Informatica’s Last, Big Solo Dance

Salesforce and Informatica in $8 Billion AI Data Deal: 5 Strategic Synergies

Good AI vs. Bad Data: The Fight to Get It Right

Database Rocket Fuel from Neon, Firebolt, Tessell, Starburst

Microsoft's Rise in the Enterprise: My Conversations with Bill Gates, Steve Ballmer, and Satya Nadella

What AI Said I Said About AI

Report: OpenAI Is Shopping for 5 Exabytes of Data Storage

My Most-Viewed Articles: On Larry Ellison, Multimodal AI, Booming Data

Report from Salesforce's TDX 2025: AWS, Google Cloud, and New Tools to Build and Scale AI Agents

Good Reads on Silicon Valley, IBM, D.E.I., and AI's Burgeoning Impact

AI to Drive 'Significant Increase' in Data Storage Requirements

Database Hearts and Arrows

AI Data Explained: Vectors, Multimodal, Agentic, Synthetic

Salesforce Agents 2.0 and the Trillion-Dollar Upside in Digital Labor

The Ultimate Guide to Oracle's Cloud & AI Database

Salesforce: The Path to 1 Billion AI Agents

Recommended: 10 Noteworthy Substacks on Data & AI

Oracle, Google Cloud, Cockroach Labs, Yugabyte, and the Book of Kells

Marc Benioff's Big Bet on AI Agents: 1 billion digital agents in 15 months? Salesforce CEO calls strategy a "high wire act."

How Much More Data Will AI Generate? 10x, 100x, 1000x? : Artificial intelligence and GenAI may give new meaning to 'big data'

CrowdStrike and the Hard Truth about Software Reliability: Bill Gates once gave Microsoft a "one" on a scale of 10

Spotlight on Oracle's Fast-Growing Cloud Database Services: FY2024 Q4 recap: deals with OpenAI and Google Cloud—and 26% growth in cloud database services.

GenAI in the Enterprise: Risks, Rewards, and Data Readiness: Five steps to trusted AI from Informatica World 2024

Larry Ellison on Oracle Database 23ai: 6 Key Takeaways: Oracle goes all in on AI with support for vectors, LLMs, RAG, NLP queries

Distributing Databases and Data Globally: Beyond cloud zones and regions, a vision for 'regionless' data.