Tired: Software. Wired: Cloud data centers
Today: AWS and Google put the capital expenditures pedal to the metal as demand for enterprise AI surges, OpenAI ramps up its enterprise attack, and the latest enterprise moves.
Today: why a shakeup in the fast-growing observability market could be underway as businesses start to think differently about data, the early returns for Microsoft Copilot are in, and the latest funding rounds in enterprise tech.
The rise of OpenTelemetry coupled with the separation of application data from observability tools could shake up this fast-growing market right as more companies realize they need help managing their cloud apps.