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Rethinking productivity measurement in the age of AI

Executives are laser-focused on how generative artificial intelligence can have an impact on employee output. As the chief strategy officer for a DevSecOps software company, GitLab, I spend a lot of time speaking with customers about AI’s impact on software development. Organizations have largely moved past the fear associated with AI and are now looking ...
BREAKING ANALYSIS

Gen AI is passé. Enter the age of agentic AI

Early-phase generative artificial intelligence AI – or “request/response AI” — has not yet lived up to the expectations implied by the hype. We believe agentic AI is the next level of artificial intelligence that, while building on generative AI, will go further to drive tangible business value for enterprises. Early discussions around agentic AI have ...
ANALYST ANGLE

HPE and Nvidia rock the Sphere for HPE Discover

The HPE Discover event in Las Vegas has long been a marquee event for technology enthusiasts and industry professionals, but this year the event was truly one for the books. The inclusion of Atmosphere, HPE Aruba Networking’s flagship show, within the Discover event provided a holistic view of Hewlett Packard Enterprise Co.’s expansive ecosystem. Furthermore, ...
BREAKING ANALYSIS

Decoding the chess moves of Snowflake and Databricks

As customers try to “get artificial intelligence right,” the need to rationalize siloed data becomes increasingly important. Data practitioners could put all their data eggs into a single platform basket, but that’s proving impractical. As such, firms are moving to an open model where they maintain control of their data and can bring any compute ...
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Digital disruption at TM Forum’s DTW24-Ignite conference

The Telemanagement Forum bills itself as a driving force for digital transformation for telecommunications companies and the technology vendors that serve them. This transformation was prevalent across the TM Forum’s DTW24-Ignite flagship conference in Copenhagen this week. I interviewed several vendors at the conference and boiled down my list to nine of the most disruptive. Many ...
BREAKING ANALYSIS

Crystallizing Snowflake Data Cloud Summit 2024

Snowflake Inc.’s Data Cloud Summit 2024 was a weeklong event that brought together more than 20,000 of Snowflake’s core enterprise customers, developers and ecosystem partners to San Francisco this past week. The event highlighted the expanding aspirations of the company as it evolves its Data Cloud into an AI Data Cloud and a platform for developing intelligent ...
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Is Nvidia becoming the de facto AI mainframe?

Forgetting the fact that it took 30 years for Nvidia Corp. to become an overnight success, its incredible rise over the recent past looks like it has the makings of a bubble. About 15 years ago, the company made a riverboat gamble to pivot from gaming toward high-performance computing and artificial intelligence, and the numbers ...
BREAKING ANALYSIS

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

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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Cybersecurity leaders must be prepared for cloud adoption

Public cloud adoption is now the rule instead of the exception. In fact, Gartner has found that 94% of organizations agree that public cloud is a crucial part of their digital business initiatives. Though this trend toward cloud migration has many benefits, it also presents a significant disruption to cybersecurity functions. Almost every aspect of ...
BREAKING ANALYSIS

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

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 ...