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The CrowdStrike Outage
What happened in the biggest IT outage in history?
Jul 22
•
Chris Zeoli
12
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The CrowdStrike Outage
www.datagravity.dev
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Why Google Wants to Acquire Wiz
Strategic importance and challenges in Google's potential $23B acquisition of Wiz
Jul 15
•
Chris Zeoli
4
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Why Google Wants to Acquire Wiz
www.datagravity.dev
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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
•
Chris Zeoli
11
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Databricks: Firing on all cylinders in 2024 after its Data+AI Summit
www.datagravity.dev
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What does LangChain do?
LangChain: the framework at the center of AI app development and agents
Jun 10
8
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What does LangChain do?
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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
•
Chris Zeoli
6
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Databricks acquires Tabular for $1B+: What is Apache Iceberg?
www.datagravity.dev
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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
•
Chris Zeoli
11
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Data platforms Snowflake and Databricks acquiring model developers: Reka AI and MosaicML
www.datagravity.dev
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Hyperscaler AI Custom Chips (ASIC), CPUs and Networking Initiatives
Breaking down the supply chain of hyperscaler AI custom chip development
May 14
•
Chris Zeoli
7
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Hyperscaler AI Custom Chips (ASIC), CPUs and Networking Initiatives
www.datagravity.dev
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What does Arista Networks do?
Discussing the role of the ~$100B juggernaut in AI, Ethernet and data center networking
May 10
•
Chris Zeoli
7
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What does Arista Networks do?
www.datagravity.dev
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ASML: The $360B EUV Lithography Equipment Giant
Highlighting the importance of ASML's EUV Lithography technology in semiconductor manufacturing and in designing AI chips
May 3
•
Chris Zeoli
4
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ASML: The $360B EUV Lithography Equipment Giant
www.datagravity.dev
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April 2024
Synopsys and Cadence: The $160B Unsung Giants of Semiconductor Design
Discussing the role of EDA in AI infrastructure and chip design
Apr 18
•
Chris Zeoli
and
Calvin Zeng
15
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Synopsys and Cadence: The $160B Unsung Giants of Semiconductor Design
www.datagravity.dev
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March 2024
Astera Labs IPO: S-1 Teardown
How the newly public $10B+ semiconductor connectivity player in AI servers is changing the data center
Mar 30
•
Chris Zeoli
16
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Astera Labs IPO: S-1 Teardown
www.datagravity.dev
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The Major Computing Cycles: from IBM to NVIDIA, CUDA and the Generative AI age
Charting the Evolution of Computing: From Mainframes to AI Revolution and the Rise of Vector Databases
Mar 20
•
Chris Zeoli
7
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The Major Computing Cycles: from IBM to NVIDIA, CUDA and the Generative AI age
www.datagravity.dev
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