Open-source AI is drawing unprecedented attention from developers and enterprises, driven in part by DeepSeek’s recent model releases.

Cost pressures and demands to improve the performance of generative AI applications are driving enterprise interest in the ecosystem as organizations seek more flexible and cost-effective alternatives to proprietary solutions. 

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This spending is creating opportunities for growth across the AI data center value chain.

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Nvidia has used its experience developing graphics processing units (GPUs) — which were originally developed for applications like gaming but turned out to be rather good at AI tasks — to become a dominant force in AI infrastructure and applications. 

But a host of established companies and startups are investing heavily to capture a share of the growing AI computing market. This includes building new types of chips specifically for training and running AI models, evolving traditional processors like CPUs and GPUs to better support AI workloads, and exploring novel information processing technologies such as quantum and neuromorphic computing. 

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Unlike big tech peers like Google and Meta, it’s largely kept its in-house model development activity out of the public eye. With a focus on the on-device user experience — and smaller models as a result — Apple is relying on external large language models (LLMs) from partners like OpenAI to round out its generative AI suite.

Using CB Insights data, we uncovered the 3 biggest strategic priorities in Apple’s AI strategy:

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While Nvidia initially developed its graphics processing units (GPUs) for gaming, these chips turned out to be ideal for powering AI tasks. Now, the company is focusing its efforts on providing the computing hardware — notably its A100 and H100 GPUs — and the software infrastructure required for developing generative AI applications.

Amid the generative AI rush, Nvidia has grown rapidly. In fact, it recently surpassed Microsoft and Apple to become the world’s most valuable company. To bolster its leadership position and keep ahead of AI computing competitors like AMD and Intel, Nvidia has forged relationships with companies across the AI landscape.

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The company has faced multiple high-profile incidents over the past 6 years — including crashes involving its planes and a fuselage blowout. This series of events has resulted in a decline in consumer trust, aggravated airlines, and lost sales to rival Airbus.

Amid these challenges, Boeing has shaken up its corporate leadership and moved to improve its manufacturing quality. For instance, the company is exploring a reintegration with Spirit AeroSystems to help address production flaws.

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The UK-based company — a licensor of chip designs to industry leaders like Apple, Google, NVIDIA, and Samsung — dominates smartphone chip architecture with a 99% market share.

However, recent years have been marked by uncertainty for the company, with a $40B acquisition by NVIDIA collapsing in early 2022. The deal faced opposition from customers like Qualcomm and Microsoft, as well as intense regulatory scrutiny.

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But fortunes began to improve dramatically in 2014 with the arrival of CEO Lisa Su, who has helped channel the company’s efforts toward high-growth areas like AI. Its stock price has since climbed 25x.

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Wiz landed a $10B valuation in February just 3 years after its founding. Orca was last valued at $1.8B in 2021. 

Both are part of a group of cybersecurity startups — like Aqua Security and Lacework — that have grown rapidly with the cloud computing wave. 

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Private players like Wiz (founded in 2020) and Orca Security (founded in 2018) have ridden this wave to notch $10B and $1.8B valuations, respectively. 

Meanwhile, cybersecurity behemoth Palo Alto Networks ($64B market cap) has acquired more than 10 companies as it built its Prisma Cloud platform and other security offerings. 

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These factors, along with more distributed and remote workforces, are driving the increased need for cybersecurity solutions to protect critical data and operations in cloud environments.

In the market map below, we identify 103 cybersecurity vendors addressing critical aspects of cloud security across 14 different categories. Some larger players are operating in multiple markets and offer bundled services.

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After bringing on a new CEO in 2020 and reprioritizing its investment strategy, the company has aggressively pursued plans to build an ecosystem for automated, connected, and electric vehicles. It has maintained a dual focus on passenger and commercial markets.

At the same time, the company has experienced considerable growth. Its stock price has more than doubled over the past 3 years — and it has also watched its market cap pass that of one of its largest domestic competitors, General Motors. 

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Reflecting this trend, companies in the cloud GPU market are gaining traction as enterprises look to leverage high-performance GPUs without the need for making big investments in on-premises infrastructure. 

For example, cloud GPU startup CoreWeave recently became a vendor for Microsoft to provide additional capacity for running AI applications on its Azure cloud computing platform (which includes ChatGPT-maker OpenAI as a customer).

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The cloud cost optimization market has seen 7 acquisitions since the beginning of 2020 as consolidation gathered pace. We use CB Insights data to analyze the M&A trends in space and how Apptio’s deal compares to others by looking at:

• Cloud cost optimization funding
  
• Apptio’s valuation & acquisitions
• Revenue multiples

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It just announced plans to invest $100M to help companies make use of genAI and also recently launched a 10-week accelerator program focused on supporting generative AI startups. 

The startups selected for its first cohort are aiming to solve challenges like healthcare burnout, illiteracy, and streamlining tedious employee tasks. Participating startups receive $300K in AWS credit to help develop and run their genAI models.

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But more broadly, Nasdaq is a global capital markets tech company that builds and sells financial software to corporations, investors, and other marketplaces.

These offerings range from platforms focused on data management for environmental, social, and governance (ESG) initiatives to portfolio analytics for asset managers. 

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This achievement is partly attributed to its pioneering work in accelerated computing, which uses specialty hardware to complete demanding software tasks much faster than previously possible.

Initially, this effort was primarily focused on gaming — but NVIDIA’s development of parallel processing in 2006 paved the way for new capabilities in scientific and research applications. This breakthrough allowed multiple computations at a given time instead of sequentially, resulting in much faster processing speeds.

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We mined Yardstiq’s interviews with software buyers as well as vendors’ submitted Analyst Briefings and used these proprietary insights to map the cloud security landscape and help you quickly build your RFP vendor shortlist.

The Cloud Security RFP Vendor Shortlist features RFP insights on 11 vendors including:

• • Aqua Security 
  • Check Point
  • Lacework
  • Netskope 
  • Orca Security
  • Prisma Cloud (by Palo Alto Networks)
  • Wiz
  • And 4 others

Dig deeper into these players with our Cloud Security Vendor Scorecard.

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Download the buyer’s guide to see our overview of this software category and the questions you should be asking, from pricing to integration.

Buyers interviewed for this report include: 

• VP of Information Security, Fortune 500 corporation
• Former CISO, media group with $1B+ market cap
• Principal VP and CTO, Big Four subsidiary
• CISO, $1B+ valuation fintech

Get access to thousands of detailed, analyst-led interview transcripts with Yardstiq, powered by CB Insights. Reserve your Yardstiq subscription here. 

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Download our scorecard to quickly compare the following vendors. To read the interview transcripts for each solution, reserve your Yardstiq subscription here.

• Aqua Security 
• Lacework
• Netskope 
• Orca Security
• Sysdig
• Prisma (by Palo Alto Networks)

Other cloud security vendors mentioned by buyers of these solutions include:

• Rapid7
• Check Point
• Wiz
• Forcepoint
• Qualys

For more firsthand insights from the world’s largest network of software buyers, reserve your Yardstiq subscription here. 

Yardstiq is powered by CB Insights.

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The post Israeli cloud and network security provider Perimeter 81 hits $1B valuation. Perimeter 81 competitors are Twingate, Tailscale, and Zscaler. appeared first on CB Insights Research.

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The post Cloud-native logging and security analytics provider Devo Technology reaches $2B valuation. Devo Technology competitors are Splunk, Panther Labs, Logz.io, and LogRhythm. appeared first on CB Insights Research.

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