@mjobrien13
@MeghanMcCain
The show was called the McLaughlin Group which for 34 years served up pretty much that excellent format. Unfortunately that winning formula has mostly gone Bye Bye!
Don’t look now but
@servicenow
is worth nearly $22B more than Workday. That is pretty impressive for a ‘help desk’ company. Just looking back at the Wikibon archives and I found this from 2009 - a lot of people said we were too agressive on the $NOW TAM - looks like we were light
As an acquirer the former HP had many high profile failures -
@HPE
has actually been a sharp & prudent acquirer. Aruba has been a grand slam (before Antonio was CEO but he was involved), Cray gives HPE differentiation. 4 acquisitions this year in AIOps, AI tools, security & 5G
Huge shoutout to
@MichaelDell
@
#GTC24
- "nobody is better at building end-to-end
#AI
Systems than
@Dell
- Michael Dell is here and he'd be happy to take your order"
This week's Breaking Analysis digs deeper into the leaked Microsoft Azure cloud data. We've revised our numbers & share them here. We also highlight some quality research by
@dhinchcliffe
of
@constellationr
@ETRnews
Jensen is sharing the
#AI
Factory moniker w
@DellTech
- that is quite a marketing coup for
@Dell
"a whole new class of data centers is emerging...designed for manufacturing intelligence at scale." -Jensen
#DellTechWorld
#theCUBE
Michael Dell talks about VMware, edge computing, inclusion and his forthcoming book via
@SiliconANGLE
>> fun interview as always w/
@MichaelDell
- Nice guys actually *don't* finish last Leo Durocher!
I'm gonna ask
@JClarkeatDell
on
@thecube
if he owns a tie...and he's gonna ask me if I own a T-Shirt ! This guy gets on stage w *zero* notes & nails it every time. I'm loving this Supercloud slide - Dell's common storage layer is just that
#DellTechWorld
VMware continues to impress--hitting on all cylinders. What a difference from 2 years ago...strong double digit license growth, great cash generation, operating margins growing - what a jewel in crown of
@MichaelDell
- data center continues to be on fire if you're well-positioned
Proud to share that
#BreakingAnalysis
broke through 1M all time downloads this week (source Buzzsprout). It takes cadence, years of research & teamwork to build true organic audiences. Thanks to the many guests, contributors & folks
@theCUBE
&
@SiliconANGLE
🙏
I've been to well over 10 HP/HPE Discover events in the US & Europe & have never seen one with this much energy & excitement. Seriously. Full house here. Events are back.
#HPEDiscover
Setting up my new
@Dell
XPS 13 & retiring my MacBook Air. Sorry
@MichaelDell
— I *am* going to skin the top cover w a logo from
@thecube
...but smaller form factor, bigger screen, way more value and a much faster PC...glad to be back!
@stu
thanks for explaining all these features
Doing some prep for
#SnowflakeSummit
. Some data from
@ETRnews
to chew on.
*46% of Databricks accounts also have
@SnowflakeDB
*38% of Snowflake accounts have
@databricks
*Snowpark Adoption: 43% of SNOW "Classic" accounts in the survey are running Snowpark. The data shows a
Worth reading & reading again. Thanks
@DiMartinoBooth
for un-gating this article - Tag someone who cares to know how we got into this mess & has the stomach to get out of it.
This hall will be jammed w/ people from all over the world.
@theCUBE
is proud to bring the best independent live coverage in enterprise tech.
@furrier
@ShellyKramer
@SavIsSavvy
I'm excited to be working with professionals of such high integrity w/ top guests coming on the show
@NaveenGRao
I would argue Intel peaked in 2011 & didn't know it. That's the year PC volumes & x86 peaked (not withstanding the COVID boost). Arm designs became the dominant volume platform thanks to Apple, leading to shared SRAM for CPU, GPU, NPU, LPU...resetting the performance curve
Jensen "we are going to turbocharge the living daylights out of
@snowflakeDB
"
"The price of
@nvidia
GPUs are the most expensive in the cloud but because you can do so much more work it's like 90% cheaper"
Jensen can make a business case that's for sure...
#SnowflakeSummit
You always felt like it was just a matter of time before Pat returned to his true home. Congrats
@PGelsinger
- great move by the Intel board. Looking forward to see how you bring Intel into the future.
@furrier
& I appreciate the collaboration - To our
#1
CUBE alum we wish u well
There's a clear pattern emerging that is finally showing in the earnings reports...
1.
#AI
is often stealing from other budgets
2. IT spending is facing headwinds
3. The spending action is in AI is in hyperscaler CAPEX
4. It's not showing prominent up the stack>>
@sarbjeetjohal
Everyone's waiting for
@nvidia
#earnings
tonight. The expectations are sky high for a 7X increase in profit and a 3X increase in revenue YoY. Despite these inflated forecasts, the company could outperform. It has virtually no competition &
#AI
spend momentum leads all sectors.
