TAP TO UNMUTE volume_off volume_up
UPCOMING 02days 22hours 40minutes 21seconds
Dell Technologies World 2026
Join theCUBE at Dell Technologies World, as we track Dell’s push to bring AI factories into real enterprise operations.
play_arrow
LIVE
UPCOMING
play_arrow
LIVE
UPCOMING
play_arrow
LIVE
UPCOMING
play_arrow
LIVE
UPCOMING
Matt Hicks, Red Hat
play_arrow
LIVE
UPCOMING
Steve Lucas, Boomi
Capital Series
Breaking News
OpenAI previews personal finance features in ChatGPT Pro
3 hours ago
GridCare raises $64M to speed up AI data center projects
5 hours ago
The software supply chain is the new ground zero for enterprise cyber risk. Don’t get caught short
12 hours ago
Popular Stories
Red Hat expands agentic AI strategy with new inference, automation and sovereignty capabilities
4 days ago
Cerebras stock jumps 68% from initial offering price after the biggest tech IPO in years raised $5.5B
2 days ago
Thinking Machines drops a new, highly responsive model designed for humanlike interactions in real time
4 days ago
find more stories at siliconangle.com
CUBE Pod
Breaking Analysis
Enterprise technology predictions: What’s coming in 2026
In the latest Breaking Analysis episode, theCUBE Research’s Dave Vellante talks with Paul Nashawaty, Bob Laliberte, Sam Weston, Scott Hebner and Christophe Bertrand to assess how AI is converting into enterprise value in 2026. Vellante moderates a candid discussion on OpenAI versus Anthropic and the market forces shaping investment strategies. Vellante forecasts OpenAI surpassing Anthropic in enterprise revenue, framing it as a defining 2026 shift. Nashawaty explains how agent-first development and observability become AI’s control plane. Laliberte, meanwhile, underscores networking as mission-critical infrastructure, while Hebner outlines why decision-grade semantic layers anchor trust and governance at scale. Bertrand cautions that cyber resilience determines whether AI gains endure, calling for integrated security and compliance. Weston adds perspective on observability, FinOps and knowledge graphs as measurable ROI drivers. Together, the panel delivers grounded predictions and practical guidance for leaders scaling AI from pilot to production. Read more https://siliconangle.com/2026/02/15/thecube-research-2026-predictions-year-enterprise-roi/ Be sure to follow Dave's weekly Breaking Analysis podcast as well, for the deep data dives on enterprise computing trends, from spending patterns to Wall Street implications. https://www.youtube.com/playlist?list=PLenh213llmcZMTRZKjnAwesSCiuLQT21E Find more SiliconANGLE news and analysis https://siliconangle.com/ Follow theCUBE's wall-to-wall event coverage https://siliconangle.com/events/ Learn about the latest theCUBE events https://www.thecube.net/ 00:00 - AI Evolution and Industry Dynamics: Analyzing Trends and Predicting the Future 07:08 - Discussion on AI Revenue Growth 14:47 - The Future of App Development 22:50 - Revolutionizing Networks in AI Era 31:28 - AI's ROI Imperative 40:43 - Decision Intelligence Transformation 50:23 - Cyber Resilience in AI Infrastructure 1:01:40 - Closing Insights and Future Outlook #theCUBE #BreakingAnalysis #theCUBEresearch #AI #EnterpriseAI #OpenAI #Anthropic #TechPredictions ... Read more
Quick Links
SiliconANGLE Media
theCUBE Research
Cube AI
CUBE Pod
Programs: Latest Episodes
View All navigate_next