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.
Four Generative AI Cyber Risks that Keep CISOs Up at Night — and How to Combat Them
In this episode of the SecurityANGLE, host Shelly Kramer, managing director and principal analyst at theCUBE Research is joined by analyst, engineer, and theCUBE Collective community member, Jo Peterson, for a conversation about the top four generative AI cyber risks that keep CISOs up at night.
223 | Breaking Analysis | Navigating NVIDIA & the AI Trade – Sell, hold or double down?
Heading into the second half of 2023, some investors felt that the semiconductor run up last summer was a harbinger for a broader tech rally. That thesis proved prescient and rewarded managers who took on risk at the time with leading firms in semiconductors, security and enterprise software. The question is, where do we go […]
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.
221 | Breaking Analysis | The unplanned genius of Broadcom’s route to AI dominance
When you think of AI leadership, which companies come to mind? NVIDIA, OpenAI, the hyperscalers, Meta, Hugging Face, Anthropic and names like that, right? You don’t typically think of Broadcom do you? You should.
220 | Breaking Analysis | Dissecting the AI boom through the dotcom lens
Many people question whether the current AI boom will end in the same way that the dotcom bubble burst. It’s understandable as there are many similarities, especially with the exuberance seen this past week in the stock market following NVIDIA’s earnings print.
A CISO’s Take on the Rise of AI-Enhanced Phishing, Smishing, and Vishing — and How to Combat
In this episode of the SecurityANGLE, I’m joined by my fellow analyst and member of theCUBE Collective community, Jo Peterson for a conversation about the rise of AI-enhanced phishing. smishing, and vishing and how to combat that with Bil Harmer, the operating partner and CISO at Craft Ventures.
219 | Breaking Analysis | Cloud optimization wanes as AI slowly lifts off
The past twenty-four months have seen cloud spending face dual headwinds of macroeconomics and the ability to dial down resources as needed – i.e. cloud optimization. Nonetheless, the big four hyperscalers clocked in between $170 – $190B in IaaS and PaaS revenue last year depending on how you factor the leaked court documents suggesting Azure is much smaller than previously believed. Regardless, hyperscaler growth continued to outpace almost all markets, accelerating between 18-19% in revenue terms last year, despite their enormous size.