The hubbub at the New York Stock Exchange was audible on theCUBE Pod last Friday, with concerns rising over the artificial intelligence bubble. Several tech companies, including Intel Corp., Alphabet Inc., Amazon.com Inc., CoreWeave Inc. and Fortinet Inc., saw their stock fall, suggesting that investors may have doubts about all that AI infrastructure spending. At the same time, Anthropic PBC filed for an initial public offering with the U.S. Securities and Exchange Commission, which looks to be a grand debut for one of the biggest AI developers out there (despite the company still not turning a profit). Also causing a stir is the announcement that NYSE parent company, Intercontinental Exchange (ICE), will partner with Trade[XYZ] to bring perpetual futures markets built on cryptocurrency trading platform, Hyperliquid, to the U.S., subject to regulatory approval. “The whole idea of exchange is going to change,” said John Furrier (pictured, left), executive analyst at theCUBE Research. “It reminds me of cloud computing, how it re-leveled the data center. NYSE is the cathedral of capitalism. Nasdaq started as an over-the-counter bulletin board. Tech was early there and then only listed there. But now the game has changed. It’s very interesting to see how the competition...

Dell Technologies Inc. and its partner Advanced Micro Devices Inc. face similar competitive pressures. Both tech powerhouses operate in a business climate where success is now measured across central processing units, graphics processing units, rack-scale systems, memory capacity, network bandwidth and tokens per dollar. The pressure to compete across those measures underscores what theCUBE Research has termed “Engineering Velocity.” Since the Dell Technologies World event in May, AMD and Dell have not slowed their pace of collaborations and announcements. AMD and Dell are working to build enterprise AI infrastructure that can keep pace with changing workloads and customer requirements. “In AI infrastructure, the winner may not be the company with the best benchmark on keynote day,” said theCUBE Research’s Dave Vellante. “It will more likely be the company whose engineering system learns, validates and improves the entire platform faster than anyone else.” This feature is part of SiliconANGLE Media’s exploration of the architectural shifts powering continuous, production-grade AI. Be sure to check out theCUBE’s “Dell AI Data Platform Event: From Ambition to AI at Scale” and its past coverage of this year’s Dell Technologies World. (* Disclosure below.) Rack-scale consolidation A cornerstone of the Dell and AMD relationship is the...

AI chatbots are citing Russia propaganda from EU-sanctioned outlets, researchers say, raising questions about how hybrid warfare is expanding to influence large language models (LLMs). #TheCube

Deployment flexibility is changing the enterprise technology equation as businesses weigh new model options against existing data and development investments. Open-weight models and open-source clouds are renewing interest in on-premises deployment. Cloudera Inc.’s data analytics heritage gives it a foundation for addressing that demand, according to Paul Gillin (pictured, right), enterprise editor at SiliconANGLE Media and theCUBE. “Companies want to have control that they don’t think that they’re getting in the public cloud,” he said. “I think Cloudera sees that, and they’re not ashamed to say that this is what they’re all about.” Gillin spoke with co-host Rebecca Knight (left) at EVOLVE26, during an exclusive broadcast on theCUBE, SiliconANGLE Media’s livestreaming studio. They discussed deployment flexibility, platform modernization and Cloudera’s approach to partnerships. (* Disclosure below.) Deployment flexibility supports gradual modernization Cloudera’s Anywhere Cloud spans on-premises, private cloud, public cloud and hybrid environments. Beyond that deployment flexibility, its architecture addresses the practical challenge of updating enterprise systems as development requirements change, according to Gillin. “They realize that forklift upgrades are a terrifying prospect for many [chief information officers], and so they’re modularizing the product so that you can selectively patch and upgrade components that are important to you,” he said...

