Breaking Analysis: Cloud vs. On-Prem Showdown – The Future Battlefield for Generative AI Dominance
The data from enterprise customers is clear but conflicted. While 94% of customers say they’re spending more on AI this year, they’re doing so with budget constraints that will steal from other initiatives. As well, the choice of where customers plan to run generative AI is split almost exactly down the middle in terms of public […]
Breaking Analysis: Spearing Tech Stocks Beyond the Magnificent Seven
After a tough 2022, the first half of 2023 has shown impressive strength paying off earlier technology bets. For sure investors in the so-called Magnificent Seven, i.e. Apple, Alphabet, Amazon, Microsoft, Meta, Nvidia and Tesla have been rewarded. But sharp investors have sought alpha beyond these names, riding the wave of secular trends in AI, […]
Breaking Analysis: What leaked court docs tell us about AWS, Azure & Google cloud market shares
Recently leaked court documents during the Microsoft Activision hearing require us to revisit our cloud forecasts and market share data. The poorly redacted docs, which have since been removed from public viewing, suggest that Microsoft’s Azure revenue is at least 25% lower than our previous estimates. As a result, we’ve cut and revised our Azure revenue […]
Breaking Analysis: What leaked court docs tell us about AWS, Azure & Google cloud market shares
Recently leaked court documents during the Microsoft Activision hearing require us to revisit our cloud forecasts and market share data. The poorly redacted docs, which have since been removed from public viewing, suggest that Microsoft’s Azure revenue is at least 25% lower than our previous estimates. As a result, we’ve cut and revised our Azure revenue […]
Breaking Analysis: AI gives cyber attackers the advantage – for now
Cloud complexity, tools sprawl and the AI awakening further tip the balance in favor of cyber attackers. Combined with corporate inertia, AI-washing, LLM inconsistency and the pace of change, we believe for now anyway, adversaries have the advantage over defenders. Moreover, macro spending headwinds continue to force organizations to make budget tradeoffs, not the least […]
Breaking Analysis: AI won’t be a winner takes all market
The AI heard ’round the world has put the machine intelligence sector back in the spotlight. But when you squint beyond the press hype, the data shows that artificial intelligence is now the number one sector in terms of relative spending velocity in the ETR taxonomy. Normally market hype leads deployments, but the data suggests that […]
Breaking Analysis: Connecting the dots on the emerging Databricks tech stack
With George Gilbert, Rob Strechay & Andy Thurai The recent Databricks Data+AI Summit attracted a large audience and, like Snowflake Summit, featured a strong focus on large language models, unification and bringing AI to the data. While customers demand a unified platform to access all their data, Databricks and Snowflake are attacking the problem from […]
Breaking Analysis: Connecting the dots on Snowflake’s Data Cloud ambitions
With George Gilbert Over the past several months we’ve produced a number of in-depth analyses laying out our mental model for the future of data platforms. There are two core themes: 1) Data from people, places, things, and activities in the real world drives applications, not people typing into a UI; and 2) Informing and […]
Breaking Analysis: HPE wants to turn supercomputing leadership into gen AI profits
With Rob Strechay & Andy Thurai HPE’s announcement of an AI cloud for large language models highlights a differentiated strategy that the company hopes will lead to sustained momentum in its high performance computing business. While we think HPE has some distinct advantages with respect to its supercomputing IP, the public cloud players have a […]