Archive - Data Gravity

What is OpenTelemetry?

Bringing a unified, open-source framework for collecting, processing and exporting all types of telemetry data (logs, metrics and traces)

13 hrs ago •

August 2024

Palo Alto Networks: The King of Cybersecurity M&A

How Nikesh Arora led Palo Alto Networks' acquisition strategy, transforming the company from firewall leader to the leading $100B+ cybersecurity…

Aug 27 •

Cisco: The King of Software M&A

From Splunk to AppDynamics, how Cisco's 14 $B+ software acquisitions reinvented the networking giant into a leading infrastructure software and…

Aug 15 •

5 of Microsoft's Fastest-Growing Infrastructure Products of 2024

Discussing Microsoft's role in tools for software engineers, AI developers, security and data governance

Aug 5 •

July 2024

Open-source vs. Proprietary Models

Will models trend towards commoditization; or will closed models like OpenAI and Anthropic capture all the margin with premium services?

Jul 29 •

The CrowdStrike Outage

What happened in the biggest IT outage in history?

Jul 22 •

Why Google Wants to Acquire Wiz

Strategic importance and challenges in Google's potential $23B acquisition of Wiz

Jul 15 •

June 2024

Databricks: Firing on all cylinders in 2024 after its Data+AI Summit

The latest with Databricks: new AI and Data Infrastructure product launches, and key takeaways from 2024 Data + AI Summit

Jun 20 •

What does LangChain do?

LangChain: the framework at the center of AI app development and agents

Jun 10

Databricks acquires Tabular for $1B+: What is Apache Iceberg?

Exploring Databricks' acquisition of Tabular and the role of Apache Iceberg in modern data lakehouse interoperability

Jun 4 •

May 2024

Data platforms Snowflake and Databricks acquiring model developers: Reka AI and MosaicML

Profiling the expansion of data platforms Snowflake and Databricks into model development via their acquisitions of Reka AI ($1B) and MosaicML ($1.3B)

May 17 •

Hyperscaler AI Custom Chips (ASIC), CPUs and Networking Initiatives

Breaking down the supply chain of hyperscaler AI custom chip development

May 14 •

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