Hyperscalers Premium: The Cloud AI Wars A look at cloud results for Q2 2024, and the rising demand for GPUs. AMZN GOOG MSFT NVDA PLTR Databricks SNOW AI/ML GTLB CRWD
Hyperscalers Premium: Seeding the Clouds A look through hyperscalers' results. Earnings AMZN GOOG MSFT DDOG GTLB CRWD PANW NVDA SNOW Databricks AI/ML Data & Analytics Next-gen Security
DevOps Tooling Premium: GitLab rebounding GitLab is set up to have a strong FY25. GTLB HCP MSFT TEAM DDOG CRWD PANW
Next-gen Security Premium: Microsoft wants to be your security copilot Microsoft is bundling security and driving it with AI. MSFT CRWD S PANW NET ZS OKTA DDOG GTLB
Next-gen Security Premium: Falcon or Phoenix? CrowdStrike is moving in a few directions, with an AI under it all. CRWD PANW ZS S MSFT GTLB NET
AI/ML Premium: Google's moves in security, networking, and DevOps A look at the other moves from GCP beyond data and AI. Next-gen Security Edge Networks DevOps Tooling Hyperscalers GOOG NET ZS CRWD PANW S GTLB MSFT DDOG FSLY AMZN
Observability Premium: Datadog dashing towards AI A look at Datadog's new announcements. Next-gen Security DDOG GTLB CRWD S MSFT NET
AI/ML Premium: Wandering through the watchlist 2 A look at GitLab, HashiCorp, Bill, and Alteryx. Operational Tooling DevOps Tooling Next-gen Security GTLB HCP BILL AYX Earnings
AI/ML Premium: Moving fast with AI A look at GitLab's just announced AI features, and the implications at the app layers. DevOps Tooling GTLB DDOG PANW GOOG MSFT
Hyperscalers Premium: The security and DevOps view from AWS re:Invent A look at Security & DevOps announcements out of AWS re:Invent in Dec-22. Next-gen Security DevOps Tooling AMZN DDOG CRWD S ZS PANW HCP GTLB CFLT OKTA NET
DevOps Tooling What is the modern DevOps workflow? A look at the stages of a modern DevOps workflow, and the ecosystem over the entire app lifecycle. GTLB FROG DDOG HCP TEAM Snyk CRWD S ZS SNOW AMPL
DevOps Tooling The Benefits of Modern Architectures A look at some of the benefits of modern application architectures, and how DevOps workflows can automate over it all. HCP CFLT DDOG GTLB NET
DevOps Tooling Premium: The trends in DevOps and Observability A look at where DevOps tools are going. Observability DDOG GTLB HCP FROG AMZN MSFT GOOG