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Nvidia, AI factories and the transition to accelerated computing

David Vellante and David Floyer — Sun, 10 May 2026 16:19:47 +0000

The market is trying to price a transition it hasn’t fully internalized. It sees Nvidia Corp.’s market cap with a five-handle and assumes the valuation is too high to grow further. We believe that’s the wrong mental model and it underestimates the market potential. Though the shift underway resembles the RISC-to-x86 transition, it is far […]

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Three insights you might have missed from theCUBE’s coverage of Appian World

Manny Veiga — Fri, 08 May 2026 23:27:32 +0000

Agentic AI is already becoming a common part of how enterprises operate. But getting real value from AI depends on how well it fits into a company’s existing governance and compliance processes, especially in highly regulated industries. Process-centric AI describes an architectural approach in which businesses integrate agentic AI into existing workflows from the ground […]

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When well-behaved agents trigger disaster

Joe Vaccaro — Fri, 08 May 2026 14:34:40 +0000

It’s 2:17 a.m., and your application monitor flags elevated database latency. Before your on-call engineer finishes reading the alert, three agents have already responded. The performance agent doubles the database capacity. The cost agent, seeing what appears to be overprovisioning, starts consolidating database instances. The routing agent reroutes traffic through the database tier. Each decision […]

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Sovereign cloud reshapes enterprise AI deployment strategies

Bob Laliberte — Wed, 06 May 2026 14:00:33 +0000

Enterprises are entering a new phase of cloud adoption where flexibility, control and performance are no longer trade-offs but requirements. As AI workloads become more distributed and data-intensive, organizations are rethinking traditional SaaS-first strategies in favor of hybrid and sovereign cloud models that bring compute closer to data while maintaining operational consistency. At the same […]

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Three insights you might have missed from theCUBE’s coverage of Google Cloud Next

Manny Veiga — Mon, 04 May 2026 21:27:18 +0000

The race for AI dominance is about more than which model will reign supreme. The real action is happening underneath the surface, where hyperscalers such as Google LLC are focused on the infrastructure and the data pipelines that models run on — especially as agentic AI infrastructure becomes the true battleground for enterprise scale. In […]

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AI exposes attacks traditional detection methods can’t see

Evan Powell — Mon, 04 May 2026 02:16:46 +0000

Most discussions about artificial intelligence security are focused on what models might do wrong. The more urgent issue is what our detection systems still cannot see — and side-channel attacks are making that gap visible. Side-channel attacks gather information or interferes with a program’s execution by targeting physical factors such as power consumption, electromagnetic emissions […]

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The quiet erosion of agency in the age of AI

Emre Kazim — Sun, 03 May 2026 20:59:32 +0000

Enterprises are moving fast to embed artificial intelligence into everything from customer interactions to decision-making. The benefits are undeniable: speed, efficiency and scale. The danger isn’t necessarily sudden or dramatic. It’s quieter, more gradual, invisible and easy to justify along the way: It’s the slow loss of agency inside the company. A company loses agency […]

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Why agentic AI governance is falling short – and what we can do about it

Jason Bloomberg — Fri, 01 May 2026 19:16:23 +0000

Agentic artificial intelligence misbehavior is reaching epidemic proportions. Today’s AI governance solutions aren’t stopping the madness. We need to rethink our entire approach to AI governance. Even though agentic AI is still nascent, many of the AI agents in production today are wreaking havoc. From deleting production databases (and their backups!) to lying and cheating […]

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AI constraints must come before deployment, not after

John Waller — Fri, 01 May 2026 17:52:28 +0000

On April 7, 2026, Anthropic did something unprecedented in the history of artificial intelligence: The company announced that it had built its most capable model ever and would not be releasing it to the public. The model had not failed. In fact, it had performed so well, across such consequential domains, that Anthropic concluded the […]

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Google’s AI agent platform takes pole position but work remains

Dave Vellante and George Gilbert — Sat, 25 Apr 2026 21:29:28 +0000

Enterprises are rapidly moving from an artificial intelligence that answers questions and generates content to one that performs tasks and takes actions. According to Google Cloud Chief Executive Thomas Kurian, this shift requires a fundamentally different approach to infrastructure and software. Google’s view is that only a tightly integrated portfolio – spanning silicon to applications […]

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Three insights you might have missed from theCUBE’s coverage of HPE World Quantum Day

Manny Veiga — Thu, 23 Apr 2026 15:57:15 +0000

Quantum computing, artificial intelligence and high-performance computing will play complementary roles in driving the next era of technology innovation. That is, if the industry can figure out a way to open doors and more easily enable development work beyond quantum specialists. Speaking with theCUBE’s enterprise editor, Paul Gillin (pictured, left), as part of an AnalystANGLE […]

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Will agentic AI governance run amok? The lesson of Asimov’s Three Laws

Jason Bloomberg — Fri, 17 Apr 2026 15:56:02 +0000

Asimov’s Three Laws of Robotics: A robot may not injure a human being or, through inaction, allow a human being to come to harm. A robot must obey the orders given it by human beings except where such orders would conflict with the First Law. A robot must protect its own existence as long as […]

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Digital employees are here: What now?

Domhnaill Hernon — Sat, 11 Apr 2026 22:52:43 +0000

Digital workforces are everywhere you go. Before you’ve even entered your first meeting of the day, artificial intelligence can provide you with a summary of your inbox, check your calendar and even submit an expense report on your behalf. This isn’t a future vision; it’s today’s operating reality. AI agents are already embedded into daily lives […]

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Agentic AI will force a rethink at the network edge

Lee Peterson — Fri, 10 Apr 2026 21:03:09 +0000

Artificial intelligence is entering a new phase with agentic AI: autonomous systems that perceive, decide, act and learn without constant human oversight, operating independently across distributed environments while collaborating with other agents in real time. This shift from centralized AI models to distributed, autonomous agents demands a fundamental rethinking of wide-area network infrastructure architecture. Previous […]

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How flexibility and ambassadors can secure the AI-enabled enterprise

James Robinson — Sat, 04 Apr 2026 18:36:14 +0000

It’s now widely accepted that artificial intelligence will permeate nearly every aspect of our lives. That presents new challenges related to AI threats, enterprise AI management and adapting security programs for an increasingly AI-driven world. What matters most in assessing your risk exposure is to understand what type of AI is being used. There’s a […]

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You can’t FinOps your way out of AI cloud costs

JG Chirapurath — Fri, 03 Apr 2026 16:19:25 +0000

Scan any industry publication and the same story shows up: Cloud costs are out of control, and enterprises are scrambling. The technology everyone bet on to drive growth is making the problem worse: Some 55% of respondents to a recent PricewaterhouseCoopers International Ltd. survey say they have yet to see any benefit from artificial intelligence tools. […]

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Bringing the cyber community into the battle against agentic insecurity at RSAC 2026

Jason English — Mon, 30 Mar 2026 18:58:33 +0000

At the RSAC2026 Conference, practitioners and vendors came together to hear a new story focused less on prevention, and more on adaptation ahead of the inevitability of change brought on by the rapid enterprise adoption of agentic artificial intelligence coding agents and autonomous automation — whether the cybersecurity community is ready for it or not. “This […]

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Scaling industrial AI is more a human than a technical challenge

Samuel Pasquier — Sun, 29 Mar 2026 20:29:53 +0000

Industrial artificial intelligence has moved from promise to practice. A Cisco Systems Inc. survey of 1,000 industry leaders found that 61% of organizations across manufacturing, transportation and utilities are deploying AI to improve productivity, reduce costs and strengthen operational resilience. Yet despite this momentum, only 20% have reached truly scaled, mature adoption. The technology is […]

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The agentic AI gap: Vendors sprint, enterprises crawl

David Vellante and David Floyer — Sat, 28 Mar 2026 17:34:46 +0000

The geopolitical dislocations ripping through the stock market are filtering down to information technology budgets in the form of increased uncertainty. It seems that every quarter of budget optimism is followed with some external event that causes organizations to tighten their belts. Specifically, we’ve seen the increased momentum from January’s chief information officer sentiment survey […]

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From cloud native to AI native: The role of context density

Jason Bloomberg — Fri, 27 Mar 2026 16:05:59 +0000

As with the rest of the technology landscape, artificial intelligence – and in particular, agentic AI – came to dominate the conversations at the Cloud Native Computing Foundation’s recent flagship event, KubeCon + CloudNativeCon Europe 2026. In fact, AI is so pervasive that cloud-native computing is giving way to AI-native computing: the application of cloud […]

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RSAC 2026: AI hype meets operating model reality

Dave Vellante and Jon Oltsik — Sat, 21 Mar 2026 16:38:28 +0000

We know that the RSAC 2026 cybersecurity conference this week in San Francisco is going to be an artificial intelligence-heavy show. And though we’re going to hear the “AI will change everything” narrative, our premise is that security leaders are being asked to put AI into operation in an environment where complexity is rising faster […]

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Why network as a service is gaining momentum in the distributed enterprise

Bob Laliberte — Tue, 10 Mar 2026 20:46:47 +0000

Network as a service is emerging as a critical enabler for enterprises navigating distributed architectures, hybrid cloud environments and the growing demands of AI-driven workloads. As organizations move applications, data and analytics across cloud platforms, edge locations and data centers, the role of the network shifts from static infrastructure to a dynamic platform that can […]

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Uncovering innovation amidst the noise of MWC

Jason Bloomberg — Fri, 06 Mar 2026 19:56:51 +0000

Once again, artificial intelligence dominated the buzz at this year’s MWC Barcelona, formerly called Mobile World Congress. From smartphones to satellites, networks to applications, no vendor or service provider could resist the lure of AI. My challenge: Sort through the thousands of exhibitors to uncover stories of innovation that might otherwise get lost amidst the […]

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Telcos’ last chance: Why the edge becomes hyperconverged

Dave Vellante and John Furrier — Fri, 06 Mar 2026 17:18:01 +0000

Our main thesis coming out of MWC 2026 is that the telecommunications industry is staring at a once-in-a-generation infrastructure reset. Carriers poured billions into 5G spectrum, fiber expansion and network modernization on the promise that faster networks would unlock new enterprise revenue. Bandwidth rose, margins didn’t. Connectivity got more reliable, but at the same time, […]

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Satya’s sacrifice: Why agents threaten Office and how Microsoft responds

Dave Vellante and George Gilbert — Sat, 28 Feb 2026 20:42:17 +0000

Last year, Microsoft Corp. Chief Executive Satya Nadella made the claim that “SaaS will dissolve into a bunch of agents” sitting on top of CRUD databases. In describing how software-as-a-service applications will become artificial intelligence agents atop standard “create, read, update and delete” databases, he was actually trolling Salesforce Inc. CEO Marc Benioff, who had called Microsoft’s […]

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Hitting stride with AppOS, AI and low-code automation at ZohoDay 2026

Jason English — Sun, 22 Feb 2026 01:39:47 +0000

Joining colleagues of all specialties at my fifth ZohoDay analyst event over the years, I knew what to expect: Direct interaction with customers and executives, evidence of continued growth and innovation, and another strategy to unify everything. I wasn’t wrong, but as Zoho Corp. celebrated its 30th anniversary as a bootstrapped, privately held company that has […]

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TheCUBE Research 2026 predictions: The year of enterprise ROI

Sun, 15 Feb 2026 18:49:10 +0000

Observers commonly say that artificial intelligence is still in the “early innings.” The reality is AI is much further along than many acknowledge. In 2012, AlexNet was a watershed deep learning moment when massive and freely available internet datasets met Nvidia Corp.’s graphics processing units. This is what truly kicked off the modern AI era, leading to […]

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Six shifts that will make or break enterprise AI

Kiran Minnasandram — Fri, 13 Feb 2026 15:00:57 +0000

Ask a room full of chief information officers how far along they are with artificial intelligence and you will hear the same story repeatedly: Many proofs of concept, a handful of production deployments, and a few impressive wins. Most enterprises treat AI as a series of projects rather than fundamental shift in how work gets […]

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The pillars of a successful artificial intelligence strategy

Pieter den Hamer — Mon, 26 Jan 2026 03:20:27 +0000

Despite the hype, the enormous potential business value of artificial intelligence is not going to materialize spontaneously. Digital workplace leaders must guide their organization toward an era in which AI is not only creating tangible business value, but becomes a critical competitive differentiator and industry disruptor. Here is how digital workplace leaders can build the […]

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Enterprise technology predictions: What’s coming in 2026

Dave Vellante and Erik Bradley — Sun, 25 Jan 2026 16:33:24 +0000

At the beginning of each year, as is our tradition, we team up with Enterprise Technology Research to dig through the latest data and craft 10 predictions for the coming year. This year’s prognostication follows the publication where we grade our 2025 predictions. In this Breaking Analysis, we tap some of the most telling nuggets from ETR’s rich data […]

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