AI/ML Premium: Google's moves in AI and data analytics The important AI and data analytics announcements out of GCP Next event. Data & Analytics Hyperscalers GOOG AMZN MSFT NVDA SNOW Databricks AYX
Earnings Premium: Cloud Week A quick look at results from the hyperscalers. Hyperscalers AMZN GOOG MSFT AI/ML
Next-gen Security Premium: Microsoft's Security Shifts A detailed walkthrough of Microsoft's moves across next-gen security lines. MSFT CRWD NET S ZS DDOG OKTA PANW ESTC Hyperscalers GOOG AMZN HCP
AI/ML Layers of AI A primer on the layers of AI, and what is driving the advancements in Generative AI. Hyperscalers
AI/ML Premium: Google's AI & security moves Google's AI announcements out of their annual I/O event. Hyperscalers Next-gen Security GOOG MSFT CRWD S PANW DDOG SNOW
Earnings Premium: A cloudy horizon A look at Datadog's results and what the clouds are telling us. Hyperscalers Observability DDOG MSFT GOOG AMZN
Hyperscalers The data view from AWS re:Invent A look at Data & Analytics announcements out of AWS re:Invent in Nov/Dec-22. Data & Analytics AMZN SNOW Databricks ESTC CFLT MSFT GOOG
AI/ML Premium: OpenAI and Microsoft A look at OpenAI's evolution and the spread of LLMs across Microsoft's product lines. Hyperscalers Next-gen Security Data & Analytics MSFT
AI/ML Premium: Ramifications of AI A look at the ramifications of Generative AI, and what areas of investment are most interesting. Data & Analytics Next-gen Security Observability Operational Tooling Hyperscalers
AI/ML Premium: Layers of AI A primer on the layers of AI, and what is driving the advancements in Generative AI. Hyperscalers
Observability Premium: Watching the Clouds A look at the signals in clouds and observability. Hyperscalers DDOG MSFT GOOG DT AMZN
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
Hyperscalers Premium: The data view from AWS re:Invent A look at Data & Analytics announcements out of AWS re:Invent in Nov/Dec-22. Data & Analytics AMZN SNOW CFLT Databricks ESTC
Hyperscalers Premium: What is the Supercloud? A look at how Snowflake and Cloudflare are adopting the Supercloud mantle. Data & Analytics Edge Networks AMZN MSFT GOOG SNOW Databricks NET
Hyperscalers Premium: Obscured by clouds A look at hyperscaler earnings this week, and some CIO spend intent reports this month. Data & Analytics Next-gen Security AMZN GOOG MSFT SNOW DDOG CRWD SaaS Industry