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On theCUBE Pod: Thoughts on the debate debacle, agentic AI and Amazon’s $2T achievement

Ryan Stevens — Mon, 01 Jul 2024 14:25:25 +0000

The big event no one could ignore last week was Thursday night’s televised debate between U.S. President Joe Biden and ex-president Donald Trump. The election’s implications for the technology sector was one of the subjects of conversation for theCUBE Research industry analysts John Furrier (pictured, left) and Dave Vellante (right) to dive into on the […]

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Three insights you might have missed from theCUBE’s coverage of HPE Discover

Mark Albertson — Thu, 27 Jun 2024 21:05:42 +0000

Artificial intelligence took center stage at HPE Discover last week. For three days, company executives captivated audiences with keynote sessions focused on Hewlett Packard Enterprise Co.’s cutting-edge AI solutions and the robust infrastructure it’s building to support them. New solutions for AI deployment and how HPE’s enterprise customers can take advantage of them were discussed […]

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Cloud infrastructure innovations and private AI: theCUBE assesses the future of VMware’s cloud ecosystem

Chad Wilson — Wed, 26 Jun 2024 20:06:49 +0000

VMware has undergone a transformative journey since it was acquired by Broadcom Inc., including the VMware Cloud Foundation. This evolution is marked by strategic restructuring, enhanced partner networks and the integration of cutting-edge AI capabilities, resulting in significant cloud infrastructure innovations. These changes have reshaped VMware’s approach to private cloud solutions. The company is now […]

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On theCUBE Pod: The ongoing reaction to the Broadcom VMware acquisition and Nvidia’s unbelievable growth

Ryan Stevens — Mon, 24 Jun 2024 14:02:34 +0000

There has been plenty of analysis around how VMware Inc. customers might respond in the wake of Broadcom Inc.’s $61 billion acquisition of the company. The continued unfolding reaction to the Broadcom VMware acquisition was one of the subjects of conversation for theCUBE Research industry analysts John Furrier and Dave Vellante to dive into on the latest […]

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AI’s uncertain path: Companies weigh strategy and implementation in 2024

Ryan Stevens — Fri, 21 Jun 2024 15:54:23 +0000

When taking stock of the artificial intelligence revolution, so much has changed even since the beginning of 2024. Despite that, companies still need to fully grasp the implications of the technology, as well as how to approach AI investment. It’s not quite the Gartner Trough of Disillusionment, according to Zeus Kerravala (pictured), founder and principal analyst […]

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CEO Antonio Neri on rapid enterprise changes, HPE’s AI edge and hybrid cloud adoption

Cheryl Knight — Wed, 19 Jun 2024 18:26:05 +0000

Antonio Neri, president and chief executive officer of Hewlett Packard Enterprise Co., is spearheading a revolutionary shift in the technology landscape with his visionary approach to AI transformation and high-performance computing. Under the leadership of Neri (pictured), HPE is advancing the integration of AI systems and transforming how enterprises deploy and benefit from these technologies. […]

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The deepening partnership between HPE and Nvidia: analysis from HPE Discover 2024

Victor Dabrinze — Wed, 19 Jun 2024 16:37:48 +0000

Nvidia Corp., renowned as a leading name in artificial intelligence alongside OpenAI Inc. and recently achieving the status of the most valuable publicly traded company, is solidifying its market dominance through strategic alliances, and a significant one is its partnership with Hewlett Packard Enterprise Co. The HPE and Nvidia partnership, allows HPE to bring its […]

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Three insights you might have missed from theCUBE’s coverage of Data + AI Summit

Devony Hof — Wed, 19 Jun 2024 01:03:16 +0000

The competition in the data industry is intensifying as Databricks Inc. vies for dominance. The company has thrown down the gauntlet by open-sourcing its Unity Catalog. Data giants Databricks and Snowflake Inc. hosted events within a week of each other. Last week’s Data + AI Summit showcased Databricks’ increasing momentum and emphasis on collaboration. More than 66% […]

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Pioneering AI in data centers for next-gen computing: theCUBE’s day 1 analysis live at HPE Discover

Chad Wilson — Tue, 18 Jun 2024 20:20:43 +0000

Artificial intelligence and cutting-edge computing infrastructure are driving a transformation in the tech industry, with companies such as Hewlett Packard Enterprise Co. and Nvidia Corp. leading the charge. The partnership aims to redefine data management through the use of AI in data centers and enhancing applications, underscoring the vital role of advanced hardware and AI […]

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Three insights you might have missed from theCUBE’s coverage of the AWS Financial Services Symposium

Mark Albertson — Mon, 17 Jun 2024 20:39:40 +0000

Cloud spending in the financial services industry has been on a growth curve, and Amazon Web Services Inc. has gained momentum in this sector. For financial services companies, broader cloud adoption has led to a heightened focus on data and new ways to organize and manage vast amounts of information to create intelligent solutions using […]

