Audio only segments of theCUBE's 'Breaking Analysis' hosted by Dave Vellante (@dvellante), Powered by ETR.
…
continue reading
Relive the days of too much eyeliner and vertical hair with a mix club music from the 80s and early 90s. you'll get the radio hits along with obscure club tracks all mixed LIVE.
…
continue reading
1
Supply Chain Planning as an Intelligent Data App
45:09
45:09
Putar nanti
Putar nanti
Daftar
Suka
Menyukai
45:09
Oleh SiliconANGLE
…
continue reading
1
Security budgets are growing but so is vendor sprawl
27:50
27:50
Putar nanti
Putar nanti
Daftar
Suka
Menyukai
27:50
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 data suggests that more than half the firms are increasing the number of security vendors installed, with a very small percentage able to ef…
…
continue reading
1
How the AI awakening is changing tech spending patterns
11:17
11:17
Putar nanti
Putar nanti
Daftar
Suka
Menyukai
11:17
Oleh SiliconANGLE
…
continue reading
1
Enterprises seek deeper AI value beyond chat
23:55
23:55
Putar nanti
Putar nanti
Daftar
Suka
Menyukai
23:55
Oleh SiliconANGLE
…
continue reading
1
AWS' AI blueprint emphasizes optionality, trust and scalable industry solutions
25:00
25:00
Putar nanti
Putar nanti
Daftar
Suka
Menyukai
25:00
Oleh SiliconANGLE
…
continue reading
1
Adobe Summit highlights personalization at scale with Gen AI
38:13
38:13
Putar nanti
Putar nanti
Daftar
Suka
Menyukai
38:13
Oleh SiliconANGLE
…
continue reading
1
NVIDIA, Broadcom and the expanding breadth of AI
28:10
28:10
Putar nanti
Putar nanti
Daftar
Suka
Menyukai
28:10
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 our opinion,…
…
continue reading
1
Navigating NVIDIA & the AI Trade – Sell, hold or double down?
33:18
33:18
Putar nanti
Putar nanti
Daftar
Suka
Menyukai
33:18
Heading into the second half of 2023, some investors felt that the semiconductor run up 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 here? In this Break…
…
continue reading
1
Why CrowdStrike is separating from the cybersecurity pack
23:13
23:13
Putar nanti
Putar nanti
Daftar
Suka
Menyukai
23:13
It’s been an interesting month in the cybersecurity space. The sector has been somewhat less affected by budget tightening these past twenty-four 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 shocked the street las…
…
continue reading
1
The unplanned genius of Broadcom's route to AI dominance
24:04
24:04
Putar nanti
Putar nanti
Daftar
Suka
Menyukai
24:04
Broadcom is perhaps the most unique company in the technology business. It doesn’t simply chase markets that are on steep growth curves and can deliver short term ROI. Rather it goes after established markets with durable franchises. Broadcom focuses its R&D on serving customers in these markets with major engineering investments to achieve a domin…
…
continue reading
1
Dissecting the AI boom through the dotcom lens
19:24
19:24
Putar nanti
Putar nanti
Daftar
Suka
Menyukai
19:24
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 e…
…
continue reading
1
Cloud optimization wanes as AI slowly lifts off
18:39
18:39
Putar nanti
Putar nanti
Daftar
Suka
Menyukai
18:39
The past twenty-four months have seen cloud spending face dual headwinds of macroeconomics and the ability to dial down resources as needed – i.e. cloud optimization. Nonetheless, the big four hyperscalers clocked in between $170 – $190B in IaaS and PaaS revenue last year depending on how you factor the leaked court documents suggesting Azure is mu…
…
continue reading
1
Intel Foundry is a bold bet filled with uncertainty
52:09
52:09
Putar nanti
Putar nanti
Daftar
Suka
Menyukai
52:09
As an American, you can’t help but root for Intel 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 innovatio…
…
continue reading
1
Slicing the Gordian Knot - A leap to real-time systems of truth
48:25
48:25
Putar nanti
Putar nanti
Daftar
Suka
Menyukai
48:25
Oleh SiliconANGLE
…
continue reading
1
Enterprise Technology Predictions 2024
46:24
46:24
Putar nanti
Putar nanti
Daftar
Suka
Menyukai
46:24
Oleh SiliconANGLE
…
continue reading
1
2024 IT spending outlook shows cautious start with optimistic finish
12:09
12:09
Putar nanti
Putar nanti
Daftar
Suka
Menyukai
12:09
In this Breaking Analysis, theCUBE Research analyst Dave Vellante unpacks the Enterprise Technology Research January spending data and digs into those areas that are expected to show above average performance and those that are likely to lag. Follow theCUBE's live event coverage https://www.thecube.net/…
