Interview With Sanjay Poonen, CEO of Cohesity

In a recent interview, Sanjay Poonen, CEO of Cohesity, discussed the company’s significant acquisition of Veritas’s Enterprise data protection business, propelling Cohesity from the seventh to the first position in the data protection market.

258 | Breaking Analysis | re:Invent 2024: Builder Ethos Embraces Simplicity

AWS re:Invent 2024 ushered in a transformative chapter for both Amazon Web Services and the broader tech ecosystem. This year’s event marked the debut of Matt Garman as CEO of AWS, stepping into a role that aligns with what John Furrier aptly describes as a “wartime CEO”—a technically adept leader and trusted consigliere. Garman’s keynote set the tone for AWS’s strategic focus: doubling down on core infrastructure capabilities across silicon, compute, storage, and networking, while extending its Graviton playbook to GPUs and potentially large language models (LLMs).

257 | Breaking Analysis | Grading our 2024 Enterprise Technology Predictions

The inboxes are overflowing once again with predictions about the future of enterprise tech, as we gear up for 2025. While many of these forecasts are insightful, we’ll sift through them carefully before releasing our own predictions later in January of next year. True to tradition, we aim to set a higher bar for our forecasts by focusing on measurable outcomes—whether it’s tied to a specific number or a clear binary result. Our philosophy remains consistent: a good prediction should be testable, enabling us to look back a year later and determine, with confidence and supporting data, whether it held true.

In this Breaking Analysis, we evaluate the 2024 predictions we made alongside ETR’s Erik Bradley. We revisit our January forecasts on topics like the macro IT spending environment, GenAI ROI, security, on-prem AI, technology priorities and more.

256 | Breaking Analysis | Cloud Market Share Shows Vendors Eyeing a $1T Opportunity

The ever expanding cloud has become ubiquitous. No longer is the cloud some remote set of services, somewhere up in the sky. Rather, the cloud is seeping into every industry, hybrid on-prem models, edge workloads, telco markets and has its sights on space. The market size is staggering and will surpass $1T in revenue when including infrastructure – IaaS and PaaS –  SaaS and professional services. Much AI work is being done today in the public cloud and despite indications that bringing AI to on-prem data will be a growing trend, it’s unlikely that the cloud will stop expanding any time soon. 

CISO’s Guide to Enterprise Gen AI Adoption featuring Varonis’s Matt Radolec

CISO’s Guide to Generative AI Adoption with Varonis’s Matt Radolec is the focus for this episode of the SecurityANGLE with theCUBE Research’s Shelly Kramer

255 | Breaking Analysis | Broadcom’s VMware Strategy is Winning Despite Market Friction

Broadcom’s acquisition of VMware is proceeding almost exactly as we expected when the deal was announced in May of 2022. While much of the media and competitor narrative is focused on the increased license fees Broadcom is imposing and the urgency of migrating off VMware, customer conversations and recent surveys show that while migrations are happening, the real story is that VMware’s more narrow focus and cost discipline are allowing Broadcom to integrate VMWare into its highly successful business model. Specifically, we see two seemingly countervailing trends that are both possible to be true: 1) Customers are actively moving many low value workloads off VMware; and 2) Most mission critical work is staying put, allowing Broadcom to dramatically increase the contribution from its software business and deliver a roadmap for customers that will be more cost effective than migrating.

Unpacking the State of eCommerce: Replatforming and Migration Trends for 2024

commercetools Kelly Goetsch joins for a conversation unpacking the newly-released report: The State of eCommerce, Replatforming, and Migration Trends for 2024 and a look at what’s ahead for the holidays.

Cisco Partner Summit 2024 Highlights

theCUBE Research analysts Shelly Kramer and Bob Laliberte unpack the highlights from Cisco Partner Summit 2024

The Role of Causality in Agentic AI

There is a missing ingredient in today’s AI, which, when added, will make AI a truly indispensable partner in business and scale ROI over the long run. This ingredient is also fundamental to creating agentic AI systems, where networks of agents help humans make decisions, solve problems, and even act on their behalf. The missing ingredient is CAUSALITY and the science of WHY things happen. Learn more about the advent of causal AI and its role in enabling next-generation AI agents.