Formerly known as Wikibon
Search
Close this search box.
Book a Briefing

Kyndryl Cloudflare, Dell’s Gen AI Solutions, NVIDIA GTC, and Nile’s AI Networking Solution

March 26, 2024 | By |

Grammarly’s Strategic Suggestions Launch Signals the Company is Far More than an Editing Solution

How to Make Your Office a Magnet to Attract Employees

Databricks on Intelligent Data Apps: A Discussion with Jason Pohl

Breaking Analysis: NVIDIA, Broadcom and the expanding breadth of AI momentum

Kyndryl’s Gretchen Tinnerman on Industry Trends, Solving for Customer Challenges, and Sustainability

Research

View All

Breaking Analysis

View All
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, developer choice, power, scale, reliability and security, to accommodate the growing demand for simplicity and coherence among mainstream customers. Follow theCUBE's live event coverage https://www.thecube.net/ Vellante discusses the challenges that AWS must tackle in the face of changing customer preferences, market pressures and increased competition, particularly from Microsoft and Nvidia. Also, up for discussion, AWS's recent initiatives, such as its gen AI stack and partnership with Nvidia, as well as the technical challenges it faces in providing a unified data platform for developers. Read the full article https://siliconangle.com/2023/12/02/reinvent-2023-underscores-new-simplicity-mandate-aws/ 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
YouTube Video UExlbmgyMTNsbG1jWk1UUlpLam5Bd2VzU0NpdUxRVDIxRS40NzE2MTY1QTM3RUI3QkU3

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

15.1K views

In this week’s episode of Breaking Analysis, theCUBE analyst Dave Vellante discusses the recent OpenAI saga and its impact on Microsoft and the AI landscape. Contrary to the popular belief that Microsoft is the big winner in this situation, Vellante argues that both Microsoft and OpenAI are worse off due to the recent turmoil. Follow theCUBE's live event coverage https://www.thecube.net/ The episode also delves into the intricacies of OpenAI's structure and the challenges it poses, highlighting the concerns of customers regarding legal and compliance issues in adopting AI technologies. Vellante concludes that the competition in the AI field has an opportunity to gain ground, and the belief in a single dominant language model has been challenged, emphasizing the need for choice and flexibility in AI. Read the full article https://siliconangle.com/2023/11/21/openai-meltdown-winners-losers-battle-ai-supremacy/ 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
YouTube Video UExlbmgyMTNsbG1jWk1UUlpLam5Bd2VzU0NpdUxRVDIxRS44MkM2RjVEQkQ5N0I2MjVE

Breaking Analysis: The OpenAI meltdown…Winners and losers in the battle for AI supremacy

7.3K views

In the latest episode of Breaking Analysis, theCUBE’s Dave Vellante talks about the recent Microsoft Ignite event. The event celebrated a year of technological innovations, product availability and ecosystem development. Follow theCUBE's live event coverage https://www.thecube.net/ The focus of the event was on the transformative power of copilots, which are revolutionizing software development by making it more accessible through natural language interfaces, potentially surpassing the impact of the cloud and personal computers. Read the full article https://siliconangle.com/2023/11/18/copilot-era-takes-flight-microsoft-ignite-2023/ 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
YouTube Video UExlbmgyMTNsbG1jWk1UUlpLam5Bd2VzU0NpdUxRVDIxRS44QTA1QTQyRTc3M0VGQzYx

