260 | Breaking Analysis | The Yellow Brick Road to Agentic AI

The road to agentic AI will be paved with stepping stones that progressively build on each other. Our research suggests that Agentic AI will not suddenly appear without a strong data foundation built on: 1) cloud-like scalability; 2) a unified metadata model; 3) data mesh organizing principles; 4) harmonized data and business process logic; and an orchestration framework that incorporates governance, security and observability.

A Discussion With Gleb Budman, Backblaze CEO and Co-founder

Backblaze, a 17-year-old cloud storage company, is transitioning from individual consumers to enterprise clients, recently landing significant seven-figure deals. With over half a million customers and three exabytes of managed data, it offers end-to-end backup solutions and a growing B2 Cloud Storage service competing with Amazon S3 and Google Cloud.

Discover The Brand New Arctera.io

n a recent interview, Matt Waxman, Chief Product Officer of Arctera, discussed the company’s formation after the Veritas acquisition by Cohesity and is focusing on reinventing legacy data management products.

Their go-to-market strategy highlights resilience, compliance, and data protection, tailored to meet specific customer needs. The company effectively targets compliance management and infrastructure resilience personas, customizing marketing initiatives for better engagement.

Neuroscience-Enabled AIOps: A Conversation with Grokstream’s Casey and Josh Kindiger

In today’s increasingly complex and distributed IT environments, AIOps (Artificial Intelligence for IT Operations) is emerging as a game-changing technology. In this Analyst ANGLE theCUBE Research explored the transformative potential of neuroscience-enabled AIOps with Casey Kindiger, CEO of Grokstream, and Josh Kindiger, President of Grokstream. The discussion provided insights into the evolution, challenges, and future […]

259 | Breaking Analysis | A Bold Plan to Spin Out and Revive Intel’s Foundry Business

The time for Intel to shed its foundry business is now. While former CEO Pat Gelsinger made a persuasive case for U.S.-based advanced semiconductor manufacturing, his vision was flawed from the start. Intel’s foundry operation, like IBM’s Microelectronics business a decade ago, is an asset with negative value. Yet, its strategic significance for U.S. competitiveness in the semiconductor race cannot be overstated. If financial institutions are deemed too big to fail, then Intel’s foundry represents a similarly critical infrastructure for U.S. national interests.

Transforming Network Security: An Interview with Pankaj Patel, CEO of Nile

In the rapidly evolving cybersecurity landscape, the traditional perimeter-based approach to network security has become increasingly obsolete. theCUBE Research, recently explored this shift with Pankaj Patel, Co-Founder and CEO of Nile with a discussion on the pressing need for Zero Trust security models in campus networks and how Nile is transforming network security. The Decline […]

Interview With Sanjay Poonen, CEO of Cohesity

In a recent interview, Sanjay Poonen, CEO of Cohesity, discussed the company’s significant acquisition of Veritas’s Enterprise data protection business, propelling Cohesity from the seventh to the first position in the data protection market.

258 | Breaking Analysis | re:Invent 2024: Builder Ethos Embraces Simplicity

AWS re:Invent 2024 ushered in a transformative chapter for both Amazon Web Services and the broader tech ecosystem. This year’s event marked the debut of Matt Garman as CEO of AWS, stepping into a role that aligns with what John Furrier aptly describes as a “wartime CEO”—a technically adept leader and trusted consigliere. Garman’s keynote set the tone for AWS’s strategic focus: doubling down on core infrastructure capabilities across silicon, compute, storage, and networking, while extending its Graviton playbook to GPUs and potentially large language models (LLMs).

257 | Breaking Analysis | Grading our 2024 Enterprise Technology Predictions

The inboxes are overflowing once again with predictions about the future of enterprise tech, as we gear up for 2025. While many of these forecasts are insightful, we’ll sift through them carefully before releasing our own predictions later in January of next year. True to tradition, we aim to set a higher bar for our forecasts by focusing on measurable outcomes—whether it’s tied to a specific number or a clear binary result. Our philosophy remains consistent: a good prediction should be testable, enabling us to look back a year later and determine, with confidence and supporting data, whether it held true.

In this Breaking Analysis, we evaluate the 2024 predictions we made alongside ETR’s Erik Bradley. We revisit our January forecasts on topics like the macro IT spending environment, GenAI ROI, security, on-prem AI, technology priorities and more.