theCUBE Podcast

In this week’s episode of theCUBE Pod, industry analysts John Furrier and Dave Vellante delve into the fierce competition between Snowflake and Databricks, focusing on their distinct strategies and market positions. Vellante highlights Databricks' faster growth and its cleaner revenue model, contrasting it with Snowflake's integration of AWS revenue.New episodes every Friday. Subscribe for weekly tech analysis.
Spotify: https://lnkd.in/ge_TNsSX
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YouTube: https://lnkd.in/g5NaFcRuTheir discussion also explores the open-source strategies of both companies, with Snowflake's Polaris Catalog and Databricks' acquisition of Tabular. The conversation shifts to the future of generative AI, noting the significant investments and emerging use cases shaping the industry. Tune in to the latest episode for an in-depth analysis of these tech giants and the evolving AI landscape.Read more about the current episode of theCUBE Pod https://siliconangle.com/2024/06/17/snowflake-vs-databricks-thecubepod/This Week in Enterprise:AI everywhere: Apple finally makes a splash, the data wars intensify and the big bucks still keep rolling inIt wasn’t exactly on the scale of the introduction of the iPhone or even the iPod, but Apple this week managed to make a credible splash in artificial intelligence.Much of Apple Intelligence is on the come, and you’ll need a newer iPhone to get the features, but as usual Apple managed to make an emerging technology approachable and show how it will be useful. We’ll see if it delivers, but investors already gave it credit, boosting its stock more than 7% in recent days.Deeper into the AI weeds, Databricks held its Data + AI Summit, following Snowflake’s Data Cloud Summit last week in the same Moscone Center in San Francisco. The upshot: The privately held company, on the list of top candidates to go public this year, sought to negate the knotty data format wars and expand its appeal beyond data scientists, but as CEO Ali Ghodsi (pictured) admitted, such battles will continue “until the sun burns up.”Meanwhile, the money vacuum in AI keeps sucking in billions, as Mistral and AlphaSense each raised about $650 million this week. But revenue is coming in too: $2.4 billion in the first half for Databricks, $3.4 billion since last year for OpenAI, and AI drove upside earnings this week at Oracle, Broadcom, Rubrik and Adobe.Pat Gelsinger’s comeback plan for Intel hit a rough patch as it delayed a $25 billion fab in Israel. Meantime, Samsung, the No. 2 foundry Intel aims to catch, just outlined its new two-nanometer chipmaking process.Microsoft admitted its security problems and promised to do better, and it started by putting off the introduction of its much-criticized Recall online activity tracking feature. Elsewhere on the cybersecurity front this week, at its re:Inforce conference Amazon Web Services outlined a bunch of new AI-driven security features. Meantime, consolidation chugs on as Fortinet bought Lacework apparently for a song.Check out the full article https://siliconangle.com/2024/06/14/ai-everywhere-apple-finally-makes-splash-data-wars-intensify-big-bucks-still-keep-rolling/To see John and Dave in action, follow theCUBE's live event coverage at https://www.thecube.net/For daily news for CIOs, check out our parent publication at https://siliconangle.com/Watch the full lineup of theCUBE Pod https://www.youtube.com/playlist?list=PLenh213llmcYe7nXWic9QsnHUD5fqbEwu

