On theCUBE Pod: The app tsunami is coming

Breaking Analysis & upcoming broadcasts [On theCUBE Pod: The app tsunami is coming and analysts weigh in on the AI wars]( The enterprise AI battle is brewing, as consumer trends conform to business affinities, and computing infrastructure strives to keep pace. On this week's edition of Pod]( our analysts dig into Meta CEO Mark Zuckerberg's take on the Quest3 vs. the Apple VisionPro, along with the addition of Broadcom CEO Hock Tan to Meta's board. John Furrier and Dave Vellante also provide a preview of theCUBE's upcoming live broadcast of Mobile World Congress 2024 in Barcelona and give the analyst perspective on the rapidly rising battle for enterprise AI domination. "It's very clear to me that the AI from last year's hype is moving into a discussion of how this is going to impact architecture," Furrier said. "This is not new to us; we've been talking about this. But you're starting to see real, substantive conversations around where AI is going to fit in."   Read the summary article and watch the full episode [Watch the full episode]( [Cloud optimization wanes as AI slowly lifts off]( In the latest Analysis]( we update you on our most current hyperscale cloud spending and market share data. We’ll analyze the ETR survey data on cloud optimization, assess the generative AI updraft for the big three U.S. cloud players and look at some of the industry trend data on cloud spend by platform.   The past 24 months have seen cloud spending face dual headwinds of macroeconomics and the ability to dial down resources as needed, in cloud optimization for example. Nonetheless, the big four hyperscalers clocked in between $170-190 billion in IaaS and PaaS revenue last year.   While AI gets all the headlines, its contribution to revenue is still a small fraction of the overall spending pie. For example, we estimate that Microsoft’s AI services accounted for around $800 million this past quarter. But the trajectory for AI services and the potential uplift looks promising for all four hyperscalers. We think collectively the generative AI uplift in cloud will surpass $10B billion this year.   “There are many risks to this scenario, not the least of which is the macro environment and the law of large numbers kicking in as well as competition,” Vellante said. “But our current thinking is we're at the tail end of cloud optimization. We're going to shift to new network enablement.”   You can read the latest Breaking Analysis. [Get the free report]( More money, more new models for AI This week saw even more money pouring into artificial intelligence-related companies, with lesser-known ones providing much-needed and very lucrative access to data centers full of Nvidia’s graphics processing units critical to AI training. [Read more]( siliconangle.com [TheCUBE is bringing you the latest in telco news and analysis]( Starting on February 26, tune into theCUBE for our exclusive coverage of Barcelona 2024]( where the focus will be on the relationship between legacy technology giants and the ever-evolving telecom industry.   TheCUBE analysts talk with industry experts as they address the challenge of modernizing steadfast yet dependable telecom infrastructure, with a strategic focus on enhancing edge computing capabilities to seamlessly accommodate the impending surge of 5G consumer deployments by 2025.   Expert guests include:   - Michael Dell, founder, chairman and CEO of Dell Technologies - Antonio Neri, president and CEO of HPE - Rami Rahim, CEO of Juniper Networks - Charlie Kawwas, president of Semiconductor Solutions Group at Broadcom   [Add to your calendar today!]( [Tune in for theCUBE's live coverage!]( [The Week in Tech: Cohesity-Veritas merger, and what's ahead for security vendors]( In this episode of Week in Tech]( Shelly Kramer, managing director and principal analyst at theCUBE Research, is joined by Zeus Kerravala, principal analyst at ZK Research and member of theCUBE Collective community, in their series focused on exploring the hottest news in the tech industry.   This episode takes a deep dive into the Cohesity-Veritas merger, exploring the pros and cons and what this means for the evolution of data platforms. We also look at the challenges that lie ahead for Cohesity, Veritas and their customers.   “When you have a situation like this, integration is always a challenge,” Kramer said. “A lot of times customers don't want to wade through that muck. So, I do think that is a definite challenge for them.”   Learn more about what Kramer and Kerravala discussed. [Check out theCUBE Research for more!]( [Top News: Editor's Picks]( FBI warns of Chinese hackers' high malware prepositioning Federal Bureau of Investigation Director Christopher Wray put the spotlight on the threat posed by Chinese state-backed hackers during a security summit held over the weekend, drawing attention to the Volt Typhoon group. [Read more]( siliconangle.com GlobalFoundries wins $1.5B in CHIPS Act funding to expand GlobalFoundries Inc. has received $1.5 billion in U.S. government funding to build a new fab and upgrade two existing chip-making facilities. The funds are provided through the CHIPS and Science Act, allocating $52.7 billion worth of subsidies. [Read more]( siliconangle.com [TheCUBE brings you live analysis from tech's top events]( Spring is filled with a wide selection of tech events at theCUBE, starting with MWC Barcelona. Then, tune in for the WiDS Conference, followed by Supercloud 6, KubeCon EU, Google Cloud Next and Red Hat Summit.*   *Broadcast dates and times are subject to change.   [MWC Barcelona 2024: Feb. 26-29](   Discover the forefront of innovation at Barcelona 2024]( with exclusive coverage from theCUBE. From Feb. 26-29, delve into the ever-evolving telecom landscape with exclusive insights from theCUBE Research analysts. Don't miss the latest analysis.   [Tune in and stay ahead of the curve!](   [Women in Data Science Worldwide: Mar. 8](   Join theCUBE and Stanford University on Mar. 8 for an exclusive live broadcast from the in Data Science Conference](. Hear from top technologists, analysts and data scientists celebrating women's leadership. Tune in for discussions on digital economies, sustainability, AI and space exploration.   [Catch theCUBE's live coverage!](   [Supercloud 6: Mar. 12](   Join theCUBE on Mar. 12 for a discussion on the latest on how data will drive the continued advance of AI into the enterprise at 6](. Hear from theCUBE Research analysts and industry experts about the vital role of data in driving AI integration. Visit for updates on theCUBE’s Supercloud Series.   [Register now!](   [KubeCon EU: Mar. 20-22](   Tune in to theCUBE live from Mar. 20-22 for our + CloudNativeCon Europe 2024]( coverage live in Paris. Listen as industry experts and theCUBE Research analysts discuss the latest in cloud-native computing, and get firsthand insights about the landscape of enterprise computing technology innovation.   [Mark your calendar now!](   [Google Cloud Next: Apr. 9-11](   Catch theCUBE's exclusive coverage of Cloud Next]( from Apr. 9-11! Explore Google's cutting-edge generative AI for enterprises and its strategies for data protection in an automated era, as well as how the company’s research and development efforts are revolutionizing enterprise solutions.   [Don't miss the essential insights all in one place!](   [Red Hat Summit: May 6-8](   Don't miss the opportunity to join theCUBE for live analysis at Hat Summit]( taking place in Denver from May 6-8! Delve into the convergence of cloud-native solutions and AI innovations within the Red Hat ecosystem. Our three-day broadcast features theCUBE Research analysts in exclusive discussions with thought leaders in modern open-source software, generative AI and computer engineering.   [Tune in for the conversation!](   [Upcoming events on theCUBE](   Tune in to theCUBE for our other spring events, including the Conference](.   - [RSA Conference]( Tune in from May 6-9 for theCUBE's coverage of the RSA Conference in San Francisco. Learn about the latest in cybersecurity insights and innovations. [Follow all theCUBE's upcoming broadcasts!]( theCUBE at WiDS Conference 2024 Join theCUBE and Stanford University for live coverage at the Women in Data Science Worldwide Conference. We're bringing together technologists, analysts and renowned data scientists to speak on the achievements of women in leadership positions. 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