…
continue reading
1
Unifying intelligence in the age of data apps
43:57
43:57
Putar nanti
Putar nanti
Daftar
Suka
Menyukai
43:57
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. By this we mean dynamically connecting and digitally representing an enterprise’s operations including its customers, partners, suppliers and even competitors. This vision include…
…
continue reading
1
Predictions 2024 - Deciphering Gen AI’s Effect on Sata, Governance & Skills
49:09
49:09
Putar nanti
Putar nanti
Daftar
Suka
Menyukai
49:09
In this special Breaking Analysis we're pleased to host our third annual data predictions power panel with some of our collaborators in theCUBE Collective and members of the data gang. With us today are five of the top industry analysts focused on data platforms. Sanjeev Mohan of Sanjmo, Tony Baer of dbInsight, IDC's Carl Olofson, Dave Menninger wh…
…
continue reading
1
Grading Our 2023 Enterprise Technology Predictions
16:09
16:09
Putar nanti
Putar nanti
Daftar
Suka
Menyukai
16:09
In this Breaking Analysis we grade the 2023 predictions we made with ETR's Erik Bradley. We look back at what we said in January about the macro IT spending environment, cost optimization, security, generative AI, cloud, blockchain, data platforms, automation and tech events.Oleh SiliconANGLE
…
continue reading
1
The rise of observability and why it matters to your business
14:41
14:41
Putar nanti
Putar nanti
Daftar
Suka
Menyukai
14:41
Oleh SiliconANGLE
…
continue reading
1
David vs Goliath reimagined - OpenAI's approach to AI supervision
18:31
18:31
Putar nanti
Putar nanti
Daftar
Suka
Menyukai
18:31
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 l…
…
continue reading
1
Moving beyond separation of compute & storage…Journey to the 6th data platform
36:32
36:32
Putar nanti
Putar nanti
Daftar
Suka
Menyukai
36:32
We believe today’s so-called modern data stack, as currently envisioned, will be challenged by emerging use cases and AI-infused apps that begin to represent the real world, in real time, at massive data scale. To support these new applications, a change in underlying data and data center architectures will be necessary, particularly for exabyte sc…
…
continue reading
1
re:Invent ‘23 Underscores a New Simplicity Mandate for AWS
36:24
36:24
Putar nanti
Putar nanti
Daftar
Suka
Menyukai
36:24
In this episode of Breaking Analysis, theCUBE analyst Dave Vellante focuses on the evolving landscape of enterprise tech, driven by generative AI, and its implications for AWS. The discussion emphasizes how AWS must adapt its powerful playbook, known for agility, developer choice, power, scale, reliability and security, to accommodate the growing d…
…
continue reading
1
The OpenAI meltdown…Winners & losers in the battle for AI supremacy
18:22
18:22
Putar nanti
Putar nanti
Daftar
Suka
Menyukai
18:22
Conventional wisdom says Microsoft Corp. is the big winner in the recent OpenAI saga. We don’t quite see it that way. Both Microsoft and OpenAI are in a worse position today than last Thursday, prior to the firing of OpenAI Chief Executive Sam Altman and the ongoing public drama that ensued. Microsoft and OpenAI had a huge lead in market momentum, …
…
continue reading
1
The copilot era takes flight at Microsoft Ignite 2023
14:15
14:15
Putar nanti
Putar nanti
Daftar
Suka
Menyukai
14:15
Oleh SiliconANGLE
…
continue reading
1
IBM turns the corner with Watson, why 2.0 is a breakthrough opportunity
56:30
56:30
Putar nanti
Putar nanti
Daftar
Suka
Menyukai
56:30
With Watson 1.0, IBM deviated from the silicon valley mantra, fail fast, as it took nearly a decade for the company to pivot off of its original vision. In our view, a different dynamic is in play today with Watson 2.0 – i.e. watsonx. IBM’s deep research in AI and learnings from its previous mistakes, have positioned the company to be a major playe…
…
continue reading
1
The Gen AI power law How data diversity influences adoption
23:25
23:25
Putar nanti
Putar nanti
Daftar
Suka
Menyukai
23:25
Power Law Explained Wikipedia https://en.wikipedia.org/wiki/Power_law Heavy tailed power laws: Why are Power Law distributions called 'Heavy-tailed'? Explainer video for power laws in statistics: https://www.youtube.com/watch?v=JC71ZazlMR0 Power law in economics: https://dash.harvard.edu/bitstream/handle/1/34651705/68262294.pdf What is retrieval au…
…
continue reading
1
AI revenue riddle - Azure sees gains, when will other cloud titans see the surge?
