Tag: This Week in Enterprise Tech

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This Week in Enterprise Tech, Week 3

This Week in Enterprise Tech, brought to you by the DX Report’s Charles Araujo and Amalgam Insights’ Hyoun Park, explores six big topics for CIOs across innovation, the value of data, strategic budget management, succession planning, and enterprise AI.

1) We start with the City of Birmingham, which is struggling with its SAP to Oracle migration. We discuss how this IT project has shifted from the promise of digital transformation to the reality of being in survival mode and the cautions of mistaking core services for innovation.

Article link: https://www.theregister.com/AMP/2024/02/28/birmingham_city_council_to_spend/

2) We then take a look at Salesforce’s earnings, where the Data Cloud is the Powerhouse of the earnings and CIOs are proving the value of data with their pocketbooks and the power of the purse. We break down the following earnings chart.


3) We saw NVIDIA’s success in AI as a sign that CIO budgets are changing. Find out about the new trend of CIO-led budgets that are independent of the traditional IT budget, as well as Charles’ framework of separating the efficiency bucket from the innovation bucket from his first book, The Quantum Age of IT.

Article link: https://www.wsj.com/articles/corporate-ai-investment-is-surging-to-nvidias-benefit-5611ffc5?mod=djemCIO

4) One of the hottest companies in enterprise software sees a big leadership change, as Frank Slootman steps down from Snowflake and Sridhar Ramaswamy from the Neeva acquisition takes over. We discuss why this is a good move to avoid stagnation and discuss how to deal with bets in innovation.

Article link: https://www.cnbc.com/amp/2024/02/28/new-snowflake-ceo-says-ai-will-keep-him-busy-for-many-years-to-come.html

5) Continuing the trend of innovation management, we talk about what Apple’s exit of the electric car business means in terms of managing innovative moonshots and what CIO’s often miss in terms of setting metrics around leadership and innovation culture.

Article link: https://www.nytimes.com/2024/02/28/business/dealbook/apple-car-project-to-drive-wider-innovation.html?referringSource=articleShare&smid=nytcore-ios-share

6) And finally, we talk about the much-covered Google Gemini AI mistakes. We think the errors themselves fall within the range of issues that we’ve seen from other large language models, but we caution why the phrase “Eliminate Bias” should be a massive red flag for AI projects.

Article link: https://www.theverge.com/2024/2/28/24085445/google-ceo-gemini-ai-diversity-scandal-employee-memo

This Week In Enterprise Tech is hosted by:

Charles Araujo of The DX Reportand

Hyoun Park of Amalgam Insights

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This Week in Enterprise Tech, Week 2

In Week 2 of TWIET, Charles Araujo and Amalgam Insights’ Hyoun Park take on the following topics and why they matter to the CIO Office.

This Week in Enterprise Tech, Week 2

First, we discuss the emergence of the AI app layer and what this means for enterprise IT organizations. It is not enough to simply think of AI in terms of what models are being used, but also the augmentation, tuning, app interface, maintenance, and governance of AI in the enterprise.

Second, we dig into KKR’s $3.8 billion acquisition of VMware’s End User Computing business and what this means both for the EUC business and for VMware customers as a whole as the market leader in virtualization is now owned by one of the best money makers in the tech industry, Hock Tan of Broadcom.

Third, we explore NVIDIA’s quarterly earnings by going beyond the obvious growth of data center sales of GPUs. What do the rest of NVIDIA’s sales say about the current state of Cloud FinOps and compute investments in areas such as gaming and smart autos?

And finally, we consider the nature of trust on the internet based on a recent Wired report that explores the use of robots.txt. You probably best know this file as a tool to keep Google from caching your site. But what does it mean as more and more spiders seek to automate the caching of all your web-accessible intellectual property?