Fortinet Accelerate 2024: Unpacking the Event, Exploring What’s Ahead
In this episode of the SecurityANGLE, host Shelly Kramer is joined by Zeus Kerravala to unpack Fortinet’s recent Accelerate 2024 event and explore the challenges and opportunities they see ahead.
226 | Breaking Analysis | AWS’ AI blueprint emphasizes optionality, trust and scalable industry solutions
AWS’ AI strategy combines foundation model optionality from partners with its own innovations across a three layered AI stack. In this Breaking Analysis we review takeaways from our AI field trip to NYC.
225 | Breaking Analysis | Adobe Summit highlights personalization at scale with Gen AI
Adobe Summit 2024 put highlighted AI powered digital experiences and personalization at scale. By applying AI, Adobe showed off its ability to bring custom experiences to the masses and do so with trusted, enterprise-grade content. Adobe’s TAM is approaching $300B and the company is demonstrating the ability to monetize AI at scale.
Kyndryl Cloudflare, Dell’s Gen AI Solutions, NVIDIA GTC, and Nile’s AI Networking Solution
We also discuss Cloudflare’s acquisition earlier this month of multicloud networking startup Nefeli Networks, Dell’s expansion of its Gen AI Solutions Portfolio in collaboration with support from NVIDIA. We covered news out of NVIDIA’s GTC event this past week, including announcements around NVIDIA NVlink and 6G research platform. And last but not least, we touched on news from Nile introducing the industry’s first AI Networking Solution with performance guarantee
Databricks on Intelligent Data Apps: A Discussion with Jason Pohl
This episode of The Road to Intelligent Data Apps, focuses on Databricks intelligent data apps with host Shelly Kramer, managing director and principal analyst at theCUBE Research, who is is joined by analyst George Gilbert and Jason Pohl, Senior Director of Data Management for Databricks for a conversation about Databricks on intelligent apps, and a look at what’s now and what’s next for the company.
224 | Breaking Analysis | NVIDIA, Broadcom and the expanding breadth of AI momentum
We attended both NVIDIA GTC and Broadcom’s investor day this week where the AI 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.
Four Generative AI Cyber Risks that Keep CISOs Up at Night — and How to Combat Them
In this episode of the SecurityANGLE, host Shelly Kramer, managing director and principal analyst at theCUBE Research is joined by analyst, engineer, and theCUBE Collective community member, Jo Peterson, for a conversation about the top four generative AI cyber risks that keep CISOs up at night.
223 | Breaking Analysis | Navigating NVIDIA & the AI Trade – Sell, hold or double down?
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 […]
222 | Breaking Analysis | Why CrowdStrike is separating from the cybersecurity pack
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.