AnalystANGLE
with Rob Strechay
About the podcast
TheCUBE’s AnalystANGLE videos dive into the world of technology through the expert lens of TheCUBE Research analysts. We provide comprehensive breakdowns of the latest technology events, as well as bring you in-depth interviews that highlight key takeaways, innovations and the future of tech as seen through the eyes of seasoned industry experts. Stay ahead of the curve with our insightful industry analysis. Whether it’s emerging trends, market shifts or predictive outlooks, our content is designed to keep you informed and prepared.
Get up close and personal with industry experts, as our interviews provide unique perspectives, expert opinions and thought-provoking discussions that are not just informative, but also inspiring.
episodes
Unpacking the State of eCommerce: Replatforming and Migration Trends for 2024
commercetools Kelly Goetsch joins for a conversation unpacking the newly-released report: The State of eCommerce, Replatforming, and Migration Trends for 2024 and a look at what’s ahead for the holidays.
Cisco Partner Summit 2024 Highlights
theCUBE Research analysts Shelly Kramer and Bob Laliberte unpack the highlights from Cisco Partner Summit 2024
The Role of Causality in Agentic AI
There is a missing ingredient in today’s AI, which, when added, will make AI a truly indispensable partner in business and scale ROI over the long run. This ingredient is also fundamental to creating agentic AI systems, where networks of agents help humans make decisions, solve problems, and even act on their behalf. The missing ingredient is CAUSALITY and the science of WHY things happen. Learn more about the advent of causal AI and its role in enabling next-generation AI agents.
HashiCorp’s HashiConf Boston sets Cloud Direction
Exploring HashiCorp’s strategic focus, recent product innovations, and implications of its pending IBM acquisition, as highlighted at HashiConf Boston 2024. HashiCorp’s shift from on-premise tools to SaaS-based managed services on a unified platform is designed to support enterprise-scale infrastructure and security lifecycle management (ILM and SLM). New features in Terraform and Vault address critical needs in cost control, security, and automation, with additions like Terraform Stacks, Vault Radar, and enhanced interoperability across product lines. HashiCorp’s move to the Business Source License (BSL) has sparked industry discussions, especially in light of OpenTofu’s open-source alternative. With IBM’s potential resources in R&D and FinOps, HashiCorp is poised to drive further innovation in hybrid cloud operating models for high-spend enterprise customers. This note provides an in-depth look at the company’s direction, the evolving IaC landscape, and competitive dynamics in the infrastructure as code (IaC) market.
Corcentric CEO Matt Clark on Removing Friction from B2B Commerce and the Evolution of the CFO Role
In this AnalystANGLE episode, Corcentric CEO Matt Clark joins me for a conversation on removing friction from B2B commerce and the evolution of the CFO role.
Scaling Modern Edge Environments: A Conversation with ZEDEDA’s CEO Said Ouissal
In today’s rapidly evolving digital landscape, managing and scaling modern edge environments efficiently has become a critical challenge for enterprises. Zededa CEO Said Ouissal joins me to discuss the growing importance of edge computing.
IT Nation Connect 2024 Is Coming
Principal Analyst Christophe Bertrand spoke with Greg Lalle, SVP and GM of IT Nation, a key community for IT professionals. IT Nation Connect focuses on education and networking, helping Managed Service Providers (MSPs) transition to advanced security services. With a growing emphasis on AI and cyber resilience, MSPs must innovate in delivery and marketing. IT Nation fosters collaboration, ensuring participants gain actionable insights for growth in the evolving IT landscape.
Kaseya’s DattoCon 2024: Business, Not Just Tech
DattoCon 2024 in Miami Beach highlighted the vital role Managed Service Providers (MSPs) play in supporting Small and Medium-sized Businesses (SMBs), which are crucial to the workforce and global GDP. The conference addressed the significant opportunity for MSPs as technology spending is projected to increase fivefold. However, many MSPs struggle with low profit margins, emphasizing the need for better cost management. Cybersecurity emerged as a key concern, with a rise in cyberattacks targeting SMBs, prompting Kaseya to introduce technologies that enhance security. Simplifying operations by consolidating software tools can also help MSPs improve their efficiency and profitability.
