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NAND Insider Newsletter: Week Ending Nov 17 2024
Every week we send a newsletter to our list of tech industry insiders. Here’s an excerpt of what we shared for the week ending November 17.
What Dynatrace and Datadog Earnings Tell Us About the Observability Market
Recent earnings releases from observability leaders Dynatrace and Datadog provide a revealing look into the current state of the observability market. The two companies show robust demand for AI-driven observability, significant expansion into enterprise accounts, and a continued push toward platform consolidation.
Lightbits Labs Certified on Oracle Cloud Infrastructure
Lightbit Labs announced that it’s achieved certification on Oracle Cloud Infrastructure (OCI), setting a new standard in high-performance, cost-effective block storage for enterprises with latency-sensitive, IO-intensive workloads. The certification enables OCI customers to leverage Lightbits’ cloud-native storage solution to manage Kubernetes persistent volumes for performance-driven applications, with a strong focus on security and cost efficiency.
Quick Take: NTT DATA and Google Cloud Expand Strategic Partnership in APAC
NTT DATA recently announced an expanded partnership with Google Cloud to advance the adoption of cloud-based data analytics and generative AI solutions for enterprises in the Asia Pacific region.
The expanded relationship combines NTT DATA’s industry-specific expertise with Google Cloud’s AI and analytics infrastructure to drive sector-specific innovation and efficiency improvements across healthcare, financial services, retail, manufacturing, and public sector verticals.
The Next Wave of Digital Transformation Won’t Be Built on VMware
It’s been nearly a year since Broadcom completed its acquisition of VMware, time enough to understand the impact of a deal that disrupted and challenged VMware customers and partners alike—challenges that continue even today. While much of the discussion about VMware focuses on Broadcom’s pricing and bundling changes, moves that have led to dramatic cost increases for its customers, there’s much more to the story.
What Earnings Tell Us About the Public Cloud Market
All of the major public cloud providers have released earnings for calendar Q3 2024, allowing us to draw conclusions about the state of the public cloud market and the relative competitiveness of each CSP. The public cloud market remains highly competitive and rapidly evolving, with each provider strategically leveraging AI, infrastructure innovation, and multi-cloud partnerships to drive growth.
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