Real-Time Breaking Analysis | IBM Think 2025: Arvind Krishna’s Enterprise AI Playbook
Our view is that IBM has crystallized a coherent, differentiated AI thesis based on smaller, domain‑tuned models running on an open, hybrid‑cloud fabric. The goal is to unlock what it claims is the 99 percent of enterprise data still untouched by GenAI. If execution matches the marketing—particularly on integration speed and cost transparency—IBM will change the perception from perennial AI underdog to a primary or even default choice for risk‑averse enterprises seeking tangible ROI. The next two quarters of Watsonx bookings and Granite adoption will tell us whether the strategy is hitting escape velocity, merely clearing the launchpad or needs a reset.
275 | Breaking Analysis | Power Hungry Clouds: Inside Tech’s Most Expensive Quarter
Based on this quarter’s earnings reports, it’s clear to us that demand is not the constraint for hyperscale clouds. They are, however running head‑long into the hard limits of physics. Access to megawatts, liquid‑cooled racks, and a GPU supply chain that begins and ends with NVIDIA are now critical paths to tapping what appears to be unlimited demand. AWS, Microsoft, and Google each chalked up record‑setting capital outlays last quarter—collectively dropping around $63 billion in CAPEX—yet even that eye‑popping sum can’t fully satiate the compute‑hungry AI models racing toward trillion‑parameter scale. We believe the real story isn’t simply “AI is expensive”; it’s that power availability, not revenue potential, is now the gating factor on hyperscaler growth. In our view, the winners of the next cycle will be the providers that secure sustainable energy footprints, master GPU allocation, and—critically—translate all that infrastructure into margin‑accretive AI services before the depreciation schedules kick in. Welcome to the ironic era where megawatts equal market share.
Simplifying Infrastructure and Driving Innovation at the Edge
Discover how StorMagic is transforming edge computing with simple, cost-effective infrastructure solutions. Learn how AI, HCI, and modern hardware are reshaping edge deployments for performance, portability, and real-time insights.
Kaseya Connect 2025
Kaseya recently launched its Connect 2025 conference in Las Vegas, unveiling new features focused on enhancing IT operations, security solutions, and operational efficiency for Managed Service Providers (MSPs). Notable announcements included the introduction of Kaseya 365 Ops and Kaseya SIEM, emphasizing cyber-resiliency and AI integration, highlighting the growing role of MSPs in cybersecurity.
Analyst Angle From VeeamON 2025
Analyst angle video with Christophe Bertrand and Zeus Kerravala discussing VeeamON 2025 announcements and impressions
A Blueprint for Scaling a New Agentic AI Business
What does it take to build — and rapidly scale — a successful company in the era of Agentic AI? In this episode, we explore that question with Haoyu Zha, the Y-Combinator founder of HOAi, a fast-growing startup harnessing AI agents as digital workers to transform how homeowner associations (HOAs) operate, create value, and engage their communities. Founded in 2023, it turned real-world frustrations into an AI solution now adopted by major HOAs such as EJF Real Estate Services, Tyco Property Management, and CAMCO.
With the Agentic AI market projected to grow by nearly 45% CAGR through 2030, HOAi offers a rare case study on how to capitalize early on a breakout category. Their platform enables AI agents and human supervisors to partner, speeding up workflows and improving decision-making, making their solution fundamentally different from traditional business automation solutions.
Whether you’re a founder, investor, or tech strategist, this is your front-row seat to the blueprint for scaling a business in one of AI’s fastest-growing frontiers.
274 | Breaking Analysis | RSAC Highlights Security Markets in Transition
As RSAC 2025 approaches, key themes are emerging that are set to dominate the world’s largest cybersecurity gathering. Industry dynamics are shifting rapidly – from AI enabling higher velocity threats, an intensified platform consolidation debate, high-profile M&A, rising interest in AI agents (with somewhat tepid adoption in cyber) and shifting security budget priorities. Our research […]
Navigating the EU Cyber Resilience Act in a Global Software Supply Chain
Explore how the EU Cyber Resilience Act is reshaping global software development, compliance, and open source practices—and what developers must do to stay ahead.
273 | Breaking Analysis | The Long Road to Agentic AI – Hype vs. Enterprise Reality
At last week’s AI Agent Builder Summit, hosted by Scott Hebner of theCUBE Research at SiliconANGLE’s Palo Alto Studios, the hype around “agentic AI” – autonomous software agents that can orchestrate complex tasks – was on full display. Demos and keynotes painted a bold vision of AI-driven business processes. But scratch beneath the surface, and a sobering reality emerges: Most enterprises are far from ready to reap the benefits of fully autonomous agents. Much work needs to be done to realize the promise of agentic systems, including organizational alignment to create a true data culture, cleaning up data silos, harmonizing that data, data ownership, data product thinking, getting governance and security right, choosing technology partners, rationalizing your SaaS and on-prem applications portfolio, and of course change management to get all this done. Starting the journey toward an agentic enterprise is an exciting imperative, but in our view will take the better part of a decade to realize.