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.
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.
Securing Cloud-Native Apps Without Hitting the Brakes
How teams secure cloud-native apps without slowing releases, using shift-left security, agentless visibility, and context-driven AppSec.
Dell at Microsoft Ignite 2025: Operationalizing Hybrid AI Through Resilient Infrastructure
Microsoft Ignite 2025 marked a clear inflection point in how enterprises are expected to operationalize AI. The conversation has moved decisively beyond experimentation and isolated pilots toward the scalable, governed, and resilient deployment of agentic AI across hybrid environments. Throughout Ignite, Microsoft emphasized lifecycle discipline: build, govern, secure, observe, and scale, while Dell Technologies emerged as a critical execution partner, providing the infrastructure backbone required to make that vision real. From cyber resilience and storage to hybrid AI at the edge and Azure Local, Dell’s role at Ignite was not incremental; it was foundational.
299 | Breaking Analysis: Grading our 2025 Enterprise Technology Predictions
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 PR firms and other thought leaders. As you know, we publish predictions every January: theCUBE Research does a set, we do a […]
Private 5G and Wi-Fi 7: Why Hybrid Wireless Is Becoming the New Enterprise Default
In a recent AnalystANGLE conversation, I spoke with engineering think tank and services firm STEP executives Ed Walton (CEO), Todd Kelly (CTO), and Bill Krutke (Solution Architect) about the real-world state of private 5G, Wi-Fi 7, and hybrid wireless environments. See the full video below. The discussion traced the evolution of private 5G from early […]
5G Fixed Wireless Access Enters a New Phase of Enterprise Adoption
In a recent discussion with Donna Johnson, Chief Marketing Officer at Inseego, we explored one of the fastest-growing segments of enterprise connectivity: 5G Fixed Wireless Access (FWA). Our conversation ranged from Inseego’s longstanding role in wireless innovation to evolving enterprise use cases, customer requirements, the impact of 5G standalone (SA), and the company’s newest product […]
The Next Era of Building Online with AI Agents
How AI agents are reshaping domain management, DX, AX, and the future of intent-driven app building with name.com’s approach.
Meter Charts Its Next Chapter
I had the opportunity to attend Meter Up 2025, and sit down with CEO and Co-Founder Anil Varanasi at Meter’s headquarters. He outlined the company’s evolving strategy, new product innovations, and broader ambitions for enterprise networking. Across the discussion, several themes emerged: the value of convening a community focused solely on networking, Meter’s philosophy of […]