TheCUBE is coming to you live from HPE Discover!

Exclusive, on-site reporting for CXOs [HPE in focus at Discover '24 as AI server market heats up]( In this week’s [Breaking Analysis]( theCUBE’s Dave Vellante highlights strong AI server growth. Yet, cloud remains king as HPE prepares to showcase innovations at its annual conference, HPE Discover.   New research suggests the AI server market is booming, benefiting both cloud giants (AWS, Azure, Google Cloud) and traditional on-premises players, such as Dell, HPE and Supermicro. This growth is evident in Supermicro's staggering 250% increase in revenue over the past year.   However, despite this on-premises surge, cloud continues to dominate. Combined revenue for leading cloud platforms (IaaS & PaaS) is expected to reach a staggering $195 billion in 2024, with the total market surpassing $200 billion when including Alibaba. “For the first time, it's growing above 20% annually. Notably, Supermicro is growing in the triple-digits and has put itself directly into the AI mix,” Vellante said.   [HPE in the Spotlight](   This news comes as HPE prepares to kick off its annual [HPE Discover]( conference. TheCUBE will be providing live coverage throughout the event, from June 18-20, featuring HPE executives and industry experts. We'll be discussing the latest advancements in AI, generative AI architectures and edge-to-cloud computing.   Key experts include:   - Antonio Neri, president and CEO of HPE - Bob Pette, VP and GM of enterprise platforms at Nvidia - Kirk Bresniker, Hewlett Packard Labs chief architect, fellow and VP at HPE - Brett Hannath, CVP and CMO of Intel - David Hughes, SVP and chief product and technology officer at HPE   Gain insights into how HPE is navigating the evolving AI server landscape and capitalizing on the cloud's continued dominance. Don't miss theCUBE's coverage for exclusive insights from HPE's extensive ecosystem.   [Tune in to theCUBE]( for the latest on HPE Discover.   Read more of Dave Vellante’s Breaking Analysis. [Get the free report]( AI Insights and Innovation podcast: Why invest in gen AI? Learn the latest on why generative AI investment is booming while ROI on GPU-based tech remains uncertain. Find this story and more on SiliconANGLE.com and theCUBEresearch.com. [Read more]( siliconangle.com [The intensifying Snowflake vs. Databricks battle and thoughts on gen AI investment]( TheCUBE's "hot data summer" coverage continues with key insights from our on-site, live coverage at Snowflake's Data Cloud Summit and Databricks' Data + AI Summit. In this week’s episode of [theCUBE Pod]( founding analysts John Furrier and Dave Vellante explore the intense rivalry between Snowflake and Databricks, focusing on their strategic approaches and market standings.   Vellante emphasizes Databricks' rapid growth and streamlined revenue model, contrasting it with Snowflake's reliance on AWS integration. The discussion extends to the companies' open-source strategies, highlighting Snowflake's Polaris Catalog and Databricks' acquisition of Tabular.   The conversation then turns to the future of generative AI, highlighting significant investments and emerging use cases that are reshaping the industry.   “I think there's going to be a longer sautéing of this market a little bit more until the use cases come out,” Furrier commented. “RAG is out there heavily more than people think, and most of the work's being done in the data engineering piece, which is why governance is so critical right now.”   Explore the [latest episode of theCUBE Pod]( for an in-depth analysis of these tech giants and the evolving landscape of AI. [Watch the full episode]( AI everywhere: Apple finally makes a splash It wasn’t exactly on the scale of the introduction of the iPhone or even the iPod, but Apple this week managed to make a credible splash in artificial intelligence. [Read more]( siliconangle.com [TheCUBE is not slowing down this summer! Join our analysts at tech's top events.]( Tune in to theCUBE in July and August for the latest tech events! From July 16-17, we bring you coverage of the CDOIQ Symposium, a premier data leadership conference. On July 23, join us for Juniper Networks' "Seize the AI Moment" event, featuring a welcome session, Q&A and discussions on the future of AI infrastructure. Then, from August 4-8, don’t miss our live coverage of Black Hat USA, where we’ll uncover emerging methods to combat today’s AI-savvy threat landscape.*   *Broadcast dates and times are subject to change.   [CDOIQ Symposium 2024: July 16-17](   Tune in to theCUBE from July 16-17 for exclusive coverage of the Symposium]( the premier data leadership conference. Our on-site reporting and in-depth interviews with industry experts will explore the evolving role of chief data officers in addressing the growing demands of enterprise AI in today's data-driven world.   [Register today!](   [Juniper’s ‘Seize the AI Moment’: July 23](   Join theCUBE on July 23 for a special broadcast from Networks' "Seize the AI Moment" event](. The event kicks off with a welcome session, followed by engaging discussions on the future of AI infrastructure. Listen to insights from networking experts within Juniper's ecosystem and discover the innovations bringing enterprise AI to life.   [Sign up for more!](   [Black Hat USA 2024: Aug. 4-8](   From Aug. 4-8, watch theCUBE's live coverage of Hat USA](. Our on-site reporting and exclusive interviews with information security experts, software engineers, CISOs and analysts will uncover emerging methods to combat today’s AI-savvy threat landscape. Learn more about advancements in specialized data protection and recovery.   [Add to your calendar!]( [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!](