Discussing Cyber Resiliency New Research With Dell Technology

Christophe Bertrand spoke with Brian White from Dell Technologies about cyber resiliency, following research involving 600 enterprise respondents. Key findings show that cybersecurity software is crucial, with 85% familiar with the NIST framework. Two-thirds of organizations experienced cyber attacks last year, often leading to disruptions. Only 12% fully recovered their data. Brian recommends enhancing resilience by reducing attack surfaces and conducting regular recovery training.

276 | Breaking Analysis | Salesforce Agentforce & Data Cloud: A Path to the Software-Only Hyperscaler

The Road to ‘Service-as-Software.’ Salesforce co-founder and CEO Marc Benioff is articulating a bold vision for the next era of enterprise software. In an exclusive interview with theCUBE on April 25, 2025, Benioff outlined how AI-driven agents and a unified data architecture will transform Software as a Service (SaaS) into what we’re calling “Service as Software” – a model where software-based digital agents augment every business process. The Salesforce chief has often quipped that today’s CEOs are “the last generation of executives leading exclusively human workforces,” underscoring his conviction that AI agents (what many call agentic AI) will soon work alongside humans in every enterprise. Our premise is that this “digital labor” revolution could be more disruptive than the cloud and mobile waves of 15 years ago, fundamentally redefining how applications function.

Agentic AI – Why Architecture Matters

In this episode of the Next Frontiers of AI, we delve into the array of new technologies fueling Agentic AI and why architecture matters more than ever. I am joined by George Gilbert, the principal analyst at theCUBE Research, who covers data platforms, intelligent apps, and agentic frameworks, to dissect the approaches that industry pioneers are taking. As enterprises seek to harness AI’s full potential, the focus shifts from GenAI and LLMs to sophisticated AI agents capable of autonomous decision-making and continuous learning. We’ll share our insights about the importance of building a multi-layered architecture of AI agents.

Join us as we explore the future of AI agents and their role in enhancing workflows and driving innovation in enterprise technology. We will discuss how agentic AI fundamentally changes the nature of what software can do and how it is built. It is a must-watch conversation for anyone just getting started with agentic AI.

Real-Time Breaking Analysis | IBM Think 2025: Arvind Krishna’s Enterprise AI Playbook

Our view is that IBM has crystallized a coherent, differentiated AI thesis based on smaller, domain‑tuned models running on an open, hybrid‑cloud fabric. The goal is to unlock what it claims is the 99 percent of enterprise data still untouched by GenAI. If execution matches the marketing—particularly on integration speed and cost transparency—IBM will change the perception from perennial AI underdog to a primary or even default choice for risk‑averse enterprises seeking tangible ROI. The next two quarters of Watsonx bookings and Granite adoption will tell us whether the strategy is hitting escape velocity, merely clearing the launchpad or needs a reset.

275 | Breaking Analysis | Power Hungry Clouds: Inside Tech’s Most Expensive Quarter

Based on this quarter’s earnings reports, it’s clear to us that demand is not the constraint for hyperscale clouds. They are, however running head‑long into the hard limits of physics.  Access to megawatts, liquid‑cooled racks, and a GPU supply chain that begins and ends with NVIDIA are now critical paths to tapping what appears to be unlimited demand.  AWS, Microsoft, and Google each chalked up record‑setting capital outlays last quarter—collectively dropping around $63 billion in CAPEX—yet even that eye‑popping sum can’t fully satiate the compute‑hungry AI models racing toward trillion‑parameter scale. We believe the real story isn’t simply “AI is expensive”; it’s that power availability, not revenue potential, is now the gating factor on hyperscaler growth. In our view, the winners of the next cycle will be the providers that secure sustainable energy footprints, master GPU allocation, and—critically—translate all that infrastructure into margin‑accretive AI services before the depreciation schedules kick in. Welcome to the ironic era where megawatts equal market share.

Simplifying Infrastructure and Driving Innovation at the Edge

Discover how StorMagic is transforming edge computing with simple, cost-effective infrastructure solutions. Learn how AI, HCI, and modern hardware are reshaping edge deployments for performance, portability, and real-time insights.

Kaseya Connect 2025

Kaseya recently launched its Connect 2025 conference in Las Vegas, unveiling new features focused on enhancing IT operations, security solutions, and operational efficiency for Managed Service Providers (MSPs). Notable announcements included the introduction of Kaseya 365 Ops and Kaseya SIEM, emphasizing cyber-resiliency and AI integration, highlighting the growing role of MSPs in cybersecurity.

Analyst Angle From VeeamON 2025

Analyst angle video with Christophe Bertrand and Zeus Kerravala discussing VeeamON 2025 announcements and impressions

A Blueprint for Scaling a New Agentic AI Business

What does it take to build — and rapidly scale — a successful company in the era of Agentic AI?  In this episode, we explore that question with Haoyu Zha, the Y-Combinator founder of HOAi, a fast-growing startup harnessing AI agents as digital workers to transform how homeowner associations (HOAs) operate, create value, and engage their communities.  Founded in 2023, it turned real-world frustrations into an AI solution now adopted by major HOAs such as EJF Real Estate Services, Tyco Property Management, and CAMCO.

With the Agentic AI market projected to grow by nearly 45% CAGR through 2030, HOAi offers a rare case study on how to capitalize early on a breakout category. Their platform enables AI agents and human supervisors to partner, speeding up workflows and improving decision-making, making their solution fundamentally different from traditional business automation solutions.

Whether you’re a founder, investor, or tech strategist, this is your front-row seat to the blueprint for scaling a business in one of AI’s fastest-growing frontiers.