Wikibon – SiliconANGLE

Predictions 2025: Data renaissance, systems of agency, LAMs, SAMs and security threats

Tue, 21 Jan 2025 19:37:28 +0000

In just two short years, the entire data and technology industry has undergone a seismic shift. Tech stacks — from top to bottom — are being tuned to harness extreme parallel computing, often called accelerated computing. From silicon to infrastructure and throughout the software layer, nowhere is this transformation more pronounced than in the data […]

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Dave Vellante’s Breaking Analysis: The complete collection

Dave Vellante — Mon, 20 Jan 2025 11:33:12 +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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How Nvidia is creating a $1.4T data center market in a decade of AI

Dave Vellante and David Floyer — Sat, 11 Jan 2025 18:14:04 +0000

A trillion-dollar shift unfolds We are witnessing the rise of a completely new computing era. Within the next decade, a trillion-dollar-plus data center business is poised for transformation, powered by what we refer to as extreme parallel computing, or EPC — or as some prefer to call it, accelerated computing. Though artificial intelligence is the primary accelerant, […]

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The yellow brick road to agentic AI

Dave Vellante and George Gilbert — Sat, 21 Dec 2024 17:31:07 +0000

The road to agentic artificial intelligence will be paved with stepping stones that progressively build on each other. Our research suggests that agentic AI will not suddenly appear without a strong data foundation built on: 1) cloud-like scalability; 2) a unified metadata model; 3) data mesh organizing principles; 4) harmonized data and business process logic; and an […]

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A bold plan to spin out and revive Intel’s foundry business

Dave Vellante and David Floyer — Mon, 16 Dec 2024 23:15:56 +0000

The time for Intel Corp. to shed its foundry business is now. Though former Chief Executive Pat Gelsinger made a persuasive case for U.S.-based advanced semiconductor manufacturing, his vision was flawed from the start. Intel’s foundry operation, like IBM Corp.’s Microelectronics business a decade ago, is an asset with negative value. Yet its strategic significance for U.S. competitiveness […]

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AWS re:Invent 2024: Builder ethos embraces simplicity

Dave Vellante and George Gilbert — Sat, 07 Dec 2024 17:27:51 +0000

AWS re:Invent 2024 this past week ushered in a transformative chapter for both Amazon Web Services Inc. and the broader tech ecosystem. This year’s event marked the debut of Matt Garman as chief executive of AWS, stepping into a role that aligns with what John Furrier aptly describes as a “wartime CEO” — a technically […]

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Grading our 2024 enterprise technology predictions

Dave Vellante — Mon, 25 Nov 2024 22:15:59 +0000

The inboxes are overflowing once again with predictions about the future of enterprise tech, as we gear up for 2025. Though many of these forecasts are insightful, we’ll sift through them carefully before releasing our own predictions later in January of next year. True to tradition, we aim to set a higher bar for our […]

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Cloud market share shows vendors eyeing a $1T opportunity

Dave Vellante — Sat, 16 Nov 2024 17:47:24 +0000

The ever-expanding cloud has become ubiquitous. No longer is the cloud some remote set of services, somewhere up in the sky. Rather, the cloud is seeping into every industry, hybrid on-premises models, edge workloads and telco markets, and it has its sights set on space. The market size is staggering and will surpass $1 trillion […]

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Broadcom’s VMware strategy is winning despite market friction

Dave Vellante — Thu, 14 Nov 2024 01:34:49 +0000

Broadcom Inc.’s acquisition of VMware Inc. is proceeding almost exactly as we expected when the deal was announced in May 2022. Much of the media and competitor narrative is focused on the increased license fees Broadcom is imposing and the urgency of migrating off VMware. But customer conversations and recent data suggest that while migrations are happening, […]

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Why Jamie Dimon is Sam Altman’s biggest competitor

Dave Vellante and George Gilbert — Sat, 02 Nov 2024 19:02:07 +0000

Investors have poured north of $30 billion into independent foundation model players, including OpenAI, Anthropic PBC, Cohere Inc. and Mistral AI as well as others. OpenAI itself has raised more than $20 billion. To keep pace, both Meta Platforms Inc. and xAI Corp. will have to spend comparable amounts. In our view, the stampeding herd of large […]

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Generative AI adoption sets the table for AI ROI