Breaking Analysis: The copilot era takes flight at Microsoft Ignite 2023

6.9K views

In this Breaking Analysis we share our takeaways and perspectives from a recent trip to IBM’s research headquarters. To do so we collaborated with analyst friends in theCUBE Collective, Sanjeev Mohan, Tony Baer and Merv Adrian. We also share some relevant ETR spending data to frame the conversation. Follow theCUBE's live event coverage https://www.thecube.net/ 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 2.0 – i.e. watsonx. For daily news for CIOs, check out our parent publication at https://siliconangle.com/ IBM’s deep research in AI and learnings from its previous mistakes, have positioned the company to be a major player in the generative AI era. Specifically, in our opinion, IBM has a leading technological foundation, a robust and rapidly advancing AI stack, a strong hybrid cloud position (thanks to Red Hat), an expanding ecosystem and a consulting organization with deep domain expertise to apply AI in industry-specific use cases. Read the full article https://siliconangle.com/2023/11/11/ibm-turns-corner-watson-2-0-breakthrough-opportunity/ 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
YouTube Video UExlbmgyMTNsbG1jWk1UUlpLam5Bd2VzU0NpdUxRVDIxRS4wMDFGNzBEOTU4Q0Y1Q0RG

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

6.5K views

In this week’s episode of Breaking Analysis, theCUBE's Dave Vellante focuses on generative AI adoption patterns. He begins by highlighting the diverse deployment models and domain specificities of gen AI, emphasizing its potential to transform various industries. Follow theCUBE's live event coverage https://www.thecube.net/ In addition, the discussion touches on the importance of data location, emerging technologies like ARM architecture and the role of organizations in improving the specificity of data for Gen AI models. Vellante also talks about the competitive landscape and the evolving economics of running AI workloads, with an emphasis on data's central role in gen AI adoption. Read the full article https://siliconangle.com/2023/11/04/generative-ai-power-law-data-diversity-will-influence-adoption/ 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 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) https://research.ibm.com/blog/retrieval-augmented-generation-RAG Llama2 technical paper from Meta: https://scontent-dfw5-1.xx.fbcdn.net/v/t39.2365-6/10000000_662098952474184_2584067087619170692_n.pdf?_nc_cat=105&ccb=1-7&_nc_sid=3c67a6&_nc_ohc=o6bnSMYXMT8AX8QaArm&_nc_ht=scontent-dfw5-1.xx&oh=00_AfD4K2tm94KqZZ6vm0bmor-zmbJ5z5ENslOx60fJRmMO9A&oe=6548D47F
YouTube Video UExlbmgyMTNsbG1jWk1UUlpLam5Bd2VzU0NpdUxRVDIxRS4xNTZBNUQxMDZBQzFGMjkw

Breaking Analysis: The Gen AI power law - How data diversity influences adoption

4.4K views

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 of the computer age which subsequently came to fruition in the 1990’s. It can be argued that a similar pattern is being seen today where AI is everywhere but generally not showing up in earnings numbers or productivity statistics…yet. In this Breaking Analysis we squint through the latest earnings reports from Microsoft, Alphabet and Amazon to understand what’s happening in cloud, evaluate the impact or lack thereof of AI on cloud earnings momentum and explain how we think about the future impact of generative AI and cloud. Follow theCUBE's live event coverage https://www.thecube.net/ Read the full article https://siliconangle.com/2023/10/28/ai-revenue-riddle-azure-sees-gains-will-cloud-titans-see-surge/ As a part of his analysis, Vellante discusses the growth and positioning of major cloud providers, including Azure, AWS, Google Cloud and Alibaba., as well as his anticipation of an acceleration in AI-driven growth in the coming quarters. 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
YouTube Video UExlbmgyMTNsbG1jWk1UUlpLam5Bd2VzU0NpdUxRVDIxRS4zQTkzRjgxRTY0OEU0MkM3

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

4.5K views

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 could potentially help with the labor shortage, drive earnings growth and increase tax revenues, which would ostensibly help address current debt levels. This is one of the promised impacts of AI. While the hype surrounding Gen AI has narrowly propped up certain sectors of the market, like AI startups and the magnificent seven, the macro effects have not been felt thus far as adoption remains largely experimental. In this Breaking Analysis and ahead of Supercloud 4, ETR’s Erik Bradley and Daren Brabham join the program to share the latest trends on AI adoption, how Gen AI is being used, some of the deployment models and the AI leaderboard based on spending momentum and presence in the market. Historical trends in the music industry: https://open.lib.umn.edu/mediaandculture/chapter/6-4-current-popular-trends-in-the-music-industry/#:~:text=The%20Big%20Four%20control%20over,current%20distribution%20of%20market%20share.&text=Four%20major%20music%20labels%20control,the%20U.S.%20recording%20music%20industry. Current trends in the music industry: https://musicandcopyright.wordpress.com/2023/04/25/recorded-music-market-share-gains-for-sme-and-the-indies-publishing-share-growth-for-umpg-and-wcm/ IDC sponsored content on AI w/ some market data: https://content.dataiku.com/idc-infobrief-2023
YouTube Video UExlbmgyMTNsbG1jWk1UUlpLam5Bd2VzU0NpdUxRVDIxRS44QTY2MEEzNzBFQUJCMUQ2

