Join us live for Supercloud 6! Nvidia, Uber, Snowflake, Walmart and more great guests!

theCUBE's live analysis for AI innovators [Live today! The 'Supercloud 6: AI Innovators’ event]( Join theCUBE on March 12 for the “[Supercloud 6: AI Innovators]( event. This special event convenes pioneers, startups and thought leaders to explore the next wave of technological possibilities and challenges. Get the latest insights on emerging trends in generative AI, the pivotal role of data in enterprise success and case studies highlighting effective AI implementation.   From leading AI startups shaping the industry to the evolving strategies of major vendors, discussions will uncover the future of cloud infrastructure, the transformative impact of AI on applications and the crucial role of open source in AI development. Prepare for a deep dive into the opportunities and obstacles shaping the AI era.   Our expert guests include:   - Matt Hull, VP of global AI platform solutions at Nvidia - Hari Vasudev, EVP of the global tech platform at Walmart Global Tech - Uday Kiran, distinguished engineer at Uber - Baris Gultekin, VP of AI products at Snowflake - Deepen Desai, CSO of Zscaler - Craig Wiley, senior director of product for machine learning and AI at Databricks   [Make sure to tune in!]( [Watch theCUBE's live coverage!]( [On theCUBE Pod: CrowdStrike surges and the ongoing debate over possible Nvidia competition]( In this week’s episode of Pod]( theCUBE Research analysts John Furrier and Dave Vallante dive into post-Mobile World Congress discussions, highlighting the viral impact of various interviews from theCUBE’s live coverage, particularly with Broadcom President Charlie Kawwas and Dell Technologies' CTO of the Infrastructure Solutions Group Core Ihab Tarazi. “Everything has changed, because with AI you have these elephant workloads that cannot run on a single processor,” Kawwas said during an interview with theCUBE at MWC24. “Now you have to scale out to many of these systems and racks and you have to interconnect them. And guess what? If you don’t have the right network strategy and connectivity strategy, this will not work. This will not scale up.”   In addition, Furrier and Vellante talk about CrowdStrike's impressive earnings, the company’s competition with Palo Alto Networks and upcoming events, such as RSA. The conversation also touches on ethical concerns in journalism and analyst relations, the evolving data-centric landscape and the transformative potential of clustered systems and AI.   “If the market takes off, Palo Alto [Networks] might fly with some people trying to speculate,” Vellante said. “I would say that CrowdStrike has a really good opportunity to surpass the value of Palo Alto within the next 12 months.”   Check out Pod]( for Furrier and Vellante’s take on the latest in enterprise tech. [Watch the full episode]( This Week in Enterprise: OpenAI-Elon Musk battle intensifies The escalation of the fight between OpenAI and Elon Musk over what kind of artificial intelligence company the phenom should be is creating even more uncertainty over who’s going to lead the generative-AI era. [Read more]( siliconangle.com [Why CrowdStrike is surging ahead of the cybersecurity pack]( In this week's Analysis]( we take a narrower look at the information security space and dig deeper into the continued success of CrowdStrike. With recent survey data from ETR, we continue to advance our premise that platforms beat products. We also identify several levers that are powering CrowdStrike’s path to $5 billion by FY 2026 and to $10 billion by the end of the decade.   It’s been an interesting month in the cybersecurity space. The sector has been somewhat less affected by budget tightening these past 24 months and at the same time has benefitted from AI tailwinds. But in the past several weeks, we’ve seen some separation in key highflying cybersecurity names.   Specifically, Palo Alto Networks shocked the street last month with a $600 million billings forecast surprise and sounded the alarm that there were cracks in its consolidation execution. This dragged down other consolidation players in sympathy, namely CrowdStrike and Zscaler. But our research shows that the dynamics facing these three companies are quite different. Of particular note, CrowdStrike’s earnings print highlights the company’s impressive momentum, while recent negativity around Zscaler is a bit of a head scratcher for us, which we’ll try to explain.   “The fact that CrowdStrike's talking about this partnership gaining momentum tells us the company took action to solve whatever problem it was facing and is now in a much stronger position to compete in that SMB space," Vellante said.   You can find Dave Vellante’s latest Breaking Analysis. [Get the free report]( [Top News: Editor's Picks]( New cloud deals, demand for gen AI drive growth for Oracle Shares of the database giant Oracle Corp. rose more than 13% in extended trading after posting a solid earnings beat, with particularly strong results in cloud. In addition, the company is bringing AI technology to multiple industries. [Read more]( siliconangle.com Elon Musk's xAI to open-source its Grok language model Elon Musk announced that his OpenAI competitor xAI Corp., plans to open-source its flagship large language model. The move comes days after he sued OpenAI for allegedly not making major AI advancements “freely available to the public.” [Read more]( siliconangle.com [Join theCUBE for tech’s top events]( Experience firsthand the latest updates and insights straight from some of the most anticipated tech gatherings with theCUBE. Tune in live today as we cover Supercloud 6. Plus, don't miss KubeCon EU from March 20-22. Also, make sure to mark your calendars for April and May to catch Google Cloud Next from April 9-11, Red Hat Summit from May 6-8 and the RSA Conference from May 6-9.*   *Broadcast dates and times are subject to change.   [KubeCon EU: Mar. 20-22](   Tune in from Mar. 20-22 as theCUBE brings you exclusive live coverage of + CloudNativeCon EU 2024]( broadcasting directly from the city of Paris. Immerse yourself in conversations among leading industry luminaries and theCUBE Research analysts as they delve into the cutting-edge realm of cloud-native computing. Explore the dynamic landscape of enterprise computing technology innovation and glean invaluable firsthand insights.   [Save the dates!](   [Google Cloud Next: Apr. 9-11](   Don't miss out on theCUBE's exclusive coverage of Cloud Next]( from Apr. 9-11. Dive deep into the forefront of Google's groundbreaking generative AI tailored for enterprises and discover its pioneering approaches to data protection in the era of automation. Get firsthand access to insights on how Google's ongoing commitment to research and development is reshaping the landscape of enterprise solutions.   [Mark your calendar!](   [Red Hat Summit: May 6-8](   Get ready to dive into the live analysis provided by theCUBE at Hat Summit]( taking place in Denver from May 6-8. Explore the fusion of cloud-native solutions and pioneering AI advancements within the dynamic Red Hat community. Across three action-packed days, join us for in-depth coverage as theCUBE Research analysts lead exclusive conversations with trailblazers in modern open-source software, generative AI and computer engineering.   [Stay tuned for the latest in open source and AI!](   [RSA Conference: May 6-9](   Join theCUBE as we bring you live coverage of the Conference]( in San Francisco from May 6-9. Gain access to real-time reporting and exclusive interviews with a wide range of experts, including data protection specialists, developers, analysts and investors.   Explore the latest advancements and innovations in cybersecurity as industry leaders delve into the evolving threat landscape. Learn firsthand about the cutting-edge technologies reshaping modern data protection, with AI showcasing its dual potential in safeguarding against emerging threats.   [Watch theCUBE’s coverage of the RSA Conference!]( [Follow all theCUBE's upcoming broadcasts!]( SiliconANGLE Media Inc. | [SiliconANGLE.com]( [View as Webpage]( [[Twitter] ]( [[YouTube] ]( [[LinkedIn] ]( SiliconANGLE Media Inc | 5 Mount Royal, Suite 280, Marlborough, MA 01752 [Unsubscribe {EMAIL}]( [Update Profile]( | [Constant Contact Data Notice]( Sent by communication@siliconangle.ccsend.com powered by [Trusted Email from Constant Contact - Try it FREE today.]( [Try email marketing for free today!](