Every vendor event has a center of gravity, and at theCUBE Research’s AI ROI in Contact Center Summit, it wasn’t a product. It was a metric this industry is finally ready to abandon. I co-hosted the summit recently with Bob Laliberte (pictured, left), principal analyst at theCUBE Research, and spoke with executives from Cisco Systems Inc., Five9 Inc., Zoom Communications Inc., Talkdesk Inc., and Converged Technology Professionals, an implementation partner.
The next phase of artificial intelligence in legal technology will not be defined by a better chatbot or a faster document-summarization tool. It will be defined by whether AI systems can take responsibility for real work that unfolds over days or weeks, spans multiple systems and communication channels, and returns control to an attorney at the moments when human judgment matters most.
Operating a network has not changed in decades. Every network engineer knows the drill. An alert fires. You open a dashboard. Then another. Then you pull logs, review client history, ping the wireless team, and, hopefully, an hour later, there is enough context to start solving the problem. The industry spent a decade building better dashboards, even though operations teams needed fewer.
Netskope Inc.’s latest quarter delivered a solid beat and a raise, but the company’s story goes beyond the numbers. It demonstrated improving operating discipline, a meaningful rebound in net-new annual recurring revenue, and early evidence that artificial intelligence security could become a material expansion engine — even if it is not yet a near-term revenue cure-all. The market’s response to Netskope has been surprisingly cautious.
Nvidia Corp. delivered another mind-boggling quarter Wednesday. Total revenue reached $96 billion, up more than 100% year over year, with data center revenue at $89 billion and a third-quarter guide of $108 billion. More striking than the quarterly numbers was the guidance Chief Financial Officer Colette Kress dropped midway through the call: Fiscal 2028 revenue should grow roughly 70% — and that is a supply-constrained figure. Customer forecasts, she said, “point to our growth doubling next year.”