18:19
18:19
Putar nanti
Putar nanti
Daftar
Suka
Menyukai
18:19
In 1987, Nobel Prize-winning economist Bob Solow famously observed, “You can see the computer age everywhere but in the productivity statistics.” This proclamation became known as the productivity paradox. Ironically, Solow’s statement preceded the greatest productivity boom since the dawn of the computer age which subsequently came to fruition in …
…
continue reading
1
From hype to reality, the true state of AI adoption
33:30
33:30
Putar nanti
Putar nanti
Daftar
Suka
Menyukai
33:30
MIT professor and economist Erik Brynjolfsson said recently that he’d be disappointed if AI didn’t lift the current anemic 1.2% productivity growth rate to 3% or even 4%. This would be a good thing for business and government as it could potentially help with the labor shortage, drive earnings growth and increase tax revenues, which would ostensibl…
…
continue reading
1
Get Ready for the Sixth Data Platform
46:49
46:49
Putar nanti
Putar nanti
Daftar
Suka
Menyukai
46:49
In this week’s CUBE Insights, Powered by ETR. George Gilbert and I welcome Ryan Blue to this, our 201st episode. Ryan is the co-creator and PMC chair of Apache Iceberg and a co-founder & the CEO of Tabular, a universal open table store that connects to any compute layer built by the creators of Iceberg.…
…
continue reading
1
Lower for longer…Tech spending remains tepid
14:18
14:18
Putar nanti
Putar nanti
Daftar
Suka
Menyukai
14:18
We’re getting used to the phrase, “higher for longer,” referring to the realization that interest rates are expected to remain elevated for a period of time. This trend is having an inverse effect on enterprise tech spending growth rates. Prior to the Fed’s tightening binge for example, IT decision makers (ITDMs) in aggregate expected annual techno…
…
continue reading
1
Cisco Splunk under the microscope, joint customers weigh in
29:33
29:33
Putar nanti
Putar nanti
Daftar
Suka
Menyukai
29:33
Oleh SiliconANGLE
…
continue reading
1
Bob Muglia on Uber for everyone…how the future of data apps will evolve
53:04
53:04
Putar nanti
Putar nanti
Daftar
Suka
Menyukai
53:04
theCUBE host Dave Vellante is joined by George Gilbert and Bob Muglia for this weeks Breaking AnalysisOleh SiliconANGLE
…
continue reading
1
Cloud security powers CrowdStrike momentum, Gen AI is next
23:59
23:59
Putar nanti
Putar nanti
Daftar
Suka
Menyukai
23:59
George Kurtz is pumped up…and why not? CrowdStrike’s business appears to be on a fast track and entering a new phase of growth, despite the difficult macro and elongated sales cycles. The company’s products are considered best in class, its business is growing steadily and an improved profitability and cash flow outlook had investors excited, at le…
…
continue reading
1
Copilot or competitor - How Gen AI bolsters & buffets UiPath’s Northstar
17:53
17:53
Putar nanti
Putar nanti
Daftar
Suka
Menyukai
17:53
UiPath’s recent earnings beat and raise provides some evidence that thus far, Gen AI has not been diluitive for the company. As an early leader that is transforming beyond RPA toward end-to-end enterprise automation, UiPath, like all automation providers, has always faced adoption headwinds beyond isolated deployments. In this sense, Gen AI should …
…
continue reading
At Cloud Next, Google showcased its strong leadership position in data and AI. In our view, Google’s messaging, demos and tech-centric narrative have broad appeal for developers and next generation startups. As well, the company’s focus on solutions, contrasts its strategy to the typically disjointed services we’ve seen from AWS over the past decad…
…
continue reading
1
Snowflake has Momentum with AWS & Microsoft…Why Google may not be Next
36:26
36:26
Putar nanti
Putar nanti
Daftar
Suka
Menyukai
36:26
Recent earnings prints from Amazon and Snowflake, along with new survey data, have provided additional context on top of the two events that Snowflake and Databricks each hosted last June. Specifically, we believe that the effects of cloud optimization are still being felt but are nearing the end of peak negative impact on cloud companies. Snowflak…
…
continue reading
1
VMware's Future - Navigating Multi-cloud Complexity & GenAI Under Broadcom's Wing
40:58
40:58
Putar nanti
Putar nanti
Daftar
Suka
Menyukai
40:58
The FTC continues to drag its feet on approving Broadcom’s acquisition of VMware. Ironically, in our view, these delays only hurt the very competitive environment the FTC claims to be protecting. The AI era is accelerating at a breakneck pace and the big 3 hyperscale cloud vendors already have a sizable lead on legacy incumbents. If preserving comp…
