Analysis

According to reports, Snowflake recently filed a confidential IPO document with the U.S. Security and Exchange Commission. Sources suggest that Snowflake’s value could be pegged as high as $20B.   In…

BY David Vellante ON August 2 2020

Analysis

Oracle Autonomous Database on Exadata Cloud@Customer and Dedicated Region Cloud@Customer is a radical approach at bringing cloud services on-premises. Our initial take is those substantial customers running mission-critical Oracle applications…

BY David Floyer ON July 13 2020

Analysis

Despite its faster growth in infrastructure-as-a-service relative to AWS and Azure, Google Cloud Platform remains a third wheel in the race for cloud dominance. Google begins its Cloud Next online…

BY David Vellante ON July 13 2020

Analysis

We’ve identified five strategic options for Dell and VMware that we believe are under consideration: Buy the remaining ~19% of VMware shares and take full control of the company. Sell…

BY David Vellante ON June 29 2020

Analysis

Apple and Microsoft are exiting x86 for PCs. Apple has been using x86 for 15 years, and Microsoft for 30+. Tim Cook announced the transition to the Arm-based PC at…

BY David Floyer ON June 26 2020

AI

The premise of this research is that Heterogeneous Compute (HC) is deployed today in consumer mobile devices and can increase the performance of Matrix Workloads by a factor of 50…

BY David Floyer ON June 8 2020

Analysis

In this Breaking Analysis we dig into the cloud database market and take a closer look at how Snowflake competes with Amazon Redshift, Google BigQuery and Microsoft Synapse, among others.…

BY David Vellante ON June 6 2020

AI

CIOs and IT execs report strong RPA adoption plans in a post-pandemic environment.  We’ve been reporting that the COVID pandemic has created a bifurcated IT spending outlook. Legacy on-prem infrastructure and…

BY David Vellante ON May 20 2020

Analysis

COVID-19 Drags 2020 Spending Outlook to Minus 5%. IT spending is now projected to decline by 5% in 2020. This according to the latest survey data and analysis by ETR.…

BY David Vellante ON April 25 2020

AI

This research investigates "Matrix Workloads," a workload type characterized by being able to process very large amounts of data in real-time. Examples of Matrix workloads include real-time systems of intelligence,…

BY David Floyer ON April 18 2020