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Where AI and blockchain converge, intelligence will permeate business transactions

We’ve had smart contracts for a long time. Ethereum, the OG smart contract blockchain, is more than a decade old, but the intelligence in smart contracts has always been rather rudimentary. If this, then that. It works and, when carefully deployed, has created a lot of value. But what has long passed for “smart” in ...
BREAKING ANALYSIS

Beyond walled gardens: How Snowflake navigates new competitive dynamics

Our research indicates that data platform wars have entered an entirely new phase, one where open data is no longer a marketing slogan and governance catalogs are now the new control point. We see this as the first of several structural changes to the software industry. The next price of entry we think will be ...
BREAKING ANALYSIS

Snowflake and Databricks cross the Rubicon into a new competitive domain

The data industry has arrived at a pivotal juncture that echoes the themes we’ve charted in previous Breaking Analysis episodes, from The Sixth Data Platform through The Yellow Brick Road to Agentic AI and Why Jamie Dimon is Sam Altman’s Biggest Competitor all the way to the Faceoff between Benioff and Nadella. Those analyses have chronicled the steady convergence of analytic data ...
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Ready for a post-quantum world? The time to start is now

Quantum computing has been in the works for several years now, with one generation of quantum computer after another surpassing its predecessors. Such technology promises to enable people to solve previously intractable problems and perhaps to implement AI technologies well beyond today’s state of the art. That promise, however, has a dark side. We’ve known ...
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How software engineering leaders can build and deliver software to drive business results

Software engineering leaders face the challenge of efficiently designing, building and delivering high-value software that customers value. Achieving these goals requires a deep understanding of both business and customer objectives, as well as robust processes for designing, building and supporting digital products. This is all the more challenging considering how quickly the software engineering landscape ...
BREAKING ANALYSIS

AI budgets are hot, IT budgets are not

Thirty months into the generative artificial intelligence awakening, the jury is still out on how much enterprises are benefiting from investments in AI. Though the vast majority of customers continue to spend on AI, reported returns are no greater than, and frankly lag those, typically associated with historical information technology initiatives such as enterprise resource ...
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Absorbing supply chain shocks with AI at Epicor Insights 2025

There are times when current events trump the relentless progress of innovation, causing us to reassess what software could actually do to help companies and countries respond to global economic shocks. That’s why I came to Las Vegas last week for Epicor Insights 2025. I have heard from plenty of software platform and cloud infrastructure ...
BREAKING ANALYSIS

Salesforce Agentforce and Data Cloud: A path to the software-only hyperscaler

Salesforce Inc. co-founder and Chief Executive Marc Benioff is articulating a bold vision for the next era of enterprise software. In an exclusive interview with theCUBE on April 25, Benioff outlined how AI-driven agents and a unified data architecture will transform software as a service, or SaaS, into what we’re calling “service as software” – ...
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AI agents may battle AI attackers, but at RSAC 2025, it’s still about improving security workflow

At first glance, as you wander onto this expansive Moscone Center expo floor, witness some of the near-million-dollar booths, you might wonder if the only kind of budget consideration on the chief information security officer’s mind is something related to responding to new artificial intelligence threats with AI agents — or perhaps worrying about monster ...

Simplifying global connectivity: Inside Google’s Cloud WAN strategy

As enterprise IT becomes more distributed and data-intensive, Google’s Cloud WAN is emerging as a strategic solution to simplify wide area networking while enabling agility for AI, IoT and mission-critical apps. The shift toward multicloud, AI-powered environments is driving demand for software-defined infrastructure that reduces complexity and improves operational efficiency globally. In response, Google has ...