241 | Breaking Analysis | Supercloud 7 Learnings

Breaking Analysis with Dave Vellante

Player FM - Internet Radio Done Right

הוסף לפני two שנים

תוכן מסופק על ידי SiliconANGLE. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי SiliconANGLE או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.

Carol Costello Presents: The God Hook

1
1 | The False Prophet 34:56

לפני 4 ימים34:56

הפעל מאוחר יותר

רשימות

לייק

אהבתי

34:56

In this premiere episode of "The God Hook," host Carol Costello introduces the chilling story of Richard Beasley, infamously known as the Ohio Craigslist Killer. In previously unreleased jailhouse recordings, Beasley portrays himself as a devout Christian, concealing his manipulative and predatory behavior. As the story unfolds, it becomes clear that Beasley's deceitfulness extends beyond the victims he buried in shallow graves. Listen to the preview of a bonus conversation between Carol and Emily available after the episode. Additional info at ( carolcostellopresents.com ) Do you have questions about this series? Submit them for future Q&A episodes . Subscribe to our YouTube channel to see additional videos, photos, and conversations. For early and ad-free episodes and exclusive bonus content, subscribe to the podcast via Supporting Cast or Apple Podcasts. EPISODE CREDITS Host - Carol Costello Co-Host - Emily Pelphrey Producer - Chris Aiola Sound Design & Mixing - Lochlainn Harte Mixing Supervisor - Sean Rule-Hoffman Production Director - Brigid Coyne Executive Producer - Gerardo Orlando Original Music - Timothy Law Snyder SPECIAL THANKS Kevin Huffman Zoe Louisa Lewis GUESTS Doug Oplinger - Former Managing Editor of the Akron Beacon Journal Volkan Topalli - Professor of Criminal Justice and Criminology Amir Hussain - Professor of Theological Studies Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://evergreenpodcasts.supportingcast.fm…

לפני שנה 30:42

MP3•בית הפרקים

273 פרקים

#Tech #Business News #Entrepreneur #Business #News #SiliconANGLE

241 | Breaking Analysis | Supercloud 7 Learnings

Breaking Analysis with Dave Vellante

published לפני שנה

שתפו

MP3•בית הפרקים

273 פרקים

#Tech #Business News #Entrepreneur #Business #News #SiliconANGLE

כל הפרקים

1
RSAC Highlights Security Markets in Transition 34:59

לפני 5 ימים34:59

34:59

As the RSAC 2025 Conference approaches, key themes are emerging that are set to dominate the world’s largest cybersecurity gathering. Industry dynamics are shifting rapidly – from AI enabling higher velocity threats, an intensified platform consolidation debate, high-profile M&A, rising interest in AI agents (with somewhat tepid adoption in cyber), and shifting security budget priorities. Our research shows that though cybersecurity remains a top priority for information technology leaders, it is not immune from macroeconomic headwinds. Moreover, geopolitical tensions have heightened perceived and actual threats, causing a large portion of customers to change their spending habits. On balance, cybersecurity remains the most challenging sector in tech, where 100% success is virtually unattainable; and failure can cripple a firm’s brand. In this Breaking Analysis, we dig into Enterprise Technology Research’s Annual State of Security Research (free download). We’ll examine the macro picture in cybersecurity, share the shifting spending patterns and priorities exposed in the research, examine the hype and realities of platform consolidation, and share which companies chief information security officers feel are helping them innovate to fight the fight.…

1
The Long Road to Agentic AI – Hype vs. Enterprise Reality 25:34

לפני 12 ימים25:34

25:34

At last week’s AI Agent Builder Summit , hosted by Scott Hebner of theCUBE Research, the hype around “agentic AI” – autonomous software agents that can orchestrate complex tasks – was on full display. Demos and keynotes painted a bold vision of AI-driven business processes. But scratch beneath the surface, and a sobering reality emerges– Most enterprises are far from ready to reap the benefits of fully autonomous agents. Much work needs to be done to realize the full promise of agentic systems, including organizational alignment to create a true data culture, cleaning up data silos, harmonizing that data, assigning data ownership, data product thinking, getting governance and security right, choosing technology partners, rationalizing SaaS and on-prem applications portfolios, and of course change management to get all this done. Starting the journey toward an agentic enterprise is an exciting imperative, but in our view will take the better part of a decade to realize its full promise. In this Breaking Analysis, we put the summit’s optimism into context, examine why enterprise adoption of agentic AI is on a slower trajectory than the hype would imply, and update our “yellow brick road” to agentic – i.e. the stepping stones required to get to the promised land of agentic automation.…

1
Google’s Cloud Play — Integrated AI Across Infrastructure to Apps 29:19

לפני 19 ימים29:19

29:19

00:00 - Transformative Technologies: Navigating Google's Cloud and AI Landscape 02:00 - Google Cloud Next 2025: Analyzing Revenue and Market Position 04:48 - Analyzing Cloud Services: Insights from the ETR Survey 08:53 - Google's Growth in AI/ML 11:26 - Analyzing Growth and Revenue in Cloud Services 16:54 - Profitability and Operating Margin 19:39 - Strategic Capital Allocation and Competitive Edge Analysis 23:05 - Data Stack and Industry Partnerships 26:42 - Conclusion and Closing…

1
Mapping Jensen's World - Forecasting AI in Cloud, Enterprise, & Robotics 50:32

לפני 26 ימים50:32

50:32

1
Security Do-Over…How Palo Alto Networks Sees the Reset 47:11

לפני 5 weeks47:11

47:11

1
The New Age of Analyst Relations in Tech 41:33

לפני 7 weeks41:33

41:33

00:00 - Intro 00:06 - Bridging Perspectives: Navigating Collaboration in Analyst Relations 03:01 - Engaging with Modern Analysts and Influencers 05:13 - Navigating Trust and Innovation in the Tech Landscape 09:00 - Exploration of Collaboration and Storytelling 12:42 - Bringing Analysts and Journalists Together 18:03 - The Role of Analyst Relations in Business Strategy 22:29 - Guiding Principles for Effective AR Practices 30:46 - Impact of AI on Analyst Relations 36:48 - Navigating Success: Insights and Journeys in Analyst Relations…

1
Broadcom Momentum Brings Renewed Investor Enthusiasm 30:37

לפני 8 weeks30:37

30:37

1
Nadella vs. Benioff: The Real Story Behind AI’s Agentic Future 42:05

לפני 9 weeks42:05

42:05

00:00 - Navigating the AI Frontier: Insights into Breaking Analysis, Linguistic Conflicts, and Software Evolution 05:06 - From Web 2.0 to Enterprise 3.0 15:12 - Harmonized Source of Truth 22:41 - Microsoft's Agentic Ambitions 31:23 - Salesforce's Hyperscaler Journey 35:14 - The Road Ahead for Enterprise Platforms 38:52 - Industry Evolution: Overcoming Challenges and Future Outlook…

1
266 | Breaking Analysis | Why Intel Must Stay Independent Spin Out Foundry & Rebuild an Iconic Brand 24:09

לפני 10 weeks24:09

24:09

1
Investors Cool on Cloud as CEOs Double Down 15:47

לפני 12 weeks15:47

15:47

1
theCUBE Research Predictions 2025 46:09

לפני 13 weeks46:09

46:09

In this special breaking analysis, we're pleased to introduce a new predictions episode featuring some of the top analysts at theCUBE Research. With us today are six of our industry analysts: Bob Laliberte, who covers networking, Scott Hebner on the AI front, Savannah Peterson who will be talking about the impact of consumer tech, Jackie McGuire our newest cybersecurity analyst, Christophe Bertrand who will be discussing his predictions on cyber resiliency, and Paul Nashawaty who leads our App/Dev practice. Thank you all for being here. We really appreciate the collaboration and we are very excited for our inaugural team predictions.…

1
Enterprise Technology Predictions 2025 43:44

לפני 14 weeks43:44

43:44

1
Data Renaissance, Agents, LAMs, SAMs & AI Threats 1:15:47

לפני 14 weeks1:15:47

1:15:47

In this special breaking analysis, we're pleased to host our fourth annual data predictions power panel with some of our collaborators in the CUBE Collective and members of the Data Gang. Joining theCUBE Research’s Dave Vellante are five of the top industry analysts focused on data platforms. Sanjeev Mohan of Sanjmo, Tony Baer of dbInsight, recent IDC graduate Carl Olofson, the always engaging Dave Menninger, who is with ISG, and Brad Schimmin with Omdia. Follow theCUBE's live event coverage https://www.thecube.net/ Their discussion focuses on the rapid transformation of the technology and data landscape, driven by advancements in AI and accelerated computing. They also analyze market trends, highlighting the increasing dominance of machine learning and AI in enterprise spending priorities. For daily news for CIOs, check out our parent publication at https://siliconangle.com/ In addition, they explore emerging technologies such as inference-time data consumption, the evolution of AI-driven enterprise applications and the importance of metadata management. The conversation also turns to the growing security challenges associated with AI implementation and the need for better tools to manage and protect AI systems effectively. Be sure to follow Dave's weekly Breaking Analysis podcast as well, for the deep data dives on enterprise computing trends, from spending patterns to Wall Street implications. https://www.youtube.com/playlist?list=PLenh213llmcZMTRZKjnAwesSCiuLQT21E #theCUBE #BreakingAnalysis #theCUBEResearch #CUBECollective #TechPredictions #DataGang…

1
How NVIDIA is Creating a $1.4 Trillion Market in Ten Years 1:00:23

לפני 16 weeks1:00:23

1:00:23

1
The Yellow Brick Road to Agentic AI 43:48

לפני 19 weeks43:48

43:48

1
Breaking Analysis: A Bold Plan to Spin Out and Revive Intel’s Foundry Business 17:37

לפני 20 weeks17:37

17:37

This special Breaking Analysis outlines a bold plan for spinning out Intel’s foundry business, relying on multi-stakeholder investments from tech giants, private equity, and government funding, coupled with strategic partnerships with industry leaders like TSMC or possibly Samsung. Because only TSMC (or Samsung) has the necessary expertise to design, build and operate modern foundries and get to profitability in a reasonable timeframe.…

