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Vibe Coding, AI Code Review, and the New Trust Gap in AI-Generated Code

Vibe Coding, AI Code Review, and the New Trust Gap in AI-Generated Code

AI-generated code boosts velocity but raises trust issues. Explore vibe coding, AI code review, and governance in modern DevOps.

300 | Breaking Analysis | Why NVIDIA Maintains its Moat and Gemini Won’t Kill OpenAI

Two prevailing narratives are driving markets right now. The first is that NVIDIA’s moat is eroding primarily due to GPU alternatives like TPUs and other ASICs. The second is that Google generally and Gemini specifically is gaining share, will dominate AI search and ultimately beat OpenAI. We believe both of these propositions are unlikely to materialize as currently envisioned at least. Specifically, our research indicates that NVIDIA’s GB300 and the follow on Vera Rubin will completely reset the economics of AI. Furthermore, NVIDIA’s volume lead will make it the low cost producer and, by far, the most economical platform to run AI at scale. 
The 2026 AppDev Inflection Point: How AI, Platforms, and Operations Converge

The 2026 AppDev Inflection Point for AI, Platforms, and Operations

The 2026 AppDev inflection point reshapes software around AI agents, platforms, observability, and automation-driven operations.

Digital Labor: How Knowledge Worker Agents Elevate ROI

Enterprises are moving beyond task automation toward agentic AI systems that support reasoning, judgment, and decision-making. Drawing on new survey data and real-world deployments, this research explores how digital knowledge workers and agentic AI decision-making workflows are reshaping ROI, and why trust remains the critical barrier to scaling agentic AI in the enterprise.

AI Engine Optimization (AEO) Advantage Index: How It Works

AI-guided discovery is rapidly reshaping how B2B buyers research, evaluate, and shortlist vendors—often without visiting a website. The AEO Advantage Index offers a rigorous, evidence-based framework for understanding how AI engines interpret, cite, and recommend brands. This overview explains why AEO matters, how the Index works, and how organizations can intentionally improve visibility within AI-driven buyer journeys.
Docker Pushes Secure-by-Default Containers Into the Mainstream

Docker Pushes Secure-by-Default Containers Into the Mainstream

Docker makes hardened container images the default, reducing supply chain risk and bringing frictionless security to developers and AI workloads.

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Breaking Analysis

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Podcasts

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

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

AppDev Podcast

AppDevANGLE, hosted by Paul Nashawaty, explores the full application and software development lifecycle—Day 0 (Build), Day 1 (Release), and Day 2 (Operations)—while spotlighting the critical role of DevSecOps in embedding security and automation at every step.

Road to Intelligent Data Apps , theCUBE Research analyst George Gilbert explores 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.

Analyst Directory

Dave Vellante Co-CEO + Chief Analyst
John Furrier Co-CEO + Executive Analyst
Rob Strechay Managing Director + Principal Analyst
Paul Nashawaty Principal Analyst
Bob Laliberte Principal Analyst
David Linthicum Principal Analyst
George Gilbert Senior Analyst
David Floyer Analyst Emeritus
Jackie McGuire Principal Analyst
Scott Hebner Principal Analyst
David Linthicum Principal Analyst
Savannah Peterson Principal Analyst
Samantha Weston Industry Analyst

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