Wikibon – SiliconANGLE

Six technology myths and the Big Tech-lash

Dave Vellante — Sun, 22 Sep 2024 02:55:02 +0000

Technology generally and Big Tech specifically are regularly cited by politicians, media and governments around the world as the root of many societal problems today. Accusations such as privacy invaders, fake news amplifiers, job destroyers, discriminators and more are commonly lobbed at technology firms with little recognition for the substantial value large tech companies have […]

The post Six technology myths and the Big Tech-lash appeared first on SiliconANGLE.

Dave Vellante’s Breaking Analysis: The complete collection

Dave Vellante — Fri, 20 Sep 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 – […]

The post Dave Vellante’s Breaking Analysis: The complete collection appeared first on SiliconANGLE.

It’s Larry’s world. We just live in it

Dave Vellante and Rob Strechay — Sat, 14 Sep 2024 13:02:18 +0000

Oracle Corp. is seeing renewed business momentum powered by a combination of an entrenched database business, years of investment in cloud infrastructure, an integrated application suite and artificial intelligence technologies that are being infused throughout its product line. This includes its autonomous database, 23ai, Exadata/Exascale, other Oracle infrastructure and its vast applications portfolio. Oracle has […]

The post It’s Larry’s world. We just live in it appeared first on SiliconANGLE.

Is the modern data stack out over its skis?

Dave Vellante and George Gilbert — Sat, 07 Sep 2024 19:52:53 +0000

Input from theCUBE and data practitioner communities suggests that acceleration in compute performance and the sophistication of the modern data stack is outpacing the needs of many traditional analytic workloads. Most analytics workloads today are performed on small data sets and generally can run on a single node, somewhat neutralizing the value of distributed, highly […]

The post Is the modern data stack out over its skis? appeared first on SiliconANGLE.

From linear value chains to dynamic ecosystems: How digital twin platforms will revolutionize business operations

Dave Vellante and George Gilbert — Sat, 31 Aug 2024 15:21:12 +0000

Last year theCUBE Research asserted that we are on the brink of a transformative shift toward intelligent data applications, set to revolutionize business operations. We introduced the concept of “Uber for All” as a metaphor, predicting that today’s linear value chains would evolve into dynamic digital representations of a business — digital twins — where intelligent […]

The post From linear value chains to dynamic ecosystems: How digital twin platforms will revolutionize business operations appeared first on SiliconANGLE.

How agentic AI platforms will redefine enterprise applications

Dave Vellante and George Gilbert — Sat, 24 Aug 2024 17:27:07 +0000

We believe enterprise applications are undergoing a profound change. By next year, highly capable agentic systems will emerge to create new application classes and alter the way organizations think about their backend systems, data platforms and user interfaces. The extent of the transformation, we believe, will be more impactful to the application stack than were […]

The post How agentic AI platforms will redefine enterprise applications appeared first on SiliconANGLE.

Assessing Broadcom-VMware eight months on

Dave Vellante and Rob Strechay — Sun, 18 Aug 2024 14:53:28 +0000

Customers and partners are pivoting to address Broadcom Inc.’s swift changes to its VMware packaging, pricing and partnership programs. Our data suggests customers and managed service providers have moved beyond the emotional shock phase to implementing their options in earnest. Our advice to large VMware customers has been to evaluate your enterprise license agreement expiration […]

The post Assessing Broadcom-VMware eight months on appeared first on SiliconANGLE.

Cloud spending remains resilient amid market turbulence

Dave Vellante — Sat, 10 Aug 2024 15:17:40 +0000

The investor community is realizing that the return on invested capital for the artificial intelligence buildout is going to take some time. The payback period for enterprise AI investments is not akin to the dopamine rush from completing a great workout. This realization, combined with several other macro factors, has caused the big AI names […]

The post Cloud spending remains resilient amid market turbulence appeared first on SiliconANGLE.

The emerging data stack brings opportunities and risk for buyers and sellers

Dave Vellante and Rob Strechay — Sun, 04 Aug 2024 15:02:14 +0000

The so-called modern data stack is getting a facelift and perhaps a complete body makeover. As the point of control shifts from the database management system to the governance layer, we cite three dynamics that highlight a reshaping of today’s data landscape, including: 1) Key data players are disrupting the established norm as they expand […]

The post The emerging data stack brings opportunities and risk for buyers and sellers appeared first on SiliconANGLE.

