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 […]
Breaking Analysis: Uber’s real-time architecture represents the future of data apps…meet the architects who built it
With George Gilbert Uber has one of the most amazing business models ever created. The company’s mission is underpinned by technology that helps people go anywhere and get anything. The results have been stunning. In just over a decade, Uber has become a firm with more than $30 billion in annual revenue, an annual bookings run […]
Breaking Analysis: Snowflake Summit will reveal the future of data apps…here’s our take
With George Gilbert Our research and analysis points to a new modern data stack that is emerging where apps will be built from a coherent set of data elements that can be composed at scale. Demand for these apps will come from organizations that wish to create a digital twin of their business to represent […]
Breaking Analysis: Snowflake Summit will reveal the future of data apps…here's our take
With George Gilbert Our research and analysis points to a new modern data stack that is emerging where apps will be built from a coherent set of data elements that can be composed at scale. Demand for these apps will come from organizations that wish to create a digital twin of their business to represent […]
Breaking Analysis: Cisco needs to simplify…here's how
With a nearly $60B revenue run rate, growing at 14% and throwing off over $5B in operating cash last quarter, Cisco has an awesome business. But customers are vocal about the complexity of Cisco’s portfolio and if not addressed head on, the company risks encountering friction beyond just economic headwinds. We believe Cisco’s challenges are […]
Breaking Analysis: Cisco needs to simplify…here’s how
With a nearly $60B revenue run rate, growing at 14% and throwing off over $5B in operating cash last quarter, Cisco has an awesome business. But customers are vocal about the complexity of Cisco’s portfolio and if not addressed head on, the company risks encountering friction beyond just economic headwinds. We believe Cisco’s challenges are […]
Breaking Analysis: GPUs get all the headlines, but the future of AI is real-time data
The era of AI everything continues to excite. But unlike the Internet era, where any company announcing a dotcom anything immediately rose in value, the AI gods appear to be more selective. Nvidia beat its top line whisper number by more than $300M and the company’s value is rapidly approaching one trillion dollars. Marvell narrowly […]
Breaking Analysis: The AI-powered hybrid-multi-super cloud
AI will now add superpowers to every triggering buzzword, hence the title of this week’s post. Look past the buzz and you’ll find substance somewhere. The spring conference season is kicking into high gear, so it’s a time to get serious and extract the signal from the event noise. This week we’ll see Microsoft Build, […]