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235 | Breaking Analysis | AI Servers are on Fire but Cloud Continues to Win the Day

Earnings prints from the likes of Dell, Supermicro and more recently HPE have shown the AI server trend is not just benefiting cloud hyperscalers but also firms with large on-premises installed bases. Oracle as well is trading at an all time high citing cloud momentum and recent deals with Google, OpenAI and prior deals with […]

234 | Breaking Analysis | Crystallizing Snowflake Summit 2024

Snowflake Summit 2024 marks the next chapter in the company’s history with new CEO Sridhar Ramaswamy taking center stage, driving even faster product innovation and an ambitious TAM expansion strategy. Snowflake has moved beyond being a friendly and simpler data warehouse to tackling new problems including how to bring AI value to enterprise customers, helping ecosystem partners monetize and providing tools and services to build AI-powered enterprise data apps.

Dell Focuses on AI Factories: Highlights the Importance of Networking

Dell Technology World 2024 took place at the Venetian Expo Center last week, just a stone’s throw from the Sphere, celebrating 40 years in business. As has been the theme of tech events this spring, Dell also focused on AI and, more specifically, the Dell AI Factory. As Michael Dell explained, the stated goal of […]

What about Data?

Exploring the crucial role of data in business operations and the challenges organizations face in managing and safeguarding it.

231 | Breaking Analysis | Power Play in Hybrid AI – IBM and Dell in Focus

In this week’s Breaking Analysis, ahead of IBM Think and Dell Technologies World, we shine a spotlight on these two firms as leading examples of hybrid AI players that we believe will benefit from the AI wave that is upon us. And of course we’ll share several survey data points from ETR to support our assertions. 

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