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On theCUBE Pod: The intensifying Snowflake vs. Databricks battle and thoughts on gen AI investment

Ryan Stevens — Mon, 17 Jun 2024 16:47:12 +0000

The past few months have highlighted that the battle between Snowflake Inc. and Databricks Inc. is as hot as ever. Snowflake vs. Databricks and the two companies’ efforts to maintain their moats was one of the subjects of conversation for theCUBE Research industry analysts John Furrier (pictured, left) and Dave Vellante (right) to discuss on […]

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How data transformation is shaping the future of AI: analyst insights from Howie Xu

Chad Wilson — Fri, 14 Jun 2024 16:18:56 +0000

The data transformation sweeping through the artificial intelligence industry marks a significant shift toward integrated, user-friendly platforms and innovative growth strategies. Spearheaded by companies such as Databricks Inc., this evolution is characterized by rapid expansion and strategic acquisitions designed to bolster capabilities. This transformative period is driven by the increasing need to manage diverse workloads, […]

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AnalystANGLE: Databricks’ bet on bottom-up data engineering gains momentum

Ryan Stevens — Fri, 14 Jun 2024 14:37:34 +0000

In the eyes of theCUBE Research’s John Furrier (pictured), the bet being made is clear: Databricks Inc. believes the new infrastructure around data engineering will come from the bottom up rather than the top down. The analysis came during the Data + AI Summit, an event that saw Databricks outline its strategic shifts in data […]

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Databricks leads the way in open-source and no-code technologies: key analysis

Chad Wilson — Thu, 13 Jun 2024 21:22:57 +0000

The data and artificial intelligence landscape is undergoing a transformative shift with the integration of no-code technologies to enhance efficiency and innovation. One of the companies leading this charge is Databricks Inc., whose recent developments promise to streamline data management and processing through open-source initiatives and advanced automation. “We’ve seen the waves of innovation,” said […]

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Databricks’ strategic shifts in data engineering and interoperability: theCUBE keynote analysis from Data + AI Summit

Cheryl Knight — Thu, 13 Jun 2024 19:48:47 +0000

The latest advancements and strategic shifts in data engineering and data interoperability are setting the stage for a transformative era in tech. Industry leaders, such as Databricks Inc., are prioritizing open data formats, flexible systems and the emerging power of small language models to create more seamless and efficient data environments. These developments promise to […]

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Four insights you might have missed from theCUBE’s coverage of Snowflake’s Data Cloud Summit

Mark Albertson — Thu, 13 Jun 2024 01:51:59 +0000

The Snowflake Data Cloud Summit in San Francisco last week offered an in-depth look at how artificial intelligence, data and open source are continuing to reshape the enterprise world. As Snowflake Inc. moves from its Data Cloud into the AI Data Cloud, the company is seeking to write its next chapter under the leadership of […]

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Integrating gen AI and interoperability in data management: theCUBE’s day 1 analysis from Data + AI Summit

Chad Wilson — Wed, 12 Jun 2024 20:32:29 +0000

Data science and artificial intelligence are experiencing a seismic shift with a growing emphasis on interoperability in data management, as cutting-edge technologies such as generative AI and advanced data governance tools take center stage. Organizations are now better equipped than ever to democratize AI, making sophisticated data tools accessible to a wider audience while ensuring […]

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On theCUBE Pod: The great Iceberg debate and more from Snowflake’s Data Cloud Summit

Ryan Stevens — Mon, 10 Jun 2024 14:10:12 +0000

It’s hard to create standards across all compute engines from a governance and catalog standpoint. This is what theCUBE Research Chief Analyst Dave Vellante calls a “convenient truth.” Snowflake Inc.’s strategy to open-source Polaris Catalog was one of the subjects of conversation on the latest episode of theCUBE Podcast, recorded during Snowflake’s Data Cloud Summit. “They’re open-sourcing Polaris, which is […]

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Three insights you might have missed from theCUBE’s coverage of Qlik Connect

Ryan Stevens — Fri, 07 Jun 2024 20:30:44 +0000

Comprehensive data solutions are becoming increasingly important as generative AI adoption grows. There is a broader platform shift ongoing, making accessibility of quality data crucially important. How to respond to this seismic transformation in data integration and analytics innovations was a central focus of Qlik Connect. The event made it clear that QlikTech International AB […]

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CEO Sridhar Ramaswamy on Snowflake’s vision for data and AI integration

