Formerly known as Wikibon

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.

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.

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