It’s been another busy week for theCUBE, SiliconANGLE Media’s livestreaming studio, with industry analysts Dave Vellante and John Furrier providing exclusive insights from HPE Discover and MongoDB .local NYC.

TheCUBE’s event coverage won’t slow down in the coming weeks, with Snowflake Summit in Las Vegas and the Data + AI Summit in San Francisco, kicking off this week. Through all of this, artificial intelligence continues to drive a lot of hype and is a key area of focus at this summer’s tech events.

“It’s a big week coming up. We’ve got Snowflake and Databricks, and a slew of interviews,” Furrier said on the latest episode of theCUBE podcast. “I think we’re going to be talking to at least 100 companies in the next week. And last week felt like 100, as well, Dave. It’s just been an incredible week.”

Views on MongoDB Atlas

During MongoDB .local NYC, MongoDB announced that it would be beefing up its cloud database MongoDB Atlas with a series of new products and features.

“That Atlas Vector Search is really interesting, because it’s an alternative to having a separate standalone vector database, and obviously that is something that is going to be interesting for generative AI,” Vellante said.

The company also surprised many people with stream processing for Atlas, while making general availability of the relational migrator, according to Vellante. The event has led to “major bullish sentiment” on MongoDB, according to Furrier.

“Category creation opportunity for them. Clear headroom in the [total addressable market] of a database market that they only have 2% of, and the database market is changing and growing,” Furrier said. “So, you have a huge TAM in databases and a changing market in how developers are setting the agenda for buying decisions.”

The theme, then, is that MongoDB owns the dorm room hackathons, which then go into the boardrooms where the checks are written, according to Furrier.

On a previous episode of theCUBE podcast, Furrier and Vellante discussed MongoDB’s stock soaring in the wake of blowout fiscal first-quarter earnings results.

Since day one, theCUBE has been covering open source, which continues to surprise and delight in terms of what’s going on in the marketplace, according to Furrier.

“They have operating leverage in their model, because they have a platform now. And they have the developers, so they’re growing with their developers,” Furrier said. “Because what’s happening is, anyone can use MongoDB.”

Structural changes in view

In 2019, Hewlett Packard Enterprise Co. Chief Executive Officer Antonio Neri made a commitment to deliver HPE’s entire portfolio as-a-service, something that has definitely succeeded, according to Furrier. The company has partnered with the public cloud to operationalize hybrid cloud as a service, something that is a moneymaker.

HPE wants to optimize for product groups because it gets profit and loss and has objects to hit, according to Vellante.

“But doing what’s best for that individual P&L might not be what’s best for the overall company. So, Antonio has had to get people in a little bit of a headlock, and the key has been Aruba,” Vellante said. “That acquisition, we talked about this on theCUBE the other day, has been a home run.”

HPE uses Aruba Central for the console for GreenLake and is bringing the Aruba IP into the storage business. It has also put Tom Black, who has been involved with Aruba, in charge of the storage business. It has been interesting to see the networking and security coming together, much as it has at Cisco Systems Inc., according to Vellante.

“Then the other big news at HPE Discover was LLMs as a service. We just had Rob Strechay and Andy Thurai here, we were unpacking that,” Vellante said. “I think there was a little skepticism there. But I liked the play.”

Neri is “ballsy” in saying that he’s not going to put his supercomputing IP in the public cloud, according to Vellante. Instead, he said he’s going to take a shot and build his own public cloud, something that Vellante liked.

“It’s a little Oracle-like. Unfortunately, they don’t have the software stack and the application stack … in the database that Oracle has,” he said. “But for an infrastructure company, they’ve got to do things that differentiate, because unlike Dell, they can’t just go volume and have mega supply chain.”

Watch the full theCUBE Podcast below to find out why these industry pros were also mentioned:

Mark Zuckerberg, CEO of Meta Platforms Inc.

Elon Musk, CEO of Tesla Inc.

Daniel Newman, CEO at The Futurum Group and chief analyst at Futurum Research

Maribel Lopez, founder and principal analyst at Lopez Research

Ivana Delevska, founder and chief investment officer at Spear Invest

Cathie Wood, founder and CEO at ARK Investment Management LLC

Adam Selipsky, CEO of Amazon Web Services Inc.

Matt Garman, SVP of sales and marketing at AWS

George Gilbert, principal at TechAlpha Partners

Sanjeev Mohan, principal at SanjMo

Doug Henschen, vice president and principal analyst at Constellation Research Inc.

Antonio Neri, president and CEO of Hewlett Packard Enterprise Co.

Matt Wood, vice president of analytics, business intelligence and machine learning at Amazon Web Services Inc.

Tom Black, executive vice president and general manager of storage at HPE Co.

Jayshree Ullal, CEO and president of Arista Networks Inc.

Phil Mottram, EVP and GM of Aruba Networking at HPE

Andy Thurai, VP and principal analyst at Constellation Research

Stephen Orban, VP of migrations of Google Cloud at Alphabet Inc.

Larry Ellison, chairman of the board and CTO at Oracle Corp.

Jerry Chen, general partner at Greylock Partners

Charles Fitzgerald, consultative strategist and investor

David Floyer, chief technology officer and co-founder of Wikibon

Pat Gelsinger, CEO of Intel Corp.

Sarbjeet Johal, technology analyst and principal research officer

Crawford Del Prete, president of International Data Corp.

Andy Grove, former Intel CEO and president

Lina Khan, chair of the Federal Trade Commission

Bill Gates, co-founder of Microsoft Corp.

Janet Reno, former U.S. attorney general

Steve Ballmer, former CEO and president of Microsoft

Satya Nadella, chairman and CEO of Microsoft

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