292 | Breaking Analysis | Intel – NVIDIA: The Baton Passes to the CUDA Era
In our view, the Intel–NVIDIA pact further accentuates NVIDIA’s dominance and represents a final handoff of the baton in the race to the next era of computing. Just as Intel had a lock on the market in the 80s and 90s, NVIDIA has now extended its moat deep into the x86 ecosystem (in both PCs and the data center) and expanded its TAM by $500B to $1T by our estimates. The subtext here is that Lip-Bu Tan is taking necessary steps to save Intel. In doing so, he’s hitching the company’s wagon to the future, which is being defined by CUDA, NVIDIA’s software platform. This move by our estimates, increases Intel’s TAM by $100B and breathes new life into the x86 franchise, which was rapidly deteriorating. In our view, Intel foundry remains problematic but will get a boost from the system on chip (SoC) products that this partnership will produce. On balance we see this as a win for both companies, x86 customers and a further boost for AI’s momentum.
Special Breaking Analysis | CrowdStrike’s Agentic Pivot and George Kurtz’s Security AGI Vision
CrowdStrike used Fal.con 2025 to harden its ongoing value proposition that security is a speed game. But the company extended its messaging emphasizing that platforms which orchestrate fleets of AI agents will set the bar for the future of security. In our view, George Kurtz’s keynote and theCUBE interview (below) mark a goal to create […]
HeroDevs Brings End-of-Life Software Back Into Focus
Discover how HeroDevs addresses the systemic risk of end-of-life open source software and provides commercial support to secure legacy frameworks like AngularJS and Apache Struts, enabling compliance and safer modernization.
Special Breaking Analysis | Scanning the Adversary Landscape: The Big Four in the Age of AI
The threat landscape is undergoing a profound transformation. At CrowdStrike’s Fal.Con 2025 event in Las Vegas, Adam Meyers, who heads counter-adversary operations, provided a rare window into how the world’s most capable adversaries are adapting their tactics. His insights underscore a sobering reality in that artificial intelligence has become both a weapon and a defense shield, underscoring the asymmetry between attackers and defenders.
291 | Breaking Analysis | From Product to Platform – How CrowdStrike Navigates to Durable Growth
We believe CrowdStrike (CRWD) has re-established growth momentum while still working through the financial and reputational overhang of the July 19, 2024 global outage. The company recently delivered net new ARR reacceleration ahead of expectations, showcased strong platform expansion across cloud, identity, and Next-Gen SIEM, and leaned on Falcon Flex as a durable consolidation lever. In our view, the near-term debate centers not only on churn or Flex conversion but more on net new ARR performance, valuation skepticism, and whether identity and SIEM can offset a maturing core endpoint business while fending off intensifying competition. The mainspring of CrowdStrike’s success remains relentless product innovation, increasingly defined by its platform. We believe its unified platform and AI-driven threat defense at scale underpin the company’s premium valuation through customer consolidation, stickiness, and durable ARR growth.
Inside Kubernetes: How the Community Keeps One of the World’s Largest Open Source Projects Moving
How the Kubernetes community manages governance, releases, and mentorship to keep open source enterprise-ready.
Digital Labor @ Work: How AI Agents Are Transforming Community Management
Explore how agentic AI and digital workers are transforming the operations of community association management companies. What began as a vision to eliminate inefficiencies in community management has grown into a platform that manages more than a million homes, delivering measurable ROI for management companies while achieving higher satisfaction for homeowners and board members.
The conversation examines how HOAi’s agentic AI platform addresses persistent challenges, including growing homeowner demands, hiring and retaining talent, rising operational costs, low margins, and effective communication with homeowners and board members.
By introducing digital workers tailored for domain-specific complexity, HOAi streamlines core functions like accounts payable, accounts receivable, customer service, management tasks, and more. This leads to more efficient operations, the ability to expand without hiring more staff, working smarter and faster with improved quality, freeing up time for the team, and gaining a competitive edge.
290 | Breaking Analysis | Broadcom vs. NVIDIA – Not a Zero Sum Game
We believe the prevailing narrative that Broadcom and NVIDIA are locked in a zero-sum battle for AI data center dominance is misleading. The reality is these companies are playing very different games. NVIDIA has built a vertically integrated compute and software platform that has become the engine of the AI factory era. Broadcom, by contrast, has constructed a durable business model around connectivity, custom silicon, and high-margin software. The strategies overlap but are not mutually exclusive. We believe the real story is how these firms are carving out complementary positions in the most important technology cycle since the dawn of the Internet.
Truxt.ai Unlocks DevOps Intelligence with AI Analytics
Truxt.ai is transforming software delivery by bridging the gap between DevOps metrics and business outcomes. Learn how its AI-powered analytics platform drives real-time insights, root-cause diagnosis, and action-ready recommendations for engineering teams.