TBR expects to see incremental strengthening of the professional services capabilities of hyperscalers as well as traditional software players; however, professional services companies, along with India-centric players, have demonstrated their ability to scale vast talent benches to serve clients and act as go-to partners for the biggest cloud vendors.
With multitenant OCI, Dedicated Regions, Cloud@Customer and Oracle Alloy, Oracle has quickly emerged as one of the most flexible, delivery-agnostic IaaS vendors on the market. The other big component of Oracle’s “infrastructure anywhere” vision is multicloud, in which customers can run Oracle databases as native services hosted in the data centers of Oracle’s biggest hyperscaler competitors.
The history around monetizing new technologies is what makes the rise of generative AI (GenAI) over the past 18 months so notable. In such a short period of time, we have tangible evidence from some of the largest IT vendors that billions of dollars in revenue have already been generated in the space, with the expectation that even more opportunity will develop in the coming years.
Cloud adoption is on the rise, but for many customers, particularly those deploying workloads across multiple clouds, latency, data flow, privacy and overall business resiliency remain core challenges. Edge computing is an emerging segment in IT, giving customers a way to supplement their cloud and IT core investments by processing data locally for minimum latency and backing it up to an adjacent environment for use cases like analytics and application development.
Gain valuable insights into the evolving dynamics of vendor collaboration and the best practices for creating successful alliance partnerships.
Whether due to existing legacy investments, divisional or regional nuances, or acquisition and divestiture activity, heterogeneity will remain in most IT environments. At one point, the benefits of public cloud made organizations consider a homogeneous, fully cloud-based IT delivery strategy, but those visions have faded for most. The challenge — and goal — is to embrace the hybrid heterogeneous approach and find the best way to integrate, manage and optimize services across these diverse sets of delivery methods and assets. Colocation data centers play a critical role for customers, offering a hybrid approach to facilities and in the interconnection of cloud and on-premises services.
Just like it did with the data lakehouse five years ago, Databricks is establishing another paradigm with data intelligence, which has the data lakehouse architecture at its core but is infused with generative AI (GenAI). Data intelligence was a key theme throughout Databricks Data & AI Summit and signals Databricks’ intentions to further democratize AI and ultimately help every company become an AI company.
A deep dive into Informatica’s ChatGTP for enterprise data, CLAIRE GTP, and how the vendor is using GenAI to improve underlying platform capabilities and deliver a unified natural language experience in IDMC.
Oracle is embarking on a new frontier with Fusion Data Intelligence (FDI), the intelligent analytics layer that will fuse Oracle’s roles as both a SaaS and IaaS provider in the race for GenAI workloads.
While in some ways waiting for the hyperscalers’ and subsequent customer investments in GenAI to materialize, MongoDB is actively developing and integrating with partners, recognizing that over time, it stands to benefit as customers look for a neutral platform to develop a new set of modern, disruptive applications.