1
re:Invent 2024: Builder Ethos Embraces Simplicity 39:37

לפני 21 weeks39:37

39:37

1
Grading our 2024 Enterprise Technology Predictions 20:53

לפני 23 weeks20:53

20:53

1
Cloud Expansion Poised to Power Innovation 12:35

לפני 24 weeks12:35

12:35

1
Why Jamie Dimon is Sam Altman's Biggest Competitor 37:22

לפני 26 weeks37:22

37:22

1
GenAI Adoption Sets the Table for AI ROI 17:35

לפני 27 weeks17:35

17:35

1
What Microsoft's Financial Disclosures Reveal About Azure's Market Position 14:12

לפני 28 weeks14:12

14:12

In this Breaking Analysis, Dave Vellante, chief analyst at theCUBE Research, reviews the changes Microsoft made to its financial reporting with a special focus on Azure impacts. He shares how it affects the cloud data and gives his thoughts on Microsoft’s AI reporting. Follow theCUBE's live event coverage https://www.thecube.net/ Microsoft recently updated its Azure financial reporting, aligning with AWS to better reflect consumption-based revenue, which led to increased growth rates but lowered overall revenue due to the removal of slower-growth segments such as enterprise mobility and security and Power BI per-user pricing. For daily news for CIOs, check out our parent publication at https://siliconangle.com/ AI services now contribute significantly to Azure's growth, with up to 11% in the most recent quarter, driving investor confidence. However, this change also highlights that Azure’s market share had been overstated in prior reports. As Microsoft positions itself as a leader in AI, this shift is expected to push competitors to disclose their AI revenue, intensifying market competition. Read the full article https://siliconangle.com/2024/10/16/microsofts-financial-disclosures-reveal-azures-market-position/ Be sure to follow Dave's weekly Breaking Analysis podcast as well, for the deep data dives on enterprise computing trends, from spending patterns to Wall Street implications. https://www.youtube.com/playlist?list=PLenh213llmcZMTRZKjnAwesSCiuLQT21E #theCUBE #BreakingAnalysis #theCUBEResearch #MicrosoftAzure #AI #EMS #AIRevenue…

1
How IBM and Palo Alto Networks Team to Combat Cyber Threats 46:58

לפני 28 weeks46:58

46:58

In this Breaking Analysis we look at the security landscape and unpack the multi-dimensional relationship between IBM and Palo Alto Networks to better understand how industry collaboration can improve cyber defenses and modernize security operations. With us are two senior executives from each firm, Mohamad Ali, SVP and Head of IBM Consulting and BJ Jenkins, the President of Palo Alto Networks.…

1
From LLMs to SLMs to SAMs, How Agents are Redefining AI 37:03

לפני 31 weeks37:03

37:03

1
It's Larry's World, we Just Live in it 42:23

לפני 32 weeks42:23

42:23

In the latest episode of Breaking Analysis, theCUBE Research Chief Analysist Dave Vellante and Principal Analyst Rob Strechay break down Oracle’s growing momentum, highlighting the company’s strategic moves in cloud infrastructure, AI integration and its legacy database business. Oracle’s unique multicloud strategy, unveiled at Oracle Cloud World, takes center stage, with Larry Ellison’s bold vision of a password-free future and a focus on unmatched security. Follow theCUBE's live event coverage https://www.thecube.net/ The episode also dives into Oracle's strong financial performance, boasting a 44% operating margin and rapid cloud revenue growth, positioning it as a serious competitor to Amazon and Google. With automation and AI driving new levels of efficiency, Oracle’s focus on mission-critical applications sets it apart in the cloud market. Read the full article https://siliconangle.com/2024/09/14/larrys-world-just-live/ For daily news for CIOs, check out our parent publication at https://siliconangle.com/ Be sure to follow Dave's weekly Breaking Analysis podcast as well, for the deep data dives on enterprise computing trends, from spending patterns to Wall Street implications. https://www.youtube.com/playlist?list=PLenh213llmcZMTRZKjnAwesSCiuLQT21E #theCUBE #BreakingAnalysis #Oracle #theCUBEResearch #AI #automation #CloudRevenueGrowth…

1
Is the Modern Data Stack Out Over its Skis? 30:30

לפני 34 weeks30:30

30:30

1
245 | Breaking Analysis | How Digital Twin Platforms will Revolutionize Business Operations 23:47

לפני 35 weeks23:47

23:47

1
How Agentic Platforms Will Redefine Enterprise Applications 36:45

לפני 36 weeks36:45

36:45

1
Assessing Broadcom VMware Eight Months On 38:02

לפני 37 weeks38:02

38:02

1
Cloud Spending Remains Resilient Amid Market Turbulence 24:16

לפני 38 weeks24:16

24:16

Breaking Analysis with Dave Vellante

1
241 | Breaking Analysis | Supercloud 7 Learnings 30:42

לפני 39 weeks30:42

30:42

Breaking Analysis with Dave Vellante

1
Why Databricks v. Snowflake is not a Zero Sum Game 33:57

לפני 40 weeks33:57

33:57

Breaking Analysis with Dave Vellante

1
239 | Breaking Analysis | CrowdStrike Incident Sounds an Alarm for Critical Infrastructure 21:48

לפני 41 weeks21:48

21:48

Breaking Analysis with Dave Vellante

1
Harnessing AI as IT Spending Gradually Improves 11:37

לפני 42 weeks11:37

11:37

Breaking Analysis with Dave Vellante

1
Gen AI is Passe', Enter the Age of Agentic AI 30:11

לפני 44 weeks30:11

30:11

Breaking Analysis with Dave Vellante

1
Decoding the Chess Moves of Snowflake and Databricks 37:19

לפני 45 weeks37:19

37:19

Breaking Analysis with Dave Vellante

1
On-Prem is on Fire but Cloud Continues to Win the Day 29:50

לפני 46 weeks29:50

29:50

Breaking Analysis with Dave Vellante

1
Six Takeaways from Snowflake Summit 2024 34:30

לפני 46 weeks34:30

34:30

In the latest Breaking Analysis, Dave Vellante, chief analyst at theCUBE Research, and George Gilbert, principal analyst at theCUBE Research, provided a detailed analysis of Snowflake's transformative journey and its future aspirations and gave some of their takeaways from Snowflake’s Data Could Summit. They discussed the company's shift from a scalable data warehouse to an AI-driven data cloud and application platform, emphasizing the strategic leadership of new CEO Sridhar Ramaswamy. Follow theCUBE's live event coverage https://www.thecube.net/…

Breaking Analysis with Dave Vellante

1
A Sneak Peek at Snowflake Summit - Reframing the Future of Data Platforms 36:15

לפני 47 weeks36:15

36:15

In this Breaking Analysis, theCUBE Research analyst George Gilbert and I share how we see the next data platform, what we sometimes call the 6th data platform evolving. And we’ll give you a preview of what we expect at next week’s Snowflake Summit, including the company’s response to metadata catalogs, the integration of Snowpark and new application developments. Follow theCUBE's live event coverage https://www.thecube.net/ Snowflake is at a pivotal moment as the company faces new challenges in the evolving data platform landscape. Snowflake, known for its innovative data cloud vision and superior integrated data platform, now seeks to lead in AI and data applications. However, market forces are pressuring its core values of simplicity, efficiency and trusted data. For daily news for CIOs, check out our parent publication at https://siliconangle.com/ The shift towards open storage formats and data catalogs, alongside the AI revolution, tests Snowflake’s ability to extend its value proposition and compete in new markets. To succeed, Snowflake must flawlessly execute both organic and inorganic innovation while attracting new developer personas and maintaining profitability. Read the full article https://siliconangle.com/2024/06/01/sneak-peek-snowflake-data-cloud-summit-2024-reframing-future-data-platforms/ Be sure to follow Dave's weekly Breaking Analysis podcast as well, for the deep data dives on enterprise computing trends, from spending patterns to Wall Street implications. https://www.youtube.com/playlist?list=PLenh213llmcZMTRZKjnAwesSCiuLQT21E #theCUBE #DataCloudSummit #BreakingAnalysis #Snowflake #6thDataPlatform #DataManagement #AI…

Breaking Analysis with Dave Vellante

1
Power Play in Hybrid AI - IBM and Dell on Display 28:15

לפני 50 weeks28:15

28:15

Breaking Analysis with Dave Vellante

1
RSA 2024 goes beyond AI-powered security to securing AI itself 27:57

לפני 51 weeks27:57

27:57

Breaking Analysis with Dave Vellante

1
Supply Chain Planning as an Intelligent Data App 45:09

לפני 52 weeks45:09

45:09

Breaking Analysis with Dave Vellante

1
Security budgets are growing but so is vendor sprawl 27:50

לפני 1 year27:50

27:50

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, the data suggests that more than half the firms are increasing the number of security vendors installed, with a very small percentage able to effect vendor consolidation. Adding to the challenge is an environment where security operations pros have too many priorities to manage, including identity, vulnerability management, patching, endpoint, security and information event management, antivirus, zero trust, cloud security and more. Finally, firms are investing in artificial intelligence to relieve the crushing labor burden security analysts are facing but are being forced to balance innovation with the daily battle. In this Breaking Analysis, we preview RSA Conference 2024 with our colleague Erik Bradley of Enterprise Technology Research. We’ll provide a detailed analysis of a recent survey conducted by ETR, perfectly timed ahead of RSA.…

Breaking Analysis with Dave Vellante

1
How the AI awakening is changing tech spending patterns 11:17

לפני 1 year11:17

11:17

Breaking Analysis with Dave Vellante

1
Enterprises seek deeper AI value beyond chat 23:55

לפני 1 year23:55

23:55

Breaking Analysis with Dave Vellante

1
AWS' AI blueprint emphasizes optionality, trust and scalable industry solutions 25:00

לפני 1 year25:00

25:00

Breaking Analysis with Dave Vellante

1
Adobe Summit highlights personalization at scale with Gen AI 38:13

לפני 1 year38:13

38:13

Breaking Analysis with Dave Vellante

1
NVIDIA, Broadcom and the expanding breadth of AI 28:10

לפני 1 year28:10

28:10

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 our opinion, it was the most significant in terms of its reach, vision, ecosystem impact and broad-based recognition that the AI era will permanently change the world. Meanwhile, Broadcom’s first investor day underscored both the importance of the AI era and the highly differentiated strategies and paths that Nvidia and Broadcom are each taking. We believe Nvidia and Broadcom are currently the two best-positioned companies to capitalize on the AI wave and will each dominate their respective markets for the better part of a decade. But importantly, we see them each as enablers of a broader ecosystem that collectively will create more value than either of these firms will in and of themselves.…

