Taxes, Voting, Recycling—oh my! After navigating this jungle of grown-up responsibilities together, we're taking a quick summer breather to recharge our adulting batteries. But before we temporarily hang up our responsible pants, join us for this special episode packed with our favorite kernels of wisdom from the season so far AND get an exclusive preview of the fresh adulting adventures awaiting you when Grown-Up Stuff returns in late summer! Think of this episode as your adulting victory lap—complete with confetti and zero paperwork required! See omnystudio.com/listener for privacy information.…
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محتوای ارائه شده توسط SiliconANGLE. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط SiliconANGLE یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal
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VMware's Future - Navigating Multi-cloud Complexity & GenAI Under Broadcom's Wing
Manage episode 374693364 series 3502611
محتوای ارائه شده توسط SiliconANGLE. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط SiliconANGLE یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal
The FTC continues to drag its feet on approving Broadcom’s acquisition of VMware. Ironically, in our view, these delays only hurt the very competitive environment the FTC claims to be protecting. The AI era is accelerating at a breakneck pace and the big 3 hyperscale cloud vendors already have a sizable lead on legacy incumbents. If preserving competition is truly the agenda of the U.S. government, it should recognize that VMware, its enterprise ecosystem and market forces have the potential to neutralize cross cloud complexity and give customers a viable alternative to increasingly powerful public cloud players.
In this Breaking Analysis and ahead of VMWare Explore 2023, we revisit our views on Broadcom’s rationale and likely actions post acquisition. We’ll share current ETR survey data to place VMware’s position in context to the major cloud players, speculate on its AI agenda and give a preview of next week’s VMware Explore. To do so we welcome CUBE analyst Rob Strechay and friend of theCUBE, Zeus Kerravala, principal of ZK Research.
EU Commission approves Broadcom VMware
Hock Tan blog post on VMware’s future:
https://www.broadcom.com/blog/keeping-customers-at-the-center-of-everything
Broadcom VMware Deck:
https://investors.broadcom.com/static-files/232c0cd2-02d9-4704-bb7b-5659cef67fae
Silverlingings article on VMware Broadcom’s slow progress:
https://www.silverliningsinfo.com/multi-cloud/broadcoms-61b-vmware-deal-slowly-makes-progress
Broadcom VMware merger will hatch a new Supercloud:
https://www.silverliningsinfo.com/multi-cloud/broadcom-vmware-merger-will-hatch-new-supercloud
FT interview with Hock Tan:
https://www.ft.com/content/0a4013b6-b3b9-49fd-87a9-bd0da5e229b1
286 قسمت
اشتراک گذاریManage episode 374693364 series 3502611
محتوای ارائه شده توسط SiliconANGLE. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط SiliconANGLE یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal
The FTC continues to drag its feet on approving Broadcom’s acquisition of VMware. Ironically, in our view, these delays only hurt the very competitive environment the FTC claims to be protecting. The AI era is accelerating at a breakneck pace and the big 3 hyperscale cloud vendors already have a sizable lead on legacy incumbents. If preserving competition is truly the agenda of the U.S. government, it should recognize that VMware, its enterprise ecosystem and market forces have the potential to neutralize cross cloud complexity and give customers a viable alternative to increasingly powerful public cloud players.
In this Breaking Analysis and ahead of VMWare Explore 2023, we revisit our views on Broadcom’s rationale and likely actions post acquisition. We’ll share current ETR survey data to place VMware’s position in context to the major cloud players, speculate on its AI agenda and give a preview of next week’s VMware Explore. To do so we welcome CUBE analyst Rob Strechay and friend of theCUBE, Zeus Kerravala, principal of ZK Research.
