It has been apparent for a while now that there is a lot of extra engineering work of the plain-old-fashioned hard engineering type, to make AI stuff work correctly in an enterprise setting. I had an interesting chat with Progress Software CEO Yogesh Gupta this week about how the
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Enterprise AI Requires Extra Engineering Work, Say Dynatrace and Arize
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I have for a while now thought that enterprise artificial intelligence is going to require a lot of extra engineering work of the plain old variety. Some of it can be automated, however, claim Rick McConnell of Dynatrace and Jason Lopatecki of Arize, which just joined Dynatrace.
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Nvidia and peers may build more AI chips than market can absorb
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It’s entirely possible Nvidia and peers will build more AI chips than the market can absorb Merrill Lynch’s Vivek Arya has done a great job gathering all the data points on chip companies and what they may be able to sell to Google and the other cloud giants. What concerns me is
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Uncertainty in SpaceX AI Compute Revenue Estimates
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While estimates have risen for SpaceX’s AI compute revenue, it’s important to also take into account just how much is uncertain and unknown about those estimates. There is a verrrrrrrrrrrry wide range of estimates for AI revenue for next year and beyond. SpaceX’s Launch 14
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Tim Horan sizes SpaceX, doubts AI deals like Colossus, Grok, Cursor
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Tim Horan of Oppenheimer has done a great job sizing up SpaceX even before liftoff. I was not, however, convinced of the value in the AI business. You add up Colossus leasing, Grok, and Cursor, and what you have is shaky data center deals, yet-another-AI model on its way to being
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Apollo and Blackstone partnerships and Broadcom demand indicate AI market shift
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Partnering with the money guys such as Apollo and Blackstone is an ominous turn for a crazed AI infrastructure market. So is the “huge” demand for Broadcom’s services by Google and others well in advance of actual deployment of chips. Not the end of the road, but a potential
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Snowflake Cortex Code: Packaged Software’s AI Future
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The software analysts have been desperate for some company to offer up a thing they could point to that says that packaged software will survive and maybe even thrive in the AI future. The Snowflake “Cortex Code,” dubbed CoCo, has handed the bulls what they wanted. It is being
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Agentic AI Production Adoption Slower Than Tech Hype Suggests
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There are not a lot of signs of agentic AI ramping into production at normal companies so far. There is a lot of boosterism from tech companies about agentic AI. Without trillions spent on agents by enterprises, the whole thing could come crashing down… Kudos to Tavis McCourt
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Investment shifts as software companies become AI beneficiaries
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We are, again, witnessing waves of the AI trade as investors grope for the next opportunity that isn’t already a crowded trade. Even as semiconductors continue to do well, pockets of software are becoming validated as AI beneficiaries rather than AI victims. Such is the case with
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AI spending triggers market inflection for DevOps and observability sector
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We’ve seen waves in which different parts of tech light up as they are favored with a portion of the enormous spending on artificial intelligence. This morning’s report feels like something of an inflection for “DevOps” and “observability.” Datadog soars as AI-driven outlook the