Formerly known as Wikibon

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, […]

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.

Expanding on Execution Engines and Composable Data Platforms

ABSTRACT: The future of intelligent data platforms is being reshaped by the growing adoption of composable architectures and cutting-edge execution engines. This research delves into transitioning from traditional, monolithic data systems to flexible, scalable, and high-performance modular data platforms. Key technologies like the Theseus execution engine, which utilizes GPU-accelerated hardware, are highlighted for reducing energy […]

243 | Breaking Analysis | Assessing Broadcom VMware Eight Months On

Customers and partners are pivoting to address Broadcom’s swift changes to its VMware packaging, pricing and partnership programs. Our data suggests customers and MSPs have moved beyond the emotional shock phase to implementing their options in earnest. Our advice to large VMware customers has been to evaluate your ELA expiration and work backwards from that […]

242 | Breaking Analysis | Cloud Spending Remains Resilient Amid Market Turbulence

The investor community is realizing that the return on invested capital for the AI buildout is going to take some time. The payback period for enterprise AI investments is not akin to the dopamine rush from completing a great workout. This realization combined with several other macro factors, has caused the big AI names to […]

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