SYSTEM OPTIMAL
LATENCY: 12msALERT: HBM3E SUPPLY CONSTRAINED
19:15:48 UTC
PN

Paul Nashawaty

Practice Lead and Principal Analyst · theCUBE Research

98 appearances16 events9 quotes cited1 newsletters

Position Evolution

3 tracked across this operator's appearances

Same operator, on the record, on the same topic, at different points in time. Each delta below is anchored to verbatim transcript spans verified against source — no paraphrases. This is the alumni-graph moat: SemiAnalysis cannot reproduce this query because they don't have the speaker-stable corpus.

AI in production applications

Shiftedconfidence 85%

Nashawaty's framing of AI adoption metrics has shifted from presenting current snapshot data to emphasizing the dramatic growth trajectory over time. While the underlying trend remains consistent, he now leads with the historical progression to underscore the acceleration rather than just stating current penetration rates.

Earliest · Apr 2026 · aws

"51 % of our production applications, according to our research, showed that they're running AI in production applications as of August of 2025. So right now, I would guess that that's probably much higher, in the 70s percent."

Source on theCUBE ↗
Latest · May 2026 · google

"About a year ago I ran a survey. We found that 18 % of production applications are using AI. We ran that survey nine months later, that number jumped to 54 %, and I guarantee you that number's much higher today for all production- based applications."

Source on theCUBE ↗

Developer complexity abstraction

Hardenedconfidence 80%

Nashawaty's position on complexity abstraction has hardened from observing vendor capabilities to identifying it as a fundamental barrier that must be addressed for organizational modernization. His analysis has become more strategic and outcome-focused.

Earliest · Apr 2026 · aws

"they're abstracting away the complexity of being a professional developer, allowing for the citizen developer to do the job. That's what I saw was a big difference from last year, and from previous years to now."

Source on theCUBE ↗
Latest · May 2026 · google

"When we talk about modernization efforts with CIOs, we see that the two barriers of entry for modernization is complexity and skill gap issues. That's what I was hearing in the keynote today, how to address complexity and skill gap issues."

Source on theCUBE ↗

Multi-cloud adoption patterns

New positionconfidence 75%

Multi-cloud strategy has emerged as a major focus area for Nashawaty, with detailed statistics and strategic implications now central to his analysis. This represents a significant expansion from minimal mentions to a core analytical framework.

Earliest · Apr 2026 · aws

"We're seeing that with CISOs. CISOs are moving to more practical."

Source on theCUBE ↗
Latest · May 2026 · google

"we're seeing in our own research that 94 % of organizations are using two or more clouds. 65 % are using four or more clouds. They have to adopt the multi- cloud to hybrid cloud approach."

Source on theCUBE ↗

Cited in newsletters

Microsoft Ignite 2025

Apr 27, 2026

  • "agents are evolving from assistance or copilots to really first-class participants in the enterprise workflows"

    cited in Developer · from Microsoft Ignite 2025 | AnalystANGLE

  • "When we look at entering the agentic AI era, we see that agents are evolving from assistance or copilots to really first-class participants in the enterprise workflows."

    cited in Deep Tech · from Microsoft Ignite 2025 | AnalystANGLE

  • "AI is not siloed. AI is an enabler that helps all the products, and this was embedded across the entire Microsoft portfolio."

    cited in Deep Tech · from Microsoft Ignite 2025 | AnalystANGLE

  • "51% of applications that are going into production are using AI today"

    cited in Deep Tech · from Microsoft Ignite 2025 | AnalystANGLE

  • "organizations are embedding agents and governance as well as observability to enhance that risk by over 40%."

    cited in Deep Tech · from Microsoft Ignite 2025 | AnalystANGLE

  • "we see that 51 % of applications that are going into production are using AI today"

    cited in C-Suite · from Microsoft Ignite 2025 | AnalystANGLE

  • "Those organizations that are able to capitalize on this are going to have a competitive advantage. The ones that don't are going to be boxed out"

    cited in C-Suite · from Microsoft Ignite 2025 | AnalystANGLE

  • "we see organizations are embedding agents and governance as well as observability to enhance that risk by over 40 %"

    cited in C-Suite · from Microsoft Ignite 2025 | AnalystANGLE

  • "organizations are moving AI beyond experimental into lifecycle- driven productivity and workflows are three times more likely to see measurable productivity gains"

    cited in C-Suite · from Microsoft Ignite 2025 | AnalystANGLE

All theCUBE appearances (98)

