Formerly known as Wikibon

236 | Breaking Analysis | Decoding the Chess Moves of Snowflake and Databricks

As customers try to “get AI right,” the need to rationalize siloed data becomes increasingly important. Data practitioners could put all their data eggs into a single platform basket, but that’s proving impractical. As such, firms are moving to an open model where they maintain control of their data and can bring any compute engine to any of their data. While compelling, the capabilities to govern open data across an entire estate remain immature. Regardless, the move toward open table formats is gaining traction and the point of control in the data platform wars is shifting from the database to the governance catalog.

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.

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