Wikibon – SiliconANGLE

Why Databricks vs. Snowflake is not a zero-sum game

Dave Vellante with Erik Bradley — Sat, 27 Jul 2024 17:00:41 +0000

Three main pressure points are transforming the modern data landscape: 1) Increased interest in adopting open table formats to allow any compute to operate on any data; 2) The point of control is shifting from the database management system to the governance layer; and 3) AI is enabling the emergence of a new class of […]

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Dave Vellante’s Breaking Analysis: The complete collection

Dave Vellante — Fri, 26 Jul 2024 10:33:12 +0000

Breaking Analysis is a weekly editorial program combining knowledge from SiliconANGLE’s theCUBE with spending data from Enterprise Technology Research. Branded as theCUBE Insights, Powered by ETR, the program is our opportunity to share independent, unfiltered editorial with SiliconANGLE, theCUBE and Wikibon communities. The program and conclusions we produce are data-driven, tapping ETR’s proprietary spending data set. Episode 221 – […]

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CrowdStrike incident sounds an alarm on critical infrastructure

Dave Vellante — Sat, 20 Jul 2024 20:14:04 +0000

The chaos caused by yesterday’s content update by CrowdStrike Holdings Inc. shows that even the most successful cybersecurity firms with great management, award-winning products and a growing business, are exposed to unexpected events. What’s even more important is that it underscores the fragility of our connected world and the critical infrastructure that makes it run. […]

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Harnessing AI as information technology spending gradually improves

Dave Vellante — Sat, 13 Jul 2024 14:04:50 +0000

Artificial intelligence continues to lead all enterprise information technology sectors by a wide margin in terms of spending momentum. But that momentum has not led to an across-the-board boost in productivity or meaningful revenue gains for firms. Specifically, the adoption of generative AI is increasing steadily but the use cases are not yet self-funding. As […]

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Gen AI is passé. Enter the age of agentic AI

Dave Vellante and George Gilbert — Sat, 29 Jun 2024 16:43:52 +0000

Early-phase generative artificial intelligence AI – or “request/response AI” — has not yet lived up to the expectations implied by the hype. We believe agentic AI is the next level of artificial intelligence that, while building on generative AI, will go further to drive tangible business value for enterprises. Early discussions around agentic AI have […]

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Decoding the chess moves of Snowflake and Databricks

Dave Vellante and George Gilbert — Sat, 22 Jun 2024 20:07:00 +0000

As customers try to “get artificial intelligence right,” the need to rationalize siloed data becomes increasingly important. Data practitioners could put all their data eggs into a single platform basket, but that’s proving impractical. As such, firms are moving to an open model where they maintain control of their data and can bring any compute […]

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AI servers are on fire, but cloud continues to win the day

Dave Vellante — Sat, 15 Jun 2024 17:11:37 +0000

Earnings prints from the likes of Dell Technologies Inc., Super Micro Computer Inc. and more recently Hewlett Packard Enterprise Co. have shown the artificial intelligence server trend is not just benefiting cloud hyperscalers but also firms with large on-premises installed bases. Oracle Corp. as well is trading at an all-time high, citing cloud momentum and […]

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Crystallizing Snowflake Data Cloud Summit 2024

Dave Vellante and George Gilbert — Sat, 08 Jun 2024 15:29:41 +0000

Snowflake Inc.’s Data Cloud Summit 2024 was a weeklong event that brought together more than 20,000 of Snowflake’s core enterprise customers, developers and ecosystem partners to San Francisco this past week. The event highlighted the expanding aspirations of the company as it evolves its Data Cloud into an AI Data Cloud and a platform for developing intelligent […]

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A sneak peek at Snowflake Data Cloud Summit 2024: Reframing the future of data platforms

Dave Vellante and George Gilbert — Sat, 01 Jun 2024 17:12:57 +0000

Snowflake Inc. is at a crossroads. The company, which defined the modern data platform, now faces fresh challenges on four fronts. Specifically, Snowflake must: 1) advance its data cloud vision; 2) transform into an artificial intelligence leader; 3) become a platform for data apps; and 4) address external market forces that pressure its core values […]

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How Nvidia, TSMC, Broadcom and Qualcomm will lead a trillion-dollar silicon boom

Dave Vellante and David Floyer — Sat, 25 May 2024 21:48:16 +0000

We believe the artificial intelligence wave will bring profound changes, not only to the technology industry but to society as a whole. These changes will perhaps be as significant to the world as the agricultural and industrial revolutions, both of which had drastic economic consequences. Although the exact progression and timing of these changes are […]