  • Twilio Signal 2026 | Evan Mendenhall, Professional AI Agents, LLC

    HOST

  • Twilio Signal 2026 | Inbal Shani, Twilio

    HOST

  • Twilio Signal 2026 | Kevin Scott, PGA of America

    HOST

  • Twilio Signal 2026 | Vivek Zaveri, Meera.ai

    HOST

  • Twilio Signal 2026 | Kathryn Murphy, Twilio

    HOST

  • Twilio Signal 2026 | Andy O'Dower, Twilio

    HOST

  • Twilio Signal 2026 | Rikki Singh, Twilio

    HOST

  • Twilio Signal 2026 | Kevin Zellmer, Apply Digital

    HOST

  • Twilio Signal 2026 | Keynote Analysis

    HOST · theCUBE Research · Practice Lead and Principal Analyst

  • FinOps X 2026 | Grant Byrum, Accenture

    GUEST

  • FinOps X 2026 | Karl Kraft, Walmart

    GUEST

  • FinOps X 2026 | Shawn Alpay & Matt Cowsert, FinOps Foundation

    GUEST

  • FinOps X 2026 | Marco Meinardi, Gartner

    GUEST

  • FinOps X 2026 | Tammy Burnitt, UIPath

    GUEST

  • FinOps X 2026 | Jay Litkey, Flexera & Erik Carlin, ProsperOps a Flexera Company

    GUEST

  • FinOps X 2026 | Omer Müller, Adaptive6

    GUEST

  • FinOps X 2026 | Hunter Harris, Pegasystems | FinOps X 2026

    GUEST

  • FinOps X 2026 | Ben Pippenger, Zylo

    GUEST

  • FinOps X 2026 | Jerry Rapisarda, AWS

    GUEST

  • FinOps X 2026 | Harish Doddala, Harness

    GUEST

  • FinOps X 2026 | Mike Thompson & Jim Greene, AMD

    GUEST

  • FinOps X 2026 | Trent Allgood & Parker Nancollas, SoftwareOne

    GUEST

  • FinOps X 2026 | News Break with J.R. Storment, FinOps Foundation & Nishant Gupta, Salesforce

    GUEST

  • FinOps X 2026 | Victoria Levy, SailPoint

    GUEST

  • FinOps X 2026 | Peter Irwin, ScaleOps

    GUEST

  • FinOps X 2026 | Robbie Plourde, USU

    GUEST

  • FinOps X 2026 | Sabapathy Arumugam, Corestack

    GUEST

  • FinOps X 2026 | Tim Cassell, nOps

    GUEST

  • FinOps X 2026 | Brad Payne, PointClickCare

    GUEST

  • FinOps X 2026 | Tatum Tummins, Kion

    GUEST

  • FinOps X 2026 | Rajeev Laungani, Virtasant & Colby Rozell, Chevron

    GUEST

  • FinOps X 2026 | Deeja Cruz, Datadog

    GUEST

  • FinOps X 2026 | News Break with Jennifer Hays, Fidelity Investments & Natalie Daley, HSBC

    GUEST

  • AI Agent Builder Summit | Analyst Kickoff

    GUEST · theCUBE Research · Practice Lead and Principal Analyst

  • AI Agent Builder Summit, Encore Presentation | Analyst Kickoff

    GUEST · theCUBE Research · Practice Lead and Principal Analyst

  • AppDev Done Right Summit | From Legacy to AI-Native: Tintri’s Infrastructure Vision for the AppDev Future

    HOST

  • AppDev Done Right Summit | Accelerating AppDev from Creativity to Code in the Age of AI

    HOST

  • AppDev Done Right Summit | Wrap-up - Key Takeaways and What's Next

    HOST

  • AppDev Done Right Summit | Research Spotlight - DevSecOps: Security by Design

    HOST

  • AppDev Done Right Summit | Cracking the Kubernetes Code as Speed Meets Control

    HOST

  • AppDev Done Right Summit | Research Spotlight - Day 2 - Operate with Resilience

    HOST

  • AppDev Done Right Summit | Simplifying Smart Infrastructure with DevSecOps and AI-Native Development

    HOST

  • AppDev Done Right Summit | Research Spotlight - Day 1: Release with Confidence

    HOST

  • AppDev Done Right Summit | Simplifies AppDev in the AI-First Era

    HOST

  • AppDev Done Right Summit | Research Spotlight - Day 0: Build with Purpose

    HOST

  • AppDev Done Right Summit | Opening Keynote - New Era of App Dev

    GUEST

  • AppDev Done Right Summit | Simplicity, Speed, and Scale in the Age of AI and Multi-Cloud

    HOST

  • AppDev Done Right Summit | Modernizing Infrastructure for the AI Era

    HOST

  • KubeCon + CloudNativeCon EU 2025 | Vish Abrams, Heroku

    GUEST

  • KubeCon + CloudNativeCon EU 2025 | KubeCon UnWrapped with Megan Reynolds, Vertex Ventures US

    GUEST

  • KubeCon + CloudNativeCon EU 2025 | Venkat Ramakrishnan, Pure Storage & Steve Lewis, HSBC