Commvault Is Shifting Gears
A detailed summary and analysis of key market trends and Commvault’s strategy and market position
Event Store Expands Cloud Offerings, Appoints New Leadership to Drive Growth in Event-Native Data Platforms
In a recent episode of our AnalystANGLE series, I had a conversation with Kirk Dunn, the newly appointed CEO of Event Store, and the opportunity to delve into the company’s latest developments and its vision for the future of data platforms. Event Store, pioneering the event-native data platform space, has made significant strides with new leadership appointments and expansions to its cloud offerings. Event Store Expands Cloud Offerings … watch the full video interview here: New Leadership to Drive Growth In exciting news, Event Store has reunited industry veterans Kirk Dunn and David Wang. Dunn, joining the company as CEO, brings extensive operational experience, including a successful tenure as COO at Cloudera. Wang joins as VP of Engineering, bringing over two decades of expertise in distributed systems, storage, and data streaming from companies like Redpanda, Rubrik, and Cloudera. “Data platforms are where enterprise value is created,” Dunn explained during our
AI Talent: Act Now Before It’s Too Late
One of the most critical success imperatives for AI is lacking the critical attention it needs – the imperative to win the battle for the best PEOPLE. Explore the supply and demand dynamics of the AI talent marketplace and why you must act now.
Navigating and Securing Open Source in the Cloud-Native Era
The rapid adoption of open-source software (OSS) in enterprise and cloud-native applications has revolutionized the technology landscape, offering unprecedented innovation and agility. However, this proliferation comes with significant security challenges, particularly in managing vulnerabilities within OSS components, including outdated or abandoned ones. We explore the current state of OSS usage in enterprises, the associated security risks, and strategies to address these challenges and why “shift-let” alone is not enough. We also examine how companies like Kosai are innovating solutions to help organizations secure their software supply chains effectively.
The Causal AI Marketplace
There is a missing ingredient in today’s AI, which, when added, will make AI a truly indispensable partner in business. The missing ingredient is CAUSALITY. Explore the emergence of the Causal AI marketplace.
Tracer’s Agentic AI Aims to Revolutionize Brand Protection: A Game-Changer in Digital Security
Tracer has introduced Flora, the world’s first agentic AI solution designed to combat digital brand misuse, provide digital security, and safeguard brands and customers in
Harnessing the Power of Enriched Metadata for Cloud Workloads
As organizations continue to distribute applications and infrastructure across public clouds, private data centers, and edge locations, securing and managing workloads across these private and public cloud environments has become critical. Whether it’s an enterprise resource planning (ERP) system or business analytics applications, these workloads require robust security measures, consistent service delivery, and seamless performance monitoring. Achieving these goals, however, is becoming increasingly complex, especially when dealing with disparate infrastructure deployed across different cloud environments. Gigamon recognized these struggles and created GigaVUE Enriched Metadata (GEM) for Cloud Workloads to overcome these challenges. The enriched metadata provides the ability to standardize workload monitoring, security, and performance management by drawing on workload context directly from cloud services and network traffic. At their recently held Visualyze Bootcamp customer conference, they outlined the value of enriched metadata and GEM for Cloud Workloads, highlighting that organizations can gain actionable insights to enable security compliance, accelerate
The Rise of Private 5G: Exploring Use Cases, Challenges, and Future Outlook
The Rise of Private 5G
Pedal To The Metal Against Ransomware With Cobalt Iron
raditional backup and recovery methods have shortcomings in protecting against ransomware. Ransomware attackers often target backup repositories, compromising an organization’s ability to recover data without paying the ransom. Cobalt Iron’s solution addresses these shortcomings with their solution to enhance organizations’ cyber resilency.
Zoho Raises the Bar in Self-Service BI with AI-Powered Zoho Analytics Platform
This Zoho Analytics update represents a quantum leap, leveraging Zoho’s extensive investments in AI, machine learning, and low-code development. The result is a powerhouse platform that combines ease of use with advanced capabilities typically reserved for data scientists and specialized BI teams.
Optimize Network Operations
Modern IT environments are highly dynamic and constantly evolving, creating numerous challenges for network operations teams. With more devices connecting to networks due to IoT and hybrid work, and the need for seamless connectivity across all locations, operations teams are under pressure. I had the opportunity to sit down with Anil Varanasi, the founder of Meter, highlighting how Meter addresses these challenges with innovative solutions to optimize network operations. The Growing Complexity of Networks According to recent research by theCUBE Research and ZK Research, 80% of organizations find their networks are more or much more complex than just two years ago. This complexity is driven by the proliferation of devices, the amount of data being transported over a distributed environment and having to leverage multiple management tools. Whether it’s a school, a warehouse with automated robots, or an office with remote workers, networking has become a critical part of operations.
Optimizing the Performance of Time-sensitive Applications
Optimizing the performance of time-sensitive applications
Gen AI and IT Infrastructure: Exploring the Impact on the Network
theCUBE Research’s Bob Laliberte is joined by Dell Technologies’ James Wynia and Saurabh Kapoor for this conversation about the impact of Gen AI on the network.
