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Uncovering innovation amidst the noise of MWC

Once again, artificial intelligence dominated the buzz at this year’s MWC Barcelona, formerly called Mobile World Congress. From smartphones to satellites, networks to applications, no vendor or service provider could resist the lure of AI. My challenge: Sort through the thousands of …

Telcos’ last chance: Why the edge becomes hyperconverged

INFRA By DAVE VELLANTE AND JOHN FURRIER6 MONTHS AGO

Our main thesis coming out of MWC 2026 is that the telecommunications industry is staring at a once-in-a-generation infrastructure reset. Carriers poured billions into 5G spectrum, fiber expansion and network modernization on the promise that faster networks would unlock new enterprise revenue. …

Satya’s sacrifice: Why agents threaten Office and how Microsoft responds

AI By DAVE VELLANTE AND GEORGE GILBERT6 MONTHS AGO

Last year, Microsoft Corp. Chief Executive Satya Nadella made the claim that “SaaS will dissolve into a bunch of agents” sitting on top of CRUD databases. In describing how software-as-a-service applications will become artificial intelligence agents atop standard “create, read, update and delete” databases, …

Hitting stride with AppOS, AI and low-code automation at ZohoDay 2026

AI By JASON ENGLISH6 MONTHS AGO

Joining colleagues of all specialties at my fifth ZohoDay analyst event over the years, I knew what to expect: Direct interaction with customers and executives, evidence of continued growth and innovation, and another strategy to unify everything. I wasn’t wrong, but as …

TheCUBE Research 2026 predictions: The year of enterprise ROI

AI By DAVID VELLANTE, PAUL NASHAWATY, BOB LALIBERTE, SAM WESTON, SCOTT HEBNER AND CHRISTOPHE BERTRAND7 MONTHS AGO

Observers commonly say that artificial intelligence is still in the “early innings.” The reality is AI is much further along than many acknowledge. In 2012, AlexNet was a watershed deep learning moment when massive and freely available internet datasets met Nvidia Corp.’s graphics processing …

Six shifts that will make or break enterprise AI

AI By KIRAN MINNASANDRAM7 MONTHS AGO

Ask a room full of chief information officers how far along they are with artificial intelligence and you will hear the same story repeatedly: Many proofs of concept, a handful of production deployments, and a few impressive wins. Most enterprises treat AI …

The pillars of a successful artificial intelligence strategy

AI By PIETER DEN HAMER7 MONTHS AGO

Despite the hype, the enormous potential business value of artificial intelligence is not going to materialize spontaneously. Digital workplace leaders must guide their organization toward an era in which AI is not only creating tangible business value, but becomes a critical competitive …

Enterprise technology predictions: What’s coming in 2026

AI By DAVE VELLANTE AND ERIK BRADLEY7 MONTHS AGO

At the beginning of each year, as is our tradition, we team up with Enterprise Technology Research to dig through the latest data and craft 10 predictions for the coming year. This year’s prognostication follows the publication where we grade our 2025 predictions. In this Breaking …

Human-in-the-loop has hit the wall. It’s time for AI to oversee AI

AI By EMRE KAZIM8 MONTHS AGO

For years, “human-in-the-loop” has provided the default reassurance when it comes to how artificial intelligence is governed. It sounds prudent. Responsible. Familiar. It is no longer true. We’ve entered an agentic age where AI systems make millions of decisions per second across …

Nvidia resets the economics of AI factories, again

AI By DAVID VELLANTE AND DAVID FLOYER8 MONTHS AGO

At CES 2026, Nvidia Corp. Chief Executive Jensen Huang once again reset the economics of artificial intelligence factories. In particular, despite recent industry narratives that Nvidia’s moat is eroding, our assessment is the company has further solidified its position as the hardware …

Guest Author

Latest from Guest Author

Uncovering innovation amidst the noise of MWC

Satya’s sacrifice: Why agents threaten Office and how Microsoft responds

Hitting stride with AppOS, AI and low-code automation at ZohoDay 2026

Six shifts that will make or break enterprise AI

The pillars of a successful artificial intelligence strategy

Enterprise technology predictions: What’s coming in 2026

Human-in-the-loop has hit the wall. It’s time for AI to oversee AI

Nvidia resets the economics of AI factories, again

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