Breaking Analysis with Dave Vellante

1
Navigating NVIDIA & the AI Trade – Sell, hold or double down? 33:18

לפני 1 year33:18

33:18

Heading into the second half of 2023, some investors felt that the semiconductor run up 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 here? In this Breaking Analysis we welcome back Ivana Delevska, the founder and chief investment officer at Spear Invest, Nasdaq SPRX. Some have compared SPRX to a miniature version of Cathie Wood’s ARKK fund. However SPRX is more sector agnostic where Delevska focuses more broadly on growth themes such as her current emphasis on cybersecurity, semiconductors, and enterprise software.…

Breaking Analysis with Dave Vellante

1
Why CrowdStrike is separating from the cybersecurity pack 23:13

לפני 1 year23:13

23:13

It’s been an interesting month in the cybersecurity space. The sector has been somewhat less affected by budget tightening these past twenty-four 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 shocked the street last month with a $600M billings forecast surprise and sounded the alarm that there were cracks in its consolidation execution. This dragged down other consolidation players in sympathy, namely CrowdStrike and Zscaler. But our research shows that the dynamics facing these three companies are quite different. Of particular note, CrowdStrike’s earnings print highlights the company’s impressive momentum while recent negativity around Zscaler is a bit of a head scratcher for us, which we’ll try to explain. In this Breaking Analysis we take a more narrow look at the information security space and dig deeper into the continued success of CrowdStrike. With recent survey data from ETR, we continue to advance our premise that platforms beat products and we identify several levers that are powering CrowdStrike’s path to $5B by FY 2026 and to $10B by the end of the decade.…

Breaking Analysis with Dave Vellante

1
The unplanned genius of Broadcom's route to AI dominance 24:04

לפני 1 year24:04

24:04

Broadcom is perhaps the most unique company in the technology business. It doesn’t simply chase markets that are on steep growth curves and can deliver short term ROI. Rather it goes after established markets with durable franchises. Broadcom focuses its R&D on serving customers in these markets with major engineering investments to achieve a dominant position in each of its target sectors. And sometimes, the company lucks out with this strategy and catches a wave accidentally by design. In this Breaking Analysis we extract key nuggets from our sit down at MWC this week with Charlie Kawwas, president of Broadcom’s Semiconductor Solutions Group, and we unpack the contrarian business technology model of Broadcom.…

Breaking Analysis with Dave Vellante

1
Dissecting the AI boom through the dotcom lens 19:24

לפני 1 year19:24

19:24

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, there are some stark similarities that are worth remembering. Like all waves, there are also major differences. Two of the most evident are the speed of innovation and the quality of today’s companies leading the AI charge. Like the internet, AI will be ubiquitous and available for virtually all organizations to leverage, not just traditional tech firms. As well, many patterns of the dotcom era are repeating and worth examining in more detail. In this Breaking Analysis, we look back at the events leading up to the dotcom and AI booms and analyze the similarities and differences between these two transformative eras.…

Breaking Analysis with Dave Vellante

1
Cloud optimization wanes as AI slowly lifts off 18:39

לפני 1 year18:39

18:39

The past twenty-four months have seen cloud spending face dual headwinds of macroeconomics and the ability to dial down resources as needed – i.e. cloud optimization. Nonetheless, the big four hyperscalers clocked in between $170 – $190B in IaaS and PaaS revenue last year depending on how you factor the leaked court documents suggesting Azure is much smaller than previously believed. Regardless, hyperscaler growth continued to outpace almost all markets, accelerating between 18-19% in revenue terms last year, despite their enormous size. As we progress into 2024, IT decision makers are cautiously optimistic about spending levels, especially for the second half. All hyperscalers report that cloud optimization is slowing although pockets of cloud cost cutting remain. While AI gets all the headlines, its contribution to revenue is still a small fraction of the overall spending pie. For example, we estimate that Microsoft’s AI services accounted for around $800M this past quarter. But the trajectory for AI services and the potential uplift looks promising for all four hyperscalers. We think collectively the generative AI uplift in cloud will surpass $10B this year. In this Breaking Analysis we update you on our latest hyperscale cloud spending and marketshare data. We’ll analyze the ETR survey data on cloud optimization, assess the Gen AI updraft for the big 3 US cloud players and look at some of the industry trend data on cloud spend by platform.…

Breaking Analysis with Dave Vellante

1
Intel Foundry is a bold bet filled with uncertainty 52:09

לפני 1 year52:09

52:09

As an American, you can’t help but root for Intel 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 the AI era. But his strategy is dependent upon the success of Intel both as a designer and a leading manufacturer of advanced chips. As such this choice puts Intel in a multi-front war with highly capable leaders in several markets, including names like AMD, NVIDIA, AWS, Google, Microsoft, Apple, Tesla and other chip designers…even perhaps OpenAI. As well Intel competes with with established manufacturers like Taiwan Semiconductor and Samsung. Moreover, Intel’s business model has been disrupted by Arm which has created a volume standard powered by the iPhone and mobile technologies. Finally, China, Inc. looms as a long-term competitor further underscoring the imperative. But the trillion dollar questions are: 1) What are the odds that Intel’s strategy succeeds; and 2) Are there more viable alternative strategies for both Intel and the United States? In this Breaking Analysis we try to address these uncertainties and to do so we welcome Ben Bajarin, CEO and Principal Analyst at Creative Strategies.…

Breaking Analysis with Dave Vellante

1
Slicing the Gordian Knot - A leap to real-time systems of truth 48:25

לפני 1 year48:25

48:25

Breaking Analysis with Dave Vellante

1
Enterprise Technology Predictions 2024 46:24

לפני 1 year46:24

46:24

Breaking Analysis with Dave Vellante

1
2024 IT spending outlook shows cautious start with optimistic finish 12:09

לפני 1 year12:09

12:09

In this Breaking Analysis, theCUBE Research analyst Dave Vellante unpacks the Enterprise Technology Research January spending data and digs into those areas that are expected to show above average performance and those that are likely to lag. Follow theCUBE's live event coverage https://www.thecube.net/…

Breaking Analysis with Dave Vellante

1
Unifying intelligence in the age of data apps 43:57

לפני 1 year43:57

43:57

We believe the future of intelligent data apps will enable virtually all organizations to operate a platform that orchestrates an ecosystem similar to that of Amazon.com. By this we mean dynamically connecting and digitally representing an enterprise’s operations including its customers, partners, suppliers and even competitors. This vision includes the ability to rationalize top down plans with bottom up activities across the many dimensions of a business – e.g. demand, product availability, production capacity, geographies, etc. Unlike today’s data platforms, which generally are based on historical systems of truth, we envision a prescriptive model of a business’ operations enabled by an emerging layer that unifies the intelligence trapped within today’s application silos. In this Breaking Analysis, we explore in depth, the semantic layer we’ve been discussing since early last year. To do so we welcome Molham Aref, the CEO ofRelationalAI.…

Breaking Analysis with Dave Vellante

1
Predictions 2024 - Deciphering Gen AI’s Effect on Sata, Governance & Skills 49:09

לפני 1 year49:09

49:09

In this special Breaking Analysis we're pleased to host our third annual data predictions power panel with some of our collaborators in theCUBE Collective and members of the data gang. With us today are five of the top industry analysts focused on data platforms. Sanjeev Mohan of Sanjmo, Tony Baer of dbInsight, IDC's Carl Olofson, Dave Menninger who is with Ventana Research, now part of ISG and Doug Henschen with Constellation Research.…

Breaking Analysis with Dave Vellante

1
Grading Our 2023 Enterprise Technology Predictions 16:09

לפני 1 year16:09

16:09

In this Breaking Analysis we grade the 2023 predictions we made with ETR's Erik Bradley. We look back at what we said in January about the macro IT spending environment, cost optimization, security, generative AI, cloud, blockchain, data platforms, automation and tech events.

Breaking Analysis with Dave Vellante

1
The rise of observability and why it matters to your business 14:41

לפני 1 year14:41

14:41

Breaking Analysis with Dave Vellante

1
David vs Goliath reimagined - OpenAI's approach to AI supervision 18:31

לפני 1 year18:31

18:31

Artificial general intelligence, or AGI, has people both intrigued and fearful. As a leading researcher in the field, last July, OpenAI introduced the concept of superalignment via a team created to study scientific and technical breakthroughs to guide and ultimately control AI systems that are much more capable than humans. OpenAI refers to this level of AI as superintelligence. Last week, this team unveiled the first results of an effort to supervise more powerful AI with less powerful models. While promising, the effort showed mixed results and brings to light several more questions about the future of AI and the ability of humans to actually control such advanced machine intelligence. In this Breaking Analysis we share the results of OpenAI’s superalignment research and what it means for the future of AI. We further probe ongoing questions about OpenAI’s unconventional structure which we continue to believe is misaligned with its conflicting objectives of both protecting humanity and making money. We’ll also poke at a nuanced change in OpenAI’s characterization of its relationship with Microsoft. Finally we’ll share some data that shows the magnitude of OpenAI’s lead in the market and propose some possible solutions to the structural problem faced by the industry. Read the full article https://siliconangle.com/2023/12/18/david-versus-goliath-reimagined-openais-approach-ai-supervision/…

Breaking Analysis with Dave Vellante

1
Moving beyond separation of compute & storage…Journey to the 6th data platform 36:32

לפני 1 year36:32

36:32

We believe today’s so-called modern data stack, as currently envisioned, will be challenged by emerging use cases and AI-infused apps that begin to represent the real world, in real time, at massive data scale. To support these new applications, a change in underlying data and data center architectures will be necessary, particularly for exabyte scale workloads. Today’s generally accepted state of the art of separating compute from storage, must evolve in our view to separate compute from data and further enable compute to operate on a unified view of coherent and composable data elements. Moreover, our opinion is that AI will be used to enrich metadata to turn strings (i.e. ASCII code, files, objects, etc.) into things that represent real world capabilities of a business. In this Breaking Analysis we continue our quest to more deeply understand the emergence of a sixth data platform that can support intelligent applications in real time. To do so we are pleased to welcome two founders of VAST Data, CEO Renen Hallak and Jeff Denworth. VAST just closed a modest $118M financing round that included Fidelity at a valuation of ~$9B, which implies a quite minor change to the cap table.…