In this week’s edition of theCUBE Podcast, recorded during Snowflake's Data Cloud Summit, the discussion centered around the challenges of creating governance standards across various compute engines. Snowflake's strategy to open-source the Polaris Catalog and the importance of its Horizon solution for advanced governance were key topics.New episodes every Friday. Subscribe for weekly tech analysis.
Spotify: https://lnkd.in/ge_TNsSX
Apple Podcasts: https://lnkd.in/gGYj5sUQ
YouTube: https://lnkd.in/g5NaFcRuIn the first segment, Dave Vellante, chief analyst at theCUBE Research is joined by George Gilbert, principal analyst at theCUBE Research, and Sanjeev Mohan, principal at SanjMo, as they discuss the difficulties in standardizing open table formats such as Apache Iceberg, describing it as "herding cats."To see John and Dave in action, follow theCUBE's live event coverage at https://www.thecube.net/The episode also featured Snowflake CEO Sridhar Ramaswamy, who discussed the company's rapid advancements, including the Cortex AI project and its vision of being a leading data cloud platform. Additionally, the ongoing rivalry between Snowflake and Databricks was explored, with Databricks' acquisition of Tabular Technologies being a significant move in the battle over data storage standards.Read more about the current episode of theCUBE Pod https://siliconangle.com/2024/06/10/data-cloud-summit-thecubepod/This Week in Enterprise:Jensanity! Nvidia valuation tops $3T — until regulators and naysayers weigh inHave we reached peak AI? This was a week in which CEO Jensen Huang’s Nvidia hit $3 trillion in market capitalization, only to fall back below that mark on reports of an antitrust probe by the Justice Department. Easy come, easy go.Meantime, some people are questioning if generative AI will catch on quickly enough to justify all the money still flowing in and policy arm-wrestling continues. But others such as McKinsey are more optimistic, and as Paul Gillin’s deep dive indicates, at least some companies are getting a handle on the all-important task of managing the data for AI.Speaking of which, at its Data Cloud Summit this past week in San Francisco, Snowflake made its case for an integrated data compute platform while opening up to more outside technology. But archrival Databricks, which photobombed the event with an announced acquisition, will make its own case for even more openness next week at its Data + AI Summit.Amid mixed enterprise tech provider earnings, HPE and CrowdStrike nonetheless beat estimates and investors cheered. Next week: Oracle and Broadcom, bellwethers in cloud — where Microsoft oddly laying off a lot of people from Azure — and in semiconductors. Plus, Adobe, a software-as-a-service indicator.Also, next week, Apple holds its Worldwide Developer Conference, likely revealing its AI cards, in particular a deal with OpenAI as well as Apple Intelligence.Check out the full article https://siliconangle.com/2024/06/07/jensanity-nvidia-valuation-tops-3t-regulators-naysayers-weigh/For daily news for CIOs, check out our parent publication at https://siliconangle.com/Watch the full lineup of theCUBE Pod https://www.youtube.com/playlist?list=PLenh213llmcYe7nXWic9QsnHUD5fqbEwu

In episode 61 of The Cube podcast, theCUBE Research analysts John Furrier and Dave Vellante dive into the latest enterprise news and technological advancements, including significant developments in AI, such as Elon Musk's $6 billion fundraising and OpenAI's strategic media deals with Vox Media and Atlantic.New episodes every Friday. Subscribe for weekly tech analysis.
Spotify: https://lnkd.in/ge_TNsSX
Apple Podcasts: https://lnkd.in/gGYj5sUQ
YouTube: https://lnkd.in/g5NaFcRuDell's AI-driven server growth is another topic of discussion as the company experiences an impressive revenue spike but flat profits due to high costs associated with Nvidia components. In addition, the competitive landscape between Databricks and Snowflake is explored, highlighting Databricks' Unity Catalog as a game-changing governance engine.To see John and Dave in action, follow theCUBE's live event coverage at https://www.thecube.net/Other tech market shifts, such as the downturn in software earnings for companies like Salesforce and UiPath, and the growing focus on military technology influenced by current global conflicts are also discussed.Read more about the current episode of theCUBE Pod https://siliconangle.com/2024/06/03/snowflake-databricks-furrier-vellante-thecubepod/This Week in Enterprise:Look out below: AI’s double-edged sword slashes Dell, MongoDB, Salesforce and morePerhaps it shouldn’t come as a surprise that the artificial intelligence boom was never going to be unalloyed good for every enterprise technology provider looking to leverage AI.But this week, investors got a taste of the downside and they didn’t like it, sending stocks of Dell Technologies, MongoDB, Salesforce, UiPath Nutanix, Workday and more plummeting as it became apparent that spending on generative AI technologies such as ChatGPT is stealing budget from other tech spending, at least on the software side. And for Dell, all those AI servers it sold didn’t produce better profits because, as theCUBE Research Chief Analyst Dave Vellante says, all the profit in hardware is going to Nvidia.It will be interesting to see how June quarter results for many of the biggest tech providers such as Microsoft and Google fare toward the end of July, but investors will be very wary.Meantime, the battle for AI dominance rages on, as Elon Musk’s xAI raised $6 billion and CoreWeave reportedly is planning a 2025 initial public offering of stock. And companies such as Google, which stepped in the AI mud again with bizarre answers with its new AI Overviews service, are striving the fix generative AI issues that may not have a ready solution.Check out the full article https://siliconangle.com/2024/05/31/look-ais-double-edged-sword-slashes-dell-mongodb-salesforce/For daily news for CIOs, check out our parent publication at https://siliconangle.com/Watch the full lineup of theCUBE Pod https://www.youtube.com/playlist?list=PLenh213llmcYe7nXWic9QsnHUD5fqbEwuPeople mentioned in this podcast:
 #theCUBEResearch #AI #OpenAI #DellTech #Nvidia #Databricks #Snowflake
#Salesforce #UiPathTags: theCUBE Pod, theCUBE Research, Artificial intelligence, AI, OpenAI, Dell Technologies, Nvidia, Databricks, Snowflake, Salesforce, UiPath 

