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What does Palantir do?
From unconventional beginnings as a gov tech contractor to $80B+ AI leader, discussing how Palantir is bringing AI to production with enterprises and…
Sep 25
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Chris Zeoli
14
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What does Palantir do?
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What is OpenTelemetry?
Bringing a unified, open-source framework for collecting, processing and exporting all types of telemetry data (logs, metrics and traces)
Sep 12
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Chris Zeoli
10
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What is OpenTelemetry?
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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
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Chris Zeoli
19
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5 of Microsoft's Fastest-Growing Infrastructure Products of 2024
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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
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Chris Zeoli
12
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Open-source vs. Proprietary Models
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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
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Chris Zeoli
11
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Databricks: Firing on all cylinders in 2024 after its Data+AI Summit
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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
7
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Databricks acquires Tabular for $1B+: What is Apache Iceberg?
www.datagravity.dev
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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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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
17
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Synopsys and Cadence: The $160B Unsung Giants of Semiconductor Design
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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$150B+ of Annual CAPEX: The trends in Capital Expenditures by Hyperscaler Tech Giants
Behind the trends in the AI hardware and data center investment supercycle of the trillion dollar tech hyperscalers
Mar 7
•
Chris Zeoli
10
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$150B+ of Annual CAPEX: The trends in Capital Expenditures by Hyperscaler Tech Giants
www.datagravity.dev
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