Palo Alto Networks’ $3.35B Chronosphere Bet Signals the Next Era of AI Observability
Palo Alto’s $3.35B Chronosphere deal signals a unified era of AI observability, security, and agent-driven operations for modern enterprises.
Fueling Real-Time AI with Federated Queries
How federated queries, Trino, and Data-as-a-Product architectures solve the stale data crisis and unlock real-time AI.
Unified Gateways, Hybrid Cloud Optionality, and the Kubernetes Ingress Shift: What IT Leaders Need to Know
Explore how unified gateways, hybrid cloud optionality, and the Ingress NGINX shift are reshaping Kubernetes and enterprise strategy.
Defining Sovereign AI for the Enterprise Era
Explore how sovereign AI enables control, compliance, and offline safety across hybrid and air-gapped environments.
297 | Breaking Analysis | AI Factories Face a Long Payback Period but Trillions in Upside
Our latest forecast indicates that it will take a decade or more for AI factory operators and model builders to reach breakeven on their massive capital outlays. Our projections call for nearly $4T in cumulative CAPEX outlays by 2030, with just under $2T in cumulative AI revenue generated in that timeframe. We have the crossover point occurring early next decade (2032 on a run rate basis) then gains far surpassing initial investments by the middle part of the 2030s. While such projections are invariably subject to constant revision, we believe the size and speed of the initial investments, combined with the challenges of profitably monetizing AI at scale, will require patient capital and long term thinking to realize durable business results.
The Ultra-Resilience Mandate of Standardizing Data for the AI Era
Why Postgres is becoming the standard for ultra-resilient, AI-ready data infrastructure built on open source and auto-remediation.
Why AI Chooses Your Brand: Demystifying How AI Discovery and Digital Buyer Journeys Work
AI discovery and AEO are reshaping how B2B buyers find and trust brands — here’s how to ensure yours shows up in AI search. As generative AI assistants like ChatGPT, Claude, Gemini, Grok, and Perplexity replace traditional search, brand visibility now depends on how large language models (LLMs) learn, rank, and recommend. Together, they unpack a 19-attribute framework across four categories that explain how LLMs discover, learn, and select brands to include in AI-generated answers.
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Dell AI Data Platform: Building the Foundation for Agentic AI
Dell Technologies’ enhanced AI Data Platform establishes a unified foundation for the era of agentic AI and AI factories. Combining PowerScale and ObjectScale storage with Elastic for vector search and Starburst for federated analytics, Dell delivers a composable, hybrid data architecture that bridges cloud, core, and edge environments. New integrations like MetadataIQ and the PowerScale RAG Connector make unstructured data actionable for retrieval-augmented generation and generative AI workloads. Built on open standards such as Apache Iceberg and designed for interoperability with NVIDIA’s AI Factory ecosystem, Dell’s platform enables enterprises to operationalize AI faster, reduce data silos, and extract measurable business value—turning data infrastructure into the backbone of intelligent, hybrid enterprise systems.
Turning AI Into Performance With DevOps Discipline
The 2025 DORA report reveals how pairing AI with DevOps discipline drives software performance. Learn how small-batch delivery, version control, and adaptive governance transform AI from hype into measurable engineering outcomes.