Zeus Kerravala

Zeus Kerravala is a principal analyst at ZK Research, a division of Kerravala Consulting.

Latest from Zeus Kerravala

GUEST COLUMN

Frontier AI raises the cybersecurity bar: Why prediction must become prevention

Artificial intelligence is a double-edged sword when it comes to cybersecurity. It is giving defenders new ways to sift through vast amounts of telemetry, identify anomalous behavior and automate routine work. But it is also giving attackers the ability to discover vulnerabilities faster, build more convincing social engineering campaigns, and execute multistage intrusions at a ...

Turning golf into a blueprint for modern, AI‑ready infrastructure

Just prior to last month’s British Open, Cisco Systems Inc. announced a multiyear partnership with The R&A, a worldwide golf governing body. While there are many tech vendor–sports league marketing partnerships, this is much more than that. Cisco and The R&A are entering into a strategic infrastructure deal that should attract the attention of any ...
GUEST COLUMN

Five thoughts from Lisa Su’s keynote at AMD Advancing AI

Advanced Micro Devices Inc.’s Advancing AI 2026 keynote this week was Chief Executive Lisa Su’s bid to redefine the company from a “graphics processing unit alternative” to a full-stack artificial intelligence infrastructure vendor and to make this the year the central processing unit officially rebounds as a first-class AI platform. The message from Su (pictured) ...
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AWS turns Security Hub into an AI and multicloud security control plane

By extending Security Hub to Microsoft Azure and adding artificial intelligence-specific protections, Amazon Web Services Inc. is positioning its security stack as the foundation for securing enterprise AI at scale. Amazon Web Services’ latest Security Hub updates announced earlier this month acknowledge two realities its customers already live with every day: AI is now the ...
ANALYSIS

Nvidia Vera Rubin: Inside the agentic AI factory that rewrites the CPU playbook

On the surface, this week’s Vera Rubin launch is another major platform moment for Nvidia Corp., as the company maintains a steady drumbeat of artificial intelligence infrastructure innovation. Nvidia is positioning Vera Rubin as a full-stack system designed to improve performance per watt and reduce token costs, with production ramping across a broad global partner ...
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QumulusAI’s direct listing: Accelerating the neocloud for enterprise AI

Neocloud provider QumulusAI said today that it will starting trading Thursday as a publicly traded company on Nasdaq under the ticker symbol QMLS via a direct listing. For those unfamiliar with the process, the typical initial public offering takes time and requires an investment banker, whereas a direct listing does not create new shares. Instead, existing ...
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Mount Sinai’s Zoom strategy shows why collaboration is now core infrastructure

There remains a common misconception that Zoom is a meeting app. Though Zoom Communications Inc. arguably does meetings better than anyone, it has evolved into a broad work platform. Mount Sinai Health System in New York treats Zoom as core infrastructure. Zoom recently held a webinar with Mount Sinai to discuss the deployment. What I ...
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Couchbase’s AI Data Plane aims to turn fragmented data into real enterprise agent memory

Couchbase Inc. is trying to solve one of the hardest problems in enterprise artificial intelligence today: turning brittle, chat-style pilots into production-grade agents capable of remembering, reasoning and acting on live operational data. With the launch of its AI Data Plane, the company is betting that the real bottleneck for “agentic” AI isn’t the model — ...
GUEST COLUMN

Nvidia bets on agentic AI to turbocharge biotech discovery

Artificial intelligence played a prominent role at this week’s Bio International Convention in San Diego, the largest biotech event with vendors spanning the full ecosystem of companies in this industry. Today in a special address, Kimberly Powell (pictured), vice president and general manager of healthcare and life sciences at Nvidia Corp., made the case that agentic AI ...

Five thoughts from Swami Sivasubramanian’s keynote at AWS Summit and what it means for IT pros

When Amazon Web Services Inc. held its New York Summit last week, Vice President of Agentic AI Swami Sivasubramanian as usual was the headline act, delivering the opening keynote. Sivasubramanian made the case to enterprise leaders that the artificial intelligence conversation has moved beyond pilots and productivity hacks into a world where the real advantage lies in compounding ...