Breaking Analysis: From hype to reality, the true state of AI adoption

6K views

In the next 3-5 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 previous research we’ve used the metaphor “Uber for everyone” to describe this vision; meaning software-based systems that enable a digital representation of a business. Follow theCUBE's live event coverage https://www.thecube.net/ In this model, various data elements, such as people, places and things, are ingested, made coherent and combined to take action in real time. Rather than requiring thousands of engineers to build this system, we’ve said this capability will come in the form of commercial off the shelf software. For daily news for CIOs, check out our parent publication at https://siliconangle.com/ In this Breaking Analysis, we explore the above premise and welcome Ryan Blue to this, our 201st episode. Ryan is the co-creator and PMC chair of Apache Iceberg. He is a co-founder & the CEO of Tabular, a universal open table store that connects to any compute layer, built by the creators of Iceberg. [Note: We recognize that there are other formats such as Hudi and Delta that will contribute to future data platforms. For this Breaking Analysis our main focus is on Iceberg and its disruptive potential.] Read the full article https://siliconangle.com/2023/10/15/getting-ready-sixth-data-platform/ 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
YouTube Video UExlbmgyMTNsbG1jWk1UUlpLam5Bd2VzU0NpdUxRVDIxRS4xNjIyNEE0MDEyRDlCMjBE

Breaking Analysis: Get Ready for the Sixth Data Platform

5.9K views

Load More... Subscribe

Podcasts

Dive into tech news and cutting-edge insights on current technology topics with Breaking Analysis hosted by Dave Vellante.

Unlock cybersecurity insights with the SecurityANGLE podcast — a deep dive into the latest digital defense trends with Shelly Kramer.

TheCUBE’s AnalystANGLE hosted by Rob Strechay. videos dive into the world of technology through the expert lens of TheCUBE Research analysts.

Road to Intelligent Data Apps , theCUBE Research analysts Shelly Kramer and George Gilbert explore why intelligent data apps are the next frontier.

Explore the core of enterprise tech with John Furrier and Dave Vellante on theCUBE Pod —tackling the most pressing topics and delivering expert insights.

Top Picks

Analyst Directory

Dave Vellante Co-CEO + Chief Analyst
John Furrier Co-CEO + Executive Analyst
Shelly Kramer
Shelly Kramer Managing Director + Principal Analyst
Rob Strechay Managing Director + Principal Analyst
Bob Laliberte Principal Analyst
David Linthicum Principal Analyst
George Gilbert Senior Analyst
David Floyer Analyst Emeritus

Cutting Edge Research, Analysis, Insights + Media

Studio Locations

Silicon Valley
989 Commercial St.
Palo Alto, CA 94303

Boston Metro
5 Mount Royal Ave.
Marlborough, MA 01752

Research Areas

Podcasts

Solutions

Engage

Stay Connected

Linkedin Youtube Spotify

theCUBE Research weekly

Stay ahead of the curve with the exclusive insights by our team straight to your inbox each week.

By submitting this form, you are consenting to receive marketing emails from: . You can revoke your consent to receive emails at any time by using the SafeUnsubscribe® link, found at the bottom of every email. Emails are serviced by Constant Contact

© 2024 SiliconANGLE Media, Inc. All rights reserved. theCUBE Research is a division of SiliconANGLE Media, Inc.

Book A Briefing

Fill out the form , and our team will be in touch shortly.

Skip to content