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AI infrastructure economics drive app modernization - SiliconANGLE
by Mark Albertson · 2026-06-27 · via SiliconANGLE

What to expect during RAISE Summit: Join theCUBE July 8-9

The AI industry is entering a phase where the race for more capable models is taking a back seat to the economics of building and deploying AI infrastructure.

This has resulted in a focus on application modernization as enterprises continue to invest in autonomous technologies. Developers play a key role in facilitating this transformation, and theCUBE Research has found that developer experience directly impacts business outcomes. Organizations with a high-quality developer experience are 33% more likely to achieve their business goals and 31% more likely to improve software delivery flow, according to recent research.

Application modernization and the developer experience will be key topics on the agenda for theCUBE’s coverage of RAISE Summit, airing July 8-9.

“Application modernization spending is increasingly being driven by AI adoption rather than infrastructure refresh cycles,” according to Paul Nashawaty, principal analyst at theCUBE Research. “Enterprises are shifting budgets toward AI-enabled software development, platform engineering and application re-architecture as they look to improve developer productivity, accelerate release cycles and reduce the cost of maintaining legacy systems. This year’s RAISE Summit arrives at a moment for the market, as organizations move from asking whether to modernize applications for AI to determining how quickly they can execute that transformation.”

TheCUBE, SiliconANGLE Media’s livestreaming studio, will cover the latest news and announcements from key players such as Solidigm Inc., Neo4j Inc. and dMatrix Inc. during RAISE Summit in Paris, July 8-9. Tune in for on-site reporting and exclusive interviews as theCUBE’s analysts talk with industry leaders and examine how compute, storage and orchestration are reshaping the AI stack, spanning agentic deployment, sovereign AI infrastructure and enterprise production readiness. (* Disclosure below.)

Productivity from AI infrastructure

AI adoption among developers has become mainstream. Google’s DORA research found that 90% of software developers use AI tools, while more than 80% report productivity improvements from those tools.

This has led flash memory and solid state drive solutions providers such as Solidigm to focus on technology solutions that rearchitect storage infrastructure to meet the demand for rapidly expanding model context windows. The model training phase for AI has shifted into a new domain, where data has been absorbed into foundation models and developers are focused on inferencing. This will be a key topic for discussion during the RAISE Summit in July.

“You had these model developers saying, ‘Well, there’s no more public data really available on the planet to throw at these models, so we’ve got to work with what we have,’” said Ace Stryker, director of AI and ecosystem marketing at Solidigm, in a recent conversation with theCUBE. “But what we’ve seen since then is an explosion, not on the training side, but on the inference side, really driving massive demand for DRAM and NAND bits.”

TheCUBE event livestream

Don’t miss theCUBE’s coverage of RAISE Summit, July 8-9. Plus, you can watch theCUBE’s exclusive content on-demand after the event.

How to watch theCUBE interviews

We offer you various ways to watch theCUBE’s coverage of RAISE Summit, including theCUBE’s dedicated website and YouTube channel. You can also get all the coverage from this year’s event on SiliconANGLE.

TheCUBE podcasts

SiliconANGLE’s “theCUBE Pod” is available on Apple Podcasts, Spotify and YouTube, which you can enjoy while on the go. During each podcast, SiliconANGLE’s John Furrier and Dave Vellante unpack the biggest trends in enterprise tech — from AI and cloud to regulation and workplace culture — with exclusive context and analysis.

SiliconANGLE also produces our weekly “Breaking Analysis” program, where Dave Vellante examines the top stories in enterprise tech, combining insights from theCUBE with spending data from Enterprise Technology Research, available on Apple Podcasts, Spotify and YouTube.

Guests

During theCUBE’s coverage of RAISE Summit, company executives and industry experts will discuss the latest use cases and product announcements surrounding AI infrastructure and application modernization. The interviews will examine how compute, storage and orchestration are reshaping the AI stack, spanning agentic deployment, sovereign AI infrastructure and enterprise production readiness.

Stay tuned for exclusive interviews with industry experts from Solidigm, d-Matrix, AMD, Neo4j, Cerebras, DDN and Canva among others.

(* Disclosure: TheCUBE is a paid media partner for the RAISE Summit event. Neither Solidigm, the headline sponsor of theCUBE’s event coverage, nor other sponsors have editorial control over content on theCUBE or SiliconANGLE.)

Image: SiliconANGLE

A message from John Furrier, co-founder of SiliconANGLE:

Support our mission to keep content open and free by engaging with theCUBE community. Join theCUBE’s Alumni Trust Network, where technology leaders connect, share intelligence and create opportunities.

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About SiliconANGLE Media

SiliconANGLE Media is a recognized leader in digital media innovation, uniting breakthrough technology, strategic insights and real-time audience engagement. As the parent company of SiliconANGLE, theCUBE Network, theCUBE Research, CUBE365, theCUBE AI and theCUBE SuperStudios — with flagship locations in Silicon Valley and the New York Stock Exchange — SiliconANGLE Media operates at the intersection of media, technology and AI.

Founded by tech visionaries John Furrier and Dave Vellante, SiliconANGLE Media has built a dynamic ecosystem of industry-leading digital media brands that reach 15+ million elite tech professionals. Our new proprietary theCUBE AI Video Cloud is breaking ground in audience interaction, leveraging theCUBEai.com neural network to help technology companies make data-driven decisions and stay at the forefront of industry conversations.