Let’s do some math: @Nutanix revenue for the twelve months ending January 31, 2024 was $2.019B (a 18.12% increase year-over-year).

That way 30% premium, based on today’s market cap ($15.21 billion) puts them at $19.77 billion

11x revenue (what IBM paid for Red Hat) puts them…

Dave Vellante Yesterday, a $1B GPU computer could literally be paired with 8PB of storage. That’s all you need to hold Common Crawl to train a LLM. $10M of storage, $1B of GPUs… not at all the balance you’d typically find in a standard data pipeline.

Neo4j CTO says new Graph Query Language standard will have ‘massive ripple effects’ - I agree - nice writeup Paul Gillin - the expressiveness of graph meets the flexibility of SQL siliconangle.com/2024/04/26/neo… via SiliconANGLE

*New Research* Only 9% of respondents in a survey of 321 #SecOps pros say they're reducing the # of vendors in their #security stack. This week's #BreakingAnalysis digs into the data with my ETR colleague Erik Bradley. cc: Tim Crawford Sarbjeet Johal thecuberesearch.com/228-breaking-a…

Analysis/Opinion: IBM News move to save HashiCorp is brilliant chess piece on the supercloud & multicloud board. This has been part of Arvind Krishna plan for years -- see evidence my conversation on theCUBE in 2019 with Arvind and @Dvellante (note: IBM saved Hashi from an…

NEW POST:

Enterprises Must Now Cultivate a Capable and Diverse AI Model Garden

constellationr.com/blog-news/ente…

It's time for CIOs to put commercial, open source, and private AI models into an operational foundation that enables choice, flexibility, effectiveness, safety.

#ModelOps

With Microsoft Azure growing 31%, a 7% contribution from #AI and growing CAPEX investments it's likely investors will continue to pile into the stock. There's no reason to exit despite any valuation concerns.

In a case of $52B examples money can't buy everything - Morris Chang has sent warnings about this for years. How long after Taiwan will US get to 1nm? cc Sarbjeet Johal
tomshardware.com/tech-industry/…

IBM's Future-Ready Storage focusing on 'storage for life' with a non-disruptive migration story, #AIOps , #Ransomware protection at the device level, #asset protection & watch parties around the world #IBMCUBE

With love, from Palo Alto to Istanbul! 💙 #theCUBE + IBM watch parties for today's Super Studio broadcast for Big Blue's latest storage launch!

📺 Tune in now and join the conversations!
theCUBE.net

#IBMCUBE #theCUBE research #EnterpriseComputing #CTOtrends …

John Furrier theCUBE

The 2 Year just hit 4.987%. As Rob Williams from Dell Technologies commented when he saw this chart, IT Spend is likely inversely proportional to the 2 Yr. We continue to see macro headwinds affecting top line revenue growth despite the #AI tailwind cc Sarbjeet Johal Trinity Chavez

Good move by IBM w Hashicorp deal- Makes sense for IBM's hybrid/multi- play - Terraform is ubiquitous...but ETR data shows spending momentum on HashiCorp, while good - is slowing in the US. So w/ IBM's global presence it has upside imo. Hashi's Net Score in US below: