Breaking Analysis – SiliconANGLE

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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Arvind Krishna AMA at IBM Think 2026: Openness, integration and key questions on the IBM AI stack

Dave Vellante — Wed, 06 May 2026 18:57:52 +0000

IBM Corp. entered Think 2026 with a different posture than the market is used to. In this artificial intelligence cycle, the company is leaning hard into openness and ecosystem – and doing it without the usual proprietary overtones. According to Chairman and Chief Executive Arvind Krishna (pictured), that choice is purposeful. It’s also a sign […]

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Arvind Krishna’s keynote at IBM Think: AI-first enterprises, hybrid as default, quantum moves from science to engineering

Dave Vellante — Tue, 05 May 2026 21:40:13 +0000

The artificial intelligence era is widening the gap between winners and laggards, and the delta is not only determined by who has the most AI but also how deeply AI is embedded into business processes. That’s according to IBM Corp. Chief Executive Arvind Krishna at the day 1 keynotes from IBM Think 2026 in Boston. His […]

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A cybersecurity harbinger: Oracle front-runs AI model threat with new customer security advisory

Dave Vellante — Thu, 30 Apr 2026 19:01:58 +0000

SiliconANGLE was able to review an Oracle Corp. security alert that went out to customers this week. We believe it was a direct response to Anthropic PBC’s new Mythos artificial intelligence model, and other frontier models, that significantly lower the cost for attackers to discover exploits. In this Breaking Analysis, we give you our initial […]

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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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As AI powers Google, what’s next for Google Cloud

Dave Vellante — Sun, 19 Apr 2026 02:34:49 +0000

The agentic artificial intelligence era is forcing a reset in enterprise architecture. Agents that take action go well beyond analyzing data sitting in lakehouses. When agents operate on behalf of humans – continuously, at machine scale – they introduce requirements that most enterprises are not engineered for. The so-called “modern data stack” is starting to […]

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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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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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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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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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Cloud earnings bring capex clarity, concern and confusion

Dave Vellante — Sun, 08 Feb 2026 17:32:29 +0000

This winter’s 2026 hyperscale earnings prints from Meta Platforms Inc., Microsoft Corp,, Alphabet Inc. and Amazon.com Inc. made it quite clear that capital expenditures are accelerating. Combined, these four firms will spend more than $615 billion in capex this year, an increase of approximately 70% over what was already considered an inflated 2025. Despite strong fundamental artificial […]

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Microsoft investors fret as capital spending and Azure growth decouple

Dave Vellante — Sun, 01 Feb 2026 16:11:05 +0000

Microsoft Corp. last week delivered what looks on paper like a great quarter, with a beat of 1% and 5% on revenue and operating operating profit, respectively. But the two-day reaction from investors tells a different story, with the stock off double digits from its pre-earnings price. Last quarter, increased capital spending was interpreted as […]

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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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2026 data predictions: Scaling AI agents via contextual intelligence

Dave Vellante — Sun, 18 Jan 2026 16:37:44 +0000

More than eight years into the modern era of artificial intelligence, the industry has moved past the awe of generative AI 1.0. The novelty is gone and in its place is scrutiny. Enterprises are less impressed by demos and more impatient about outcomes. Market watchers are increasingly skeptical about vague narratives, and the commentary has […]

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Nvidia resets the economics of AI factories, again

David Vellante and David Floyer — Sat, 10 Jan 2026 21:58:15 +0000

[Embedded content: View here] At CES 2026, Nvidia Corp. Chief Executive Jensen Huang once again reset the economics of artificial intelligence factories. In particular, despite recent industry narratives that Nvidia’s moat is eroding, our assessment is the company has further solidified its position as the hardware and software standard for the next generation of computing. […]

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Why Nvidia maintains its moat and Gemini won’t kill OpenAI

David Vellante and David Floyer — Sun, 21 Dec 2025 21:07:36 +0000

Two prevailing narratives have driven markets recently. The first is that Nvidia Corp.’s moat is eroding primarily thanks to graphics processing unit alternatives such as tensor processing units and other application-specific integrated circuits. The second is that Google LLC generally and its Gemini artificial intelligence model specifically is gaining share, will dominate AI search and […]

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Grading our 2025 enterprise technology predictions

Dave Vellante — Sun, 14 Dec 2025 16:45:52 +0000

Welcome to this special Breaking Analysis, where we look back and grade ourselves on our 2025 enterprise technology predictions. This is the time of year when we get a flood of predictions from public relations and other thought leaders. As you know, we publish predictions every January: TheCUBE Research does a set, we do a set with […]

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Worker-bee AGI: Why AWS is betting on practical agents, not ‘messiah AGI’