Expanding on Execution Engines and Composable Data Platforms
ABSTRACT: The future of intelligent data platforms is being reshaped by the growing adoption of composable architectures and cutting-edge execution engines. This research delves into transitioning from traditional, monolithic data systems to flexible, scalable, and high-performance modular data platforms. Key technologies like the Theseus execution engine, which utilizes GPU-accelerated hardware, are highlighted for reducing energy consumption while drastically enhancing query performance. Emphasizing the critical role of open standards and interoperability, the article explains how organizations can build custom data platforms that integrate best-of-breed components from various vendors. The benefits of composable data platforms, such as cost efficiency, innovation, and freedom from vendor lock-in, are explored alongside the challenges of managing complexity, ensuring consistent performance, and maintaining security. As AI and big data analytics converge, this analysis anticipates the future landscape of data platforms, where advanced composability and execution engine technologies will empower businesses to stay competitive in an increasingly data-centric
Commvault’s Laser Focus On Cyber Resilience
The conversation provides insights into a recent outage that affected various companies globally. Tim Zonca from Commvault discusses the widespread impact of the outage and emphasizes the importance of being prepared for such events, whether they are malicious or not. He also highlights the interconnected nature of technology and the need for organizations to have contingency plans to address similar incidents in the future.
Kaseya To The Rescue
Kaseya explains the cause of the July 2024 global outage and highlights the challenges faced in recovery due to the large number of affected endpoints. The conversation emphasizes the need for a quick and scalable resolution, detailing Kaseya’s involvement in the recovery and software solutions business.
Impact of GenAI on Data Center Infrastructure
The increasing demand for power and cooling in GenAI data centers poses new challenges for facility design and operations.
Paris 2024 Olympics: Tech Innovation on Display
As the Paris 2024 Olympics approach, there has been a lot of buzz about the tech innovation that will no doubt play an outsized role at the games, ranging from enhancing the fan experience to helping ensure safety for attendees. It’s fascinating to see how this technology integrates into large-scale events. I sat down with Rob Strechay, my colleague and fellow analyst here at theCUBE Research, to discuss some key technologies making headlines
Data Compliance is the Next Frontier: Meet Odaseva
Odaseva is a French-born, but now global enterprise data security platform that supports over 100 million Salesforce users. They recently secured a $54 million Series C round.
Unlocking the Future of Mainframes: Why They’re More Relevant Than Ever!
Mainframes continue to be a critical component of enterprise data strategies, evolving to meet the demands of modern data environments. This article explores the modernization of mainframes, their significance for real-time analytics, and their integration with AI and ML applications. It highlights the sustainability advantages of mainframes, their robust security and governance features, and their strategic role in future data infrastructures. By embracing modernization without disruption, businesses can leverage the scalability, reliability, and security of mainframes while integrating them with cloud-native technologies and modern data platforms. The future of mainframes is bright, offering a path to innovation and growth for organizations.
HPE and NVIDIA Rock the Sphere
Discover how HPE is revolutionizing AI and sustainability at HPE Discover 2024. Learn about HPE Private Cloud AI, Nvidia AI Computing by HPE, advanced networking solutions following the Juniper acquisition, and innovative sustainability practices. Explore HPE’s holistic approach to AI deployment and its commitment to reducing environmental impact through cutting-edge liquid cooling technologies. Find out how HPE is shaping the future of AI and sustainable IT.
Pure Accelerate 2024: Implementing AI to Bolster Support Cyber Resilience
Pure Accelerate 2024 announcements focus on implementing AI to bolster cyber resilience and providing creative ways to better support users.
VeeamON 2024: Veeam Announces New Capabilities
VeeamON 2024, Veeam’s annual event, featured news of new capabilities covered in this discussion with VP of Product Strategy, Rick Vanover
Veeam 2024 Ransomware Research Report Tracks Cyber Market Trends
This discussion explores the Veeam 2024 Ransomware Research Report, which tracks cyber market trends and explores the state of ransomware
Dell Focuses on AI Factories: Highlights the Importance of Networking
Dell Technology World 2024 took place at the Venetian Expo Center last week, just a stone’s throw from the Sphere, celebrating 40 years in business. As has been the theme of tech events this spring, Dell also focused on AI and, more specifically, the Dell AI Factory. As Michael Dell explained, the stated goal of these AI factories is to bring AI to the data and leverage these factories to convert data to intelligence for a business. Jensen Huang of NVIDIA highlighted this significance by stating, “For the very first time in history, we now have the ability to manufacture intelligence”. To accelerate the building of these AI factories, Dell and its partner ecosystem will provide all the infrastructure and services required to build these on-premises environments. This includes high-performance servers, GPUs, networking, storage, and even AI-enabled PCs. To optimize these AI factories, Dell made many new product announcements including
What about Data?
Exploring the crucial role of data in business operations and the challenges organizations face in managing and safeguarding it.
