Wikibon – SiliconANGLE

A sneak peek at Snowflake Data Cloud Summit 2024: Reframing the future of data platforms

Dave Vellante and George Gilbert — Sat, 01 Jun 2024 17:12:57 +0000

Snowflake Inc. 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 artificial intelligence leader; 3) become a platform for data apps; and 4) address external market forces that pressure its core values […]

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Dave Vellante’s Breaking Analysis: The complete collection

Dave Vellante — Fri, 31 May 2024 10:33:12 +0000

Breaking Analysis is a weekly editorial program combining knowledge from SiliconANGLE’s theCUBE with spending data from Enterprise Technology Research. Branded as theCUBE Insights, Powered by ETR, the program is our opportunity to share independent, unfiltered editorial with SiliconANGLE, theCUBE and Wikibon communities. The program and conclusions we produce are data-driven, tapping ETR’s proprietary spending data set. Episode 221 – […]

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How Nvidia, TSMC, Broadcom and Qualcomm will lead a trillion-dollar silicon boom

Dave Vellante and David Floyer — Sat, 25 May 2024 21:48:16 +0000

We believe the artificial intelligence wave will bring profound changes, not only to the technology industry but to society as a whole. These changes will perhaps be as significant to the world as the agricultural and industrial revolutions, both of which had drastic economic consequences. Although the exact progression and timing of these changes are […]

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Power play in hybrid AI: IBM and Dell in focus

Dave Vellante — Sat, 18 May 2024 15:50:14 +0000

The Microsoft-OpenAI partnership has catalyzed a massive capital spending buildout and a run on graphics processing units. To give you a sense of the scale, in the last quarter alone, Amazon Web Services Inc., Google LLC, Microsoft Corp. and Meta Platforms Inc. allocated around $40 billion in capital specifically for cloud computing buildouts – much […]

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RSA Conference 2024 goes beyond AI-powered security to securing AI itself

Dave Vellante — Sat, 11 May 2024 16:40:24 +0000

The past week’s RSA Conference 2024 was crowded, buzzy, vibrant and chaotic, underscoring the very nature of the cybersecurity industry. This market has a kind of self-propelling energy with a dynamic that blends tons of money, an ever-present and capable adversary, technical innovation, public policy, geopolitics and a smashing together of the digital and physical […]

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IBM + HashiCorp + Red Hat: It’s about the cloud operating model

Rob Strechay — Sat, 04 May 2024 21:03:36 +0000

IBM Corp.’s acquisition of HashiCorp Inc. presents a pivotal moment for multicloud and hybrid cloud deployments. With a focus on aligning missions and accelerating growth, IBM intends to operate HashiCorp independently, akin to the Red Hat model. Synergies in product offerings, particularly Terraform and Vault, promise enhanced cloud operations. Financially, increased investment in R&D and […]

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Supply chain planning as an intelligent data app

Dave Vellante and George Gilbert — Sat, 04 May 2024 15:15:48 +0000

The way to solve business resiliency is not inventory, it’s software – Duncan Angove, CEO of Blue Yonder The “sixth data platform,” or intelligent data platform, represents a cutting-edge evolution in data management. It aims to support intelligent applications through a sophisticated system that builds on a foundation of a cloud data platform. This foundation […]

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Security budgets are growing, but so is vendor sprawl

Dave Vellante and Erik Bradley — Sat, 27 Apr 2024 18:46:55 +0000

Organizations continue to spend more on security, with 87% of firms expecting to increase spend on cybersecurity in the next 12 months. But are we safer? It’s estimated that firms on average have between 60 and 75 security tools installed. Although leading vendors logically market the benefits of addressing tools sprawl and complexity through consolidation, […]

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How chasing AI shifts tech spending patterns

Dave Vellante — Sat, 20 Apr 2024 17:47:01 +0000

In another big week, we saw the artificial intelligence battles continue to escalate. Google LLC reorganized to better focus on AI, Meta Platforms Inc.’s Llama 3 was released, Taiwan Semiconductor Manufacturing Co. is doubling its manufacturing capacity for Nvidia Corp. high-end chips, Samsung Electronics Co. Ltd. got a $6.4 billion tranche of the chips act money, a Microsoft Corp. paper […]

