Hyperscalers Premium: Cloud Week and Diffusion Rules A look at Cloud Week results, and how changing AI restrictions impact NVIDIA. Earnings NVDA AMZN MSFT GOOG SNOW Databricks GTLB CRWV NET AI/ML OpenAI CFLT MDB
Hyperscalers Premium: Cloud AI shifts A look at hyperscaler moves across AI, Data, DevOps, and Security. AI/ML Data & Analytics Next-gen Security AMZN MSFT GOOG NVDA DDOG CRWD PANW S Databricks SNOW GTLB ZS NET MDB PLTR OKTA CYBR CFLT ARM PATH META
Data & Analytics Premium: Snow drifts Snowflake's moving towards the open data ecosystem, and that is a good thing. AI/ML SNOW Databricks AMZN GOOG MSFT CFLT NET ESTC MDB
AI/ML Premium: Snowballing Platform New products emerging from Snowflake will contribute to FY25. Data & Analytics SNOW MSFT GOOG AMZN Databricks NVDA ESTC MDB PLTR NET CFLT
Hyperscalers Premium: Groundhog Day A walk through hyperscaler earnings in Cloud Week. Earnings MSFT GOOG AMZN SNOW MDB NVDA
Data & Analytics Premium: A look at Microsoft Fabric Microsoft is making some big moves towards a data lakehouse. MSFT SNOW GOOG Databricks MDB ESTC NVDA CFLT META
DevOps Tooling A Brief History of Application Development A look at how the architecture and ecosystem around modern application development have evolved. Observability Edge Networks AMZN GOOG MSFT CFLT HCP TWLO MDB
SaaS Industry Premium: Head in the Clouds A look at the cloud providers, and what they are doing in security & data. Observability DevOps Tooling Data & Analytics Next-gen Security CRWD S SNOW DDOG OKTA PANW CFLT Databricks ESTC MDB NET ZS AMZN MSFT GOOG Hyperscalers
Next-gen Security Premium: Revisiting spending intent A fresh look at new CIO spending intent surveys in security and data. Observability Data & Analytics SNOW MDB CRWD S DDOG ZS NET
Edge Networks Premium: New edge-native primitives A look at the recent Platform Week from Cloudflare, and how it is enabling the programmability of the web. NET MDB
SaaS Industry Premium: A look at enterprise SaaS in 2021 A look at what Okta's latest Business @ Work report is telling us about enterprise SaaS usage over 2021. Next-gen Security Operational Tooling DevOps Tooling MNDY DDOG ZS TEAM SNOW MDB HCP
Data & Analytics A Kafka deep dive A look at the vital Kafka platform from Confluent, who went public in Jun-21. DevOps Tooling CFLT MDB ESTC DDOG SNOW
DevOps Tooling Premium: A Brief History of Application Development A look at how the architecture and ecosystem around modern application development have evolved. Observability Edge Networks DDOG MDB ESTC SNOW CRWD CFLT TWLO AMZN MSFT GOOG GTLB
Data & Analytics Premium: A Confluent deep dive A dive into Confluent, who is going public soon, and their competitors. CFLT MDB ESTC Open Source
Data & Analytics Premium: A Kafka deep dive A look at the vital Kafka platform created by Confluent, who just released their released S-1 and is going public soon. DevOps Tooling CFLT MDB ESTC DDOG SNOW Open Source