Research Note: SAP Business Data Cloud & Databricks Partnership
SAP recently announced SAP Business Data Cloud (BDC), a fully managed SaaS platform that unifies SAP and third-party data while embedding AI-driven analytics and governance capabilities.
The new solution expands upon SAP Datasphere and integrates with Databricks’ Lakehouse technology to improve data unification, AI adoption, and advanced analytics.
Research Note: Databricks Acquires BladeBridge
Databricks announced the acquisition of BladeBridge, a provider of AI-powered migration solutions, to facilitate the transition of enterprise data warehouses to Databricks SQL (DBSQL).
BladeBridge automates the migration of workloads from over 20 different data warehouses and ETL platforms, using large language models for code analysis, conversion, and validation.
Oracle Database@Google Cloud Enhancements & Expanded Availability
Oracle and Google Cloud announced a significant expansion of Oracle Database@Google Cloud, introducing eight new regions and enhanced capabilities aimed at bolstering database resiliency, optimizing costs, and increasing operational flexibility.
Research Note: Komprise PII Protection Capabilities
Komprise recently introduced new capabilities in its Smart Data Workflow Manager, enhancing its ability to detect and protect personally identifiable information (PII) within unstructured data environments.
The enhanced features are currently in early access and are expected to be generally available by the end of Q1 2025 as part of the Komprise Intelligent Data Management Platform.
Research Note: Oracle Exadata X11M
Oracle recently launched of its latest Exadata platform, the Oracle Exadata X11M. Purpose-built to optimize the performance of Oracle Database, including Oracle Autonomous Database, X11M is a significant leap forward in speed and efficiency compared to previous generation Exadata systems for cloud, multi-cloud, and customer data centers.
Quick Take: Snowflake Acquires Datavolo
Snowflake recently announced its acquisition of Datavolo, a data pipeline management company, to enhance its capabilities in automating data flows across enterprise environments.
Research Note: AutoOps for Elastic Cloud
Elastic recently unveiled AutoOps for Elastic Cloud, an advanced management tool from Elastic’s Opster Team that simplifies Elasticsearch cluster administration through automation, real-time insights, and optimization.
Based on Opster technology and integrated directly into the Elastic platform, AutoOps empowers users by reducing the time and expertise needed to maintain optimal Elasticsearch performance. This makes it an attractive solution for organizations reliant on search and analytics capabilities.
Research Note: Google Cloud Database & Related GenAI Announcements
Google Cloud recently announced a series of significant upgrades to its database solutions, emphasizing its commitment to supporting enterprise generative AI (gen AI) applications. The new capabilities focus on enhancing developer tools, simplifying database management, and modernizing database infrastructure.
Research Note: VAST Data’s New AI Updates & Partnerships
VAST made a wide-ranging set of AI-focused announcements that extend it’s already impressive feature set to directly address the needs of enterprise AI. Beyond the new features, VAST also highlighted new strategic relationships and a new user community that help bring VAST technology into the enterprise.
Research Note: MongoDB 8.0
MongoDB recently announced the general availability of MongoDB 8.0, the latest version of its document database platform. This release introduces substantial performance improvements, enhanced scalability, reduced infrastructure costs, and advanced security features. Key Features of MongoDB 8.0 MongoDB 8.0 targets the growing demand for high-performance, scalable, and secure databases capable of supporting a wide variety […]
Quick Take: Confluent Acquires WarpStream
Confluent announced the acquisition of WarpStream, a Kafka-compatible streaming solution with a unique architecture. The acquisition adds a new cloud-native, bring-your-own-cloud (BYOC) product to Confluent’s portfolio, complementing its existing offerings: Confluent Cloud, a fully managed, serverless platform, and Confluent Platform, a self-managed software solution.
Research Note: GenAI Enhancements to Oracle Autonomous Database
Oracle recently introduced significant Generative AI enhancements to its Autonomous Database to simplify the development of AI-driven applications at enterprise scale. The enhancements leverage Oracle Database 23ai technology to empower organizations with tools that make integrating AI, streamlining data workflows easier, and modernizing application development.
Research Note: Oracle Database@Google Cloud
Oracle and Google announced Oracle Database@Google Cloud, offers Oracle Exadata Service and Oracle Autonomous Database on Google Cloud, enabling organizations to run mission-critical database workloads with improved performance, reduced latency, and streamlined management.
Research Note: Oracle Q1 FY2025 Earnings
Oracle’s fiscal Q1 2025 results beat Wall Street expectations, reporting $13.3 billion in total revenue, an 8% increase year-over-year. More impressively, its cloud revenue surged 22%, hitting $5.6 billion, a key driver of its overall growth. Oracle’s multi-cloud strategy, coupled with cutting-edge AI capabilities, has expanded its market reach and enhanced its profitability.
Research Report: Solving AI Data Pipeline Inefficiencies, the VAST Data Way
While AI is foundational to the next wave of digital transformation, traditional data and storage infrastructure -even many parallel file systems- isn’t prepared for the demands required to support today’s AI lifecycle, which places unprecedented demands on storage and data infrastructure.
Developing an effective data infrastructure for AI requires a holistic approach, considering data, database, processing, and storage as a unified entity. This is how VAST Data approaches the challenge.
Research Brief: Oracle Exadata on Exascale Infrastructure
Oracle announced the general availability of the Oracle Exadata Database Service on Exascale Infrastructure, offering extreme performance, reliability, availability, and security for Oracle Database workloads. This new infrastructure is now available on Oracle Cloud Infrastructure (OCI), catering to any workload size for all Oracle Database customers.
Quick Take: SAP’s Strong Q2 Earnings
SAP SE delivered robust earnings and guidance largely in-line with analyst estimates for the second quarter of 2024, highlighted by strong cloud momentum and significant growth in key financial metrics.
Quick Take: OpenText Cloud Editions (CE) 24.3
OpenText announced the release of Cloud Editions (CE) 24.3, a significant updated integrating advanced information management, trusted cloud solutions, robust security measures, and AI.
Research Brief: Oracle HeatWave GenAI
Oracle HeatWave GenAI is now generally available. The release features the industry’s first in-database large language models (LLMs), automated vector store, scale-out vector processing, and natural language conversations informed by unstructured content.
Research Note: VAST Data/Cisco AI Collaboration
VAST Data and Cisco announced a new collaboration to deliver a robust, high-performance AI data infrastructure that integrates seamlessly with an Ethernet-based AI fabric designed to handle data at an exabyte scale. Each company brings specialized expertise to create a unified, high-performance AI data platform.
Quick Take: Databricks to Acquire Tabular
Databricks announced its agreement to acquire Tabular, a data management company founded by Ryan Blue, Daniel Weeks, and Jason Reid. The acquisition aims to unify the Apache Iceberg and Delta Lake open-source lakehouse formats, enhancing data compatibility for organizations.
Quick Take: IBM and Salesforce Strategic Partnership
At IBM Think in Boston this week, IBM and Salesforce announced an expanded strategic partnership integrating IBM’s watsonx AI and Data Platform capabilities with the Salesforce Einstein 1 Platform. This collaboration gives enterprise customers great choice and flexibility in AI and data deployment.
Quick Take: Informatica GenAI Enhancements
At the ongoing Informatica World in Las Vegas, enterprise cloud data management leader Informatica announced significant product innovations that promise to use generative AI to bring secure and instant access to critical data insights to its customers.
Research Report: Oracle Database Vector Search
Oracle introduced full support for vectors, including vector search, in its just-released Oracle Database 23ai. Known as AI Vector Search, this capability represents a significant advancement in how databases can store, index, and search data semantically.
Quick Take: Informatica Q1 2024 Earnings
Informatica released its Q1 2024 earnings, showing strong financial performance in the first quarter, reflecting the successful execution of its strategic initiatives.
Research Brief: Oracle Database 23ai
Oracle announced the release of Oracle Database 23ai. As its name implies, this long-term support version integrates seamlessly with artificial intelligence. Beyond new GenAI-focused features, it includes more than 300 new features that enhance app development, support mission-critical workloads, and simplify the integration of AI with data.
Research Note: MongoDB AI Applications Program
MongoDB announced the launch of the MongoDB AI Applications Program (MAAP). This comprehensive initiative enables organizations to effectively integrate generative AI technologies into their modern applications at an enterprise scale.
Research Report: Oracle Database@Azure
Oracle and Microsoft Azure recently announced Oracle@Azure, making Microsoft Azure the only cloud provider besides Oracle itself capable of running Oracle’s database services with the performance, reliability, and security of Oracle Exadata and OCI
Quick Take: SAP’s New Business AI Capabilities
At the recent NVIDIA GTC event, SAP and NVIDIA announced an expanded partnership to enhance generative AI integration across SAP’s cloud solutions and applications. The collaboration focuses on developing SAP Business AI, which integrates scalable, business-specific generative AI capabilities within various SAP offerings, including SAP Datasphere, and SAP BTP.
Quick Take: Oracle GA’s Globally Distributed Autonomous Database
Oracle recently announced the general availability of its Globally Distributed Autonomous Database, marking a significant enhancement in its database technology.
Research Note: SAP HANA Cloud Vector Engine
SAP recently introduced its new SAP HANA Cloud Vector Engine, designed to bridge the gap between LLMs’ advanced capabilities and enterprise-specific business needs.
Research Note: Databricks DBRX LLM
Databricks launched DBRX, a new open, general-purpose Large Language Model (LLM) that sets a new benchmark for performance and efficiency.
