222 | Breaking Analysis | Why CrowdStrike is separating from the cybersecurity pack
It’s been an interesting month in the cybersecurity space. The sector has been somewhat less affected by budget tightening these past twenty-four months and at the same time has benefitted from AI tailwinds. But in the past several weeks we’ve seen some separation in key highflying cybersecurity names. Specifically, Palo Alto shocked the street last month with a $600M billings forecast surprise and sounded the alarm that there were cracks in its consolidation execution.
221 | Breaking Analysis | The unplanned genius of Broadcom’s route to AI dominance
When you think of AI leadership, which companies come to mind? NVIDIA, OpenAI, the hyperscalers, Meta, Hugging Face, Anthropic and names like that, right? You don’t typically think of Broadcom do you? You should.
220 | Breaking Analysis | Dissecting the AI boom through the dotcom lens
Many people question whether the current AI boom will end in the same way that the dotcom bubble burst. It’s understandable as there are many similarities, especially with the exuberance seen this past week in the stock market following NVIDIA’s earnings print.
A CISO’s Take on the Rise of AI-Enhanced Phishing, Smishing, and Vishing — and How to Combat
In this episode of the SecurityANGLE, I’m joined by my fellow analyst and member of theCUBE Collective community, Jo Peterson for a conversation about the rise of AI-enhanced phishing. smishing, and vishing and how to combat that with Bil Harmer, the operating partner and CISO at Craft Ventures.
219 | Breaking Analysis | Cloud optimization wanes as AI slowly lifts off
The past twenty-four months have seen cloud spending face dual headwinds of macroeconomics and the ability to dial down resources as needed – i.e. cloud optimization. Nonetheless, the big four hyperscalers clocked in between $170 – $190B in IaaS and PaaS revenue last year depending on how you factor the leaked court documents suggesting Azure is much smaller than previously believed. Regardless, hyperscaler growth continued to outpace almost all markets, accelerating between 18-19% in revenue terms last year, despite their enormous size.
218 | Breaking Analysis | Intel Foundry is a bold bet filled with uncertainty
As an American, you can’t help but root for Intel CEO Pat Gelsinger to succeed. His vision to bring semiconductor manufacturing leadership back to the United States is more than just a quaint nationalistic sentiment. Rather it’s a strategic imperative for the country, its military, global competitiveness and access to future technological innovations in the AI era. But his strategy is dependent upon the success of Intel both as a designer and a leading manufacturer of advanced chips.
5 Top Enterprise Risk Management Trends We’re Tracking in 2024
Enterprise Risk Management from the 30,000-Foot View
Business continuity, risk mitigation, and enterprise risk management processes might not be sexy terms, but they all work together and play an outsized role in business success.
217 | Breaking Analysis | Slicing the Gordian Knot – A leap to real-time systems of truth
In order to support the vision of the sixth data platform, i.e. a capability that allows a globally consistent, real time, intelligent digital representation of a business, we believe the industry must rethink the single system of truth. Specifically, we envision a new data platform that marries the best of relational and non-relational capabilities and […]
6 Cloud Security Trends We’re Watching in 2024
In this episode of the SecurityANGLE, our series focused on all things cybersecurity, I’m joined by Jo Peterson, engineer, analyst, and member of theCUBE Collective community, to share insights on the top 6 cloud security trends we are tracking in 2024.