On this weeks edition of theCUBE Pod we listen in to theCUBE's coverage of Boomi World, RSAC, and Red Hat Summit. (00:43) First John Furrier sits down with Boomi CEO Steve Lucas, (23:08) followed by Dave Vellante's conversation with Zscaler CEO Jay Chaudry, (39:58) then wrapped up with Rebecca Knight & Rob Strechay's talk with Red Hat CEO Matt Hicks.

On this week’s edition of theCUBE Pod, theCUBE
Research analyst John Furrier and Dave Vellante talk about Nvidia's evolution,
the AI bubble vs the internet bubble, and give a preview on RSA Conference
2024. First up, Vellante shares insights on Nvidia's position in the market,
sparking a debate on whether it's more akin to Cisco or Google.New episodes every Friday. Subscribe for weekly tech analysis.
Spotify: https://lnkd.in/ge_TNsSX
Apple Podcasts: https://lnkd.in/gGYj5sUQ
YouTube: https://lnkd.in/g5NaFcRuThe conversation also explores the
current landscape of AI investments, the role of cloud providers in
cybersecurity and the dynamics of the cryptocurrency market. Additionally, they
highlight the growing importance of AI in cybersecurity, recent developments in
network security startups and the evolving strategies of cloud players like
Oracle.Read more about the current episode of theCUBE Pod https://siliconangle.com/2024/05/06/nvidia-cisco-google-rsa-conference-furrier-vellante-thecubepod/This Week in Enterprise:Enterprise tech leaders profit from the picks-and-shovels era of AI — but investors want even moreAnother spate of earnings this week proved once again that artificial intelligence is driving a lot of upsides among enterprise technology providers.Amazon, Qualcomm, Super Micro and others saw earnings improve as companies continue to invest at least in experimenting broadly with generative AI models. But others such as Advanced Micro Devices, and even AI server provider Super Micro, disappointed investors for not providing even higher guidance for coming quarters. Only in this time of AI frenzy is Super Micro’s 200% revenue gain not enough.AI investment doesn’t seem to be slowing down, though. CoreWeave raised even more money at a breathtaking valuation, but what would you expect for a company that is kind of the pure-play AI cloud? And MongoDB doubled down this week with a spate of generative AI announcements.Meantime, technology to reduce hallucinations and other generative AI model issues is now a venture and market opportunity and an industry priority as it becomes more of a target of regulators and media.And in a bit of a head-scratcher, a National Labor Relations Board judge found Andy Jassy guilty of breaking labor law with what seemed like a pretty mild statement about unions.Next week, an explosion of cybersecurity news is coming as the RSA Conference approaches, starting Monday. We’ve already started our special coverage section that will run through and after the event. And earnings reports are coming from GlobalFoundries, Uber and Lyft, Palantir, Datadog, JFrog, Dropbox and more.Check out the full article https://siliconangle.com/2024/05/03/enterprise-tech-leaders-profit-picks-shovels-era-ai-investors-want-even/To see John and Dave in action, follow theCUBE's live event coverage at https://www.thecube.net/For daily news for CIOs, check out our parent publication at https://siliconangle.com/Watch the full lineup of theCUBE Pod https://www.youtube.com/playlist?list=PLenh213llmcYe7nXWic9QsnHUD5fqbEwuPeople mentioned in this podcast:Jim Cramer, TV personality and author
Jeff Bezos, chairman of Amazon
Jensen Huang, founder and CEO of Nvidia
Adam