EU Commission approves Broadcom VMware
Hock Tan blog post on VMware’s future:
https://www.broadcom.com/blog/keeping-customers-at-the-center-of-everything
Broadcom VMware Deck:
https://investors.broadcom.com/static-files/232c0cd2-02d9-4704-bb7b-5659cef67fae
Silverlingings article on VMware Broadcom’s slow progress:
https://www.silverliningsinfo.com/multi-cloud/broadcoms-61b-vmware-deal-slowly-makes-progress
Broadcom VMware merger will hatch a new Supercloud:
https://www.silverliningsinfo.com/multi-cloud/broadcom-vmware-merger-will-hatch-new-supercloud
FT interview with Hock Tan:
https://www.ft.com/content/0a4013b6-b3b9-49fd-87a9-bd0da5e229b1
286 قسمت
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Breaking Analysis with Dave Vellante
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Breaking Analysis with Dave Vellante
nvestors keep score with growth rates, but this quarter you had to read the footnotes and the fine print. Microsoft put up eye-popping Azure growth again, but a big slice of that acceleration is AI inference — notably ChatGPT — now embedded in the revised Azure definition - great for headlines but not conducive to apples-to-apples comparisons. Meanwhile, AWS delivered the largest dollars and a very clear message that demand exceeds supply. Meaning growth is capped by power and components, not pipeline. That creates a weird optics penalty — AWS showing growth in the high teens growth on a $120B-plus run rate and it’s a “concern.” But it also telegraphs future upside as capacity lands and depreciation cycles through. The stealth story is Google. Google Cloud posted a strong print with solid top-line growth and steadily improving operating margin — and GCP (the IaaS/PaaS core) is growing materially faster than Cloud overall - our estimate is nearly 40%. Backlog is building at more than $250M and $1B+ deals are real. As the mix shifts toward AI-heavy, infrastructure-centric workloads, it becomes a tailwind for Google, continues to lag the scale of AWS and Azure. Let’s call it a disciplined scale strategy with less noise. The other common thread is a capex arms race that faces real constraints. All three players said the quiet part out loud — power, sites, servers, power and lead times will dictate who wins AI inference and who monetizes it. Microsoft is capacity-constrained, AWS says “several quarters” to rebalance, and Google raised capex again. This is not a one-quarter story; it’s a multi-year land-and-power grab that will determine margin structures for the next cycle. Meanwhile, the Big three cloud players are on a pace to spend about $240B this year on CAPEX with AI revenue coming in at about 10% of that figure. We clearly have a big hurdle before that massive investment pays back.…
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Breaking Analysis with Dave Vellante
1 How Jamie Dimon Becomes Sam Altman's Biggest Competitor 1:05:54
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پخش در آینده 
پخش در آینده 
لیست ها 
پسندیدن 
دوست داشته شد1:05:54
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Breaking Analysis with Dave Vellante
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Breaking Analysis with Dave Vellante
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Breaking Analysis with Dave Vellante
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Breaking Analysis with Dave Vellante
1 Beyond Walled Gardens: How Snowflake Navigates New Competitive Dynamics 1:08:59
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Breaking Analysis with Dave Vellante
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Breaking Analysis with Dave Vellante
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Breaking Analysis with Dave Vellante
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Breaking Analysis with Dave Vellante
The Road to ‘Service-as-Software.’ Salesforce co-founder and CEO Marc Benioff is articulating a bold vision for the next era of enterprise software. In an exclusive interview with theCUBE on April 25, 2025, Benioff outlined how AI-driven agents and a unified data architecture will transform Software as a Service (SaaS) into what we’re calling “Service as Software” – a model where software-based digital agents augment every business process. The Salesforce chief has often quipped that today’s CEOs are “the last generation of executives leading exclusively human workforces,” underscoring his conviction that AI agents (what many call agentic AI) will soon work alongside humans in every enterprise. Our premise is that this “digital labor” revolution could be more disruptive than the cloud and mobile waves of 15 years ago, fundamentally redefining how applications function . In this Breaking Analysis, we focus on Salesforce’s Agentforce and Data Cloud strategies – the twin pillars of its agentic vision – and how they position the company to become what we call the first software-only hyperscaler. We also examine the broader industry context, including competitive dynamics with Microsoft and Salesforce’s interoperability with platforms like Snowflake, Databricks and AWS. FULL ARTICLE: https://thecuberesearch.com/276-breaking-analysis-salesforce-agentforce-data-cloud-a-path-to-the-software-only-hyperscaler/…
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Breaking Analysis with Dave Vellante
As the RSAC 2025 Conference approaches, key themes are emerging that are set to dominate the world’s largest cybersecurity gathering. Industry dynamics are shifting rapidly – from AI enabling higher velocity threats, an intensified platform consolidation debate, high-profile M&A, rising interest in AI agents (with somewhat tepid adoption in cyber), and shifting security budget priorities. Our research shows that though cybersecurity remains a top priority for information technology leaders, it is not immune from macroeconomic headwinds. Moreover, geopolitical tensions have heightened perceived and actual threats, causing a large portion of customers to change their spending habits. On balance, cybersecurity remains the most challenging sector in tech, where 100% success is virtually unattainable; and failure can cripple a firm’s brand. In this Breaking Analysis, we dig into Enterprise Technology Research’s Annual State of Security Research (free download). We’ll examine the macro picture in cybersecurity, share the shifting spending patterns and priorities exposed in the research, examine the hype and realities of platform consolidation, and share which companies chief information security officers feel are helping them innovate to fight the fight.…
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Breaking Analysis with Dave Vellante
At last week’s AI Agent Builder Summit , hosted by Scott Hebner of theCUBE Research, the hype around “agentic AI” – autonomous software agents that can orchestrate complex tasks – was on full display. Demos and keynotes painted a bold vision of AI-driven business processes. But scratch beneath the surface, and a sobering reality emerges– Most enterprises are far from ready to reap the benefits of fully autonomous agents. Much work needs to be done to realize the full promise of agentic systems, including organizational alignment to create a true data culture, cleaning up data silos, harmonizing that data, assigning data ownership, data product thinking, getting governance and security right, choosing technology partners, rationalizing SaaS and on-prem applications portfolios, and of course change management to get all this done. Starting the journey toward an agentic enterprise is an exciting imperative, but in our view will take the better part of a decade to realize its full promise. In this Breaking Analysis, we put the summit’s optimism into context, examine why enterprise adoption of agentic AI is on a slower trajectory than the hype would imply, and update our “yellow brick road” to agentic – i.e. the stepping stones required to get to the promised land of agentic automation.…
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