Guest Author

Latest from Guest Author

Data 2026 outlook: The rise of semantic spheres of influence

BIG DATA By TONY BAER8 MONTHS AGO

In 2024, the elephant in the room was how generative artificial intelligence seized the conversation. In 2025, the dialog shifted to agents and the question of whether there’s an AI bubble happening in our midst. But as we noted, AI’s taking of …

Why Nvidia maintains its moat and Gemini won’t kill OpenAI

AI By DAVID VELLANTE AND DAVID FLOYER9 MONTHS AGO

Two prevailing narratives have driven markets recently. The first is that Nvidia Corp.’s moat is eroding primarily thanks to graphics processing unit alternatives such as tensor processing units and other application-specific integrated circuits. The second is that Google LLC generally and its …

Five unexpected trends in generative AI value realization IT leaders can’t afford to ignore

AI By TORI PAULMAN9 MONTHS AGO

Despite the significant investments that many organizations have put into generative artificial intelligence, most are not seeing the productivity gains that they expected. Simply adopting new technologies is no longer enough to drive productivity gains, if it ever were. In today’s rapidly …

Worker-bee AGI: Why AWS is betting on practical agents, not ‘messiah AGI’

AI By DAVE VELLANTE AND GEORGE GILBERT9 MONTHS AGO

At AWS re:Invent 2025, Amazon Web Services Inc. faced a dual mandate: Speak to millions of longstanding cloud customers while countering a persistent narrative that the company is lagging in artificial intelligence. In our view, AWS chose a distinctly pragmatic path. Rather …

Customer service at a crossroads: Why build ‘faster horses’ when what you need is a car?

AI By DOUG MARINARO10 MONTHS AGO

Henry Ford is often credited with saying, “If I had asked people what they wanted, they would have said faster horses.” This statement remains one of the most powerful warnings against incremental thinking. Optimizing for what already exists rarely delivers transformation. Especially …

AI leads to a platform engineering revival at KubeCon NA 2025

AI By JASON ENGLISH10 MONTHS AGO

As you would expect this year, some of the conversation at this week KubeCon/CloudNativeCon North America 2025 in Atlanta felt a little bit like a support group. We’re all trying to get past the hype, and come to grips with the risks and …

Don’t ignore the security risks of agentic AI

SECURITY By ISLA SIBANDA10 MONTHS AGO

In the race to deploy agentic artificial intelligence systems across workflows, an uncomfortable truth is being ignored: Autonomy invites unpredictability, and unpredictability is a security risk. If we don’t rethink our approach to safeguarding these systems now, we may find ourselves chasing …

AI factories face a long payback period but trillions in upside

AI By DAVID VELLANTE, DAVID FLOYER, JACKIE MCGUIRE, SCOTT HEBNER AND CHRISTOPHE BERTRAND10 MONTHS AGO

Our latest forecast indicates that it will take a decade or more for artificial intelligence factory operators and model builders to reach breakeven on their massive capital outlays. Our projections call for nearly $4 trillion in cumulative capital spending outlays by 2030, …

AI factories: Data centers of the future

INFRA By DAVID VELLANTE, DAVID FLOYER, BOB LALIBERTE, SCOTT HEBNER AND PAUL NASHAWATY10 MONTHS AGO

The data center as we know it is being reimagined as an “AI factory” – a power- and data-optimized plant that turns energy and information into intelligence at industrial scale. The tech stack is flipping from general purpose central processing unit-centric systems …

AI policy without proof is just politics

AI By ION STOICA10 MONTHS AGO

The White House’s recent executive orders on artificial intelligence and the launch of America’s AI Action Plan have made one thing clear: The United States intends to lead the world in AI. To be sure, the policy direction is ambitious: Accelerate innovation, strengthen infrastructure …

Guest Author

Latest from Guest Author

Data 2026 outlook: The rise of semantic spheres of influence

Why Nvidia maintains its moat and Gemini won’t kill OpenAI

Five unexpected trends in generative AI value realization IT leaders can’t afford to ignore

Worker-bee AGI: Why AWS is betting on practical agents, not ‘messiah AGI’

Customer service at a crossroads: Why build ‘faster horses’ when what you need is a car?

Don’t ignore the security risks of agentic AI

AI factories face a long payback period but trillions in upside

AI factories: Data centers of the future

AI policy without proof is just politics

LATEST FROM THECUBE

UPCOMING CUBE EVENTS

RECENT CUBE EVENTS

GraphTalk 2026

AMD Advancing AI 2026

RAISE Summit 2026

Pure Accelerate 2026

FinOps X 2026

SIGN IN

Bio

Ethics statement

Contact us

Partner with us

Contact us

Guest inquiry