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Power play in hybrid AI: IBM and Dell in focus

Dave Vellante — Sat, 18 May 2024 15:50:14 +0000

The Microsoft-OpenAI partnership has catalyzed a massive capital spending buildout and a run on graphics processing units. To give you a sense of the scale, in the last quarter alone, Amazon Web Services Inc., Google LLC, Microsoft Corp. and Meta Platforms Inc. allocated around $40 billion in capital specifically for cloud computing buildouts – much […]

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RSA Conference 2024 goes beyond AI-powered security to securing AI itself

Dave Vellante — Sat, 11 May 2024 16:40:24 +0000

The past week’s RSA Conference 2024 was crowded, buzzy, vibrant and chaotic, underscoring the very nature of the cybersecurity industry. This market has a kind of self-propelling energy with a dynamic that blends tons of money, an ever-present and capable adversary, technical innovation, public policy, geopolitics and a smashing together of the digital and physical […]

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IBM + HashiCorp + Red Hat: It’s about the cloud operating model

Rob Strechay — Sat, 04 May 2024 21:03:36 +0000

IBM Corp.’s acquisition of HashiCorp Inc. presents a pivotal moment for multicloud and hybrid cloud deployments. With a focus on aligning missions and accelerating growth, IBM intends to operate HashiCorp independently, akin to the Red Hat model. Synergies in product offerings, particularly Terraform and Vault, promise enhanced cloud operations. Financially, increased investment in R&D and […]

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Supply chain planning as an intelligent data app

Dave Vellante and George Gilbert — Sat, 04 May 2024 15:15:48 +0000

The way to solve business resiliency is not inventory, it’s software – Duncan Angove, CEO of Blue Yonder The “sixth data platform,” or intelligent data platform, represents a cutting-edge evolution in data management. It aims to support intelligent applications through a sophisticated system that builds on a foundation of a cloud data platform. This foundation […]

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Security budgets are growing, but so is vendor sprawl

Dave Vellante and Erik Bradley — Sat, 27 Apr 2024 18:46:55 +0000

Organizations continue to spend more on security, with 87% of firms expecting to increase spend on cybersecurity in the next 12 months. But are we safer? It’s estimated that firms on average have between 60 and 75 security tools installed. Although leading vendors logically market the benefits of addressing tools sprawl and complexity through consolidation, […]

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How chasing AI shifts tech spending patterns

Dave Vellante — Sat, 20 Apr 2024 17:47:01 +0000

In another big week, we saw the artificial intelligence battles continue to escalate. Google LLC reorganized to better focus on AI, Meta Platforms Inc.’s Llama 3 was released, Taiwan Semiconductor Manufacturing Co. is doubling its manufacturing capacity for Nvidia Corp. high-end chips, Samsung Electronics Co. Ltd. got a $6.4 billion tranche of the chips act money, a Microsoft Corp. paper […]

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Enterprises seek deeper AI value beyond chat

Dave Vellante — Sat, 13 Apr 2024 16:28:05 +0000

Enterprises are fighting a dual mandate of operating inside a tight information technology budget envelope while at the same time transforming their organization into an AI-first company. Navigating macroeconomic headwinds while driving innovation is an exciting challenge for IT decision makers. To deliver the goods, technology leaders are stealing from other budgets to fund artificial […]

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AWS’ AI blueprint emphasizes optionality, trust and scalable industry solutions

Dave Vellante — Sat, 06 Apr 2024 16:29:51 +0000

This week we spent a day in New York City reviewing Amazon Web Services Inc.’s artificial intelligence strategy and progress with several AWS execs, including Matt Wood, vice president of AI at the company. We came away with a better understanding of AWS’ AI approach beyond what was laid out at re:Invent 2023. We also […]

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Adobe Summit highlights personalization at scale with generative AI

Dave Vellante with Andy Thurai — Sun, 31 Mar 2024 04:09:35 +0000

Adobe Summit 2024 put individualized digital experiences on full display. Personalization at scale is exceedingly difficult. By applying artificial intelligence, Adobe Systems Inc. showed off its ability to bring custom experiences to the masses and do so with trusted, enterprise-grade content. Moreover, Adobe highlighted an expanded total available market for its three major business segments […]

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Four generative AI cyber risks that keep CISOs up at night — and how to combat them

Shelly Kramer — Sun, 24 Mar 2024 18:45:20 +0000

In this episode of the SecurityANGLE, host Shelly Kramer, managing director and principal analyst at theCUBE Research, is joined by analyst, engineer and theCUBE Collective community member Jo Peterson for a conversation about the top four generative artificial intelligence cyber risks that keep CISOs up at night. In addition to discussing the evolution of the AI threat and generative AI […]

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Nvidia, Broadcom and the expanding breadth of AI momentum

Dave Vellante — Sat, 23 Mar 2024 17:33:42 +0000

We attended both Nvidia Corp.’s GTC conference and Broadcom Inc.’s investor day this week where the artificial intelligence platform shift was on full display. In our view, GTC24 was the most important event in the history of the technology industry, surpassing Steve Jobs’ iPod and iPhone launches. The event was not the largest but, in […]

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Navigating Nvidia and the AI trade: Sell, hold or double down?