    HOST

  • KubeCon + CloudNativeCon EU 2025 | Keynote Analysis

    GUEST · theCUBE Research · Practice Lead and Principal Analyst

  • Open Source Summit NA 2025 | Jonathan Bryce, The Linux Foundation

    HOST

  • Open Source Summit NA 2025 | Martin Mao, Chronosphere

    HOST

  • Open Source Summit NA 2025 | Sam Gammon, Elide

    HOST

  • Open Source Summit NA 2025 | Sean Pomeroy, Kubecost an IBM Company

    HOST

  • Open Source Summit NA 2025 | Matt White, The Linux Foundation

    HOST

  • Open Source Summit NA 2025 | Mukul Karnik, OpenSearch Software Foundation

    HOST

  • Open Source Summit NA 2025 | Crob Robinson, OpenSSF

    HOST

  • Open Source Summit NA 2025 | David Nalley & Antje Barth, AWS

    HOST

  • Open Source Summit NA 2025 | Alok Bhide & Bill Hineline, Chronosphere

    HOST

  • Open Source Summit NA 2025 | Karim Marucchi & Joost de Valk

    HOST

  • Open Source Summit NA 2025 | Frank Nagle, Linux Foundation

    HOST

  • Open Source Summit NA 2025 | Keynote Analysis

    GUEST · theCUBE Research · Practice Lead and Principal Analyst

  • KubeCon + CloudNativeCon EU 2026 | AnalystANGLE

    GUEST · theCUBE Research · Practice Lead and Principal Analyst

  • KubeCon + CloudNativeCon EU 2026 | Sudeep Goswami, Traefik Labs

    GUEST

  • KubeCon + CloudNativeCon EU 2026 | Michael Beemer & Jonathan Norris, Dynatrace

    GUEST

  • KubeCon + CloudNativeCon EU 2026 | Phil Trickovic, Tintri

    GUEST

  • KubeCon + CloudNativeCon EU 2026 | Phil Trickovic, Tintri

    GUEST

  • KubeCon + CloudNativeCon EU 2026 | Matt Butcher & Lena Hall, Akamai

    GUEST

  • KubeCon + CloudNativeCon EU 2026 | Christopher "CRob" Robinson, OpenSSF & Greg Kroah-Hartman, The Linux Foundation

    GUEST

  • KubeCon + CloudNativeCon EU 2026 | Peter Smails, SUSE

    GUEST

  • KubeCon + CloudNativeCon EU 2026 | Jeroen van Gemert, KPN & Joe Gardiner, Portworx by Everpure

    GUEST

  • KubeCon + CloudNativeCon EU 2026 | Kevin Cochrane, Vultr

    GUEST

  • Cloud AWS re:Invent Coverage | Paul Nashawaty, theCUBE research

    HOST · theCUBE Research · Practice Lead and Principal Analyst

  • Google Cloud Next 2025 | Keynote Analysis

    GUEST · theCUBE Research · Practice Lead and Principal Analyst

  • NVIDIA GTC Washington, D.C. 2025 | 296 | Breaking Analysis | AI Factories - Data Centers of the Future

    GUEST · theCUBE Research · Practice Lead and Principal Analyst

  • VMware Explore 2025 | Rick Walsworth, VMware

    GUEST

  • VMware Explore 2025 | Purnima Padmanabhan, Tanzu Division, Broadcom

    GUEST

  • VMware Explore 2025 | Paul Turner, Broadcom & Kumaran Siva, AMD

    GUEST

  • VMware Explore 2025 | Chris Wolf, Broadcom & Gavin Jolliffe, Xtravirt

    GUEST

  • VMware Explore 2025 | Mark Fournier, United States Senate Federal Credit Union

    GUEST

  • VMware Explore 2025 | Sharad Kumar & James Bayer, FluidCloud

    HOST

  • Chainguard Assemble 2026 | Adeel Saeed, Kyndryl

    GUEST · theCUBE Research · Practice Lead and Principal Analyst

  • Chainguard Assemble 2026 | João Brandão, OutSystems

    GUEST · theCUBE Research · Practice Lead and Principal Analyst

  • Chainguard Assemble 2026 | Neil Levine, Anchore

    GUEST · theCUBE Research · Practice Lead and Principal Analyst

  • Chainguard Assemble 2026 | John Sapp, Texas Mutual Insurance Company

    GUEST · theCUBE Research · Practice Lead and Principal Analyst

  • Chainguard Assemble 2026 | Rob Gil, Okta

    GUEST · theCUBE Research · Practice Lead and Principal Analyst

  • Chainguard Assemble 2026 | Dustin Kirkland, Chainguard

    GUEST · theCUBE Research · Practice Lead and Principal Analyst

  • Chainguard Assemble 2026 | Dan Lorenc, Chainguard

    GUEST · theCUBE Research · Practice Lead and Principal Analyst

  • Chainguard Assemble 2026 | Keynote Analysis

    GUEST · theCUBE Research · Practice Lead and Principal Analyst

  • KubeCon + CloudNativeCon NA 2025 | Sudeep Goswami, Traefik Labs

    HOST

  • KubeCon + CloudNativeCon NA 2025 | Dan Ciruli, Nutanix & Sudeep Goswami, Traefik Labs

    GUEST

  • KubeCon + CloudNativeCon NA 2025 | Niels Bantilan & Chris Matteson, Union.ai

    GUEST

  • Microsoft Ignite 2025 | AnalystANGLE

    GUEST · theCUBE Research · Practice Lead and Principal Analyst

  • AWS re:Invent 2025 | Christina Kosmowski, LogicMonitor

    GUEST

  • AWS re:Invent 2025 | Tom Eggemeir, Zendesk

    GUEST

  • AWS re:Invent 2025 | Keynote Analysis

    GUEST · theCUBE Research · Practice Lead and Principal Analyst