Breaking Analysis with Dave Vellante

Explore how agentic systems are revolutionizing enterprise applications, boosting productivity and efficiency. Learn about the challenges of fragmented systems and how AI agents can break down silos for better automation. Discover the integration of legacy systems with modern tech through innovative connectors. Delve into the shift towards an open data governance model, emphasizing the importance of a semantic layer. Finally, uncover the rise of agent operations, transforming traditional frameworks into collaborative, adaptable solutions.

Discover how Broadcom's acquisition of VMware is shaking up the industry. Dive into strategic shifts, including staff cuts and a new subscription model. Learn about VMware's product offerings and how they stack up against competitors like Nutanix. Explore the advancements in hypervisor technologies and migration tools. Finally, navigate the evolving cloud landscape, including rising alternatives and the growing importance of Managed Service Providers in adapting to these changes.

Exploring the shift in control over data estates and the importance of governance catalogs; Evolution of data products and governance in tech industry; Forecasting and planning agents in business operations; Evolution of semantic layer and vendor strategies in technology

Analyzing AI Server Trends in On-Premises and Cloud Markets with a focus on financial performance of technology companies compared to major cloud hyperscalers. Exploring the impact of Data Localization and AI in traditional data centers, discussing challenges and benefits.