ICYMI: Catch my chat with HashiCorp’s Chris Van Wesep on what’s behind the HashiCorp Infrastructure Cloud - at the link!

youtu.be/0HusnRs3ub8?si…

👋 Curious to know how #WEKApod is a game-changer for #EnterpriseAI ?

Dive into this Forbes article by Steve McDowell to discover why WEKA's NVIDIA #DGXSuperPOD certification is crucial in scalable #AI #storage solutions. 📈

Learn more -👇
hubs.la/Q02sZTmS0

“Ultimately, Broadcom Inc. feels it has the dominant market position and can demand the higher price points, which are currently running from 30 percent to as much as 500 percent”

- good read on what continues to be a market-confusing situation for @vmware.

I'm often in the camp that believes EU regulators often go way too far, but not this time:

The reality of the Broadcom Inc./VMware acquisition seems to be at odds with what $AVGO promised - there's a lot hidden in the fine print.

Keep watching this one.
reuters.com/technology/bro…

Are small nuclear reactors the solution to the data center power problem?

Last Energy shows off its nuclear solution at #DataCenterWorld .

I’ll be going deeper later in the week.

🗞️ Forbes writer and analyst Steve McDowell's take on our Purple AI: forbes.com/sites/stevemcd…

Ahead of #NAB2024 , Wasabi Technologies introduces Wasabi AiR, which uses AI to to automatically tag video content for later retrieval - a great use of the technology.

Some of my comments included in TechTarget's coverage, at the link.
techtarget.com/searchstorage/…

Does an Industry Analyst lose credibility if they invest in the companies & segments they cover?

We are redefining the future of #EnterpriseAI with the #WEKApod !

This #Forbes article by Steve McDowell Steve McDowell, NAND Research shows how the NVIDIA DGX SuperPOD certification & WEKApod combine to create a robust data management environment 👉🏻 -
hubs.ly/Q02rhRFG0

Who else read this as Amazon introducing Palm-Reading-aaS?
theverge.com/2024/3/28/2411…

I almost never traffic in rumors, but BlocksandFiles has a doozy:

'A visiting NetApp sr exec told people at an... event last week that Dell Technologies could offload its storage business. Both... declined to comment...'

Big gulf between 'could' and 'will'.
blocksandfiles.com/2024/03/27/sto…

We already knew that WEKA has what it takes to provide high performance data infrastructure for AI, but now they've proven it:

WEKA achieves NVIDIA DGX SuperPOD certification.

Some of my thoughts included in TechTarget's coverage of the news-
techtarget.com/searchstorage/…

Find out why @SR_McDowell is saying our Globally Distributed Autonomous Database is “setting a new benchmark for mission-critical distributed database services” in Forbes: social.ora.cl/6019Z3P2R

Fine line between stifling competition and competitive differentiation:

What’d change the industry & benefit the market more: forcing Apple to open the AppStore or NVIDIA to open CUDA?

$NVDA last mo claimed >40% of inference market + 100% of training.

I’m not in favor of

Few industries will benefit from GenAI the way telecom will, so why is that industry moving so slowly?

Leading telecom tech provider Amdocs has some ideas -

I look at what Amdocs discovered its new GenAI CSP survey. My latest on Forbes.
forbes.com/sites/stevemcd…

If you think AI belongs in the cloud, think again. At #GTC2024 , Dell Technologies introduced:

- Dell AI Factory with NVIDIA
- Updated PowerEdge XE9680 Dell Servers
- Dell's first liquid-cooled PowerEdge

A lot going on. I take a look in my latest on Forbes.
forbes.com/sites/stevemcd…

Two of the most influential tech companies in the world, Amazon Web Services & NVIDIA, are doing more together than just bringing GPUs to the cloud.

I take a look at what they jointly announced this week at #gtc2024 .

My latest on Forbes.
forbes.com/sites/stevemcd…