Dave Vellante — Sat, 26 Oct 2024 16:10:07 +0000

Generative artificial intelligence enthusiasm has lately turned to artificial intelligence skepticism. Lack of clarity on tangible return on investment for mainstream businesses, a narrow list of early winners and relentless vendor marketing around AI has caused cynicism and media backlash. But the reality remains that we have entered a new era in technology innovation that […]

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How IBM and Palo Alto Networks team up to combat cyberthreats

Dave Vellante — Sun, 20 Oct 2024 15:50:38 +0000

It’s estimated that organizations spend more than $200 billion annually on security hardware, software and services globally. That’s a big number. But consider that the economic impact of cybercrime ranges from $500 billion to $2 trillion annually. There’s even an estimate from Cybersecurity Ventures that says the figure is as high as $9.5 trillion. Each […]

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What Microsoft’s financial disclosures reveal about Azure’s market position

Dave Vellante — Wed, 16 Oct 2024 15:41:06 +0000

Microsoft Corp.’s new financial disclosures include changes to the way it reports Azure metrics. The company said the change was to better align Azure with consumption revenue and by inference, more closely aligning with how Amazon Web Services Inc., the leader in cloud computing infrastructure, reports its metrics. The accounting change removed certain mature, slower […]

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Welcome to the causal AI marketplace

Scott Hebner — Sun, 06 Oct 2024 23:41:09 +0000

There is a missing ingredient in today’s artificial intelligence, which, when added, will make AI a truly indispensable partner in business and increase return on investment over the long haul. The missing ingredient is causality and the science of why things happen. Here at theCUBE Research, we are focused on informing you about the latest developments shaping AI’s future and […]

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Desperately seeking AI ROI as IT budgets tighten

Dave Vellante — Sat, 05 Oct 2024 15:09:34 +0000

Data from recent surveys shows that the scenarios we’ve been putting forth throughout 2024 continue to be in play. Specifically, we cite three main dynamics affecting the tech spending climate, including: 1) Information technology budgets continue to be constrained as; 2) Generative artificial intelligence is being funded by stealing from other budget buckets; and 3) The return […]

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From LLMs to SLMs to SAMs, how agents are redefining AI

Dave Vellante, Scott Hebner and George Gilbert — Sat, 28 Sep 2024 15:46:08 +0000

We believe the artificial intelligence center of gravity for enterprise value creation is shifting from large language models to small language models, where the S not only stands for small but encompasses a system of small, specialized, secure and sovereign models. Moreover, we see LLMs and SLMs evolving to become agentic, hence SAM – small […]

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Six technology myths and the Big Tech-lash

Dave Vellante — Sun, 22 Sep 2024 02:55:02 +0000

Technology generally and Big Tech specifically are regularly cited by politicians, media and governments around the world as the root of many societal problems today. Accusations such as privacy invaders, fake news amplifiers, job destroyers, discriminators and more are commonly lobbed at technology firms with little recognition for the substantial value large tech companies have […]

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It’s Larry’s world. We just live in it

Dave Vellante and Rob Strechay — Sat, 14 Sep 2024 13:02:18 +0000

Oracle Corp. is seeing renewed business momentum powered by a combination of an entrenched database business, years of investment in cloud infrastructure, an integrated application suite and artificial intelligence technologies that are being infused throughout its product line. This includes its autonomous database, 23ai, Exadata/Exascale, other Oracle infrastructure and its vast applications portfolio. Oracle has […]

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Is the modern data stack out over its skis?

Dave Vellante and George Gilbert — Sat, 07 Sep 2024 19:52:53 +0000

Input from theCUBE and data practitioner communities suggests that acceleration in compute performance and the sophistication of the modern data stack is outpacing the needs of many traditional analytic workloads. Most analytics workloads today are performed on small data sets and generally can run on a single node, somewhat neutralizing the value of distributed, highly […]

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From linear value chains to dynamic ecosystems: How digital twin platforms will revolutionize business operations

Dave Vellante and George Gilbert — Sat, 31 Aug 2024 15:21:12 +0000

Last year theCUBE Research asserted that we are on the brink of a transformative shift toward intelligent data applications, set to revolutionize business operations. We introduced the concept of “Uber for All” as a metaphor, predicting that today’s linear value chains would evolve into dynamic digital representations of a business — digital twins — where intelligent […]