Breaking Analysis with Dave Vellante

1
re:Invent ‘23 Underscores a New Simplicity Mandate for AWS 36:24

לפני 1 year36:24

36:24

In this episode of Breaking Analysis, theCUBE analyst Dave Vellante focuses on the evolving landscape of enterprise tech, driven by generative AI, and its implications for AWS. The discussion emphasizes how AWS must adapt its powerful playbook, known for agility, developer choice, power, scale, reliability and security, to accommodate the growing demand for simplicity and coherence among mainstream customers. Follow theCUBE's live event coverage https://www.thecube.net/ Vellante discusses the challenges that AWS must tackle in the face of changing customer preferences, market pressures and increased competition, particularly from Microsoft and Nvidia. Also, up for discussion, AWS's recent initiatives, such as its gen AI stack and partnership with Nvidia, as well as the technical challenges it faces in providing a unified data platform for developers. Read the full article https://siliconangle.com/2023/12/02/reinvent-2023-underscores-new-simplicity-mandate-aws/ For daily news for CIOs, check out our parent publication at https://siliconangle.com/ Be sure to follow Dave's weekly Breaking Analysis podcast as well, for the deep data dives on enterprise computing trends, from spending patterns to Wall Street implications. https://www.youtube.com/playlist?list=PLenh213llmcZMTRZKjnAwesSCiuLQT21E…

Breaking Analysis with Dave Vellante

1
The OpenAI meltdown…Winners & losers in the battle for AI supremacy 18:22

לפני 1 year18:22

18:22

Conventional wisdom says Microsoft Corp. is the big winner in the recent OpenAI saga. We don’t quite see it that way. Both Microsoft and OpenAI are in a worse position today than last Thursday, prior to the firing of OpenAI Chief Executive Sam Altman and the ongoing public drama that ensued. Microsoft and OpenAI had a huge lead in market momentum, artificial intelligence adoption and feature acceleration, and were setting the narrative in AI. Our discussions with customers and industry insiders leads us to conclude that the duo has put its substantial lead at risk. Although Microsoft CEO Satya Nadella is making lemonade from lemons, the window was just cracked open for the competition and it’s more clear than ever that one large language model will not rule them all.…

Breaking Analysis with Dave Vellante

1
The copilot era takes flight at Microsoft Ignite 2023 14:15

לפני 1 year14:15

14:15

Breaking Analysis with Dave Vellante

1
IBM turns the corner with Watson, why 2.0 is a breakthrough opportunity 56:30

לפני 1 year56:30

56:30

With Watson 1.0, IBM deviated from the silicon valley mantra, fail fast, as it took nearly a decade for the company to pivot off of its original vision. In our view, a different dynamic is in play today with Watson 2.0 – i.e. watsonx. IBM’s deep research in AI and learnings from its previous mistakes, have positioned the company to be a major player in the Generative AI era. Specifically, in our opinion, IBM has a leading technological foundation, a robust and rapidly advancing AI stack, a strong hybrid cloud position (thanks to Red Hat), an expanding ecosystem and a consulting organization with deep domain expertise to apply AI in industry-specific use cases . In this Breaking Analysis we share our takeaways and perspectives from a recent trip to IBM’s research headquarters. To do so we collaborate with analyst friends in theCUBE Collective, Sanjeev Mohan, Tony Baer and Merv Adrian. We’ll also share some relevant ETR spending data to frame the conversation.…

Breaking Analysis with Dave Vellante

1
The Gen AI power law How data diversity influences adoption 23:25

לפני 1 year23:25

23:25

Power Law Explained Wikipedia https://en.wikipedia.org/wiki/Power_law Heavy tailed power laws: Why are Power Law distributions called 'Heavy-tailed'? Explainer video for power laws in statistics: https://www.youtube.com/watch?v=JC71ZazlMR0 Power law in economics: https://dash.harvard.edu/bitstream/handle/1/34651705/68262294.pdf What is retrieval augmented generation (IBM Research) https://research.ibm.com/blog/retrieval-augmented-generation-RAG Llama2 technical paper from Meta: https://scontent-dfw5-1.xx.fbcdn.net/v/t39.2365-6/10000000_662098952474184_2584067087619170692_n.pdf?_nc_cat=105&ccb=1-7&_nc_sid=3c67a6&_nc_ohc=o6bnSMYXMT8AX8QaArm&_nc_ht=scontent-dfw5-1.xx&oh=00_AfD4K2tm94KqZZ6vm0bmor-zmbJ5z5ENslOx60fJRmMO9A&oe=6548D47F…

Breaking Analysis with Dave Vellante

1
AI revenue riddle - Azure sees gains, when will other cloud titans see the surge? 18:19

לפני 2 years18:19

18:19

In 1987, Nobel Prize-winning economist Bob Solow famously observed, “You can see the computer age everywhere but in the productivity statistics.” This proclamation became known as the productivity paradox. Ironically, Solow’s statement preceded the greatest productivity boom since the dawn of the computer age which subsequently came to fruition in the 1990’s. It can be argued that a similar pattern is being seen today where AI is everywhere but generally not showing up in earnings numbers or productivity statistics…yet. In this Breaking Analysis we squint through the latest earnings reports from Microsoft, Alphabet and Amazon to understand what’s happening in cloud, evaluate the impact or lack thereof of AI on cloud earnings momentum and explain how we think about the future impact of generative AI and cloud.…

Breaking Analysis with Dave Vellante

1
From hype to reality, the true state of AI adoption 33:30

לפני 2 years33:30

33:30

MIT professor and economist Erik Brynjolfsson said recently that he’d be disappointed if AI didn’t lift the current anemic 1.2% productivity growth rate to 3% or even 4%. This would be a good thing for business and government as it could potentially help with the labor shortage, drive earnings growth and increase tax revenues, which would ostensibly help address current debt levels. This is one of the promised impacts of AI. While the hype surrounding Gen AI has narrowly propped up certain sectors of the market, like AI startups and the magnificent seven, the macro effects have not been felt thus far as adoption remains largely experimental. In this Breaking Analysis and ahead of Supercloud 4 , ETR’s Erik Bradley and Daren Brabham join the program to share the latest trends on AI adoption, how Gen AI is being used, some of the deployment models and the AI leaderboard based on spending momentum and presence in the market. Historical trends in the music industry: https://open.lib.umn.edu/mediaandculture/chapter/6-4-current-popular-trends-in-the-music-industry/#:~:text=The%20Big%20Four%20control%20over,current%20distribution%20of%20market%20share.&text=Four%20major%20music%20labels%20control,the%20U.S.%20recording%20music%20industry . Current trends in the music industry: https://musicandcopyright.wordpress.com/2023/04/25/recorded-music-market-share-gains-for-sme-and-the-indies-publishing-share-growth-for-umpg-and-wcm/ IDC sponsored content on AI w/ some market data: https://content.dataiku.com/idc-infobrief-2023…

Breaking Analysis with Dave Vellante

1
Get Ready for the Sixth Data Platform 46:49

לפני 2 years46:49

46:49

In this week’s CUBE Insights, Powered by ETR. George Gilbert and I welcome Ryan Blue to this, our 201st episode. Ryan is the co-creator and PMC chair of Apache Iceberg and a co-founder & the CEO of Tabular, a universal open table store that connects to any compute layer built by the creators of Iceberg.…

Breaking Analysis with Dave Vellante

1
Lower for longer…Tech spending remains tepid 14:18

לפני 2 years14:18

14:18

We’re getting used to the phrase, “higher for longer,” referring to the realization that interest rates are expected to remain elevated for a period of time. This trend is having an inverse effect on enterprise tech spending growth rates. Prior to the Fed’s tightening binge for example, IT decision makers (ITDMs) in aggregate expected annual technology spending to increase by 7.5%. Eleven fed interest rate hikes later, ITDMs estimate that their 2023 budgets will be up only 2.9%, with an expectation, or perhaps it’s a wishful hope, that their budgets will increase 3.8% in 2024. In this our 200th Breaking Analysis , we preview the current spending climate and where AI fits in relation to other sectors. We’ll also share with you a snapshot of the leaders in terms of spending velocity for their platforms; and how their performance compares to peers relative to earlier survey periods.…

Breaking Analysis with Dave Vellante

1
Cisco Splunk under the microscope, joint customers weigh in 29:33

לפני 2 years29:33

29:33

Breaking Analysis with Dave Vellante

1
Bob Muglia on Uber for everyone…how the future of data apps will evolve 53:04

לפני 2 years53:04

53:04

theCUBE host Dave Vellante is joined by George Gilbert and Bob Muglia for this weeks Breaking Analysis

Breaking Analysis with Dave Vellante

1
Cloud security powers CrowdStrike momentum, Gen AI is next 23:59

לפני 2 years23:59

23:59

George Kurtz is pumped up…and why not? CrowdStrike’s business appears to be on a fast track and entering a new phase of growth, despite the difficult macro and elongated sales cycles. The company’s products are considered best in class, its business is growing steadily and an improved profitability and cash flow outlook had investors excited, at least up until this week. A still challenging environment and a rich 13X revenue multiple perhaps led to some profit taking, but Gen AI could be the next catalyst for the company. In the race to close the SecOps staffing gap, CrowdStrike has what appears to be a strong play with a natural language-based intelligent assistant known as Charlotte AI. In this Breaking Analysis we update our scenario on security leader CrowdStrike. We’ll review the company’s recent progress, share survey data that shows where it is strong and where there may be icebergs ahead. And we’ll preview Fal.Con 2023 which takes place next week in Las Vegas.…

Breaking Analysis with Dave Vellante

1
The future of AI is real time data…Meantime GPUs are making all the headlines 46:38

לפני 2 years46:38

46:38

The era of AI everything continues to excite. But unlike the Internet era, where any company announcing a dotcom anything immediately rose in value, the AI gods appear to be more selective. Nvidia beat its top line whisper number by more than $300M and the company’s value is rapidly approaching one trillion dollars. Marvell narrowly beat expectations this week but cited future bandwidth demand driven by AI and the stock was up more than 20% on Friday. Broadcom was up nearly 10% on sympathy with the realization that connect-centricity beyond the CPU is what the company does really well. Meanwhile, other players like Snowflake, which also narrowly beat earnings Wednesday and touted AI as a future tailwind, got hammered as customers dial down cloud consumption. In this Breaking Analysis we look at the infrastructure of AI examining the action at the silicon layer specifically around Nvidia’s momentum. Since much of AI is about data, we’ll also look at the spending data on two top data platforms, Snowflake and Databricks to see what the survey data says and examine the future of real time data and automation as a catalyst for massive productivity growth in the economy. To do so we have a special Breaking Analysis panel with John Furrier and David Floyer. How Nvidia plans to own the data center https://wikibon.com/breaking-analysis-how-nvidia-plans-to-own-the-datacenter-with-ai/ What Pat Gelsinger has to do to save Intel https://wikibon.com/breaking-analysis-pat-gelsinger-must-channel-andy-grove-recreate-intel/ Nvidia earnings: https://siliconangle.com/2023/05/24/nvidias-stock-soars-strong-sales-forecast-amid-surging-demand-ai-chips/ Snowflake earnings & Neeva acquisition https://siliconangle.com/2023/05/24/snowflakes-stock-falls-guidance-miss-confirms-plans-acquire-neeva/ Databricks faces key strategic decisions… https://wikibon.com/breaking-analysis-databricks-faces-critical-strategic-decisionsheres-why/…

