person
Tech industry analyst and co-founder of SiliconANGLE Media, where he hosts theCUBE and the Breaking Analysis research segment on enterprise tech trends.
No evidence-backed relationships are recorded.
LlamaIndex runs a workload that is 75% inference on rented GPUs, parsing millions of document pages a day that arrive in bursts. Its CEO's account at the Fully Connected event describes a buyer for whom guaranteed capacity matters more than owning hardware.
Reality
MOUs with six large asset managers aim to mobilize more than $500 billion for AI factories. Nothing is funded yet, but the underwriting model already changes who sets compute prices.
Reality
Vipin Samar and David Knox showed an indirect prompt pulling salary data past an application's guardrails, then failing once the rule lived in the database, and argued that no agent should be trusted to police its own access.
Reality
Oracle's database chief says AI is turning up hundreds of security issues in code his teams spent decades hardening. His prescription for agents is authorization enforced inside the database, keyed to the end user's identity.
Reality
At Dreamforce 2026 Salesforce showed a way into its software with no user interface at all. The analysts who covered the event say the pricing is unsettled and the agent stack underneath is still early.
Reality
CrowdStrike's 2026 Global Threat Report carries both numbers, and the gap between them decides whether a control has to run without a person or can wait for someone on shift to look.
Reality
CrowdStrike's SafeMind pairs an offensive model, Red Tempest, with a defensive one, Blue Solano, and puts both inside Falcon. The budget question that follows is who authorises the attack side and reviews what it does.
Reality
CrowdStrike and Okta both credit enterprise agent rollouts for larger commitments. The commitments moved sharply; the quarters they reported barely did.
Reality
Dave Vellante argues HBM, advanced packaging, network fabric, power and site readiness stay tight until at least 2028. Price discovery gets pushed out with them.
Reality