June 7, 2022
Hello, and welcome to Protocol Enterprise! Today: why Cerner CEO David Feinberg could ultimately decide whether Oracle’s big acquisition pays off, Databricks starts a land war in open source and Intel continues to emphasize its software investments.
With Oracle’s $28.3 billion acquisition of Cerner officially complete as of today, Larry Ellison can now count one of the most-well known health care tech brands as a member of his fiefdom.
And Ellison has a powerful tool at his disposal to help Oracle in the battle with Microsoft and other key rivals in the quest to bring the cloud revolution to the health sector: Cerner CEO David Feinberg.
Oracle has a reputation of quickly infusing acquired products into its mammoth sales operation. However, in a sign Oracle might be learning from past mergers, it’s looking likely that Oracle will let Cerner operate separately from the mothership — at least initially.
Feinberg is particularly important as Oracle looks to overcome a key hurdle to penetrating the health care industry: its reputation.
Whether that is enough to succeed in a sector where so many others have failed remains to be seen, especially after Microsoft’s $16 billion acquisition of Nuance. But it’s hard to bet against Oracle with someone like Feinberg in the company’s corner.— Joe Williams (email | twitter)
Fewer than half of executives (44%) see better communication with customers as a benefit of digitizing AR. Meanwhile, 72% state that their AR department isn't customer-oriented enough, implying that executives understand the need for customer-oriented AR departments, but aren't aware that they can close that gap as part of their AR digitization project.
Database wranglers were already questioning Delta Lake’s open-source cred. So it was only a matter of time before a wonky “nerd war” over the Databricks-led open-source project — and a debate common in other tech circles — came to database talks on LinkedIn.
There’s confusion around which parts of Delta Lake are open source and which aren’t. That can have important ramifications for users down the line.
Amid squabbles over Delta Lake, momentum behind rival project Iceberg grows.
Purists say Delta Lake is not open source in spirit.
With Spark, the co-founders of Databricks have a history of monetizing the open-source community.
Check out the full story of this heated Delta Lake open-source discussion and why it matters to businesses.— Kate Kaye (email | twitter)
Twenty-year Intel veteran Sandra Rivera presides over Intel's ever-important data center and AI group at the heart of its turnaround efforts. In a recent interview at Intel Vision 2022, Rivera discussed the company’s aim to execute the plan outlined by CEO Pat Gelsinger last year, and how it is thinking about its data center AI efforts.
For years, Intel has insisted that the CPU was sufficient to handle all the tasks in the data center. That’s changed with the company’s launch of infrastructure and graphics chips, among other things. Why?
Pat has accelerated everything, but the idea of heterogeneous compute, we've had that idea for quite some time. I think everyone recognizes that particularly with the growth of data being both structured and unstructured, dense data, sparse data — it is not a one-size-fits-all.
If all you’re doing is deep-learning training, then actually even a GPU is not your best choice. You want an AI accelerator, but you will only deploy that at scale if the software environment is one that is familiar, if you’re able to access it through PyTorch and TensorFlow.
With the computing horsepower required for complex AI rising considerably faster than the current rate of silicon advancements, how important is software to running workloads related to AI?
Hardware gives a certain process [advancement] with each generation of technology, architectural and design engineering improvements from a hardware perspective. But the real unlock of that hardware is in the software — it will get you many more multiples than you’re going to get in hardware or process technology.
When we look at the Ice Lake [Intel server chips] generation with Deep Learning Boost, and then what we're bringing forward with Sapphire Rapids and Advanced Matrix Extensions, we see a 30X improvement in running something like human-genome sequencing data set algorithm.— Max A. Cherney (email | twitter)
GitLab stock spiked after it reported earnings Monday well above Wall Street expectations, including a 75% jump in revenue.
A resounding 96% of respondents claimed that there is work to do in digitizing their AR departments, yet 60% agreed that their AR departments haven’t been prioritized as much as other departments for digitization. At a time when the importance of securing cash flow is higher than ever, many businesses are not putting enough focus on it.
Thanks for reading — see you tomorrow!