Financial Data and Key Metrics Changes - The company positions itself as a "Search AI company," focusing on providing high-performance solutions for storing, searching, and analyzing vast amounts of data [5][6] - The core technology is centered around Elasticsearch, which serves as the primary data storage and processing engine [8] Business Line Data and Key Metrics Changes - The company markets its offerings in three main areas: developer tools, observability products, and security solutions [9][12] - The observability product combines unstructured log messages with structured metrics and traces to identify operational issues [10] - The security product is described as a modern SIEM that goes beyond traditional capabilities, addressing the increasing complexity of security threats [11][49] Market Data and Key Metrics Changes - The company has seen a diverse range of use cases for Elasticsearch, from traditional search applications to more complex scenarios like transaction tracking and logistics [15][19] - The advent of AI has expanded the potential applications of Elasticsearch, with a focus on semantic and vector search capabilities [21][25] Company Strategy and Development Direction - The company aims to simplify the developer experience by providing out-of-the-box tools for building generative AI applications [36][37] - There is a strong emphasis on integrating AI capabilities into their products, including features like vector search and semantic search to enhance search relevance [25][26] - The acquisition of Keep Alerting is seen as a strategic move to enhance workflow automation capabilities in both security and observability [64][66] Management's Comments on Operating Environment and Future Outlook - Management acknowledges that customers are at various stages of maturity in adopting generative AI applications, with some already in production while others are still experimenting [39][40] - The importance of providing accurate and contextually relevant information is highlighted as critical for the success of AI applications [72][75] Other Important Information - The company has established partnerships with major AI model providers to enhance its offerings and ensure compatibility with various AI frameworks [32][68] - The focus on security is underscored by the need for per-user and per-document security measures, which are critical for enterprise applications [80][81] Q&A Session Summary Question: What is Elastic's overall strategy regarding AI? - The company is focused on building core components for developers while also utilizing these components in their observability and security solutions [23][24] Question: Are customers still in the experimental stage with generative AI applications? - Customers are at different maturity levels, with some already deploying generative AI applications in production [39][40] Question: How does Elastic position itself in the security space? - The company provides a comprehensive security suite, including a modern SIEM with prebuilt detection rules and AI-powered features [46][49] Question: What is the integration with NVIDIA's enterprise AI factory about? - The partnership aims to leverage NVIDIA's capabilities for running AI workloads, enhancing the company's offerings in the AI space [90]

[Music] My name is Shri Arajula. I'm an AI platform engineering architect at Outshift by Cisco. We focus on AI agentic applications and quantum networking.At outshift, we're redefining platform engineering with what we call agentic platform engineering. Platform engineers typically deal with complex distributed cloudnative systems like Kubernetes, CI/CD pipelines, and monitoring tools. This constant context switching leads to burnout.So we saw a huge opportunity to use agentic AI technology to automate work ...

Cisco Systems (CSCO) Update / Briefing June 11, 2025 11:00 AM ET Speaker0 Well, good morning, everybody, from San Diego. We want to welcome you all back to your streaming broadcast coming to you directly from the world of solutions here at Cisco Live twenty twenty five. So exciting. I'm Steve Moulter. On behalf of the entire Cisco TV team, we are really delighted to have you with us today. You know, from the moment this event kicked off, we have been experiencing the story of all of the unique, all of the d ...

So if you look at uh what has happened right in genative AI we are in the phase two of genative AI if you want to understand there where we are at and genative AI has taken the world by storm and what I mean to say it has disrupted every industry and it has truly changed everything look at enterprises they're looking to get started on genative AI use cases to solve the business problem and in Today's era of agentic AI which I am going to talk about in late is more about productivity and creativity space whe ...

FiscalNote Holdings (NOTE) FY Conference June 11, 2025 10:00 AM ET Speaker0 Good morning. My name is William. I'm with three their CEO, Josh Josh Resnick. Josh. Speaker1 All right, thanks a lot. I appreciate it. I appreciate everyone taking the time today to hear about what we're doing at FiscalNote. We're really excited and hope to be able to convey some of that to you and help you understand why. Let me make sure I can handle slides. Let's see. Yeah, not bad. So I'll just start with the usual disclaimer, ...

