Скачать или смотреть 283 | Breaking Analysis | Tech Spending Remains Persistently Uncertain

In this episode of Breaking Analysis, theCUBE Research’s Dave Vellante unpacks the persistent uncertainty hanging over tech spending. Despite waves of innovation, enterprise investment remains cautious. With macroeconomic signals still flashing yellow, Vellante explores how companies are reassessing priorities and why AI spending, while hyped, isn’t immune to second thoughts and scrutiny.

Vellante draws from the latest theCUBE Research and ETR data to examine where dollars are flowing and stalling. The conversation touches on operational resilience, AI hesitancy and how geopolitical tension shapes decision-making. With commentary from experts such as Christophe Bertrand, the episode offers grounded insight into how tech leaders are managing risk while eyeing opportunity.

Vellante also tackles the real concerns shaping today’s IT budgets, from cyber risk to vendor consolidation. Vellante highlight the strategic tension between short-term wins and long-term innovation, especially around AI. In a market where uncertainty is the only constant, Vellante makes clear: smart tech bets require sharper data and clearer vision.

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   • Breaking Analysis: Dave Vellante dissects ...  

00:00 - Tech Spending: An Overview of Trends and Patterns
02:00 - Declining Growth: Economic Influences on IT Investments
04:31 - Navigating Geopolitical and Cybersecurity Resilience
08:43 - Evolving IT Strategies: The Role of AI in Cybersecurity and Budgeting
11:17 - Navigating the Interplay of IT Spending, Cloud Dominance and AI Impact
13:54 - Emerging Trends in AI Investment
16:27 - AI's Future: Economic Impact and Strategic Guidance for Organizations

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