Dave Vellante — Sat, 16 Mar 2024 16:45:51 +0000

Heading into the second half of 2023, some investors felt that the semiconductor runup last summer was a harbinger for a broader tech rally. That thesis proved prescient and rewarded managers who took on risk at the time with leading firms in semiconductors, security and enterprise software. The question is, where do we go from […]

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Why CrowdStrike is separating from the cybersecurity pack

Dave Vellante — Sat, 09 Mar 2024 16:14:39 +0000

It has been an interesting month in the cybersecurity space. The sector has been somewhat less affected by budget tightening these past 24 months and at the same time has benefitted from AI tailwinds. But in the past several weeks we’ve seen some separation in key highflying cybersecurity names. Specifically, Palo Alto Networks Inc. shocked […]

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The unplanned genius of Broadcom’s route to AI dominance

Dave Vellante — Sat, 02 Mar 2024 18:55:25 +0000

When you think of artificial intelligence leadership, which companies come to mind? Nvidia Corp., OpenAI, the hyperscalers, Meta Platforms Inc., Hugging Face Inc., Anthropic PBC and names like that, right? You don’t typically think of Broadcom Inc., do you? You should. In our view, Broadcom, along with Nvidia, has become one of the top two […]

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Dissecting the AI boom through the dotcom lens

Dave Vellante — Sat, 24 Feb 2024 16:19:04 +0000

Many people question whether the current artificial intelligence boom will end in the same way that the dotcom bubble burst. It’s understandable, as there are many similarities, especially with the exuberance seen this past week in the stock market following Nvidia Corp.’s earnings print. Although it’s easy to dismiss AI as a completely different era, […]

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Cloud optimization wanes as AI slowly lifts off

Dave Vellante — Sat, 17 Feb 2024 18:19:34 +0000

The past 24 months have seen cloud spending face dual headwinds of macroeconomics and the ability to dial down resources as needed – that is, cloud optimization. Nonetheless, the big four hyperscaler cloud providers clocked in between $170 billion and $190 billion in infrastructure-as-a-service and platform-as-a-service revenue last year depending on how you factor the […]

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The role of data loss prevention tools in protecting against AI data exfiltration

Shelly Kramer — Mon, 12 Feb 2024 14:50:38 +0000

Data loss prevention solutions have become an important tool in the chief information security officer’s toolbox with the rise in popularity of generative artificial intelligence in the enterprise. That’s what our analysts explored in this episode of the SecurityANGLE, our series at theCUBE Research focused on all things cybersecurity. Host Shelly Kramer, managing director and principal analyst, is […]

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Intel Foundry is a bold bet filled with uncertainty

Dave Vellante — Sat, 10 Feb 2024 16:40:10 +0000

As an American, you can’t help but root for Intel Corp. CEO Pat Gelsinger to succeed. His vision to bring semiconductor manufacturing leadership back to the United States is more than just a quaint nationalistic sentiment. Rather, it’s a strategic imperative for the country, its military, global competitiveness and access to future technological innovations in […]

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Slicing the Gordian Knot: A leap to real-time systems of truth

Dave Vellante and George Gilbert — Sat, 03 Feb 2024 17:11:12 +0000

In order to support the vision of the sixth data platform, that is, a capability that allows a globally consistent, real-time, intelligent digital representation of a business, we believe the industry must rethink the single system of truth. Specifically, we envision a new data platform that marries the best of relational and nonrelational capabilities and […]

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AI, sustainability and enterprise tech marketing take center stage at CES 2024

Rob Strechay — Tue, 30 Jan 2024 03:30:09 +0000

The CES consumer electronics show earlier this month highlighted groundbreaking advancements in technology, emphasizing artificial intelligence and sustainability, and brought a lot of enterprise tech marketing to the table. This analysis delves into these themes, illustrating their impact through examples from key players in the industry. It reflects on how these trends are reshaping consumer […]

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