Red Hat Summit and AnsibleFest 2024: AI’s Linux Moment
The 2024 Red Hat Summit and AnsibleFest in Denver highlighted the pivotal role of open-source AI in accelerating organizational transformation and innovation. The event emphasized the transformative potential of open-source AI infrastructure, showcasing significant announcements, one being the open sourcing of IBM’s Granite Models. Red Hat’s commitment to an open partnership model was evident, aiming to democratize AI through collaborations that tailor solutions to customer needs. Other key announcements included the RHEL Image Mode and RHEL AI, which focused on enhancing the deployment and management of AI applications across hybrid cloud environments. The event also marked the launch of InstructLab, a community-driven project for creating synthetic data and fine-tunig large language models (LLMs) in an open-source framework. Additionally, OpenShift AI’s evolution was showcased with new capabilities for model deployment and management, focusing on enhanced developer productivity and operational efficiency at scale. Overall, the event underlined the critical role of community and open-source frameworks in advancing AI technologies and strategies for future developments.
Riverbed Ramps Up Innovation: Launches AI-Powered Platform and Much More
In case you missed it this week, Riverbed had a significant technology and innovation launch, rolling out a new platform along with several new or enhanced solutions designed to optimize experiences and drive operational efficiencies. In this launch, Riverbed unveiled its AI-powered, open observability platform, supported by a new unified agent, data store, and topology viewer. If that wasn’t enough innovation, the launch also included several other new solutions including Riverbed Aternity Mobile, Riverbed NPM+, Riverbed IQ 2.0, and an enhanced Riverbed NetProfiler. My first take on this launch is one of a company level. Riverbed has been in business for a couple of decades and has always remained focused on delivering high-fidelity data across the networking and application domains. However, over time those technologies were separated. Now that both those technologies are together again, it is great to see the integration and innovation accelerating to deliver even more value
IBM + HashiCorp + Red Hat: It’s about the Cloud Operating Model
IBM’s acquisition of HashiCorp presents a pivotal moment for multi-cloud and hybrid cloud deployments. With a focus on aligning missions and accelerating growth, IBM intends to operate HashiCorp independently, akin to the Red Hat model. Synergies in product offerings, particularly Terraform and Vault, promise enhanced cloud operations. Financially, increased investment in R&D and cloud-hosted solutions is anticipated, leveraging IBM’s extensive customer base. Licensing discussions hint at potential adjustments, reflecting industry trends. Amidst integration challenges, preserving HashiCorp’s culture remains paramount. With implications for the cloud operating model landscape, including OpenShift versus VMware, the acquisition signifies a transformative phase for cloud infrastructure providers.
AI-Powered Metadata: Informatica’s Role in the Future of Data Management
Metadata plays a pivotal role in modern data management, helping organizations streamline data utilization across industries. A unified metadata system addresses integration challenges by harmonizing diverse data sources into a coherent knowledge graph, while AI automates complex processes such as data ingestion, transformation, and pipeline creation. This network effect strategy enhances metadata quality throughout the data lifecycle, and advanced entity resolution capabilities ensure accurate 360-degree views of customer data. Metadata management empowers stakeholders, from data engineers to business analysts, to make informed decisions and boost productivity. The continued integration of AI into metadata management systems aims to develop intelligent data platforms, products, and apps, driving innovation in data management.
Zoom News and Announcements from Enterprise Connect
On this episode of our AnalystANGLE series, I explored Zoom’s announcements out of Enterprise Connect, held a couple of weeks ago in Orlando. Zoom announced many new features to its AI-powered collaboration platform, Zoom Workplace. Zoom Workplace brings the entire Zoom ecosystem under one roof for meetings, team chat, and phone interaction and can be seamlessly integrated into existing technologies. As expected, Zoom’s AI Companion is at the core of Zoom Workplace and is included at no additional cost, which is a significant differentiator from Zoom’s competitors. With a nod to some earlier troubles on this front, Zoom made a special point to note on more that one occasion that the company does not use any customer data or third-party data to train its AI model. While AI companion was introduced in September 2023, Zoom has added new capabilities such as auto language detection capabilities to generate more valuable summaries
Kyndryl Cloudflare, Dell’s Gen AI Solutions, NVIDIA GTC, and Nile’s AI Networking Solution
We also discuss Cloudflare’s acquisition earlier this month of multicloud networking startup Nefeli Networks, Dell’s expansion of its Gen AI Solutions Portfolio in collaboration with support from NVIDIA. We covered news out of NVIDIA’s GTC event this past week, including announcements around NVIDIA NVlink and 6G research platform. And last but not least, we touched on news from Nile introducing the industry’s first AI Networking Solution with performance guarantee
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