Special Breaking Analysis: IBM’s Technology-Arbitrage Play – Turning Agentic AI and Durable Platforms into Enterprise Outcomes
We believe IBM is attempting one of the more underappreciated pivots in enterprise AI. Specifically, we’re talking about a shift from traditional labor-arbitrage services to technology arbitrage, where value is created by packaging agents, durable platforms, and domain IP into repeatable outcomes. The story isn’t that “IBM has AI.” Everyone has AI. IBM’s promise is to deliver outcomes at the workflow level across regulated, complex environments. In particular, situations where time-to-value, policy, and sovereign constraints dominate buying decisions. Our assessment based on recent conversations with the company and several of its customers indicates this messaging aligns with enterprise priorities within demanding industries. IBM is focusing on mission-critical workflows, blending deterministic systems of record with probabilistic systems of intelligence.
Dreamforce 2025 Developer Impact and the Rise of the Agentic Enterprise
Explore how Dreamforce 2025 redefines developer roles with AI, low-code, and the Agentic Enterprise vision.
295 | Breaking Analysis | Salesforce’s Next Era – The Agentic Enterprise
Salesforce is moving from the hype phase of generative AI into doing the harder engineering work to create the agentic enterprise. Dreamforce 2025 showed us that the company which created the original SaaS model now wants to lead what we call service as software. In our view, this represents a profound revolution, not just in technology but in business. In a world where AI agents deliver outcomes across systems of record, systems of engagement and systems of intelligence. Our assessment is that Salesforce’s AgentForce 360 platform is crossing day one early version to attack day two problems and customer requirements. What does that mean? It’s no longer just demoing copilots inside Customer 360. Rather, the company is going after the messy problems of observability, orchestration, data quality, etc. that determine whether agent systems can scale in the enterprise.
The Widening AI Value Gap: How to Close the Gap Before It’s Too Late
In this episode of The Next Frontiers of AI, host Scott Hebner, Principal Analyst for AI at theCUBE Research, sits down with Vladimir Lukic, Global Leader of the Tech & Digital Advantage Practice at Boston Consulting Group (BCG) to explore one of the most urgent questions in enterprise AI today: Why are only 5% of companies realizing real value from AI, while the rest are falling further behind? And more importantly, what can companies do to remedy this problem before it’s too late.
Securing AppDev in the AI-Explosion
As AI workloads surge, traditional security tools are failing to keep up. Gigamon’s Chaim Mazal explains why deep observability—rooted in immutable network telemetry—is essential to secure autonomous, AI-driven applications across hybrid and multi-cloud environments.
Riverbed Accelerates AI Data Movement
At Oracle CloudWorld 2025 in Las Vegas, Riverbed unveiled its new Data Express Service, a SaaS offering designed to address one of the biggest bottlenecks in enterprise AI adoption: AI data movement. This involves moving massive datasets quickly, securely, and cost-effectively. Built on Oracle Cloud Infrastructure (OCI), the new service enables petabyte-scale data transfers up […]
294 | Breaking Analysis | The Zero-Loss Enterprise – Data Resilience as an AI Service Layer
The shift to service as software will bring learning curve advantages, software- like marginal economics, and winner- take- most dynamics to all companies across every industry, not just tech vendors. We believe those firms that can more quickly jump on the AI experience curve will see substantially increased benefits relative to their competitors. However, our […]
Cisco Enables “Scale-Across” AI environments
Cisco has unveiled its most powerful and efficient routing platform this week, the Cisco 8223, powered by the company’s new Silicon One P200 chip. The announcement, made ahead of the Open Compute Project (OCP) Global Summit, marks a significant step forward in AI-era networking, as hyperscalers and enterprises increasingly face the limits of scaling within […]
Data, AI, and the New Mission Imperative
As AI reshapes defense and intelligence operations, government agencies are moving toward sovereign cloud, Zero Trust, and edge-classified data models. Hear from MinIO’s Cameron on how AI governance and scalable storage are powering next-gen mission outcomes.