Deployment flexibility is changing the enterprise technology equation as businesses weigh new model options against existing data and development investments. Open-weight models and open-source clouds are renewing interest in on-premises deployment. Cloudera Inc.’s data analytics heritage gives it a foundation for addressing that demand, according to Paul Gillin (pictured, right), enterprise editor at SiliconANGLE Media and theCUBE. “Companies want to have control that they don’t think that they’re getting in the public cloud,” he said. “I think Cloudera sees that, and they’re not ashamed to say that this is what they’re all about.” Gillin spoke with co-host Rebecca Knight (left) at EVOLVE26, during an exclusive broadcast on theCUBE, SiliconANGLE Media’s livestreaming studio. They discussed deployment flexibility, platform modernization and Cloudera’s approach to partnerships. (* Disclosure below.) Deployment flexibility supports gradual modernization Cloudera’s Anywhere Cloud spans on-premises, private cloud, public cloud and hybrid environments. Beyond that deployment flexibility, its architecture addresses the practical challenge of updating enterprise systems as development requirements change, according to Gillin. “They realize that forklift upgrades are a terrifying prospect for many [chief information officers], and so they’re modularizing the product so that you can selectively patch and upgrade components that are important to you,” he said...

Will bringing automation into the financial industry prove disastrous or transformative? Intuit Inc., the financial technology company behind Credit Karma, QuickBooks and TurboTax, sees artificial intelligence as the next frontier of financial software. The industry is moving from manual reconciliation and data entry to proactive financial planning and analysis, according to Paul Nashawaty, principal analyst for theCUBE Research. Intuit is leading that shift. “AI allows for continuous, real-time insights rather than retrospective reporting,” Nashawaty said. “However, the peril remains data accuracy and the ‘black box’ nature of financial decision-making; firms must ensure explainability and human-in-the-loop governance for compliance. Intuit’s strategy appears focused on embedding these capabilities directly into its platform workflow, effectively turning its accounting tools into an AI-driven autonomous finance engine.” At Intuit Connect, experts and analysts will gather to discuss the integration of AI into accounting and financial operations, with exclusive coverage on theCUBE, SiliconANGLE Media’s livestreaming studio, airing Oct. 28. TheCUBE will cover Intuit’s approach to AI-powered automation and its implications for financial operations. (* Disclosure below.) The pros and perils of automation Intuit is looking to strengthen its position in the marketplace with a strategy driven by AI-powered automation. The company is developing AI agents capable...

Running artificial intelligence agents across an enterprise requires more than access to computing power. Companies also need to manage data security, governance and performance across cloud and on-premises systems, particularly as agentic workflows move into production. At last year’s EVOLVE25 event, Cloudera Inc. positioned itself as a platform for hybrid workloads, with an “AI anywhere” approach that encompasses the edge, on-premises infrastructure and the cloud. Now, the company is looking to make good on that promise as enterprises put agentic AI to work across increasingly complex data environments, according to Paul Nashawaty, principal analyst for theCUBE Research. “Last year, the narrative was about establishing a hybrid, ‘AI anywhere’ foundation,” he said. “This year, expect the conversation to pivot to the operationalization of that vision. The focus has moved from abstract potential to the mechanics of running production-grade AI at scale, proving that enterprise data architectures can handle the rigors of agentic workflows.” At Cloudera EVOLVE26 in New York City, theCUBE will cover how the company is translating its hybrid AI strategy into production capabilities, including advances in data governance, agentic workflows and AI deployment across distributed environments. TheCUBE’s exclusive coverage airs Oct. 27, featuring conversations with industry leaders and experts...

The motivation behind database modernization has traditionally been greater efficiency and cost savings. Yet, theCUBE Research has also found that there is a larger prize at stake: AI projects built on top of a modernized foundation can generate significant value. The ultimate goal is to progress beyond a fragmented data estate, which can slow teams down and make governance more difficult. AI projects need to be repeatable and scalable in production, and this will be a central focus of discussion during Oracle AI World in Las Vegas later this month. “For Oracle customers, the strategic question is becoming: Are we simply reducing infrastructure cost, or are we creating a better platform for repeatable AI execution?” said theCUBE Research’s Dave Vellante. “The value is not only in automation, standardization and operational efficiency. The bigger opportunity is using that foundation to get onto the AI learning curve earlier, free skilled teams from routine administration, improve governance consistency and accelerate the development of AI use cases over time. Database modernization is still an IT decision. But, increasingly, it is also an AI readiness decision that impacts all parts of the business.” TheCUBE, SiliconANGLE Media’s livestreaming studio, will be covering the latest news and...

