Formerly known as Wikibon

282 | Breaking Analysis | Inside Intel’s Bid to Rewire its Destiny

Intel’s new CEO has promised to clean up the balance sheet, slim down the company, return to a culture of engineering, sharpen its customer focus, shore up its products, become a world class independent foundry and lead Intel for as long as it takes to achieve success, however that is defined. As our audience knows, unlike most other analysts, we have aggressively emphasized the icebergs ahead for Intel since 2013, culminating in our prediction that Intel would go bankrupt trying to execute on its most previous strategy. While we would have preferred a different approach to Intel’s foundry – i.e. JV with TSM – Lip-Bu Tan at least has what we consider to be a viable go forward plan. The steady state outcome of this new direction, however is far from certain. 

Governance And Compliance In The Age Of Data And AI

In this episode of Next Frontiers of AI, Scott Hebner is joined by Christophe Bertrand, the Principal Analyst for Cyber Resiliency and Data Protection at theCUBE Research, to unpack a growing reality across the enterprise landscape: AI progress is hitting a wall—not because of technology limitations, but because of trust, transparency, and compliance shortfalls

Governance and Compliance in the Age of AI

In this episode of Next Frontiers of AI, Scott Hebner is joined by Christophe Bertrand, the Principal Analyst for Cyber Resiliency and Data Protection at theCUBE Research, to unpack a growing reality across the enterprise landscape: AI progress is hitting a wall—not because of technology limitations, but because of trust, transparency, and compliance shortfalls. While the promise of […]

Cisco’s Secure, Scalable Architecture for the AI Era

Cisco LIve 2025

As enterprises adapt to the AI era, they face a critical hurdle: the traditional network architectures that supported past digital transformations will not be sufficient for AI workloads. At Cisco Live 2025, Cisco addressed this challenge head-on with a comprehensive series of innovations, including 24 announcements spanning infrastructure, operations, and security. These launches mark a […]

Are the Agile & SaaS Models Dead with the Rise of Agentic AI? (#15)

In this episode of The Next Frontiers of AI, we’re joined by Arun Varadarajan, CRO of Ascendion, to explore a provocative question reshaping the future of software engineering and the software marketplace:  Is Agile development dead?  And as a result, will the SaaS model become a relic of the past?  As AI agents begin to play an active role, not just assisting but actually engineering software, will Agentic AI-driven software engineering become the norm?  And when?  Arun discusses why traditional methodologies like Agile, which were built for human-centric development cycles, are giving way to a new model that is faster, leaner, and increasingly autonomous. 

281 | Breaking Analysis | Ali Ghodsi’s Data Intelligence Playbook: Turning Data into Agentic Advantage

In last week’s Breaking Analysis we argued that Snowflake was attempting to cross the Rubicon, vaulting from cloud data warehouse innovator into AI leader and intelligent application platform. This week the competitive fire got a fresh accelerant. As usual, Databricks followed up Snowflake Summit and put forth bold claims of its own, emphasizing unified governance, data intelligence, simplified user experiences, transactional capabilities and, of course, open data. 

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