…
continue reading
1
Cloud vs. On-Prem Showdown: The Future Battlefield for Generative AI Dominance
16:08
16:08
Putar nanti
Putar nanti
Daftar
Suka
Menyukai
16:08
The data from enterprise customers is clear but conflicted. While 94% of customers say they’re spending more on AI this year, they’re doing so with budget constraints that will steal from other initiatives. As well, the choice of where customers plan to run generative AI is split almost exactly down the middle in terms of public cloud vs. on-premis…
…
continue reading
1
Spearing Tech Stocks Beyond the Magnificent Seven
28:49
28:49
Putar nanti
Putar nanti
Daftar
Suka
Menyukai
28:49
After a tough 2022, the first half of 2023 has shown impressive strength and many technology bets have paid off. For sure investors in the so-called Magnificent Seven, i.e. Apple, Alphabet, Amazon, Meta, Nvidia and Tesla have been rewarded. But sharp investors have sought alpha beyond these issues, riding the wave of secular trends in AI, cybersecu…
…
continue reading
1
What Leaked Court Docs Tell us About AWS, Azure & Google Cloud Market Shares
18:54
18:54
Putar nanti
Putar nanti
Daftar
Suka
Menyukai
18:54
Recently leaked court documents during the Microsoft Activision hearing require us to revisit our cloud forecasts and market share data. The poorly redacted docs, which have since been removed from public viewing, suggest that Microsoft’s Azure revenue is at least 25% lower than our previous estimates. As a result, we’ve cut and revised our Azure r…
…
continue reading
1
AI gives cyber attackers the advantage for now
20:38
20:38
Putar nanti
Putar nanti
Daftar
Suka
Menyukai
20:38
Cloud complexity, tools sprawl and the AI awakening further tip the balance in favor of cyber attackers. Combined with corporate inertia, AI-washing, LLM inconsistency and the pace of change, we believe for now anyway, adversaries have the advantage over defenders. Moreover, macro spending headwinds continue to force organizations to make budget tr…
…
continue reading
1
AI won’t be a winner takes all market
25:30
25:30
Putar nanti
Putar nanti
Daftar
Suka
Menyukai
25:30
The AI heard ’round the world has put the machine intelligence sector back in the spotlight. But when you squint beyond the press hype, the data shows that artificial intelligence is now the number one sector in terms of relative spending velocity in the ETR taxonomy. Normally market hype leads deployments, but the data suggests that spending activ…
…
continue reading
1
Connecting the dots on the emerging Databricks tech stack
52:15
52:15
Putar nanti
Putar nanti
Daftar
Suka
Menyukai
52:15
The recent Databricks Data+AI Summit attracted a large audience and, like Snowflake Summit, featured a strong focus on large language models, unification and bringing AI to the data. While customers demand a unified platform to access all their data, Databricks and Snowflake are attacking the problem from different perspectives. In our view, the ma…
…
continue reading
1
Connecting the Dots on Snowflake's Data Cloud Ambitions
26:30
26:30
Putar nanti
Putar nanti
Daftar
Suka
Menyukai
26:30
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 automating decisions means all data must be ac…
…
continue reading
1
HPE wants to turn supercomputing leadership into gen AI profits
44:12
44:12
Putar nanti
Putar nanti
Daftar
Suka
Menyukai
44:12
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 substantial lead in AI with a point…
…
continue reading
1
Uber’s real-time architecture represents the future of data apps…meet the architects who built it
51:20
51:20
Putar nanti
Putar nanti
Daftar
Suka
Menyukai
51:20
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 rate of $126B and a market capitalization…
…
continue reading
1
Snowflake Summit will reveal the future of data apps...here's our take
40:47
40:47
Putar nanti
Putar nanti
Daftar
Suka
Menyukai
40:47
Databricks faces strategic decisions…here’s why https://wikibon.com/breaking-analysis-databricks-faces-critical-strategic-decisionsheres-why/Oleh SiliconANGLE
…
continue reading
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 most de…
…
continue reading
1
The future of AI is real time data…Meantime GPUs are making all the headlines
46:38
46:38
Putar nanti
Putar nanti
Daftar
Suka
Menyukai
46:38
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 beat expectatio…
…
continue reading