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Enterprises seek deeper AI value beyond chat

Dave Vellante — Sat, 13 Apr 2024 16:28:05 +0000

Enterprises are fighting a dual mandate of operating inside a tight information technology budget envelope while at the same time transforming their organization into an AI-first company. Navigating macroeconomic headwinds while driving innovation is an exciting challenge for IT decision makers. To deliver the goods, technology leaders are stealing from other budgets to fund artificial […]

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AWS’ AI blueprint emphasizes optionality, trust and scalable industry solutions

Dave Vellante — Sat, 06 Apr 2024 16:29:51 +0000

This week we spent a day in New York City reviewing Amazon Web Services Inc.’s artificial intelligence strategy and progress with several AWS execs, including Matt Wood, vice president of AI at the company. We came away with a better understanding of AWS’ AI approach beyond what was laid out at re:Invent 2023. We also […]

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Adobe Summit highlights personalization at scale with generative AI

Dave Vellante with Andy Thurai — Sun, 31 Mar 2024 04:09:35 +0000

Adobe Summit 2024 put individualized digital experiences on full display. Personalization at scale is exceedingly difficult. By applying artificial intelligence, Adobe Systems Inc. showed off its ability to bring custom experiences to the masses and do so with trusted, enterprise-grade content. Moreover, Adobe highlighted an expanded total available market for its three major business segments […]

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Four generative AI cyber risks that keep CISOs up at night — and how to combat them

Shelly Kramer — Sun, 24 Mar 2024 18:45:20 +0000

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 artificial intelligence cyber risks that keep CISOs up at night. In addition to discussing the evolution of the AI threat and generative AI […]

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Nvidia, Broadcom and the expanding breadth of AI momentum

Dave Vellante — Sat, 23 Mar 2024 17:33:42 +0000

We attended both Nvidia Corp.’s GTC conference and Broadcom Inc.’s investor day this week where the artificial intelligence 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 […]

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Navigating Nvidia and the AI trade: Sell, hold or double down?

Dave Vellante — Sat, 16 Mar 2024 16:45:51 +0000

Heading into the second half of 2023, some investors felt that the semiconductor runup 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 from […]

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Why CrowdStrike is separating from the cybersecurity pack

Dave Vellante — Sat, 09 Mar 2024 16:14:39 +0000

It has been an interesting month in the cybersecurity space. The sector has been somewhat less affected by budget tightening these past 24 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 Networks Inc. shocked […]

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The unplanned genius of Broadcom’s route to AI dominance

Dave Vellante — Sat, 02 Mar 2024 18:55:25 +0000

When you think of artificial intelligence leadership, which companies come to mind? Nvidia Corp., OpenAI, the hyperscalers, Meta Platforms Inc., Hugging Face Inc., Anthropic PBC and names like that, right? You don’t typically think of Broadcom Inc., do you? You should. In our view, Broadcom, along with Nvidia, has become one of the top two […]

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Dissecting the AI boom through the dotcom lens

Dave Vellante — Sat, 24 Feb 2024 16:19:04 +0000

Many people question whether the current artificial intelligence 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 Corp.’s earnings print. Although it’s easy to dismiss AI as a completely different era, […]

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Cloud optimization wanes as AI slowly lifts off

Dave Vellante — Sat, 17 Feb 2024 18:19:34 +0000

The past 24 months have seen cloud spending face dual headwinds of macroeconomics and the ability to dial down resources as needed – that is, cloud optimization. Nonetheless, the big four hyperscaler cloud providers clocked in between $170 billion and $190 billion in infrastructure-as-a-service and platform-as-a-service revenue last year depending on how you factor the […]

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The role of data loss prevention tools in protecting against AI data exfiltration

Shelly Kramer — Mon, 12 Feb 2024 14:50:38 +0000

Data loss prevention solutions have become an important tool in the chief information security officer’s toolbox with the rise in popularity of generative artificial intelligence in the enterprise. That’s what our analysts explored in this episode of the SecurityANGLE, our series at theCUBE Research focused on all things cybersecurity. Host Shelly Kramer, managing director and principal analyst, is […]

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Intel Foundry is a bold bet filled with uncertainty