Lors de l’événement Oktane d’Okta, les analystes de theCUBE ont souligné que les agents d’intelligence artificielle opèrent aujourd’hui à travers plusieurs applications et plateformes d’identité, ce q

Vor den Präsidentschaftswahlen in Frankreich im Frühjahr 2027 sind mehrere Kandidaten, die die Nachfolge von Emmanuel Macron antreten wollen, Opfer von Desinformationskampagnen. #TheCube

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Enterprise work management is entering a new phase as artificial intelligence agents move beyond assisting employees to executing business processes. Platforms once designed to organize projects and track assignments are becoming environments where people and autonomous agents collaborate, raising questions about application development, productivity and governance. That transition is a central theme of monday.com’s Elevate conference, taking place Oct. 28–29 at the Javits Center in New York City. The event brings together business leaders, developers and technology professionals to examine how AI is changing enterprise operations. SiliconANGLE and theCUBE will provide exclusive interviews and analysis, with special coverage airing Oct. 29. (* Disclosure below.) “Monday.com Elevate signals a broader shift in application development: from building software that helps people manage work to building AI-powered applications and agents that execute work,” said Paul Nashawaty, principal analyst at theCUBE Research. “For AppDev leaders, the promise of AI-assisted app creation is compelling, particularly as business teams seek to build tailored solutions faster and reduce their dependence on constrained engineering resources.” The opportunity is substantial, but so are the challenges of deploying autonomous systems within established enterprise environments. As monday.com expands its AI capabilities, theCUBE will examine whether organizations can translate faster application development...

Stu Miniman and Pete Cheslock from Red Hat join theCUBE host Dave Vellante for a preview of what to expect at this years Kubecon NA in Salt Lake City 00:00 - Intro 00:06 - Secure AI in the Cloud Native Ecosystem 02:42 - Open Platforms for Practitioner...

Most financial institutions today don’t suffer from a lack of customer data; the problem is how to turn the data they have into something useful. The challenge lies in sifting through CRM logs, channel interactions, transaction streams and market signals that are frequently siloed. The solution is technology that can connect and unify data, understand context and act in real time. Moving beyond AI models and bringing these three capabilities together is the goal of the AI data infrastructure that Dell Technologies Inc. offers its financial clients. “In many cases, the model is not the next constraint, the data is,” said Arthur Lewis, president of the Infrastructure Solutions Group at Dell. “That is the problem that the AI Data Platform was built to solve. Within the Dell AI Factory, it is the data foundation that curates, connects and serves enterprise data to fuel the AI, and especially agentic AI.” How Dell’s platform creates a more efficient data path from raw enterprise information to AI-ready context in the financial services industry will be a central focus of the Dell Technologies New York Symposium on Oct. 20. Dell executives and industry experts will join analysts from theCUBE Research to discuss the growing...

Data protection and cyber resilience have emerged as foundational control layers for enterprise AI. This was one of the clear messages from the discussion at Dell Technologies World in Las Vegas earlier this year. Cyber recovery capabilities are linked to resilience, AI governance, data integrity and operational trust, all essential requirements in an environment where the reliability of AI systems depends on the data pipelines, runtime controls and recovery processes supporting them. Cyber recovery will be at the center of the AI Cybersecurity and Resilience Summit, broadcasting Oct. 27–28 on theCUBE, SiliconANGLE Media’s livestreaming studio. The Summit will feature a Dell Technologies-led day 1 flagship program, titled “From AI to Quantum: A New Era of Cyber Resilience,” airing Oct. 27. One of the guests on the program will be Rob Emsley, director of cyber resilience marketing at Dell Technologies Inc., who has spoken in the past about how enterprise security staff must continually refine their incident response skills and familiarize themselves with core defensive principles. “We train our sellers and our partners about three keywords when it comes to cyber resilience: secure, detect and recover,” Emsley said. “Secure is about reducing the attack surface. Detect is about detecting and responding...

