295 | Breaking Analysis | Salesforce’s Next Era – The Agentic Enterprise
Salesforce is moving from the hype phase of generative AI into doing the harder engineering work to create the agentic enterprise. Dreamforce 2025 showed us that the company which created the original SaaS model now wants to lead what we call service as software. In our view, this represents a profound revolution, not just in technology but in business. In a world where AI agents deliver outcomes across systems of record, systems of engagement and systems of intelligence. Our assessment is that Salesforce’s AgentForce 360 platform is crossing day one early version to attack day two problems and customer requirements. What does that mean? It’s no longer just demoing copilots inside Customer 360. Rather, the company is going after the messy problems of observability, orchestration, data quality, etc. that determine whether agent systems can scale in the enterprise.
The Widening AI Value Gap: How to Close the Gap Before It’s Too Late
In this episode of The Next Frontiers of AI, host Scott Hebner, Principal Analyst for AI at theCUBE Research, sits down with Vladimir Lukic, Global Leader of the Tech & Digital Advantage Practice at Boston Consulting Group (BCG) to explore one of the most urgent questions in enterprise AI today: Why are only 5% of companies realizing real value from AI, while the rest are falling further behind? And more importantly, what can companies do to remedy this problem before it’s too late.
Securing AppDev in the AI-Explosion
As AI workloads surge, traditional security tools are failing to keep up. Gigamon’s Chaim Mazal explains why deep observability—rooted in immutable network telemetry—is essential to secure autonomous, AI-driven applications across hybrid and multi-cloud environments.
Riverbed Accelerates AI Data Movement
At Oracle CloudWorld 2025 in Las Vegas, Riverbed unveiled its new Data Express Service, a SaaS offering designed to address one of the biggest bottlenecks in enterprise AI adoption: AI data movement. This involves moving massive datasets quickly, securely, and cost-effectively. Built on Oracle Cloud Infrastructure (OCI), the new service enables petabyte-scale data transfers up […]
294 | Breaking Analysis | The Zero-Loss Enterprise – Data Resilience as an AI Service Layer
The shift to service as software will bring learning curve advantages, software- like marginal economics, and winner- take- most dynamics to all companies across every industry, not just tech vendors. We believe those firms that can more quickly jump on the AI experience curve will see substantially increased benefits relative to their competitors. However, our […]
Cisco Enables “Scale-Across” AI environments
Cisco has unveiled its most powerful and efficient routing platform this week, the Cisco 8223, powered by the company’s new Silicon One P200 chip. The announcement, made ahead of the Open Compute Project (OCP) Global Summit, marks a significant step forward in AI-era networking, as hyperscalers and enterprises increasingly face the limits of scaling within […]
Data, AI, and the New Mission Imperative
As AI reshapes defense and intelligence operations, government agencies are moving toward sovereign cloud, Zero Trust, and edge-classified data models. Hear from MinIO’s Cameron on how AI governance and scalable storage are powering next-gen mission outcomes.
WebexOne 2025: Connected Intelligence, Open Ecosystems, and AI at Work
I spent a couple of sun-filled days in San Diego attending Cisco’s WebexOne 2025, where the company unveiled a significant number of innovations that position Webex as a connected-intelligence platform. A platform that unifies devices, applications, data, humans, and AI agents across edge, cloud, and control planes. With 23,000 virtual and in-person attendees at the […]
293 | Breaking Analysis | Service-as-Software: The New Control Plane for Business
We’re on the cusp of a new software- enabled business model that will determine winners and losers in the coming decades. We call this service -as-software. Specifically, we believe enterprises will begin to organize knowledge work in new ways, that harmonize islands of automation into a build-to-order assembly line for knowledge work. Firms that aggressively pursue this opportunity will be on a learning curve that we think will create sustainable competitive advantage, and, importantly, a winner-take-most dynamic. Now, we’re not just talking about technology vendors here. Rather, we believe new technology, operational, and business models will emerge, and apply to all enterprises across every industry. In this breaking analysis, theCUBE Research team presents a new way to think about how businesses will operate in the AI era; with implications for application developers, edge deployments, and security / governance models. With a glimpse toward the path that we think organizations can take to go from where they are today into the future.