In the next three to five years, we believe a set of intelligent data apps will emerge requiring a new type of modern data platform to support them. We refer to this as a sixth data platform. In our previous research we’ve used the metaphor “Uber for everyone” to describe this vision, meaning software-based systems that ...

In June, we put forth our scenario about “Uber for all.” We believe a new breed of intelligent data apps is emerging and we used Uber Technologies Inc. as an example where data about people, places and things is brought together in a data-coherent, realtime system. The premise is that increasingly, organizations are going to ...

Cloud operating models vary by industry, organization size, structure and technology adoption profiles. However, successful models will almost always contain a cloud enterprise architecture or EA function, such as a cloud center of excellence, that leads cloud adoption, as well as a cloud computing advisory council for cloud strategy and policy feedback, and a cloud ...

Application programming interfaces gave millions of developers instant access to powerful and complex software services, changing the world. As generative artificial intelligence enters that world, we’ll see new forms of access to data and services, machines talking to people and other machines in new ways, and an explosion of activity, collaboration and creativity. What should ...

In a world where the post-pandemic dust is beginning to settle, one thing has become increasingly clear: Data teams are in high demand. The driving force behind this demand is not just hype but the tangible impact of large language models or LLMs and the challenges of effectively using them — especially as LLMs become ...

What a difference a few months makes. If at the beginning of the year you asked anyone outside the artificial intelligence practitioner community about large language models and generative AI, they probably wouldn’t have known what you were talking about. When we had some first-quarter advance strategy briefings with various data and analytics vendors, the ...

At Cloud Next, Google LLC showcased its strong leadership position in data and artificial intelligence. In our view, Google’s messaging, demos and tech-centric narrative have broad appeal for developers and next-generation startups. As well, the company’s focus on solutions contrasts its strategy to the typically disjointed services we’ve seen from Amazon Web Services Inc. over ...

Google LLC today announced new capabilities for customers to harness their data in the cloud for use with generative artificial intelligence. The additions include new tools from the company’s Google Cloud unit with BigQuery Studio into a single interface that simplifies data workflows. Data has become the golden standard for generative AI, and companies are ...

Recent earnings prints from Amazon.com Inc. and Snowflake Inc., along with new survey data, have provided additional context on top of the two events that Snowflake and Databricks Inc. each hosted last June. Specifically, we believe that the effects of cloud optimization are still being felt but are nearing the end of peak negative impact ...

The Federal Trade Commission continues to drag its feet on approving Broadcom Inc.’s acquisition of VMware Inc. Ironically, in our view, these delays only hurt the very competitive environment the FTC claims to be protecting. The artificial intelligence era is accelerating at a breakneck pace and the Big Three hyperscale cloud vendors already have a ...