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How agentic AI platforms will redefine enterprise applications

Dave Vellante and George Gilbert — Sat, 24 Aug 2024 17:27:07 +0000

We believe enterprise applications are undergoing a profound change. By next year, highly capable agentic systems will emerge to create new application classes and alter the way organizations think about their backend systems, data platforms and user interfaces. The extent of the transformation, we believe, will be more impactful to the application stack than were […]

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Assessing Broadcom-VMware eight months on

Dave Vellante and Rob Strechay — Sun, 18 Aug 2024 14:53:28 +0000

Customers and partners are pivoting to address Broadcom Inc.’s swift changes to its VMware packaging, pricing and partnership programs. Our data suggests customers and managed service providers have moved beyond the emotional shock phase to implementing their options in earnest. Our advice to large VMware customers has been to evaluate your enterprise license agreement expiration […]

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Cloud spending remains resilient amid market turbulence

Dave Vellante — Sat, 10 Aug 2024 15:17:40 +0000

The investor community is realizing that the return on invested capital for the artificial intelligence buildout is going to take some time. The payback period for enterprise AI investments is not akin to the dopamine rush from completing a great workout. This realization, combined with several other macro factors, has caused the big AI names […]

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The emerging data stack brings opportunities and risk for buyers and sellers

Dave Vellante and Rob Strechay — Sun, 04 Aug 2024 15:02:14 +0000

The so-called modern data stack is getting a facelift and perhaps a complete body makeover. As the point of control shifts from the database management system to the governance layer, we cite three dynamics that highlight a reshaping of today’s data landscape, including: 1) Key data players are disrupting the established norm as they expand […]

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Why Databricks vs. Snowflake is not a zero-sum game

Dave Vellante with Erik Bradley — Sat, 27 Jul 2024 17:00:41 +0000

Three main pressure points are transforming the modern data landscape: 1) Increased interest in adopting open table formats to allow any compute to operate on any data; 2) The point of control is shifting from the database management system to the governance layer; and 3) AI is enabling the emergence of a new class of […]

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CrowdStrike incident sounds an alarm on critical infrastructure

Dave Vellante — Sat, 20 Jul 2024 20:14:04 +0000

The chaos caused by yesterday’s content update by CrowdStrike Holdings Inc. shows that even the most successful cybersecurity firms with great management, award-winning products and a growing business, are exposed to unexpected events. What’s even more important is that it underscores the fragility of our connected world and the critical infrastructure that makes it run. […]

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Harnessing AI as information technology spending gradually improves

Dave Vellante — Sat, 13 Jul 2024 14:04:50 +0000

Artificial intelligence continues to lead all enterprise information technology sectors by a wide margin in terms of spending momentum. But that momentum has not led to an across-the-board boost in productivity or meaningful revenue gains for firms. Specifically, the adoption of generative AI is increasing steadily but the use cases are not yet self-funding. As […]

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Gen AI is passé. Enter the age of agentic AI

Dave Vellante and George Gilbert — Sat, 29 Jun 2024 16:43:52 +0000

Early-phase generative artificial intelligence AI – or “request/response AI” — has not yet lived up to the expectations implied by the hype. We believe agentic AI is the next level of artificial intelligence that, while building on generative AI, will go further to drive tangible business value for enterprises. Early discussions around agentic AI have […]

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Decoding the chess moves of Snowflake and Databricks

Dave Vellante and George Gilbert — Sat, 22 Jun 2024 20:07:00 +0000

As customers try to “get artificial intelligence right,” the need to rationalize siloed data becomes increasingly important. Data practitioners could put all their data eggs into a single platform basket, but that’s proving impractical. As such, firms are moving to an open model where they maintain control of their data and can bring any compute […]

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AI servers are on fire, but cloud continues to win the day

Dave Vellante — Sat, 15 Jun 2024 17:11:37 +0000

Earnings prints from the likes of Dell Technologies Inc., Super Micro Computer Inc. and more recently Hewlett Packard Enterprise Co. have shown the artificial intelligence server trend is not just benefiting cloud hyperscalers but also firms with large on-premises installed bases. Oracle Corp. as well is trading at an all-time high, citing cloud momentum and […]

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