Breaking Analysis with Dave Vellante

1
The AI-powered hybrid-multi-super cloud 21:20

לפני 2 years21:20

21:20

AI will now add superpowers to every triggering buzzword, hence the title of this week’s post. Look past the buzz and you’ll find substance somewhere. The spring conference season is kicking into high gear, so it’s a time to get serious and extract the signal from the event noise. This week we’ll see Microsoft Build, which will no doubt volley shots back from the messaging at Google I/O . Two other big events will take place this week, Red Hat Summit / Ansible Fest in Boston and the annual Dell Technologies World in Las Vegas. theCUBE will be covering both of these shows and we want to take this opportunity to update you on the state of hybrid multi-cloud…what we call supercloud. In this Breaking Analysis we examine some of the key infrastructure players in hybrid multi-cloud with a focus on Red Hat and Dell Technologies, two firms that increasingly are partnering with each other as VMware’s future evolves. We’ll share recent ETR survey data on the position of several other hybrid / cross-cloud players including Cloudflare, Equinix, HPE, IBM, Oracle, VMware and others. We’ll also share what we expect to hear at Red Hat Summit and Dell Technologies World this year. Fitzy’s cloud repatriation index: https://www.platformonomics.com/2023/05/platformonomics-repatriation-index-q1-2023-surfs-up/ Percent of workloads in the cloud (Statistica): https://www.statista.com/statistics/1266602/workloads-cloud-organizations-worldwide/ Red Hat project Wisdom: https://www.redhat.com/en/engage/project-wisdom Nugget on reddit about Ansible Lightspeed https://www.reddit.com/r/ansible/comments/12pnl2b/ansible_lightspeed/ GitHub clue on Ansible AI https://github.com/ansible/vscode-ansible/releases What to expect at Red Hat Summit 2023 https://siliconangle.com/2023/05/10/expect-red-hat-summit-join-thecube-may-23-24-rhsummit/ What to expect at Dell Tech World 2023: https://siliconangle.com/2023/05/11/expect-thecubes-coverage-dell-technologies-world-join-thecube-may-22-24/…

Breaking Analysis with Dave Vellante

1
Searching for gold in enterprise AI 40:25

לפני 2 years40:25

40:25

The AI gold rush is on. The paths to monetization are seemingly endless but the most obvious converge on making humans more productive or supercharging existing business models like search advertising or subscription licenses. Much of AI adoption in enterprise IT is hidden. Our research shows a very high overlap (around 40-60%) between AI adoption in enterprise tech and embedded AI inside software from the likes of Salesforce, ServiceNow, Workday, SAP, Oracle and other major players. But the rapid advancements of tools from AI leaders and an emerging group of independent firms is causing customers to think differently. Catalyzed by the OpenAI Microsoft partnership, organizations are rapidly trying to figure out how to apply these tools to create competitive advantage. Every firm on the planet wants to ride the AI wave. Virtually overnight, investment capital has shifted to fund early stage AI startups with much less funding required relative to previous boom cycles. In this Breaking Analysis we review ETR data to quantify the state of AI spending in the enterprise and look at the positions of several key players in the space that offer AI tools and platforms. To do so we invite Andy Thurai, CUBE contributor, VP and principal analyst at Constellation Research. Andy will help us unpack the hits and misses from this past week’s Google IO conference and give us his perspectives on what it takes to catch the AI wave and avoid becoming driftwood. Constellation research hits and misses from Google IO https://www.constellationr.com/blog-news/google-s-generative-ai-strategy-google-io-2023-hits-and-misses Recap of Google IO announcements: https://t.co/yx6POoLRLG https://twitter.com/rowancheung/status/1656564347290746880?s=51&t=AqnHczjrru-dQaVNpPGp7w Microsoft eyes search deal with Firefox as Bing search sputters: https://www.theinformation.com/articles/microsoft-eyes-firefox-search-deal-as-bing-chatbot-gains-sputter?rc=nxigdx Watson beats Ken Jennings https://www.youtube.com/watch?v=Sp4q60BsHoY IBM Watsonx https://www.infoworld.com/article/3695951/ibm-takes-on-aws-google-and-microsoft-with-watsonx.html…

Breaking Analysis with Dave Vellante

1
Desperately Seeking Cloud Repatriation 18:53

לפני 2 years18:53

18:53

While we’ve been skeptical about repatriation as a notable movement, anecdotal evidence suggests that it is happening in certain pockets. Even though we still don’t see cloud repatriation broadly showing in the numbers, certain examples have caught our attention. In addition, the potential impact of AI raises some interesting questions about where infrastructure should be physically located and causes us to revisit our premise that repatriation is an isolated and negligible trend. In this Breaking Analysis we look at a number of sources, including the experiences of 37signals , which has documented its departure from public clouds. We’ll also examine the relationship between repatriation and SRE Ops skill sets. As always we’ll look at survey data from our partners at ETR, a recent FinOps study published by Vega Cloud and revisit the Cloud Repatriation Index, which we believe is breaking a three-year trend. The cost of cloud, a Trillion Dollar Paradox: https://a16z.com/2021/05/27/cost-of-cloud-paradox-market-cap-cloud-lifecycle-scale-growth-repatriation-optimization/ IDC Repatriation Report: https://img1.wsimg.com/blobby/go/a76227cd-a662-4f4e-9b26-1a6fdca9f0fd/downloads/1cnptggfe_976725.pdf The connection between cloud repatriation and SRE Ops by Lori MacVittie: https://devops.com/the-curious-connection-between-cloud-repatriation-and-sre-ops/#disqus_thread Snowflake March 2023 10K: Read the notes! https://d18rn0p25nwr6d.cloudfront.net/CIK-0001640147/ba7caf53-f000-4fc0-b8a3-ef379d21b99d.pdf Why we’re leaving the cloud (37signals) https://world.hey.com/dhh/why-we-re-leaving-the-cloud-654b47e0 Sovereign clouds (37signals): https://world.hey.com/dhh/sovereign-clouds-661eb5e4 The Platformanomics Repatriation Index: https://www.platformonomics.com/2022/11/introducing-the-platformonomics-repatriation-index/ Vega Cloud Optimization Report: https://www.vegacloud.io/_files/ugd/e67781_49124f7bd58d4b358ddd0845aac33cff.pdf The cost of cloud, a Trillion Dollar Paradox: https://a16z.com/2021/05/27/cost-of-cloud-paradox-market-cap-cloud-lifecycle-scale-growth-repatriation-optimization/ The true cost of scale out file storage [The Cloudcast Podcast] https://www.thecloudcast.net/2023/03/scale-out-cloud-storage.html…

Breaking Analysis with Dave Vellante

1
Don't be fooled by slowing cloud growth...cost optimization is a feature not a bug 24:42

לפני 2 years24:42

24:42

The big three US cloud players all announced earnings this past week and, as expected, cloud growth is slowing. But don’t kid yourselves. Hyperscale clouds remain the epicenter of innovation in tech and foundation models like GPT will only serve to harden this fundamental fact. Our data suggests the deceleration in cloud spend is a function of two related factors: 1) Cautious consumption patterns; and 2) Aggressive cloud optimization, which is being promoted by the big three cloud vendors in an attempt to lock in customers to longer term commitments. There is still no clear evidence in the numbers that repatriation is a factor. Rather, the ability to quickly dial down spending and pause projects is an attractive feature of cloud computing and one that, until now, has never really been seen on a broad market basis. In this Breaking Analysis we try to explain the implications of this seemingly simple but nuanced dynamic. We’ll review the latest hyperscale cloud data for the big three players, share our analysis of certain comments made by cloud executives and show you the latest ETR data on spending and market presence in the cloud.…

Breaking Analysis with Dave Vellante

1
RSA 2023 Security Identity Crisis Part 2 41:36

לפני 2 years41:36

41:36

Breaking Analysis with Dave Vellante

1
RSA 2023 highlights an identity crisis in the age of AI 35:33

לפני 2 years35:33

35:33

RSA Conference takes place in the last week of April this year at a time when the industry is at a crossroads. Once hopeful that the security industry would be shielded from macroeconomic conditions, the past year has been painful for many investors with some exceptions – most notably those investors who stuck with Palo Alto Networks and Fortinet. That said, Q1 saw a rebound in tech but for the most part cyber lagged. The tech rally was largely attributable to an uptick in semis, a leading indicator in normal times. But these aren’t normal times and RSA gives us a nice opportunity to assess the situation in the market. In this Breaking Analysis we’ll update you on the latest trends in the market and what to expect at RSA this year. We’ll also share the latest ETR spending data and drill into the areas of cybersecurity that are seeing the most action. As always we’ll highlight those companies with the strongest (and weakest) momentum and close with a look at some of the emerging technology players in security that might be ripe for acquisition. To do all this we once again welcome in our colleague Erik Bradley from ETR.…