Dave Vellante — Sat, 10 Feb 2024 16:40:10 +0000

As an American, you can’t help but root for Intel Corp. CEO Pat Gelsinger to succeed. His vision to bring semiconductor manufacturing leadership back to the United States is more than just a quaint nationalistic sentiment. Rather, it’s a strategic imperative for the country, its military, global competitiveness and access to future technological innovations in […]

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Slicing the Gordian Knot: A leap to real-time systems of truth

Dave Vellante and George Gilbert — Sat, 03 Feb 2024 17:11:12 +0000

In order to support the vision of the sixth data platform, that is, a capability that allows a globally consistent, real-time, intelligent digital representation of a business, we believe the industry must rethink the single system of truth. Specifically, we envision a new data platform that marries the best of relational and nonrelational capabilities and […]

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AI, sustainability and enterprise tech marketing take center stage at CES 2024

Rob Strechay — Tue, 30 Jan 2024 03:30:09 +0000

The CES consumer electronics show earlier this month highlighted groundbreaking advancements in technology, emphasizing artificial intelligence and sustainability, and brought a lot of enterprise tech marketing to the table. This analysis delves into these themes, illustrating their impact through examples from key players in the industry. It reflects on how these trends are reshaping consumer […]

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Enterprise technology predictions 2024

Dave Vellante and Erik Bradley — Sat, 27 Jan 2024 18:40:22 +0000

Predictions about enterprise tech have never been more uncertain. They become even more challenging when you try to make forecasts that are measurable. Generally, our belief is we should be able to look back a year later and say with some degree of certainty whether the prediction came true – ideally with some quantifiable evidence […]

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2024 IT spending outlook shows cautious start with optimistic finish

Dave Vellante — Sat, 20 Jan 2024 16:14:32 +0000

Recent spending intentions data from more than 1,700 information technology decision makers indicates that executives expect technology budgets to grow at 4.3% this year. That’s up from roughly 3.5% in 2023 and is higher than the expectation in October, which was 3.8%. But the forecasts for 2024 are backend-loaded. Moreover, although some sectors such as […]

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Unifying intelligence in the age of data apps

Dave Vellante with George Gilbert — Sat, 13 Jan 2024 21:07:17 +0000

We believe the future of intelligent data apps will enable virtually all organizations to operate a platform that orchestrates an ecosystem similar to that of Amazon.com Inc. By this we mean dynamically connecting and digitally representing an enterprise’s operations including its customers, partners, suppliers and even competitors. This vision includes the ability to rationalize top-down plans […]

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Predictions 2024: Deciphering gen AI’s effect on data, governance and skill gaps

Dave Vellante — Sat, 06 Jan 2024 17:05:42 +0000

With Sanjeev Mohan, Tony Baer, Carl Olofson, Dave Menninger and Doug Henschen In the words of famous people such as Nobel laureate Neils Bohr and baseball legend Yogi Berra, predictions are very difficult, especially if they’re about the future. In this special Breaking Analysis, we’re pleased to host our third annual data predictions power panel […]

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Grading our 2023 enterprise technology predictions

Dave Vellante — Sat, 30 Dec 2023 16:42:02 +0000

Predictions about the future of enterprise tech are streaming to our inboxes, literally by the thousands. Most are thoughtful and we will review those prior to publishing our 2024 predictions later in January. As is our tradition, we try to make our own predictions more challenging by citing forecasts that are measurable and have either […]

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The rise of observability and why it matters to your business

Dave Vellante — Sat, 23 Dec 2023 16:48:41 +0000

The rapid awareness and adoption of artificial intelligence has increased concerns around security, governance, compliance and business risk. The digital business imperative to improve customer experience combined with a vastly more complex technology environment, comprising multiple clouds, the internet of things, containers, app integration and the popularity of open source, are driving need for better […]

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David versus Goliath reimagined: OpenAI’s approach to AI supervision

Dave Vellante — Mon, 18 Dec 2023 17:19:12 +0000

Artificial general intelligence, or AGI, has people both intrigued and fearful. As a leading researcher in the field, last July, OpenAI introduced the concept of superalignment via a team created to study scientific and technical breakthroughs to guide and ultimately control AI systems that are much more capable than humans. OpenAI refers to this level of AI as […]

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