Dave Vellante and George Gilbert — Mon, 08 Dec 2025 17:04:58 +0000

At AWS re:Invent 2025, Amazon Web Services Inc. faced a dual mandate: Speak to millions of longstanding cloud customers while countering a persistent narrative that the company is lagging in artificial intelligence. In our view, AWS chose a distinctly pragmatic path. Rather than chasing the holy grail of what we call “messiah AGI,” or artificial […]

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Resetting GPU depreciation: Why AI factories bend, but don’t break, useful life assumptions

Dave Vellante — Sat, 22 Nov 2025 21:01:24 +0000

Much attention has been focused in the news on the useful life of graphics processing units, the dominant chips for artificial intelligence. Though the pervasive narrative suggests GPUs have a short lifespan, and operators are “cooking the books,” our research suggests that GPUs, like central processing units before, have a significantly longer useful life than many claim. […]

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AI factories face a long payback period but trillions in upside

Mon, 10 Nov 2025 03:49:30 +0000

Our latest forecast indicates that it will take a decade or more for artificial intelligence factory operators and model builders to reach breakeven on their massive capital outlays. Our projections call for nearly $4 trillion in cumulative capital spending outlays by 2030, with just under $2 trillion in cumulative AI revenue generated in that timeframe. […]

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AI factories: Data centers of the future

David Vellante, David Floyer, Bob Laliberte, Scott Hebner and Paul Nashawaty — Sat, 25 Oct 2025 19:49:07 +0000

The data center as we know it is being reimagined as an “AI factory” – a power- and data-optimized plant that turns energy and information into intelligence at industrial scale. The tech stack is flipping from general purpose central processing unit-centric systems to graphics processing unit-centric accelerated compute, optimized for parallel operations and purpose built […]

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Salesforce’s next era: The agentic enterprise

David Vellante, George Gilbert, Paul Nashawaty and Scott Hebner — Sat, 18 Oct 2025 17:40:40 +0000

Salesforce Inc. is moving from the hype phase of generative AI into doing the harder engineering work to create the agentic enterprise. The Dreamforce 2025 conference this week showed us that the company that created the original software-as-a-service model now wants to lead what we call service as software. In our view, this represents a profound revolution, […]

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The zero-loss enterprise: Data resilience as an AI service layer

Mon, 13 Oct 2025 03:12:45 +0000

The shift to service as software will bring learning curve advantages, software-like marginal economics, and winner-take-most dynamics to all companies across every industry, not just tech vendors. We believe those firms that can more quickly jump on the artificial intelligence experience curve will see substantially increased benefits relative to their competitors. However, our research suggests […]

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Dave Vellante’s Breaking Analysis: The complete collection

Dave Vellante — Sat, 11 Oct 2025 08:40:12 +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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Service-as-software: The new control plane for business

Sat, 04 Oct 2025 22:45:23 +0000

We’re on the cusp of a new software-enabled business model that will determine winners and losers in the coming decades. We call this service-as-software. Specifically, we believe enterprises will begin to organize knowledge work in new ways that harmonize islands of automation into a build-to-order assembly line for knowledge work. Firms that aggressively pursue this […]

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Intel-Nvidia: The baton passes to the CUDA era

David Vellante and David Floyer — Sun, 21 Sep 2025 00:44:08 +0000

In our view, the Intel–Nvidia pact further accentuates Nvidia Corp.’s dominant market position and represents a milestone in the transition to the next era of computing. Just as Intel Corp. had a lock on the market in the ’80s and ’90s, Nvidia has now extended its moat deep into the x86 ecosystem (in both PCs […]

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From product to platform: How CrowdStrike navigates to durable growth

Dave Vellante — Sat, 13 Sep 2025 15:30:44 +0000

We believe CrowdStrike Holdings Inc. has re-established growth momentum while still working through the financial and reputational overhang of the July 19, 2024 global outage. The company recently delivered net new annual recurring revenue reacceleration ahead of expectations, showcased strong platform expansion across cloud, identity and next-generation security information and event management, and leaned on […]

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Broadcom vs. Nvidia: Not a zero-sum game

Dave Vellante — Mon, 08 Sep 2025 16:08:22 +0000

We believe the prevailing narrative that Broadcom Inc. and Nvidia Corp. are locked in a zero-sum battle for artificial intelligence data center dominance is misleading. The reality is these companies are playing very different games. Nvidia has built a vertically integrated compute and software platform that has become the engine of the AI factory era. Broadcom, […]

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Reframing Jensen’s Law: ‘Buy more, make more’ and AI factory economics

Dave Vellante — Sat, 30 Aug 2025 19:59:12 +0000

We believe the industry’s broad interpretation of Jensen’s Law — “Jensen’s Law accelerates Moore’s Law” — understates a fundamental economic reality of artificial intelligence factories. Nvidia Corp. Chief Executive Jensen Huang’s own language and Nvidia’s operating model point to a financial law of motion for AI factories: When power is the binding constraint and demand is elastic, performance per […]

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