CrowdStrike Holdings Inc. unveiled SafeMind, a pair of AI models for autonomous red teaming, at its Fal.Con 2026 keynote in Las Vegas, claiming breakout time has effectively hit zero. The models, Red …
Domino Data Lab Inc. CEO Thomas Robinson said 57% of organizations still struggle to generate returns that outpace their AI spending, and 41% are piloting or scaling agentic AI without governance, urg…
TheCUBE Research analysts Dave Vellante and John Furrier debated the AI bubble on the latest episode of theCUBE Pod, with Vellante arguing that Nvidia Corp. CEO Jensen Huang's $500 billion commitment …
The AI bubble is unlikely to burst soon due to persistent shortages in high-bandwidth memory, advanced packaging, network fabric, power, and site readiness that will delay price discovery until at lea…
CrowdStrike Inc.'s 2026 Threat Hunting Report found that China-nexus adversaries exploited critical vulnerabilities within 24 hours of public proof-of-concept release, and cloud-related eCrime surged …
At Black Hat USA, security analysts warned that AI-driven cyberattacks are outpacing defenders, with Dave Vellante, chief analyst for theCUBE Research, stating the gap between attacks and responses is…
Hewlett Packard Enterprise Co. is positioning quantum hybrid computing as an integration challenge, connecting quantum systems with high-performance computing and AI infrastructure, according to exper…
At the AMD Advancing AI event, analysts from theCUBE Research highlighted AMD's transformation into a full-stack AI infrastructure company, with Dave Vellante noting AMD's $60 billion in M&A, includin…
Advanced Micro Devices Inc. is positioning itself as a viable second option behind Nvidia Corp. in the race to build AI systems, shifting the focus from individual chips to integrated AI infrastructur…
TensorWave Inc. is pursuing an AMD-exclusive AI cloud strategy to deliver better customer experience through reliability and open ecosystems, according to co-founder and CEO Darrick Horton. Horton sai…
Cisco Systems Inc.'s Unified Edge platform, winner of the 2026 Tech Innovation CUBEd Award for most innovative IoT or edge platform, addresses the fragmentation and infrastructure challenges enterpris…
AMD corporate vice president John Hampton said tokenomics has become the number one topic for enterprise as AI deployments scale, with companies facing skyrocketing costs from running frontier models …
AMD is targeting enterprise AI PCs as a strategic node to reduce agentic AI costs as CIOs grapple with cloud token economics, according to Rahul Tikoo, senior vice president and general manager of the…
AMD corporate vice president Suresh Andani said enterprises are shifting from experimentation to production AI deployments focused on measurable business outcomes, with token economics reshaping infra…
Nutanix and AMD are building a joint enterprise AI stack to help organizations move AI agents from pilot to production, addressing token economics, data sovereignty, and operational complexity. The pa…
Agentic AI compute is reshaping cloud economics as demand for both GPUs and high-core-count CPUs surges, according to Steve Berg, corporate vice president and general manager of the server CPU Cloud B…
Physical AI is emerging as AMD Ventures' next major focus beyond the data center, according to Sagi Paz, head of AMD Ventures at Advanced Micro Devices Inc. Paz said the firm is targeting industrial r…
TheCUBE Research Chief Analyst Dave Vellante said enterprises must get on the AI curve faster to enable more AI projects and drive 10x productivity gains, as Advanced Micro Devices Inc. CEO Lisa Su no…
Nvidia Corp. networking chief Gilad Shainer argues that in the era of agentic AI, the network has become a first-class participant in computation, transforming AI infrastructure from a server farm int…
A new analysis from theCUBE Research argues that enterprise AI infrastructure can no longer be evaluated primarily by GPU count or speed, as networking, compute, storage and software must operate as o…