DBRX surpasses the capabilities of existing models like GPT-3.5 while also demonstrating competitive performance with closed models such as Gemini 1.0 Pro, making it a formidable player in general-purpose applications and specialized coding tasks.
Research Note: Oracle Globally Distributed Autonomous Database
Oracle released its Globally Distributed Autonomous Database. The new offering enhances the management and processing of distributed data, ensuring top-tier scalability, availability, and adherence to data sovereignty laws for users of Oracle Database.
Research Note: Couchbase FQ4 2024 Earnings
Couchbase announced consensus beating earnings in its fiscal Q4 2024 release. The company grew revenue by 20% year-over-year to a respectable $50.1M, while its ARR grew 25%.
Quick Take: OpenText Cloud Edition 24.1
OpenText recently announced its OpenText Cloud Edition 24.1, bringing new generative AI capabilities to its OpenText Content Aviator, while also bringing new features targeting supply chain efficiency, improved business intelligence, security and governance, and even DevOps. There’s a lot in this release; let’s take a look.
Quick Take: Oracle’s OCI Generative AI Service
Oracle announced the general availability of its OCI Generative AI Service, along with several substantial enhancements to its data science and cloud offerings. Let’s take a look at what Oracle announced.
Research Note: Informatica Q4 2024 Earnings
Informatica, a prominent player in the enterprise cloud data management sector, this week announced its financial results for the fourth quarter, showcasing significant strides in its cloud-first strategy.
This Research Note delves into the key financial achievements and strategic milestones that Informatica has attained amidst a rapidly evolving digital landscape.
Quick Take: Databricks Acquires Einblick
Databricks recently acquired the team behind Einblick, a natural language data science notebook. The acquisition, for an undisclosed amount, is the latest in a series of strategic purchases by Databricks.
Research Note: Inside OpenText’s New CE 24.1 Release
OpenText announced its OpenText Cloud Edition 23.4, which brings new generative AI capabilities to its OpenText Content Aviator and new features targeting supply chain efficiency, improved business intelligence, security and governance, and even DevOps.
VAST Data More Than Doubles Valuation to $9.1B in Latest Funding Round
VAST Data recently announced a $118 million in a Series E funding round, elevating its valuation to $9.1 billion post-money. The valuation is more than double that of VAST’s previous funding round.
Elastic Shows Robust Growth on the Back of GenAI & Cloud Expansion
Elastic demonstrated an impressive performance in its latest earnings release, handily beating consensus estimates for revenue and EPS, and even surprised Wall Street with its forecast. The earnings showed Elastic making significant strides across every segment of its business.
Research Note: Oracle Database 23C AI & ML Features
Oracle announced the general availability of its Oracle Database 23c long-term support release. While the release arrives with a staggeringly large number of features that impact nearly every aspect of the database, including improving the developer experience, I want to focus on how the database supports and uses AI.
Oracle Brings Exadata to Microsoft Azure
Oracle and Microsoft last week jointly announced that Oracle’s Exadata platform is coming to Azure cloud.
VAST Data Unveils New VAST Data Platform
The new VAST Data Platform extends VAST’s universal storage capabilities with new data access and analytics features. The VAST Data Platform combines the VAST DataStore, VAST DataBase, and VAST DataSpace. The company also teased the VAST DataEngine, coming sometime next year. Let’s look at each of these elements.
In Conversation: VAST Data CMO Jeff Denworth on the New VAST Data Platform
At the launch of VAST Data’s new VAST Data Platform, principal analyst Steve McDowell talked with VAST CMO & cofounder Jeff Denworth about the new offering.
Oracle Introduces MySQL HeatWave Lakehouse
Oracle’s new MySQL HeatWave Lakehouse takes on the complexities of analyzing enterprise data outside the database, but as if that data were stored natively within the database.
Ampere’s Momentum Continues with New Oracle Database Support
Oracle and Ampere Computing held an event today to talk about Ampere’s role at Oracle, in Oracle’s cloud business, and in support of Oracle’s enterprise Oracle Database. Today’s announcement goes beyond Oracle Database simply gaining support for a new processor architecture. The news acknowledges Ampere’s credibility, will contribute to Ampere’s growing momentum, and will play […]
Oracle Introduces new Exadata X10M for High-Performance OLTP Database
Oracle Corporation continues its cycle of redefining OLTP database performance with its purpose-built Exadata platforms. Last week the company continued the tradition, introducing its twelfth Exadata platform, the Oracle Exadata X10M database machine. The X10M is engineered to do only one thing: run Oracle Autonomous Database and Oracle Database faster and better than anything else […]
Oracle Adds New AI-Enabling Features to MySQL HeatWave
Oracle announces the latest batch of updates to HeatWave that bring new capabilities for enterprise machine learning, AI-driven automation, and multi-cloud support.