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.
VeeamON 2024: Veeam Announces New Capabilities
VeeamON 2024, Veeam’s annual event, featured news of new capabilities covered in this discussion with VP of Product Strategy, Rick Vanover
Veeam 2024 Ransomware Research Report Tracks Cyber Market Trends
This discussion explores the Veeam 2024 Ransomware Research Report, which tracks cyber market trends and explores the state of ransomware
233 | Breaking Analysis | A Sneak Peek at Snowflake Data Cloud Summit 2024 – Reframing the Future of Data Platforms
Snowflake is at a crossroads. The company, which defined the modern data platform, now faces fresh challenges on four fronts. Specifically, Snowflake must: 1) advance its data cloud vision; 2) transform into an AI leader; 3) become a platform for data apps; and 4) address external market forces that pressure its core values of simplicity, efficiency, and trusted data.
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 […]
232 | Breaking Analysis | How NVIDIA, TSM, Broadcom, and Qualcomm Will Lead a Trillion Dollar Silicon Boom
In this research we quantify the semiconductor ecosystem which we believe is being led by a transition to AI. Four companies stand out including NVIDIA, TSMC, Broadcom and Qualcomm to make up 45% of a $900B market by 2028.
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.