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BREAKING ANALYSIS

It’s Larry’s world. We just live in it

Oracle Corp. is seeing renewed business momentum powered by a combination of an entrenched database business, years of investment in cloud infrastructure, an integrated application suite and artificial intelligence technologies that are being infused throughout its product line. This includes its autonomous database, 23ai, Exadata/Exascale, other Oracle infrastructure and its vast applications portfolio. Oracle has ...
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 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, highly ...
BREAKING ANALYSIS

From linear value chains to dynamic ecosystems: How digital twin platforms will revolutionize business operations

Last year theCUBE Research asserted that we are on the brink of a transformative shift toward intelligent data applications, set to revolutionize business operations. We introduced the concept of “Uber for All” as a metaphor, predicting that today’s linear value chains would evolve into dynamic digital representations of a business — digital twins — where intelligent ...
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 ...
BREAKING ANALYSIS

Assessing Broadcom-VMware eight months on

Customers and partners are pivoting to address Broadcom Inc.’s swift changes to its VMware packaging, pricing and partnership programs. Our data suggests customers and managed service providers have moved beyond the emotional shock phase to implementing their options in earnest. Our advice to large VMware customers has been to evaluate your enterprise license agreement expiration ...
GUEST COLUMN

Knowledge work automation in a post-RPA world

The rise of robotic process automation in the late 2010s heralded a new era of knowledge work automation. RPA bots could emulate human tasks, completing simple workflows via scripted interactions with user interfaces or application programming interfaces. Though RPA can save organizations money by replacing repetitive human activity with less expensive bots, it suffered from ...
GUEST COLUMN

How organizations can optimize generative AI costs

Generative artificial intelligence models are at the heart of the AI revolution today. As enterprises expand their gen AI initiatives, they recognize that the cost of developing, deploying and operating these models can be significant as use cases scale and expand. Organizations transitioning from gen AI pilots to production experience a rude awakening when it ...
BREAKING ANALYSIS

The emerging data stack brings opportunities and risk for buyers and sellers

The so-called modern data stack is getting a facelift and perhaps a complete body makeover. As the point of control shifts from the database management system to the governance layer, we cite three dynamics that highlight a reshaping of today’s data landscape, including: 1) Key data players are disrupting the established norm as they expand ...
BREAKING ANALYSIS

Why Databricks vs. Snowflake is not a zero-sum game

Three main pressure points are transforming the modern data landscape: 1) Increased interest in adopting open table formats to allow any compute to operate on any data; 2) The point of control is shifting from the database management system to the governance layer; and 3) AI is enabling the emergence of a new class of ...
GUEST COLUMN

Rethinking productivity measurement in the age of AI

Executives are laser-focused on how generative artificial intelligence can have an impact on employee output. As the chief strategy officer for a DevSecOps software company, GitLab, I spend a lot of time speaking with customers about AI’s impact on software development. Organizations have largely moved past the fear associated with AI and are now looking ...