黄仁勋对AI下一阶段的重点智能体AI（Agentic AI）做出预判 。他认为，AI已经超越了识别信息和生成 内容的阶段，正迈向一个能够理解任务、进行推理、规划并执行复杂任务的全新浪潮，这种能力的物理 化身便是机器人。 现场，他通过一个名为"Greg"的机器人展示了这一概念，这个机器人在Omniverse构建的数字孪生虚拟 世界中学会行走和与环境互动后，才被部署到物理世界。宝马、奔驰、丰田等众多企业已开始利用 Omniverse构建其工厂或产品的数字孪生体。 凤凰网科技讯（作者/于雷）6月11日，英伟达创始人兼CEO黄仁勋今日现身法国巴黎VivaTech大会，发 表了GTC主题演讲。他系统阐述了AI技术正从根本上重塑计算与工业的未来，并明确指出，一个由"AI 工厂"驱动的全新工业革命已经到来。 黄仁勋在演讲中指出，传统的数据中心正在向"AI工厂"转变。他认为，未来的数据中心不再仅仅是存储 文件和数据的仓库，而是能够产生智能、创造价值的生产设施。这些AI工厂的核心任务是生产"智能通 证（intelligent tokens）"，就像发电厂产生电力一样，为各行各业提供动力，开启一场新的工业革命。 为支撑AI工厂的 ...

Core Insights - Datadog has introduced new capabilities for monitoring agentic AI, including AI Agent Monitoring, LLM Experiments, and AI Agents Console, aimed at providing organizations with end-to-end visibility and governance over AI investments [1][4][8] Industry Context - The rise of generative AI and autonomous agents is changing software development, but many organizations struggle with visibility into AI system behaviors and their business value [2][3] - A study indicates that only 25% of AI initiatives are currently delivering promised ROI, highlighting the need for better accountability in AI investments [4] Company Developments - Datadog's new observability features allow companies to monitor agentic systems, run structured experiments, and evaluate usage patterns, facilitating quicker and safer deployment of LLM applications [3][4] - The AI Agent Monitoring tool provides an interactive graph mapping each agent's decision path, enabling engineers to identify issues like latency spikes and incorrect tool calls [4][6] - LLM Experiments enable testing of prompt changes and model swaps against real production data, allowing users to quantify improvements in response accuracy and throughput [6][7] - The AI Agents Console helps organizations maintain visibility into both in-house and third-party agent behaviors, measuring usage, impact, and compliance risks [7]

Rambus (RMBS) FY 2025 Conference June 10, 2025 02:00 PM ET Speaker0 Good afternoon, and welcome to Rosenblatt Security's fifth annual Age of AI scaling tech conference. My name is Kevin Cassidy. I'm one of the semiconductor analysts at Rosenblatt. And it's my my pleasure to introduce, Steven Wu. Steve is Rambus's fellow and distinguished inventor and is a technology innovator with over fifteen years of experience in the hardware and software performance solutions. We have a buy rating on Rambus and an $80 t ...

Key Takeaways PATH reported Q1 fiscal 2026 revenues of $357M, up 6% year over year, and ARR of $1.69B, up 12%. Strategic alliances with Microsoft, Amazon, and Salesforce boost PATH's market reach and integration. PATH holds $1.6B in cash with no debt, and strong liquidity supports growth and innovation initiatives.UiPath Inc. (PATH) stock has declined 10% in the past six months while gaining 12% in the past three months, indicating that the tide is turning. Image Source: Zacks Investment ResearchThis anal ...

I'm Ben Kuss and I'm here to talk about the lessons that we learned at Box building um agent architectures. Um if you don't know Box, uh we are a B2B company. Um many people know us uh from our content sharing, but we think of ourselves as an unstructured data platform.Uh we have uh we typically deal with large enterprises. So like um uh big companies across Fortune 500. We have over 115,000 companies, tens of millions of users and our customers have given us uh entrusted us with over an exabyte of their da ...