262 | Breaking Analysis | Predictions 2025 – Data Renaissance, Systems of Agency, LAMs, SAMs & Security Threats
In just two short years, the entire data and technology industry has undergone a seismic shift. Tech stacks—from top to bottom—are being tuned to harness extreme parallel computing, often called Accelerated Computing. From silicon to infrastructure and throughout the software layer, nowhere is this transformation more pronounced than in the data stack.
Over the past seven years, modern cloud-native data platforms set the agenda. Today, however, the rise of open table formats, shifting control points, open-source governance catalogs, and a heightened focus on AI are creating both challenges and opportunities for enterprises and the tech providers who serve them.
In this special breaking analysis, we’re pleased to host our fourth annual data predictions power panel with some of our collaborators in the Cube Collective and members of the Data Gang. With us today are five of the top industry analysts focused on data platforms. Sanjeev Mohan of Sanjmo, Tony Bear of DB Insight, recent IDC graduate Carl Olofson, Dave Menninger of ISG and Brad Schimmin with Omdia.
2025 Predictions for Application Development, Cyber Resiliency, and Data Protection
Discover 2025’s key trends in application development, cyber resiliency, and data protection. Learn about AI-augmented development, unified DevOps platforms, Zero Trust security, and more in this essential research note.
261 | Breaking Analysis | How NVIDIA is Creating a $1.4 Trillion Data Center Market in a Decade of AI
We are witnessing the rise of a completely new computing era. Within the next decade, a trillion-dollar-plus data center business is poised for transformation, powered by what we refer to as extreme parallel computing (EPC)—or as some prefer to call it, accelerated computing. While artificial intelligence is the primary accelerant, the effects ripple across the entire technology stack.
Nvidia sits in the vanguard of this shift, forging an end-to-end platform that integrates hardware, software, systems engineering, and a massive ecosystem. Our view is that Nvidia has a 10-to-20-year runway to drive this transformation, but the market forces at play are much larger than a single player. This new paradigm is about reimagining compute from the ground up: from the chip level to data center equipment, to distributed computing at scale, data and applications stacks and emerging robotics at the edge.
2025 Predictions: The Convergence of Application Development and Networking
Explore 2025 predictions on how application development and networking are converging to reshape enterprise innovation. Discover key trends like AI, DevOps, secure networking, and low-code platforms driving this evolution.
AWS’s Co-Selling Partnerships: Helping Partners Drive Profitable Growth
In this conversation with AWS’s Julia Chen, we explored AWS’s co-selling partnerships and how they are designed to help partners drive profitable growth.
AI is the New BI: ThoughtSpot CEO on Transforming Business Intelligence for the AI Era
In a recent conversation with ThoughtSpot CEO Ketan Karkhanis, we explored how AI is reshaping BI and why traditional approaches are no longer sufficient for today’s business needs.
The On-Premises AI Challenge for Startups
Today’s AI startups are overly reliant on public clouds and risk missing the opportunity to bring AI to data that resides on-premises. Organizations increasingly want to bring intelligence to their proprietary data that resides on-prem, to do training and inference under their own control. Startups’ primary route to market is either through hyperscaler marketplaces, which typically de-emphasize on-prem deployments, or via direct sources. When going direct, startups lack the credibility and go to market breadth to scale efficiently. As such we believe an opportunity exists for startups to partner with infrastructure leaders that have a strong on-premises installed base and both the talent and go to market expertise to penetrate traditional enterprises.
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.