Breaking Analysis with Dave Vellante

1
Hidden Gems from HPE GreenLake Storage Day 26:59

לפני 2 years26:59

26:59

On Tuesday, April 4, HPE invited a number of industry analysts to participate in HPE GreenLake Storage Day. Notably, HPE declared 2023 the year of storage. While the company made several storage-related announcements, perhaps even more interesting was what the event tells us about HPE’s culture, its strategy and the future direction of the company. In this Breaking Analysis we’ll share our takeaways from HPE’s event, held in Houston, Texas, which included attendance at Antonio Neri’s quarterly all-hands meeting. We’ll try to emphasize areas that have not necessarily been the focus of most press and industry analyst write ups to date. We’ll also take a look at the latest ETR survey data to put HPE’s market position in context across several of its major segments. Best articles: Nice analysis by Steve McDowell on Forbes: https://www.forbes.com/sites/stevemcdowell/2023/04/06/hpe-kicks-off-its-year-of-storage-with-help-from-vast-data/?sh=6a548ee45b3b Chris Mellor’s summary has all the news https://blocksandfiles.com/2023/04/04/hpe-greenlake-vast-data/ CRN’s channel perspective emphasizing the consumption model: https://www.crn.com/news/storage/alletra-storage-mp-puts-hpe-far-ahead-of-competitors-in-hybrid-cloud-storage-management-battle?itc=refresh SiliconANGLE writeup by Paul Gillin: https://siliconangle.com/2023/04/04/hpe-greenlake-gets-hybrid-block-file-storage-expanded-data-protection/ TechTarget article w/ quotes from Marc Staimer , Ray Luchessi & Scott Sinclair w/ an emphasis on how well Vast is doing: https://www.techtarget.com/searchstorage/news/365534832/Vast-dips-into-HPE-GreenLake-with-new-file-storage-service Vast Data press release that emphasizes AI workloads: https://www.businesswire.com/news/home/20230404005358/en/VAST-Data-Announces-Strategic-Partnership-with-Hewlett-Packard-Enterprise-to-Provide-Software-for-HPE-GreenLake-for-File-Storage…

Breaking Analysis with Dave Vellante

1
Semis rebound but enterprise tech spending remains soft 30:25

לפני 2 years30:25

30:25

A rebound in semiconductor stocks has many investors asking if this is a harbinger of good news for the broader enterprise tech sector. Indeed the SOXX semiconductor ETF is up nearly 30% year to date as of this posting, as are bellwether fab suppliers like Applied Materials and Lam Research. Nvidia is up over 90% YTD and AMD over 50%. Even the beleaguered Intel is up 22%. But key enterprise software names have not yet rebounded and according to this week’s guest, the divergence between semis and B2B software is getting hard to ignore. In this Breaking analysis we examine the the bifurcation between the performance of semis and broader enterprise tech. And we’ll try to answer the question: Is the uptick in semiconductors an early indicator of a broader enterprise tech recovery, or is this a false signal that warrants continued caution? To examine these issues we welcome back Ivana Delevska, the founder and chief investment officer of SPEAR Invest. All statements made regarding companies or securities are strictly beliefs, points of view and opinions held by SiliconANGLE Media, Enterprise Technology Research, other guests on theCUBE and guest writers. Such statements are not recommendations by these individuals to buy, sell or hold any security. The content presented does not constitute investment advice and should not be used as the basis for any investment decision. You and only you are responsible for your investment decisions. Disclosure: Many of the companies cited in Breaking Analysis are sponsors of theCUBE and/or clients of Wikibon. None of these firms or other companies have any editorial control over or advanced viewing of what’s published in Breaking Analysis.…

Breaking Analysis with Dave Vellante

1
Which tech firms are most exposed to the banking crisis? 23:49

לפני 2 years23:49

23:49

The viral awareness and adoption of foundation models like ChatGPT have created both an opportunity and threat to automation platforms generally and RPA point tools specifically. On the one hand, large language models can reduce complexity and accelerate the adoption of enterprise automation platforms. The flip side is software robots are designed to improve human productivity through intelligent automation and GPT models could cannibalize some, if not many use cases initially targeted by RPA vendors. This reality is causing customers to rethink their automation strategies and vendors to rapidly evolve their messaging to position foundation models as an accelerant to their platforms. In this Breaking Analysis we provide you with a perspective on how foundation models could impact automation platforms. We review ETR data that quantifies the ascendency of OpenAI. We also show survey data that measures the overlap between ML/AI systems and automation platforms. Then we review the recent quarterly performance of UiPath and share how we think the company must position itself with respect to the onslaught of noise and potential disruption from GPT models.…

Breaking Analysis with Dave Vellante

1
GPT models are a two edged sword for automation platforms 17:53

לפני 2 years17:53

17:53

Breaking Analysis with Dave Vellante

1
Databricks faces critical strategic decisions…here’s why 38:44

לפני 2 years38:44

38:44

With George Gilbert When Apache Spark became a top level project in 2014, and shortly thereafter burst onto the big data scene, it along with the public cloud disrupted the big data market. Databricks cleverly optimized its tech stack for Spark and took advantage of the cloud to deliver a managed service that has become a leading AI and data platform among data scientists and data engineers. However, emerging customer data requirements and market forces are conspiring in a way that we believe will cause modern data platform players generally and Databricks specifically to make some key directional decisions and perhaps even reinvent themselves. In this Breaking Analysis we do a deeper dive into Databricks. We explore its current impressive market momentum using ETR survey data. We’ll also lay out how customer data requirements are changing and what we think the ideal data platform will look like in the mid-term. We’ll then evaluate core elements of the Databricks portfolio against that future vision and close with some strategic decisions we believe the company and its customers face. To do so we welcome in our good friend George Gilbert, former equities analyst, market analyst and principal at Tech Alpha Partners. FULL ARTCILE: https://wikibon.com/breaking-analysis-databricks-faces-critical-strategic-decisionsheres-why/…

Breaking Analysis with Dave Vellante

1
MWC 2023 goes beyond consumer & deep into enterprise tech 13:36

לפני 2 years13:36

13:36

While never really meant to be a consumer tech event, over time, the rapid ascendancy of smartphones captured much of the agenda at Mobile World Congress, now MWC. And while device manufacturers continue to have a major presence at the show, the maturity of intelligent devices, longer lifecycles and the disaggregation of the network stack have created more interest in enterprise-class technologies than ever before. Semiconductor manufacturers, network equipment players, infrastructure companies, cloud vendors, software providers and a spate of startups are eyeing the trillion dollar plus telecommunications industry as one of the next big things to watch this decade. In this Breaking Analysis we bring you part 2 of our ongoing coverage of MWC 2023. With some new data on enterprise players specifically within large telco environments. We’ll also take a brief glimpse at some of the pre-announcement news from the show and corresponding themes ahead of MWC. We’ll close with the key innovation areas we’ll be covering at the show on theCUBE. FULL ARTICLE: https://wikibon.com/breaking-analysis-mwc-2023-goes-beyond-consumer-deep-into-enterprise-tech/…

Breaking Analysis with Dave Vellante

1
MWC 2023 highlights telco transformation & the future of business 15:48

לפני 2 years15:48

15:48

The world’s leading telcos are often branded as monopolies that lack innovation. Telcos have been great at operational efficiency, connectivity and living off of transmission services. But in a world beyond telephone poles and basic wireless services, how will telcos modernize, become more agile and monetize new opportunities brought about by 5G, private wireless and a spate of new innovations in infrastructure, cloud, data, AI and apps? It’s become table stakes for carriers to evolve their hardened, proprietary infrastructure stacks to more open, flexible, cloud-like models. But doing so brings risks that telcos must carefully balance as they strive to deliver consistent quality of service while at the same time moving faster and avoiding disruption. In this Breaking Analysis and ahead of MWC23, we explore the evolution of the telco business and how the industry is in many ways, mimicking a transformation that took place decades ago in enterprise IT. We’ll model some of the traditional enterprise vendors using ETR data and investigate how they’re faring in the telecomms vertical. And we’ll pose some of the key issues facing the industry this decade.…

Breaking Analysis with Dave Vellante

1
Google's Point of View on Confidential Computing 34:17

לפני 2 years34:17

34:17

Confidential computing is a technology that aims to enhance data privacy and security by providing encrypted computation on sensitive data in use and isolating data from apps and other host resources in fenced off enclaves. The concept of confidential computing is gaining popularity, especially in the cloud computing space where sensitive data is commonly stored and processed. However, there are some who view confidential computing as an unnecessary technology and a marketing ploy by cloud providers, aimed at calming customers who are cloud-phobic. In this Breaking Analysis we revisit the notion of confidential computing and explore whether it’s just marketing or a key part of a trusted security strategy. To do so we’ll invite two Google experts to the show. But before we get there let’s summarize the overall market climate briefly with some ETR data.…

Breaking Analysis with Dave Vellante

1
Copilot or competitor - How Gen AI bolsters & buffets UiPath’s Northstar 17:53

לפני 2 years17:53

17:53

UiPath’s recent earnings beat and raise provides some evidence that thus far, Gen AI has not been diluitive for the company. As an early leader that is transforming beyond RPA toward end-to-end enterprise automation, UiPath, like all automation providers, has always faced adoption headwinds beyond isolated deployments. In this sense, Gen AI should bolster adoption and be a positive force. The flip side is that widely available tools like chatbots and generalized foundation models could eat away at the low end of the automation TAM, highlighting the urgency for companies like UiPath to move up market and accelerate innovation that brings differentiation from commoditized tools; and, importantly, create distance from embedded AI within mainstream enterprise SaaS platforms like Slack GPT and Salesforce Einstein. In this Breaking Analysis we briefly review the recent earnings print from UiPath. We’ll look at ETR survey data that shows Microsoft Power Automate’s impact on the automation market and how it is forcing UiPath to target larger accounts with a more functional product set. As well we’ll look at the impact that AI is having in these larger accounts and test UiPath management assertions that Gen AI will be a tailwind for the company. Q2 ‘24 $PATH Earnings Transcript https://seekingalpha.com/article/4633537-uipath-inc-path-q2-2024-earnings-call-transcript?feed_item_type=news&utm_medium=referral&utm_source=msn.com Gartner MQ for Robotic Process Automation https://www.gartner.com/doc/reprints?id=1-2EDXTGOY&ct=230705&st=sb Barron’s article frames the quarter and the AI debate https://www.barrons.com/articles/uipath-stock-earnings-artificial-intelligence-cfde9bcb Automation Anywhere survey on GenAI adoption in automation use cases https://www.prnewswire.com/news-releases/generative-ai-emerges-as-essential-tool-for-successful-process-automation-automation-anywhere-survey-finds-301895896.html Motley Fool Bull/Bear case for UiPath https://www.fool.com/investing/2023/09/07/uipath-stock-bear-vs-bull/ Power Laws have more power than you think https://every.to/p/power-laws-have-more-power-than-you-think…

