The technology industry is undergoing a new cycle with the rise of massively parallel computing and generative artificial intelligence.
Geopolitical tensions are higher than ever in the tech industry.
ETR survey data shows a significant shift in customer spending patterns, with roughly 44% of customers stealing from other budgets to fund their gen AI initiatives.
The 2025 predictions made by TheCUBE Research's analysts include a focus on DeepSeek, networking for AI, the limitations of large language models, the impact of consumer tech on user experiences, policy changes in cyber risk, and the complications of using AI to replace human coders.
The emergence of DeepSeek is predicted to expand the market for AI, driving further adoption and increasing volume.
Networking is predicted to become a strategic enabler of AI-driven initiatives, evolving from being viewed as basic plumbing to critical infrastructure.
Large language models are predicted to be insufficient for generating meaningful enterprise ROI in 2025. Instead, a mix of AI techniques will need to be used.
AI is predicted to become a central focus of consumer electronics with an increase in AI-PCs, presenting a massive opportunity for vendors to embed AI-optimized processors and accelerators.
The US government’s recent move to eliminate certain cybersecurity agencies is predicted to create unintended consequences for national security and the private sector, particularly with regard to insurance and financial stability.
The surge in AI deployments is predicted to force the data protection ecosystem to evolve rapidly, prioritizing comprehensive backup and governance across increasingly complex infrastructure.