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A generic AI assistant gives a generic answer, says Oracle's database engineering EVP
9 takeaways: why Oracle defines business terms inside the database, how one engine with many data types avoids data chaos, and why AI has made it easy…
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An AI model found dozens to hundreds of flaws in Oracle's own code — Oracle database EVP
9 takeaways: why Oracle now enforces each user's identity inside the database, how it corrects wrong AI answers at the source, and why firewalls cannot…
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ICE is building futures on what AI companies pay to rent GPUs, says its futures head
9 insights: why ICE's power markets exploded with data centers, its OKX and Hyperliquid deals, and why some AI companies are really energy companies
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"GPU is scarce, yes, it is": Dell Brazil GM on keeping Locaweb's AI racks supplied
8 takeaways: why Locaweb's CTO says data-center capacity is now a board topic, how virtualization raised Dell's server sales, and AI turning…
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"Cyber threat intelligence to me is a false term": Treadstone 71 founder on data feeds
8 arguments: Why AI has pushed social engineering to about 85% of hacks, why only 20–25% of security chiefs use their threat data, and why his best…
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IBM GM: the LLM is a "smart brain" that's blind without governed enterprise data
5 takeaways: why giving an LLM everything is like handing accounts receivable to a nuclear physicist, why RPA could not reason, and his bet that this is…
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Buying Varonis for $6.3B makes data the next frontier of cybersecurity — Proofpoint CEO
6 takeaways: why he says human-staffed security teams can't keep pace with AI-speed attacks, why Microsoft is a partner and not a rival, and his…
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3 weeks to see company-wide tariff exposure with graph tech, Cummins AI executive finds
8 takeaways: why 70–80% of Cummins staff time once went to wrangling data, how ontologies keep AI agents from hallucinating, and a job he puts at 6–7…
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$80B fiscal 2031 revenue target lifted Marvell stock 15 points to $286, theCUBE finds
16 insights: Why more than 60% of data center builds now serve inference, a one-chip 100-terabit switch, and why copper cannot carry AI traffic much…
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Nvidia's new DPU secures 7.2 terabits inside the AI factory, says its networking SVP
10 takeaways: why agentic AI needs a new network layer Nvidia calls scale-in, why security has to run on a chip agents cannot reach, and how GPU domains…
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theCUBE Pod: the thesis moved from the smartest model to who owns the production stack
10 arguments: Why Salesforce customers expect headless access to raise their bill, what makes a non-investment-grade data center bankable, and the case…
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"Used to be fixed bid was like a monolithic approach": Platinum River CEO on pricing
13 arguments: Why AI pushed his Salesforce consultancy onto fixed-bid contracts, the labor paradox that leaves him hiring more people, and the 95% of…
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