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Americans have big concerns about artificial intelligence, but that hasn’t stopped OpenAI Inc., Nvidia Corp., IBM Corp. and others from charging ahead. Last week saw shares of Nvidia, CoreWeave Inc., Oracle Corp. and Nebius Group N.V. decline amid reports that OpenAI’s annualized net revenue was approximately $50 billion, roughly $20 billion below previously reported figures. Despite the ongoing public pushback against AI, John Furrier (pictured, right), research executive analyst at theCUBE Research, sees the uproar as temporary. “This is an AI freakout moment,” he said. “It’s funny to watch knowing what’s happening on the inside. We talk to all those suppliers, whether it’s Nvidia, the chip side … the neoclouds or the AI infrastructure clouds. This new AI layer is a system; the data center as a system is now the computer. Rack scale is changing. Companies like Marvell, Broadcom and others are creating chips to create more efficiencies.” On the latest episode of theCUBE Pod, Furrier and Dave Vellante (pictured, left), chief analyst at theCUBE Research, discussed takeaways from the recent IBM Analyst Council. They also explored chipmaker Marvell Technology Inc.’s growth and the industry shift toward inference. IBM bets on commodity models Big Blue’s recent meeting provided insights...

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Smarsh EDGE 2026 puts AI-powered compliance in focus as theCUBE covers communications intelligence, risk detection and governance in financial services.

Sweden's foreign minister claimed last week that Europe has imported more from Russia during the war than it has spent supporting Ukraine. A review of the numbers suggests she is right. #TheCube

Alejandro D'Andrea, founder of BotMan AI, talks with theCUBE about using knowledge graphs for legacy modernization.

The semiconductor industry is entering a new era of hardware engineering as artificial intelligence accelerates demand for more powerful chips, interconnected systems and faster product development. But increasing design complexity, power consumption and thermal constraints are putting traditional engineering approaches under pressure, driving greater interest in AI-powered engineering. These challenges will help shape theCUBE’s coverage of SEMICON West, Oct. 14 in San Francisco. The coverage will address how AI-powered engineering, physics intelligence and cross-industry collaboration are changing semiconductor innovation. (* Disclosure below) “As semiconductors continue to evolve the architecture and as the speed of AI continues to gain on the infrastructure side, the agents, the coding, all the applications on top of it determine what will happen,” said John Furrier, executive analyst at theCUBE Research. “The semiconductor is the hotspot right now.” This year’s SEMICON West comes as the semiconductor industry approaches $1 trillion in annual revenue, with AI-driven design, advanced packaging and manufacturing expansion shaping its next phase. Increasingly, the challenge is moving beyond individual chip performance to engineering complete systems in which compute, memory, networking and power must work together. AI-powered engineering changes semiconductor design Traditional chip design processes are struggling to keep pace with the physical complexity...

Autonomous IT takes focus at LogicMonitor Elevate 2026 as theCUBE covers AI-powered observability, intelligent automation and self-healing infrastructure.

Enterprise IT teams are deploying applications faster than ever, but their ability to detect and resolve production problems isn’t always keeping pace. The growing complexity of hybrid infrastructure, cloud-native applications and interconnected digital services is putting pressure on traditional monitoring approaches. As organizations accelerate software delivery and expand their use of AI, IT operations teams must manage increasingly complex environments while maintaining application performance and business continuity. “Our AppDev research indicates that 63.7% of organizations deploy applications daily or multiple times per day, while 46.5% report that required deployment speeds have increased by 50–100% over the past three years,” said theCUBE Research’s Paul Nashawaty, practice lead and principal analyst. “Yet 32.3% still take hours to become aware of production issues. These findings highlight the growing disconnect between accelerated software delivery and the ability to maintain real-time operational visibility.” Closing that gap is a central theme of LogicMonitor’s Elevate event, taking place Oct. 13–14 in Chicago. The conference brings together IT leaders, practitioners and technology experts to discuss Autonomous IT, an approach that uses AI-powered observability, predictive intelligence and automation to help systems identify, diagnose and increasingly resolve problems with less manual intervention. On Oct. 14, theCUBE will livestream its coverage...