Formerly known as Wikibon
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
The cloud shared responsibility model was initially not well understood by many customers. In fact, early adopters often believed that simply having data in the cloud meant that Amazon, or a SaaS vendor were responsible for safeguarding it. Amazon had to educate its customers and partners that security and compliance duties were split between the vendor and the client organization. In short, the vendor was responsible for securing the cloud resources but you, the buyer, were responsible for securing what you put inside the cloud; based on your policies, priorities and budget. We believe a similar but much more consequential dynamic is unfolding with respect to agentic AI. Specifically, Cloud computing divided responsibility by infrastructure layer. Agentic AI distributes authority across a chain of models, platforms, clouds, partners and customers. Our premise is the industry now needs a shared accountability model for the decisions, actions and outcomes that chain produces. In short - The cloud shared-responsibility model told customers who secures what. The agentic shared-accountability model must define who can do what, who can stop it, who can prove what happened and who pays when it goes wrong. Welcome to episode 326 of Breaking Analysis. Beyond Shared Responsibility - When AI Acts, Who owns the Blast Radius. In this Breaking Analysis, Principal CUBE Research Analyst Krista Case and I explain why the agentic era demands a new accountability model. We’ll draw on learnings from last week’s CrowdStrike Fal.Con event, where the post Mythos moment and the OpenAI/Hugging Face “accident” were front and center. We’ll also draw on other new datapoints, including conversations with CISOs at Fal.Con and Palo Alto Networks’ earnings print from last week, to unpack what we’ve defined as a new AI accountability model. We’ll also test this new model against our Sovereignty framework, developed by Amit Govrin and assess sovereignty in the context of business recovery. We’ll explore the sequence of events that leads up to the ultimate question of who pays when something goes wrong? Find more SiliconANGLE news and analysis https://siliconangle.com/ Follow theCUBE's wall-to-wall event coverage https://siliconangle.com/events/ Learn about the latest theCUBE events https://www.thecube.net/ 00:00 - Exploring Shared Responsibility: Insights from Cloud, AI, and Breaking Analysis 02:56 - From Solutions to Actions: Navigating AI's Impact 08:40 - Security Platforms as Control Layers 13:41 - Need for a New AI Accountability Model 16:03 - The Role of Intent, Authority, Action, and Recovery 23:37 - ### Title: Sovereignty and Accountability in AI Governance 29:42 - Practical Implications and Recovery Challenges 34:53 - Shared Accountability: Clarity Before AI Action 38:33 - Conclusion and Action Items #theCUBE #BreakingAnalysis #theCUBEresearch #CyberResilience #CrowdStrike #Nvidia #HuggingFace
YouTube Video UExlbmgyMTNsbG1jWk1UUlpLam5Bd2VzU0NpdUxRVDIxRS5BMDNGMkVEMjBGMzNGNEJC

326 | Breaking Analysis | Beyond Shared Responsibility: When AI Acts, Who Owns the Blast Radius?

7.7K views

In the latest episode of Breaking Analysis, theCUBE Research’s Dave Vellante digs into CrowdStrike’s post-Mythos momentum and Fal.Con outlook. He connects record second-quarter performance, $333 million in net new annual recurring revenue and $5.84 billion in ARR with an expanding security platform and rising buyer urgency across the enterprise market today. Vellante explains how Falcon Flex improves consolidation and unit economics, while proprietary telemetry strengthens CrowdStrike’s competitive moat. The conversation moved across cloud, identity, next-generation SIEM, exposure management, DeepSeek-R1 and agentic AI risks, emphasizing autonomy, blast-radius containment and recovery controls for modern security operations. Read more: https://siliconangle.com/2026/08/29/crowdstrikes-post-mythos-surge-moat-momentum-and-the-blast-radius-test/ Find more SiliconANGLE news and analysis https://siliconangle.com/ Follow theCUBE's wall-to-wall event coverage https://siliconangle.com/events/ Learn about the latest theCUBE events https://www.thecube.net/ 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 00:00 - Evolving Strategies in AI Security and Market Expansion: Insights and Innovations #theCUBE #BreakingAnalysis #theCUBEresearch #CrowdStrike #FalconFlex #FalCon
YouTube Video UExlbmgyMTNsbG1jWk1UUlpLam5Bd2VzU0NpdUxRVDIxRS5BNTZDRUVBRkUwRDU3N0FF

325 | Breaking Analysis | CrowdStrike’s Post-Mythos Surge: Moat, Momentum and the Blast-Radius Test

