265 | Breaking Analysis | Investors Cool on Cloud but CEOs Double Down

Earnings reports from the big three cloud players disappointed investors this week. All three US hyperscalers fell a bit short of consensus for their cloud revenues in the December quarter and investor reaction has been negative. But squinting through the data, there’s a lot to like about the position of AWS, Google Cloud Platform and Microsoft Azure. In particular, the IaaS and PaaS revenue alone for the big 3 approached $200B in 2024 and grew 25%. All three cited capacity constraints and, along with Meta, are committing more than $300B in CAPEX spend this year, most of it to support current and future AI demand. As is often the case, when a new wave hits it tends to be overhyped at the beginning of the cycle and underestimated when it hits a steady state. And in between points A and B we often see blips and bumps that represent opportunities for long term investors.
Riverbed Smart OTel to Deliver Right Data at the Right Time

Riverbed announced the general availability of Riverbed Smart OTel, delivering its approach to OpenTelemetry (OTel) that promises to deliver the right data at the right time for faster insights and decision-making. This launch takes advantage of the OpenTelemetry (OTel)open-source framework that was designed for collecting, processing, and exporting telemetry data such as traces, metrics, and […]
264 | Breaking Analysis | theCUBE Research Predictions 2025

Make no mistake. We are entering a technology cycle that is completely new. Massively parallel computing and the Gen AI awakening is creating an entirely different industry focus that has altered customer spending patterns. Moreover, this new computing paradigm has changed competitive dynamics almost overnight. Decisions whether to spend tens of billions or hundreds of billions on CAPEX are being challenged by novel approaches to deploying AI. Geopolitical tensions are higher than at any time in the history of tech. While the pace of change appears to be accelerating, causing consternation and confusion, the reality is that broad technology adoption evolves over long periods of time, creating opportunities, risks, and tectonic shifts in industry structures.
#1 – Predictions for AI in 2025

In this first episode of The Next Frontiers of AI Podcast, I am joined by my industry colleague Tim Sanders, VP of Research Insights at G2, to debate theCUBE Research’s predictions for AI in 2025. We begin 2025 grounded in the consensus that will see the rise of agentic AI. In our predictions, we won’t restate that widely held […]
Six Predictions for AI in 2025

We begin 2025 grounded in the consensus that this year will mark the rise of agentic AI. In our predictions, we won’t reiterate that shared belief; instead, we will focus on the underlying changes that will drive the value of agentic AI. We foresee a year of advancements that address real-world barriers to AI adoption and enable higher-ROI use cases.
The Future of Application Development and Cloud in 2025: Key Predictions

Explore key 2025 predictions for the future of application development and cloud technologies. Learn how AI, DevOps, hybrid models, and low-code platforms will shape innovation and operational efficiency.
The Importance of Networking for Retail

The retail industry continues to undergo rapid transformation, driven by changing consumer expectations and technological advancements. At the center of this evolution is the need for robust and innovative network solutions, as highlighted in a recent discussion with John Brams, SVP of Americas Sales for Extreme Networks. The conversation shed light on how Extreme Networks […]
263 | Breaking Analysis | Enterprise Technology Predictions 2025

At the beginning of each year, as is our tradition, we collaborate with ETR to dig through the latest data and craft ten predictions for the coming year. This year’s batch follows some annual favorites and some new territory. In this Breaking Analysis we put forth our top ten predictions for enterprise tech in 2025 with our usual data-heavy opinions and prognostications.
The Agentic AI Revolution in AppDev and DevOps

Explore how agentic AI and AI assistants are transforming application development and DevOps. Learn about their impact on productivity, modernization, and ethical considerations for 2025.