247 | Special Breaking Analysis | The Root Cause of Intel’s Troubles…A Critical Analysis
For over a decade we’ve been sounding the alarm on Intel. Five years ago, like some on Wall Street, we recommended a strategy to recreate Intel by splitting up its design and manufacturing divisions. Most recently we posited that a miracle would be needed for Intel to achieve its aspirations of becoming a viable number two foundry by 2030. The majority of industry pundits have finally come to the realization that Intel’s current path is unsustainable. However some still feel that splitting Intel’s fabs from its design business doesn’t make sense.
We disagree.
246 | Breaking Analysis | It’s Larry’s World, We Just Live in it
Oracle Corporation is seeing renewed business momentum powered by a combination of an entrenched database business, years of investment in cloud infrastructure, an integrated application suite and AI technologies that are being infused throughout its product line. This includes its autonomous database, 23ai, Exadata/Exascale, other Oracle infrastructure and its vast applications portfolio. Oracle has a highly differentiated strategy that is hitting on most if not all cylinders. And it appears the best is yet to come. It’s one reason that, year to date, the stock is up 54%, compared to the Nasdaq which is up 19% as of the recording of this recording.
Optimize Network Operations
Modern IT environments are highly dynamic and constantly evolving, creating numerous challenges for network operations teams. With more devices connecting to networks due to IoT and hybrid work, and the need for seamless connectivity across all locations, operations teams are under pressure. I had the opportunity to sit down with Anil Varanasi, the founder of […]
245 | Breaking Analysis | Is the Modern Data Stack Out Over Its Skis?
Input from theCUBE and data practitioner communities suggests that acceleration in compute performance and the sophistication of the modern data stack (MDS) is outpacing the needs of many traditional analytic workloads. Most analytics workloads today are performed on small data sets and generally can run on a single node, somewhat neutralizing the value of distributed, […]
Optimizing the Performance of Time-sensitive Applications
Optimizing the performance of time-sensitive applications
Gen AI and IT Infrastructure: Exploring the Impact on the Network
theCUBE Research’s Bob Laliberte is joined by Dell Technologies’ James Wynia and Saurabh Kapoor for this conversation about the impact of Gen AI on the network.
Black Hat 2024: Key Takeways, 2024 State of Cybersecurity, Vendors to Watch
Black Hat 2024, key takeaways from the event, Ivanti’s 2024 State of Cybersecurity, and security vendors to watch are all covered in this episode of the SecurityANGLE.
Credit Union Cybersecurity: Strategies for Cyber Resilience
Credit union security and strategies for cyber resilience took center stage in our SecurityANGLE converation with BCU CISO, Stephenie Southard.
244 | Breaking Analysis | How Agentic AI Platforms Will Redefine Enterprise Applications
We believe enterprise applications are undergoing a profound change. By next year, highly capable agentic systems will emerge to create new application classes and alter the way organizations think about their backend systems, data platforms and user interfaces. The extent of the transformation, we believe, will be more impactful to the application stack than were the changes brought about by innovations seen during the modern GUI, Web, cloud and mobile eras.