10.9K views

In the latest Breaking Analysis episode, theCUBE Research’s Dave Vellante and Amit Eyal Govrin examine why enterprise AI economics demand more than tracking tokens and model calls. Using Canva, Uber and Lindy as examples, Vellante and Govrin show how costs emerge when companies overlook value retained from AI investments. The conversation moves from hybrid architectures and LLM gateways to a five-pillar sovereignty model built around control. Vellante and Govrin recommend measuring cost per accepted governed outcome while owning routing, evaluations and policy. Their practical playbook helps enterprises manage budgets, vendor dependencies and failover without surrendering financial sovereignty to vendors. Read more: https://siliconangle.com/2026/08/22/from-tokenmaxxing-to-sovereign-alpha-who-controls-your-ai-economics/ Find more SiliconANGLE news and analysis https://siliconangle.com/ Follow theCUBE's wall-to-wall event coverage https://siliconangle.com/events/ Learn about the latest theCUBE events https://www.thecube.net/ 00:00 - Navigating AI Economics: From Vendor Metrics to Financial Sovereignty 03:20 - Strategic Management and Economic Implications of AI in Enterprises 10:32 - Sovereign Alpha: Exploring Financial Sovereignty 14:49 - Exploring Financial Sovereignty and Cost Dynamics 23:40 - Optimizing Enterprise Value with Hybrid AI Strategies 26:39 - Optimizing AI Workflows 30:35 - Vendor Dependencies and Sovereignty 34:42 - Establishing a Minimum Control Plane 36:55 - Strategic Execution of Sovereignty 40:03 - Final Thoughts and Conclusion #theCUBE #BreakingAnalysis #theCUBEresearch #Tokenmaxxing #SovereignAI
YouTube Video UExlbmgyMTNsbG1jWk1UUlpLam5Bd2VzU0NpdUxRVDIxRS44QjI0MDE3MzFCMUVBQTkx

324 | Breaking Analysis | From Tokenmaxxing to Sovereign Alpha: Who Controls Your AI Economics?

8.5K views

NVIDIA is making a bigger bet than simply selling more GPUs. In the latest Breaking Analysis, theCUBE Research’s Dave Vellante looks at its push to turn AI compute into a financeable asset class and what that could mean for the infrastructure boom, capital markets and the timing of a potential bubble. Vellante also looks to CoreWeave and Nebius for clues about whether the model holds up. Demand and pricing remain strong, but the bigger test comes later, when scarcity eases and operators must prove that utilization, cash flow, residual values and financing can withstand a full infrastructure cycle. Read more: https://siliconangle.com/2026/08/15/nvidias-jensen-huang-just-make-ai-buildout-big-fail/ Find more SiliconANGLE news and analysis https://siliconangle.com/ Follow theCUBE's wall-to-wall event coverage https://siliconangle.com/events/ Learn about the latest theCUBE events https://www.thecube.net/ 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 00:00 - Title: "Financing the Future: AI Asset Securitization and Risk Management #theCUBE #BreakingAnalysis #theCUBEresearch #NVIDIA #AIInfrastructure #InfrastructureInvestment #MachineLearning
YouTube Video UExlbmgyMTNsbG1jWk1UUlpLam5Bd2VzU0NpdUxRVDIxRS42MzE1QTJBMEI3NjI4Rjk5

323 | Breaking Analysis | Did Jensen just make the AI buildout too big to fail?

7.8K views

In the latest episode of Breaking Analysis, theCUBE Research’s Dave Vellante examines whether AI is forming a capital bubble. Vellante assesses capital commitments, monetizable demand and supply constraints, exploring when today’s AI infrastructure shortages could give way to oversupply and what that shift could mean for the broader market. Vellante tracks key signals across high-bandwidth memory, advanced packaging, GPU rental pricing, cluster utilization, power capacity and free cash flow. Using examples including Oracle, OpenAI and Stargate, he identifies 2028–2029 as the highest-risk window for a broader correction and explains what investors and infrastructure operators should watch closely next. Read more: https://siliconangle.com/2026/08/08/forecasting-ai-bubble-scarcity-turns-surplus/ Find more SiliconANGLE news and analysis https://siliconangle.com/ Follow theCUBE's wall-to-wall event coverage https://siliconangle.com/events/ Learn about the latest theCUBE events https://www.thecube.net/ 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 00:00 - Navigating the AI Bubble: Market Dynamics and Strategic Forecasting #AI #AIBubble #BreakingAnalysis #SiliconANGLE #theCUBEResearch #Semiconductors #HBM #AdvancedPackaging #Memory #NVIDIA #Micron #Oracle #OpenAI #Stargate #DataCenters #AIInfrastructure #Intel #China #AIInvestment #CloudComputing #theCUBE #BreakingAnalysis #theCUBEresearch #Nvidia #Micron #Oracle #OpenAI
YouTube Video UExlbmgyMTNsbG1jWk1UUlpLam5Bd2VzU0NpdUxRVDIxRS4wM0I0QUQ0RDU2REQxNjJC