Why Databricks vs. Snowflake is not a zero-sum game

Dave Vellante with Erik Bradley — Sat, 27 Jul 2024 17:00:41 +0000

Three main pressure points are transforming the modern data landscape: 1) Increased interest in adopting open table formats to allow any compute to operate on any data; 2) The point of control is shifting from the database management system to the governance layer; and 3) AI is enabling the emergence of a new class of […]

The post Why Databricks vs. Snowflake is not a zero-sum game appeared first on SiliconANGLE.

CrowdStrike incident sounds an alarm on critical infrastructure

Dave Vellante — Sat, 20 Jul 2024 20:14:04 +0000

The chaos caused by yesterday’s content update by CrowdStrike Holdings Inc. shows that even the most successful cybersecurity firms with great management, award-winning products and a growing business, are exposed to unexpected events. What’s even more important is that it underscores the fragility of our connected world and the critical infrastructure that makes it run. […]

The post CrowdStrike incident sounds an alarm on critical infrastructure appeared first on SiliconANGLE.

Harnessing AI as information technology spending gradually improves

Dave Vellante — Sat, 13 Jul 2024 14:04:50 +0000

Artificial intelligence continues to lead all enterprise information technology sectors by a wide margin in terms of spending momentum. But that momentum has not led to an across-the-board boost in productivity or meaningful revenue gains for firms. Specifically, the adoption of generative AI is increasing steadily but the use cases are not yet self-funding. As […]

The post Harnessing AI as information technology spending gradually improves appeared first on SiliconANGLE.

Gen AI is passé. Enter the age of agentic AI

Dave Vellante and George Gilbert — Sat, 29 Jun 2024 16:43:52 +0000

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 […]

The post Gen AI is passé. Enter the age of agentic AI appeared first on SiliconANGLE.

Decoding the chess moves of Snowflake and Databricks

Dave Vellante and George Gilbert — Sat, 22 Jun 2024 20:07:00 +0000

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 […]

The post Decoding the chess moves of Snowflake and Databricks appeared first on SiliconANGLE.

AI servers are on fire, but cloud continues to win the day

Dave Vellante — Sat, 15 Jun 2024 17:11:37 +0000

Earnings prints from the likes of Dell Technologies Inc., Super Micro Computer Inc. and more recently Hewlett Packard Enterprise Co. have shown the artificial intelligence server trend is not just benefiting cloud hyperscalers but also firms with large on-premises installed bases. Oracle Corp. as well is trading at an all-time high, citing cloud momentum and […]

The post AI servers are on fire, but cloud continues to win the day appeared first on SiliconANGLE.

Crystallizing Snowflake Data Cloud Summit 2024

Dave Vellante and George Gilbert — Sat, 08 Jun 2024 15:29:41 +0000

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 […]

The post Crystallizing Snowflake Data Cloud Summit 2024 appeared first on 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 […]

The post A sneak peek at Snowflake Data Cloud Summit 2024: Reframing the future of data platforms appeared first on SiliconANGLE.

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 […]

The post How Nvidia, TSMC, Broadcom and Qualcomm will lead a trillion-dollar silicon boom appeared first on SiliconANGLE.

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 […]

The post Power play in hybrid AI: IBM and Dell in focus appeared first on SiliconANGLE.

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 […]

The post RSA Conference 2024 goes beyond AI-powered security to securing AI itself appeared first on SiliconANGLE.

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 […]

The post IBM + HashiCorp + Red Hat: It’s about the cloud operating model appeared first on SiliconANGLE.

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 […]

The post Supply chain planning as an intelligent data app appeared first on SiliconANGLE.

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, […]

The post Security budgets are growing, but so is vendor sprawl appeared first on SiliconANGLE.

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 […]

The post How chasing AI shifts tech spending patterns appeared first on SiliconANGLE.

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 […]

The post Enterprises seek deeper AI value beyond chat appeared first on SiliconANGLE.

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 […]

The post AWS’ AI blueprint emphasizes optionality, trust and scalable industry solutions appeared first on SiliconANGLE.

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 […]

The post Adobe Summit highlights personalization at scale with generative AI appeared first on SiliconANGLE.

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 […]

The post Four generative AI cyber risks that keep CISOs up at night — and how to combat them appeared first on SiliconANGLE.

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 […]

The post Nvidia, Broadcom and the expanding breadth of AI momentum appeared first on SiliconANGLE.

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 […]

The post Navigating Nvidia and the AI trade: Sell, hold or double down? appeared first on SiliconANGLE.