Breaking Analysis with Dave Vellante

1
Google goes all in on the AI cloud 41:44

לפני 2 years41:44

41:44

At Cloud Next, Google showcased its strong leadership position in data and AI. In our view, Google’s messaging, demos and tech-centric narrative have broad appeal for developers and next generation startups. As well, the company’s focus on solutions, contrasts its strategy to the typically disjointed services we’ve seen from AWS over the past decade. Google also showed off an expanded ecosystem of GSIs and smaller CSPs, encouraging the broad use of Google’s kit globally. While Google remains a distant third in the Iaas/PaaS race, with revenue one-fifth the size of AWS, it is playing the long game and betting the house on AI as a catalyst to its cloud future. In this Breaking Analysis we unpack the key takeaways from Google Cloud Next with Rob Strechay and George Gilbert. We’ll share ETR data that positions Google’s AI relative to other leaders and we’ll contrast Google’s data-centric strategy with traditional architectural models. Google Cloud Next Keynotes: https://cloud.withgoogle.com/next AI shapes the narrative for Google Cloud Next https://siliconangle.com/2023/08/29/old-new-ai-shapes-narrative-google-cloud-next/ AnalystANGLE on theCUBE: https://www.youtube.com/watch?v=eHSOKi9yI50 Day 2 Keynote Analysis: https://www.youtube.com/watch?v=mMw2Gv4UeAE Analyst Angle: https://www.youtube.com/watch?v=VCvTYHrWEKY…

Breaking Analysis with Dave Vellante

1
Snowflake has Momentum with AWS & Microsoft…Why Google may not be Next 36:26

לפני 2 years36:26

36:26

Recent earnings prints from Amazon and Snowflake, along with new survey data, have provided additional context on top of the two events that Snowflake and Databricks each hosted last June. Specifically, we believe that the effects of cloud optimization are still being felt but are nearing the end of peak negative impact on cloud companies. Snowflake’s recent renewal with Microsoft better aligns sales incentives and should improve the company’s traction with Microsoft Azure, a platform that has long favored Databricks. Google however remains a different story as its agenda is to build out its own data cloud stack, rather than supporting Snowflake’s aspirations. In this Breaking Analysis, we clarify some of our previous assumptions around Snowflake economics. We’ll dig into the three U.S. based hyperscale platforms with ETR data to better understand the footprint that key data platforms have in those cloud accounts; and, ahead of Google Cloud Next, we’ll preview how we believe Google is evolving its cloud and data stacks to compete more effectively in the market. Snowflake Investor Day Deck https://investors.snowflake.com/events-and-presentations/event-details/2023/Snowflake-Investor-Day-2023/default.aspx Snowflake proof points on Snowpark vs. Spark https://www.snowflake.com/en/resources/report/snowpark-customer-results/ MP4 download of Snowpark data as narrated by CFO Scarpelli: https://video-cube365-net-east.s3.amazonaws.com/uploads/clip-mp4/947379-hardsub.mp4…

Breaking Analysis with Dave Vellante

1
VMware's Future - Navigating Multi-cloud Complexity & GenAI Under Broadcom's Wing 40:58

לפני 2 years40:58

40:58

The FTC continues to drag its feet on approving Broadcom’s acquisition of VMware. Ironically, in our view, these delays only hurt the very competitive environment the FTC claims to be protecting. The AI era is accelerating at a breakneck pace and the big 3 hyperscale cloud vendors already have a sizable lead on legacy incumbents. If preserving competition is truly the agenda of the U.S. government, it should recognize that VMware, its enterprise ecosystem and market forces have the potential to neutralize cross cloud complexity and give customers a viable alternative to increasingly powerful public cloud players. In this Breaking Analysis and ahead of VMWare Explore 2023, we revisit our views on Broadcom’s rationale and likely actions post acquisition. We’ll share current ETR survey data to place VMware’s position in context to the major cloud players, speculate on its AI agenda and give a preview of next week’s VMware Explore. To do so we welcome CUBE analyst Rob Strechay and friend of theCUBE, Zeus Kerravala, principal of ZK Research. EU Commission approves Broadcom VMware https://www.broadcom.com/company/news/financial-releases/61306#:~:text=SAN%20JOSE%2C%20Calif.%20%2C%20July,(NYSE%3A%20VMW) Hock Tan blog post on VMware’s future: https://www.broadcom.com/blog/keeping-customers-at-the-center-of-everything Broadcom VMware Deck: https://investors.broadcom.com/static-files/232c0cd2-02d9-4704-bb7b-5659cef67fae Silverlingings article on VMware Broadcom’s slow progress: https://www.silverliningsinfo.com/multi-cloud/broadcoms-61b-vmware-deal-slowly-makes-progress Broadcom VMware merger will hatch a new Supercloud: https://www.silverliningsinfo.com/multi-cloud/broadcom-vmware-merger-will-hatch-new-supercloud FT interview with Hock Tan: https://www.ft.com/content/0a4013b6-b3b9-49fd-87a9-bd0da5e229b1…

Breaking Analysis with Dave Vellante

1
Cloud vs. On-Prem Showdown: The Future Battlefield for Generative AI Dominance 16:08

לפני 2 years16:08

16:08

The data from enterprise customers is clear but conflicted. While 94% of customers say they’re spending more on AI this year, they’re doing so with budget constraints that will steal from other initiatives. As well, the choice of where customers plan to run generative AI is split almost exactly down the middle in terms of public cloud vs. on-premises/edge. Further complicating matters, developers report the experiences in the public cloud with respect to feature richness and velocity of innovation has been outstanding. At the same time, organizations express valid concerns about IP leakage, compliance, legal risks and cost that will limit their use of the public cloud. In this Breaking Analysis we’ll share the most recent data and thinking around the adoption of large language models and address the factors to consider when thinking about how the market will evolve. As always, we’ll share the latest ETR data to shed new light on key issues customers face balancing risk with time to value. Google memo - we have no moat and neither does OpenAI https://www.semianalysis.com/p/google-we-have-no-moat-and-neither Janelle Teng - AI in the Cloud article on Substack: https://nextbigteng.substack.com/p/ai-model-layer-the-new-frontline-of-cloud-wars A16z on the economics of AI: https://a16z.com/2023/08/03/the-economic-case-for-generative-ai-and-foundation-models/ Wall St Journal Article citing AWS, Google, MSFT, Dell & HPE POV https://www.wsj.com/articles/the-ai-boom-is-here-the-cloud-may-not-be-ready-1a51724d?reflink=mobilewebshare_permalink Technalysis GenAI study of 1,000 ITDMS: https://www.technalysisresearch.com/downloads/TECHnalysis%20Research%20Generative%20AI%20in%20Enterprise%20Survey%20Highlights.pdf AWS Outposts at the edge with Sagemaker - Circa 2021 https://aws.amazon.com/blogs/machine-learning/machine-learning-at-the-edge-with-aws-outposts-and-amazon-sagemaker/…

Breaking Analysis with Dave Vellante

1
Spearing Tech Stocks Beyond the Magnificent Seven 28:49

לפני 2 years28:49

28:49

After a tough 2022, the first half of 2023 has shown impressive strength and many technology bets have paid off. For sure investors in the so-called Magnificent Seven, i.e. Apple, Alphabet, Amazon, Meta, Nvidia and Tesla have been rewarded. But sharp investors have sought alpha beyond these issues, riding the wave of secular trends in AI, cybersecurity, cloud infrastructure and software as well as other emerging spaces like cleantech and robotics. As we enter the second half of 2023, the runup in tech combined with macro uncertainty has many investors taking a cautious posture. But we believe the long term outlook for firms that can capitalize on the AI wave remains extremely attractive as an unstoppable force. Hello and welcome to this week’s Wikibon CUBE Insights, Powered by ETR. In this Breaking Analysis we’re pleased to have back, founder and Chief Investment Officer of Spear Invest, Ivana Delevska to assess the current state of the market and explore how this investor is playing AI’s rising tide. Spear Investment Deck https://19544476.fs1.hubspotusercontent-na1.net/hubfs/19544476/Spear%20Alpha%20Investment%20Case%20Approved.pdf Spear Advisors Fund Letter from its CIO https://seekingalpha.com/article/4599648-spear-advisors-q1-2023-fund-letter Platformonomics Repatriation Index https://www.platformonomics.com/2023/05/platformonomics-repatriation-index-q1-2023-surfs-up/ Revised Wikibon Cloud Forecast https://wikibon.com/breaking-analysis-what-leaked-court-docs-tell-us-about-aws-azure-google-cloud-market-shares/…

Breaking Analysis with Dave Vellante

1
What Leaked Court Docs Tell us About AWS, Azure & Google Cloud Market Shares 18:54

לפני 2 years18:54

18:54

Recently leaked court documents during the Microsoft Activision hearing require us to revisit our cloud forecasts and market share data. The poorly redacted docs, which have since been removed from public viewing, suggest that Microsoft’s Azure revenue is at least 25% lower than our previous estimates. As a result, we’ve cut and revised our Azure revenue figures which in turn increases AWS’ big 4 hyperscale cloud market share. Our new estimates show that AWS maintains a greater than 50% share of revenue through 2023. While the change also helps Google Cloud, its market share is only modestly affected. In this Breaking Analysis we update our hyperscaler cloud revenue estimates and market share data. We’ll also explain how the ETR data on cloud should be interpreted in this context and look forward to potential catalysts for cloud growth, including acceleration in Q4 attributable to generative AI. Microsoft annual 10K: https://microsoft.gcs-web.com/static-files/e2931fdb-9823-4130-b2a8-f6b8db0b15a9 Wikibon repatriation report: https://wikibon.com/breaking-analysis-desperately-seeking-cloud-repatriation/ SiliconANGLE article on leaked court documents with Azure revenue data: https://siliconangle.com/2023/06/29/court-filing-shows-microsoft-azure-generated-lower-expected-34b-revenue-2022/ Constellation report on cloud optimization: https://www.constellationr.com/blog-news/private-cloud-compelling-option-cios-insights-new-research…

