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From linear value chains to dynamic ecosystems: How digital twin platforms will revolutionize business operations – SiliconANGLE

From linear value chains to dynamic ecosystems: How digital twin platforms will revolutionize business operations – SiliconANGLE

Last year theCUBE Research asserted that we are on the brink of a transformative shift toward intelligent data applications, set to revolutionize business operations. We introduced the concept of “Uber for All” as a metaphor, predicting that today’s linear value chains would evolve into dynamic digital representations of a business — digital twins — where intelligent data applications empower firms to orchestrate entire ecosystems in real time. This week, these research insights were highlighted on the cover of The Economist, in an article co-authored by George Gilbert of theCube Research with the senior editor of artificial intelligence initiatives. The piece examines how digital…
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Is the modern data stack out over its skis? – SiliconANGLE

Is the modern data stack out over its skis? – SiliconANGLE

Input from theCUBE and data practitioner communities suggests that acceleration in compute performance and the sophistication of the modern data stack is outpacing the needs of many traditional analytic workloads. Most analytics workloads today are performed on small data sets and generally can run on a single node, somewhat neutralizing the value of distributed, highly scalable data platforms. As such, we believe today’s modern stack, or MDS, which started out serving dashboards, must evolve into an intelligent application platform that harmonizes complex data estates and supports a multi-agent application system. Data platforms are sticky, but we believe market forces are conspiring…
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The emerging data stack brings opportunities and risk for buyers and sellers – SiliconANGLE

The emerging data stack brings opportunities and risk for buyers and sellers – SiliconANGLE

The so-called modern data stack is getting a facelift and perhaps a complete body makeover. As the point of control shifts from the database management system to the governance layer, we cite three dynamics that highlight a reshaping of today’s data landscape, including: 1) Key data players are disrupting the established norm as they expand their aspirations; 2) Data platform vendors that used to compete among each other, as they pursue market expansion, enter new competitive environments up the stack; and 3) These market and stack dislocations cause confusion for customers, which presents both opportunities and risks. In this Breaking…
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How agentic AI platforms will redefine enterprise applications – SiliconANGLE

How agentic AI platforms will redefine enterprise applications – SiliconANGLE

We believe enterprise applications are undergoing a profound change. By next year, highly capable agentic systems will emerge to create new application classes and alter the way organizations think about their backend systems, data platforms and user interfaces. The extent of the transformation, we believe, will be more impactful to the application stack than were the changes brought about by innovations seen during the modern graphical user interface, Web, cloud and mobile eras. Though many people are talking about agents, very few in our view have thought deeply about the potential of deploying and orchestrating armies of hundreds or thousands…
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Why Databricks vs. Snowflake is not a zero-sum game – SiliconANGLE

Why Databricks vs. Snowflake is not a zero-sum game – SiliconANGLE

Three main pressure points are transforming the modern data landscape: 1) Increased interest in adopting open table formats to allow any compute to operate on any data; 2) The point of control is shifting from the database management system to the governance layer; and 3) AI is enabling the emergence of a new class of intelligent data apps that promise to radically automate business processes and drive unprecedented levels of productivity. Databricks Inc. and Snowflake Inc. are two firms locked in what sometimes appears to be an internecine battle. But our research shows that, in fact, their fiercely competitive nature…
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Crystallizing Snowflake Data Cloud Summit 2024 – SiliconANGLE

Crystallizing Snowflake Data Cloud Summit 2024 – SiliconANGLE

Snowflake Inc.’s Data Cloud Summit 2024 was a weeklong event that brought together more than 20,000 of Snowflake’s core enterprise customers, developers and ecosystem partners to San Francisco this past week. The event highlighted the expanding aspirations of the company as it evolves its Data Cloud into an AI Data Cloud and a platform for developing intelligent data apps. Snowflake Data Cloud Summit 2024 marks the next chapter in the company’s history with new Chief Executive Sridhar Ramaswamy taking center stage, driving even faster product innovation and an ambitious total available market expansion strategy. Snowflake has moved beyond being a friendly and…
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Decoding the chess moves of Snowflake and Databricks – SiliconANGLE

Decoding the chess moves of Snowflake and Databricks – SiliconANGLE

As customers try to “get artificial intelligence right,” the need to rationalize siloed data becomes increasingly important. Data practitioners could put all their data eggs into a single platform basket, but that’s proving impractical. As such, firms are moving to an open model where they maintain control of their data and can bring any compute engine to any of their data. While compelling, the capabilities to govern open data across an entire estate remain immature. Regardless, the move toward open table formats is gaining traction and the point of control in the data platform wars is shifting from the database…
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Supply chain planning as an intelligent data app – SiliconANGLE

Supply chain planning as an intelligent data app – SiliconANGLE

The “sixth data platform,” or intelligent data platform, represents a cutting-edge evolution in data management. It aims to support intelligent applications through a sophisticated system that builds on a foundation of a cloud data platform. This foundation makes it possible to  integrate  data across different architectures and systems in a unified, coherent  and governed manner. Harmonized data enables applications to use advanced analytics, including artificial intelligence, to inform and automate decisions. But more importantly, a common data platform enables applications to synthesize multiple analyses to optimize specific objectives, ensuring, for example, that short-term actions are aligned with long-term impacts and…
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A sneak peek at Snowflake Data Cloud Summit 2024: Reframing the future of data platforms – SiliconANGLE

A sneak peek at Snowflake Data Cloud Summit 2024: Reframing the future of data platforms – SiliconANGLE

Snowflake Inc. is at a crossroads. The company, which defined the modern data platform, now faces fresh challenges on four fronts. Specifically, Snowflake must: 1) advance its data cloud vision; 2) transform into an artificial intelligence leader; 3) become a platform for data apps; and 4) address external market forces that pressure its core values of simplicity, efficiency and trusted data. Our premise is that open storage formats, a shift toward data catalogs governing and defining data, and the AI awakening will challenge Snowflake’s ability to extend its value proposition, create novel moats and compete in new markets. Although Snowflake…
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