Cheryl Knight — Wed, 05 Jun 2024 19:12:10 +0000

The advancements in data technology and artificial intelligence have significantly reshaped the landscape of enterprise software. These innovations, including AI integration, are driving businesses to include stronger and more efficient systems to manage their vast amounts of data, optimize their operations and enhance decision-making capabilities. Key developments include the adoption of technologies such as Snowflake […]

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Snowflake carves its niche in era of AI and open data: theCUBE analysis live from Data Cloud Summit

Victor Dabrinze — Tue, 04 Jun 2024 20:14:11 +0000

Snowflake Inc. is never far from any data cloud discussion, but the company stands at a crucial crossroads, with its future hinging on key strategic decisions. Several transitions have thus followed, including leadership changes brought on by the evolving demands of the emerging open data landscape — particularly in the era of artificial intelligence. “On the […]

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Generative AI supercharges data industry growth: theCUBE analyzes real-world applications at Qlik Connect

Chad Wilson — Tue, 04 Jun 2024 16:48:50 +0000

The data industry is exploding, and generative artificial intelligence is supercharging its growth and potential. That was the overarching sentiment expressed by industry analysts John Furrier, Savannah Peterson and Shelly Kramer as they previewed theCUBE’s coverage of the Qlik Connect event today in Orlando. “No surprises data is a challenge for everyone,” said Shelly Kramer […]

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Three insights you might have missed from theCUBE’s coverage of IBM Think

Devony Hof — Mon, 03 Jun 2024 20:47:02 +0000

IBM Corp. was an early adopter of AI with its “Jeopardy!”-winning Watson computer. Now, Big Blue looks to make a comeback by positioning itself as the “glue layer” for enterprises trying to integrate AI across platforms. At IBM Think 2024, the company announced a series of products based on its AI platform, watsonx, and showcased […]

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On theCUBE Pod, Snowflake versus Databricks: The battle for data governance supremacy

Ryan Stevens — Mon, 03 Jun 2024 16:23:22 +0000

It’s clear that Snowflake Inc. is at a crossroads. Examining why was the focus of the latest edition of the Breaking Analysis series, and was a big subject of conversation for theCUBE Research industry analysts John Furrier and Dave Vellante on the latest episode of the CUBE podcast. “You saw this firsthand when Databricks announced the Unity […]

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Three insights you might have missed from theCUBE’s coverage of Informatica World

Ryan Stevens — Fri, 31 May 2024 15:12:15 +0000

The battle for enterprise AI dominance is heating up, and companies such as Informatica Inc. have been seeking to capitalize. At this year’s Informatica World, executives, companies and partners weighed in on how best to stand out with data platform services. Planned announcements from Informatica were a key area of interest. The event was a […]

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Pega CEO explores game-changing AI use cases ahead of PegaWorld

Devony Hof — Fri, 31 May 2024 14:14:04 +0000

It’s now widely accepted that artificial intelligence will transform the tech industry, but which AI use cases will prove the most innovative and impactful remain to be seen. Generative AI’s potential to completely transform how companies operate at a base level is the core of the AI revolution, according to Alan Trefler (pictured), founder and […]

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Three insights you might have missed from theCUBE’s coverage of Dell Technologies World

Mark Albertson — Wed, 29 May 2024 18:51:01 +0000

Dell Technologies Inc. devoted much of its annual conference in Las Vegas this month to defining its artificial intelligence strategy. Through announcements and various executive presentations, the company highlighted a set of networking and infrastructure solutions designed to capitalize on the technology tsunami that has become AI. What that picture looks like now and how […]

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On theCUBE Pod: Nvidia’s new breakthrough and the latest in open source

Ryan Stevens — Tue, 28 May 2024 15:56:41 +0000

The computing industry is witnessing a future shift toward artificial intelligence-powered, Arm-based personal computers, marking a transition from traditional x86 architecture. There are ongoing battles in the middleware layer of technology, particularly involving open-source platforms. Experts predict that new startups will emerge during this AI-driven technological cycle, driven by disruptive enablers such as open-source software. […]

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IBM opens up to new collaborations in effort to stay ahead in the AI race: theCUBE analysis

Devony Hof — Fri, 24 May 2024 19:07:57 +0000

Artificial intelligence is in the experimentation stage, with companies scrambling to come out on top, and IBM Corp. is no exception. The AI space is challenging even the most dominant tech companies. During this week’s IBM Think keynote, Arvind Krishna, chief executive officer of IBM, predicted that AI alone would be responsible for a 600 […]

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A ‘glue layer’? IBM’s possible key role amid shifting landscape

Ryan Stevens — Thu, 23 May 2024 17:25:33 +0000

From data applications, to data engineering, to data analytics, there are all kinds of data to consider these days. The role of data has taken on crucial significance in the era of AI. All told, it’s likely that the world will rewrite the story of data over the next two years, according to Sanjeev Mohan […]

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