStrike momentum, Gen AI is next

George Kurtz is pumped up…and why not? CrowdStrike’s business appears to be on a fast track and entering a new phase of growth, despite the difficult macro and elongated sales cycles. The company’s products are considered best in class, its...

Copilot or competitor - How Gen AI bolsters & buffets UiPath’s Northstar

UiPath’s recent earnings beat and raise provides some evidence that thus far, Gen AI has not been diluitive for the company. As an early leader that is transforming beyond RPA toward end-to-end enterprise automation, UiPath, like all automation providers, has...

Google goes all in on the AI cloud

At Cloud Next, Google showcased its strong leadership position in data and AI. In our view, Google’s messaging, demos and tech-centric narrative have broad appeal for developers and next generation startups. As well, the company’s focus on solutions, contrasts its...

Snowflake has Momentum with AWS & Microsoft…Why Google may not be Next

Recent earnings prints from Amazon and Snowflake, along with new survey data, have provided additional context on top of the two events that Snowflake and Databricks each hosted last June. Specifically, we believe that the effects of cloud optimization are...

VMware's Future - Navigating Multi-cloud Complexity & GenAI Under Broadcom's Wing

The FTC continues to drag its feet on approving Broadcom’s acquisition of VMware. Ironically, in our view, these delays only hurt the very competitive environment the FTC claims to be protecting. The AI era is accelerating at a breakneck pace...

Cloud vs. On-Prem Showdown: The Future Battlefield for Generative AI Dominance

The data from enterprise customers is clear but conflicted. While 94% of customers say they’re spending more on AI this year, they’re doing so with budget constraints that will steal from other initiatives. As well, the choice of where customers...

Spearing Tech Stocks Beyond the Magnificent Seven

After a tough 2022, the first half of 2023 has shown impressive strength and many technology bets have paid off. For sure investors in the so-called Magnificent Seven, i.e. Apple, Alphabet, Amazon, Meta, Nvidia and Tesla have been rewarded. But...

What Leaked Court Docs Tell us About AWS, Azure & Google Cloud Market Shares

Recently leaked court documents during the Microsoft Activision hearing require us to revisit our cloud forecasts and market share data. The poorly redacted docs, which have since been removed from public viewing, suggest that Microsoft’s Azure revenue is at least...

AI gives cyber attackers the advantage for now

Cloud complexity, tools sprawl and the AI awakening further tip the balance in favor of cyber attackers. Combined with corporate inertia, AI-washing, LLM inconsistency and the pace of change, we believe for now anyway, adversaries have the advantage over defenders....

AI won’t be a winner takes all market

The AI heard ’round the world has put the machine intelligence sector back in the spotlight. But when you squint beyond the press hype, the data shows that artificial intelligence is now the number one sector in terms of relative...

Connecting the dots on the emerging Databricks tech stack

The recent Databricks Data+AI Summit attracted a large audience and, like Snowflake Summit, featured a strong focus on large language models, unification and bringing AI to the data. While customers demand a unified platform to access all their data, Databricks...