Breaking Analysis with Dave Vellante

1
AI gives cyber attackers the advantage for now 20:38

לפני 2 years20:38

20:38

Cloud complexity, tools sprawl and the AI awakening further tip the balance in favor of cyber attackers. Combined with corporate inertia, AI-washing, LLM inconsistency and the pace of change, we believe for now anyway, adversaries have the advantage over defenders. Moreover, macro spending headwinds continue to force organizations to make budget tradeoffs, not the least of which is how to fund AI experiments and deployments. Notably, however, 45% of organizations are using LLMs in production for use cases that may very well improve the productivity of SecOps teams in the long run and accelerate the cat and mouse game back to a state of quasi-equilibrium. In this Breaking Analysis we share key takeaways from Supercloud 3 – AI meets cloud security – and put forth new spending data from the latest ETR survey that shows which security firms are best positioned in the AI race to capitalize on the wave. Cybersecurity in the AI age: The power, the promise, the peril https://siliconangle.com/2023/07/03/cybersecurity-ai-age-power-promise-peril/ How organizations can combat AI-equipped attackers https://siliconangle.com/2023/07/03/organizations-can-combat-ai-equipped-attackers/ Supercloud 3 - AI meets Cloud Security Supercloud.world…

Breaking Analysis with Dave Vellante

1
AI won’t be a winner takes all market 25:30

לפני 2 years25:30

25:30

The AI heard ’round the world has put the machine intelligence sector back in the spotlight. But when you squint beyond the press hype, the data shows that artificial intelligence is now the number one sector in terms of relative spending velocity in the ETR taxonomy. Normally market hype leads deployments, but the data suggests that spending activity and market penetration for AI are coinciding with the hype. While hyperscale cloud players are reaping the rewards, we think this is a rising tide that’s going to lift all AI ships, those both plainly in sight and others that may not be so visible. In this Breaking Analysis we dig deeper into the AI space with spending data from ETR and one of the best minds in tech generally, and AI specifically, Jeff Jonas, CEO, founder, and chief scientist at Senzing .…

Breaking Analysis with Dave Vellante

1
Connecting the dots on the emerging Databricks tech stack 52:15

לפני 2 years52:15

52:15

The recent Databricks Data+AI Summit attracted a large audience and, like Snowflake Summit, featured a strong focus on large language models, unification and bringing AI to the data. While customers demand a unified platform to access all their data, Databricks and Snowflake are attacking the problem from different perspectives. In our view, the market size justifies the current enthusiasm seen around both platforms but it’s unlikely that either company has a knockout blow for the other. This is not a head on collision. Rather Snowflake is likely years ahead in terms of operationalizing data. Developers can build applications on one platform, like Oracle when it won the market, that perform analysis and take action. Databricks likely has a similar lead in terms of unifying all types of analytic data – e.g. BI, predictive analytics & generative AI. Developers can build analytic applications across heterogeneous data, like Palantir today. But they have to access external operational applications to take action. In this Breaking Analysis we follow up last week’s research by connecting the dots on the emerging tech stack we see forming from Databricks. With an emphasis on how the company is approaching generative AI, unification and governance…and what it means for customers. To do so we tap the knowledge of three experts who attended the event, CUBE analysts Rob Strechay and George Gilbert and AI market maven Andy Thurai of Constellation Research.…

Breaking Analysis with Dave Vellante

1
Connecting the Dots on Snowflake's Data Cloud Ambitions 26:30

לפני 2 years26:30

26:30

Over the past several months we’ve produced a number of in-depth analyses laying out our mental model for the future of data platforms. There are two core themes: 1) Data from people, places, things, and activities in the real world drives applications, not people typing into a UI; and 2) Informing and automating decisions means all data must be accessible. That drives a change from data locked in application silos to application logic being embedded in a platform that manages an end-to-end representation of an enterprise in its data. This week’s Snowflake Summit further confirmed our expectations with a strong top line message of “All Data / All Workloads” and a technical foundation that supports an expanded number of ways to access data. Squinting through the messaging and firehose of product announcements, we believe Snowflake’s core differentiation is its emerging ability to be a complete platform for data applications. Just about all competitors either analyze data or manage data. But no one vendor truly does both. To be precise, managing data doesn’t mean running pipelines or serving analytic queries or AI/ML models. It means managing operational data so that analytics can inform or automate operational activities captured in transactions. With data as the application foundation, the platform needs robust governance. In this week’s Breaking Analysis, we try to connect the dots between Snowflake’s high level messaging and its technical foundation to better understand the core value it brings to customers and partners. As well, we’ll explore the ETR data with some initial input from the Databricks Data + AI Summit to assess the position and prospects of these two leaders along with the key public cloud players.…

Breaking Analysis with Dave Vellante

1
HPE wants to turn supercomputing leadership into gen AI profits 44:12

לפני 2 years44:12

44:12

HPE’s announcement of an AI cloud for large language models highlights a differentiated strategy that the company hopes will lead to sustained momentum in its high performance computing business. While we think HPE has some distinct advantages with respect to its supercomputing IP, the public cloud players have a substantial lead in AI with a point of view that generative AI is fully dependent on the cloud and its massive compute capabilities. The question is can HPE bring unique capabilities and a focus to the table that will yield competitive advantage and ultimately, profits in the space? In this Breaking Analysis we unpack HPE’s LLM-as-a-service announcements from the company’s recent Discover conference and we’ll try to answer the question: Is HPEs strategy a viable alternative to today’s public and private cloud gen AI deployment models, or is it ultimately destined to be a niche player in the market? To do so we welcome to the program CUBE analyst Rob Strechay and Vice President / principal analyst from Constellation Research, Andy Thurai. World’s Top Performing Supercomputers: https://twitter.com/wholemarsblog/status/1671721744623874048?s=46&t=AqnHczjrru-dQaVNpPGp7w HPE’s Slingshot interconnect architecture: https://www.nextplatform.com/2022/01/31/crays-slingshot-interconnect-is-at-the-heart-of-hpes-hpc-and-ai-ambitions/ How Cray makes Ethernet suitable for HPC: https://www.nextplatform.com/2019/08/16/how-cray-makes-ethernet-suited-for-hpc-and-ai-with-slingshot/ The generative AI stack according to Andreesen Horowitz: https://a16z.com/2023/06/20/emerging-architectures-for-llm-applications/…

Breaking Analysis with Dave Vellante

1
Uber’s real-time architecture represents the future of data apps…meet the architects who built it 51:20

לפני 2 years51:20

51:20

Uber has one of the most amazing business models ever created. The company’s mission is underpinned by technology that helps people go anywhere and get anything. The results have been stunning. In just over a decade, Uber has become a firm with more than $30 billion in annual revenue, an annual bookings run rate of $126B and a market capitalization near $90 billion today. Moreover, the company’s productivity metrics are 3-5 times greater than what you’d find at a typical technology company when, for example, measured by revenue per employee. In our view, Uber’s technology stack represents the future of enterprise data apps where organizations will essentially create real time digital twins of their businesses and in doing so, deliver enormous customer value. In this Breaking Analysis, we introduce you to one of the architects behind Uber’s groundbreaking fulfillment platform. We’ll explore their objectives, the challenges they had to overcome, how Uber has done it and why we believe their platform is a harbinger for the future. Uber’s fulfillment platform technical blog: https://www.uber.com/blog/fulfillment-platform-rearchitecture/ Using Google Cloud Spanner to support Uber’s data management mission: https://www.uber.com/blog/building-ubers-fulfillment-platform/ Google Cloud Spanner technical paper: https://static.googleusercontent.com/media/research.google.com/en//archive/spanner-osdi2012.pdf…

Breaking Analysis with Dave Vellante

1
Snowflake Summit will reveal the future of data apps...here's our take 40:47

לפני 2 years40:47

40:47

Databricks faces strategic decisions…here’s why https://wikibon.com/breaking-analysis-databricks-faces-critical-strategic-decisionsheres-why/

Breaking Analysis with Dave Vellante

1
Cisco needs to simplify…Here’s how 42:44

לפני 2 years42:44

42:44

With a nearly $60B revenue run rate, growing at 14% and throwing off over $5B in operating cash last quarter, Cisco has an awesome business. But customers are vocal about the complexity of Cisco’s portfolio and if not addressed head on, the company risks encountering friction beyond just economic headwinds. We believe Cisco’s challenges are most decidedly not product breadth and depth, rather the company’s mandate is to integrate the piece parts of its intricate offerings to create more facile and seamless experiences for customers. In this Breaking Analysis and ahead of Cisco Live US, we dig deeper into Cisco’s business and double click on three key areas of its portfolio including: 1) Security; 2) Networking; and 3) Observability. With spending data from ETR and a guest appearance from SiliconANGLE contributor and market watcher Zeus Kerravala , principal at ZK Research. Is Cisco a buy? https://www.investors.com/news/technology/cisco-stock-buy-now/ Gartner MQ on observability & APM: https://www.honeycomb.io/gartner-magic-quadrant-apm-observability-2022 Cisco’s most recent earnings transcript https://www.fool.com/earnings/call-transcripts/2023/05/17/cisco-systems-csco-q3-2023-earnings-call-transcrip/ Cisco financial slide deck https://seekingalpha.com/article/4605527-cisco-systems-inc-2023-q3-results-earnings-call-presentation…

ברוכים הבאים אל Player FM!

Player FM סורק את האינטרנט עבור פודקאסטים באיכות גבוהה בשבילכם כדי שתהנו מהם כרגע. זה יישום הפודקאסט הטוב ביותר והוא עובד על אנדרואיד, iPhone ואינטרנט. הירשמו לסנכרון מנויים במכשירים שונים.

תקשיבו ל-500+ נושאים

Amazon Fire TV Stick HD (newest model), free and live TV, Alexa Voice Remote, smart home controls, HD streaming

Amazon Basics Multipurpose Copy Printer Paper, 8.5" x 11", 20 lb, 8 Reams, 4000 Sheets, 92 Bright, White

Peacock TV

פודקאסטים ששווה להאזין

Breaking Analysis with Dave Vellante « » 241 | Breaking Analysis | Supercloud 7 Learnings

241 | Breaking Analysis | Supercloud 7 Learnings

פודקאסטים ששווה להאזין

ברוכים הבאים אל Player FM!

The Let Them Theory: A Life-Changing Tool That Millions of People Can't Stop Talking About

Pink Floyd At Pompeii - MCMLXXII [Blu-ray]

The Let Them Theory: A Life-Changing Tool That Millions of People Can't Stop Talking About

Mini Mic Pro Wireless Microphone for iPhone, iPad, Android, Lavalier Microphone for Video Recording - 2 Pack iPhone Mic Crystal Clear Recording with USB-C for Podcast, ASMR

The Let Them Theory: A Life-Changing Tool That Millions of People Can't Stop Talking About

מדריך עזר מהיר

Breaking Analysis with Dave Vellante « »
241 | Breaking Analysis | Supercloud 7 Learnings