322 | Breaking Analysis | Forecasting the AI Bubble

8K views

AMD’s AI ambitions take center stage in the latest Breaking Analysis, as theCUBE Research’s Dave Vellante unpacks the company’s shift from processor comeback story to full-stack platform contender. Vellante traces how EPYC, Instinct, ROCm, Helios and strategic acquisitions now support a broader push into enterprise AI infrastructure. The episode examines why AMD does not need to unseat NVIDIA to succeed. Vellante frames its strategy around building the core, buying the gaps and ceding the ecosystem while weighing ROCm maturity, supply constraints and execution. He also explains how openness and heterogeneous computing could make AMD an indispensable second platform. Read more https://siliconangle.com/2026/07/18/amds-next-reinvention-new-playbook-ai-era/ Find more SiliconANGLE news and analysis https://siliconangle.com/ Follow theCUBE's wall-to-wall event coverage https://siliconangle.com/events/ Learn about the latest theCUBE events https://www.thecube.net/ 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 00:00 - AMD's Strategic Evolution: From x86 to AI Leadership #theCUBE #BreakingAnalysis #theCUBEresearch #AMD #NVIDIA #AdvancingAI #CUDA
YouTube Video UExlbmgyMTNsbG1jWk1UUlpLam5Bd2VzU0NpdUxRVDIxRS41NEI5MkYxNzc0MDczQUUw

320 | Breaking Analysis | AMD's Next Reinvention — A New Playbook for the AI Era

8K views

In the latest Breaking Analysis, the AGI hype gets a reality check. TheCUBE Research’s Dave Vellante and George Gilbert argue that the bigger enterprise opportunity is not chasing general intelligence, but building company-specific intelligence rooted in proprietary data, workflows, rules and trusted business context. The episode connects Databricks’ Data and AI Summit announcements to a bigger enterprise AI shift. Vellante and Gilbert unpack Genie Ontology, Unity Catalog, Omnigen and AgentBricks as building blocks for trusted role-based agents, showing how governed systems of intelligence can turn data investments into measurable business outcomes. Read more https://siliconangle.com/2026/06/27/forget-agi-prize-enterprise-agi/ Find more SiliconANGLE news and analysis https://siliconangle.com/ Follow theCUBE's wall-to-wall event coverage https://siliconangle.com/events/ Learn about the latest theCUBE events https://www.thecube.net/ 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 00:00 - Navigating the Future: AI, Enterprise, and Data Dynamics 02:01 - Exploring Themes: Visual Metaphors, Data Ethics, and Intelligence 05:52 - Data Capitalism and Competitive Advantage 07:52 - System of Intelligence Framework 10:04 - System of Engagement and Agency 14:52 - Databricks Enterprise Intelligence 18:26 - Understanding Genie and Omnigen 26:22 - Bottom-Up Learning Approach 35:51 - Moving Beyond Semantic Layers 38:34 - Frontiers of Intelligence Maturity 49:48 - Role-Based Agents and Competitive Landscape 1:02:57 - Convergence on System of Intelligence 1:06:06 - Title: "The Future of Enterprise AGI: Economic Impacts and Final Insights #theCUBE #BreakingAnalysis #theCUBEresearch #EnterpriseAGI #AGI #Databricks
YouTube Video UExlbmgyMTNsbG1jWk1UUlpLam5Bd2VzU0NpdUxRVDIxRS43RjU3NEIyMjFBMEIxQ0ZF

318 | Breaking Analysis | Forget AGI…The Prize is Enterprise AGI

12.5K views

AI agents are getting plenty of buzz, but the real battle is over who builds the software stack behind them. On Breaking Analysis, Dave Vellante and George Gilbert talk about why agentic clients need a governed backend system of intelligence to turn semantic views, skills, artifacts and user traces into continuous learning. Vellante and Gilbert connect Snowflake Summit, Microsoft Build and Databricks’ Data and AI Summit through one big question: who owns the enterprise AI control plane? They argue winners pair agentic front ends with intelligent backends, using governance, reasoning traces, evaluations and composable skills to recommend, execute and optimize work. Read more https://siliconangle.com/2026/06/07/snowflake-databricks-model-makers-battle-agentic-client-ai-back-end/ Find more SiliconANGLE news and analysis https://siliconangle.com/ Follow theCUBE's wall-to-wall event coverage https://siliconangle.com/events/ Learn about the latest theCUBE events https://www.thecube.net/ 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 00:00 - Title: "Strategic Insights into AI and Enterprise Software 02:12 - Building Intelligent Systems: From Feedback to Infrastructure 05:46 - Unified Innovations in AI: Integrating Systems and Solutions 10:32 - Snowflake CoWork and AI Software Development 12:58 - Emergence of the 4D Business Map 15:03 - Relationship between Backend and Frontend Systems 25:49 - Evolution of Horizon and Polaris 38:10 - The Role of Semantic Views and Skills 50:02 - Significance of Closed Feedback Loop 53:42 - Action Insights and Future Horizons #theCUBE #BreakingAnalysis #theCUBEresearch #Snowflake #Databricks #Microsoft
YouTube Video UExlbmgyMTNsbG1jWk1UUlpLam5Bd2VzU0NpdUxRVDIxRS41ODJDREU4NjNDRTM2QkNC

317 | Snowflake, Databricks and the Model Makers: The Battle for the Agentic Client and AI Backend

7.4K 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

Book A Briefing

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

Skip to content