Allison Dew is the Dell exec leader for APEX. Like Pat McGovern used to say - if you want to get things done...give it to the busiest person in the company LOL
#DellTechWorld
It's interesting to hear the little tug of war on the
#HPEDiscover
keynote -
@awscloud
PoV "in the fullness of time we believe most workloads will be in the cloud" vs
@HPE
PoV "customers are and will remain hybrid". It reminds me of this scene from Bridesmaids
On a plane headed to
#SnowflakeSummit
. Here's my thinking: The account data continues to soften for $SNOW. New logos appear down & a higher %age of companies are reporting flat and down spending on SNOW.
Remember, Snow doesn't incentivize sales reps to go after new logos.
Strong keynote fm
@RobertEnslin
- assertive, convincing but it was the customer stories that impressed. Example - EY is a huge SAP customer but chose
@UiPath
to automate its ERP - not SAP
#UiPathForward
We started
@theCUBE
13 yrs ago & our 2nd show was VMworld 2010.
@furrier
& our team are so proud to be part of the
@VMware
community to report news, analysis & the top stories. The growth continues - Grateful 🙏
#vmwareexplore
Azure came in at 28% growth CC, 1-2 points above consensus. My Azure forecast was 2 pts above
@Microsoft
actuals. I'll be publishing next month after I digest AWS and GCP with a revised model and some new insights I'll share on compare Azure to AWS on an apples-to-apples basis.
Way behind on the garden this year - finally got it done. I fear the output will not be as bountiful but the multi-generational tradition lives on. 🍅 🥒 🌶️ 🌿 🫛 🫑 🧅
Here are my latest IaaS quarterly updates. BABA still hasn't reported but Microsoft & Google have been adjusted to allow an apples-to-apples compare w/
@awscloud
- AWS & Azure solid- Google's growth deceleration is a big concern...cc
@furrier
@robhof
@pgillin
@sarbjeetjohal
I never liked the analogy "data is the new oil" - oil is a finite resource - data isn't. The same oil can't be used in my car and my house. But the same exact data can be used in infinite ways.
#SnowflakeSummit
@theCUBE
Interesting to see how
@MichaelDell
is doing these quick hits - keeping the content fresh..moving from topics & bringing in guests using the video feed - big changes in virtual / hybrid events from early covid days
#DellTechWorld
Paradigm Shift: Ahead of
#SnowflakeSummit
@ggilbert41
& I examine the shifting moat in
#Data
platforms. It had been the Snowflake Data Cloud and is moving to the Data
#Catalog
Key Issue: How should customers think about the evolving point of governance control in data platforms?
On stage at
#GoogleNext19
-
@spoonen
with Kurian - talking about
@VMware
support of Anthos - Heptio, VeloCloud, GCP tie in. Seems like Sanjay grew up with all the big brains in Bangalore! Interesting commentary on Dell synergies as well.
I'm hosting the
@Snowflake
#DataCloudSummit
...stoked to learn more. Interviewing early engineers, co-founder, CEO, customers, partners & directing traffic into 50 sessions & 8 tracks. Of course the real talent/highlight is
@Trevornoah
We just got the first glimpse of
@UiPath
as a public company. 65% growth rate is impressive. ARR expected to cross $850M in fy '22. Stock getting hammered after hours on the beat - that's what happens when you're priced to perfection. Overall very solid #'s
#RPA
#automation
My quick take on
@Cisco
's
@splunk
acquisition:
1/ Splunk was one of the rising starts of the 2010s & build a very loyal customer base
2/ It hit bumps as it was slow to move to the cloud
3/ The transition to ARR was difficult & while the SignalFX helped it wasn't game changer
Earnings for
@Dell
- if you asked me last March would we see record revenue & any growth I would have said --- uh not likely- PC's are the gift that keeps on giving. Data center still soft but strong beats across the board for the company...
Infor strategy has been consistent since we’ve been tracking the company. Charles Philips is a clear thinker and communicates it well.
@oracle
is taking ads out against
@Infor
and buying DC cab branding - clear sign the strategy is working...
#inforum2018
#theCUBE
Great conversation w/
@MongoDB
CEO
@dittycheria
- I'm sold...Dev convinced us to consolidate our vector database function for thecubeai onto our existing Mongo infrastructure...We're bouncing between the Sugarcane at the Emerald Lounge, the press area upstairs and the AR event at
Hey
@QuinnyPig
I think you're on the right path w/ oracle. True-It would take Oracle (& IBM) years to spend as much on CAPEX as the Big 3 cloud vendors spend in 4 mos...but they have a software estate to fall back on. >> cc:
@stu
@sarbjeetjohal
@furrier