Inside the AI Factory: Why Networking Has Become the AI Platform
As AI Moves into Production, Infrastructure Success Depends on More Than GPUs Artificial intelligence is entering a new phase. Across nearly every industry, organizations are moving beyond experimentation and pilot projects toward production deployments that embed AI directly into business operations. Large language models are increasingly powering intelligent assistants, while agentic AI promises to automate […]
Special Breaking Analysis: NVIDIA’s AI networking moat is real – But the lock-in debate continues
In a special editorial discussion hosted by Dave Vellante and Bob Laliberte, NVIDIA networking chief Gilad Shainer explains why agentic inference turns the network into part of the computer. We believe NVIDIA is materially ahead of the field, but in this special Breaking Analysis we evaluate Nvidia’s claims of openness, which must be analyzed at the system level – not merely at the Ethernet protocol layer.
Agentic Commerce Is Moving Beyond Recommendations to Reasoning
Discover how reasoning AI, knowledge graphs, and clinical validation are reshaping enterprise commerce and customer trust.
AI-Native Software Development Is Creating a New Software Supply Chain Security Challenge
Why AI-generated code is reshaping software supply chain security and driving the need for AI-native security practices.
319 | Breaking Analysis | Alex Karp, Frontier Models and the Real Fight for Enterprise AI
Alex Karp’s recent broadside against the frontier model vendors put a knife to the throat of the central enterprise AI debate. Karp’s argument is that frontier model vendors (he didn’t mention Anthropic and OpenAI by name) intend to suck the knowledge out of enterprises and destroy the “alpha” companies enjoy through their proprietary data, processes and underlying business advantage. In our last Breaking Analysis we called this approach “Data Communism,” where every firm gains access to the same intelligence.
Special Breaking Analysis: CoreWeave’s Vera Rubin Bet Shows AI Infrastructure Is Becoming a Full-Stack Game
The first Vera Rubin rack shipping is a major industry milestone because it signals that the next phase of AI infrastructure will be defined by extending GPUs into reliable, highly utilized, production-scale AI factories. In our opinion, the key takeaway from CoreWeave’s discussion with theCUBE is that the company is trying to differentiate from so-called neoclouds (GPU clouds) and is positioning itself more as a purpose-built AI hyperscaler. The theme company execs are emphasizing is differentiated engineering across data centers, power, cooling, networking, storage, orchestration and inference software.
AI Data Readiness Is Becoming the Real Enterprise Bottleneck
Why data readiness, governance, and orchestration are becoming the biggest barriers to enterprise AI success.
Special Breaking Analysis | Databricks Moves Up the Enterprise Intelligence Stack
Databricks’ most important story at Data + AI Summit was not just the number of announcements. The architecture is what got most of our attention. We believe the company is trying to move from a data platform to an enterprise intelligence platform – and that distinction implies @alighodsi is going after a bigger prize. For […]
Why AI is Making Acquisitions the New Innovation Strategy
Enterprise AI is entering the era of digital labor, where AI agents evolve from simple assistants into trusted digital coworkers capable of reasoning, making decisions, and collaborating with people. Based on new primary research from 625 AI leaders, this brief examines why organizations are embracing digital labor, the barriers preventing scalable adoption, and the trust architectures required to turn AI ambition into measurable business value.