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.
Red Hat Summit and AnsibleFest 2024: AI’s Linux Moment
The 2024 Red Hat Summit and AnsibleFest in Denver highlighted the pivotal role of open-source AI in accelerating organizational transformation and innovation. The event emphasized the transformative potential of open-source AI infrastructure, showcasing significant announcements, one being the open sourcing of IBM’s Granite Models. Red Hat’s commitment to an open partnership model was evident, aiming to democratize AI through collaborations that tailor solutions to customer needs. Other key announcements included the RHEL Image Mode and RHEL AI, which focused on enhancing the deployment and management of AI applications across hybrid cloud environments. The event also marked the launch of InstructLab, a community-driven project for creating synthetic data and fine-tunig large language models (LLMs) in an open-source framework. Additionally, OpenShift AI’s evolution was showcased with new capabilities for model deployment and management, focusing on enhanced developer productivity and operational efficiency at scale. Overall, the event underlined the critical role of community and open-source frameworks in advancing AI technologies and strategies for future developments.