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Securing the AI Factory With Dell Technologies and Intel
Security starts at design — join theCUBE May 7 for Securing the AI Factory With Dell Technologies and Intel insights.
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Matt Calkins, Appian
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
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