Pinned Tweet
What does it take for the next Big Bang IPO (top 25%)
- 250M ARR and 77%+ YoY ARR growth
- 48%+ Rule of 40
- 139% net dollar retention
- 19 months gross margin adjusted CAC payback
- (12%) or better operating margin!
The chart below also has the numb…lnkd.in/gkk3WPn
Abhas Ricky retweeted
🚨 ÚLTIMA HORA: Se acaba de revelar una película de 40 minutos con todos los robos de Argentina.
Es un escándalo Mundial.
We are moving from the era of AI experimentation to the era of the AI Factory 🏭
It isn't about who owns the most GPUs—it’s about who has the data infrastructure to feed them.
1. Why care?
As #AI becomes the core operating engine of global GDP, the world's largest enterprises face a critical structural hurdle: high-performance silicon routinely sits idle waiting for data. To lead in the era of #AgenticAI, organizations need production-grade #AIFactories capable of continuously ingesting, refining, and governing data anywhere—across data centers, public clouds, and #Sovereign stacks.
2. What are we doing to fix it?
Today, we - Cloudera and VAST Data announce a strategic partnership to solve this bottleneck at exabyte scale, leveraging the NVIDIA AI Data Platform reference design. By unifying Cloudera’s robust data engineering, analytics, and ironclad governance with the VAST AI Operating System’s high-performance foundation, our combined ecosystem commands over 60 exabytes of customer-managed data.
-- Together, we are ending the era of idle compute.
3. Why should you as a customer/ practitioner care?
- 🏦 Financial Services & Intelligent Banking: Transforming 310B+ annual payment flows into millisecond decisions.
The Impact: Real-time fraud detection, slashed decision latency, and governed autonomous financial assistants without false-decline bottlenecks.
- 📡 Telecommunications & Autonomous Networks: Seamlessly reasoning across 210+ exabytes of monthly mobile traffic and infrastructure telemetry.
The Impact: Self-optimizing networks operating at exabyte scale with maximum resilience, lower cost-per-GB, and elite energy efficiency.
- 🧬 Healthcare & Precision Medicine: Enabling multimodal AI to analyze 100GB+ genomic sequences and 30GB uncompressed pathology slides.
The Impact: Faster diagnostic turnarounds and accelerated clinical research with zero-compromise privacy, lineage, and inference accuracy.
4. Key Takeaways
- Zero idle compute. Continuous data delivery. Ironclad governance.
- Better data utilization. Better GPU utilization. Faster AI outcomes.
- This is the blueprint for the enterprise AI factory anywhere.
Jeff Denworth Alon Horev Renen Hallak Justin Boitano Kari Ann Briski Pat Lee Brian Rosso Leo Brunnick
🔗 Read the official announcement: lnkd.in/eJYaA5dY
#Cloudera #VASTData #EnterpriseAI #AIFactory #PrivateAI #SovereignAI #NVIDIA #AgenticAI
Happy July 4th everyone!
- Here's a thought about independence. Not the #1776 kind — the #2026 kind.
250 years ago, Independence meant owning your land, your laws, your destiny. In the AI economy, independence means owning your learning loop
That is also the defining AI question of our time — Not whether AI becomes powerful. It will. The real question is whether AI becomes centralized authority — or distributed human agency
#data #ai #sovereignty #trust
open.substack.com/pub/abhasr…
Why Cheaper AI Is Costing More
1. H100 rental crashed from ~$8/hr to a $1.70 trough by Oct ’25, then rebounded ~40% to $2.35 by early 2026 as scarcity bit
2.Token prices fell ~280x in two years, yet enterprise AI spend rose ~320%.
Details here:
bit.ly/4uwPcvp
$3 trillion of enterprisedata cannot move, cannot be copied, and cannot wait! The AI industry was built on the opposite assumption. #Training is no longer the story. #Inference now accounts for 72-80% of AI compute spend, up from 15% in 2020
abhasricky.substack.com/p/in…
Abhas Ricky retweeted
Join @theCUBE’s @furrier in this “AI Factories - Data Centers of the Future” exclusive, as he speaks with @RickyAbhas about @Cloudera’s partnerships with @nvidia, @Amazon & model providers for customer flexibility and optionality.
💡 Get more insights!
thecube.net/events/nyse/ai-f…
#AIWorkflows #Infrastructure #ClouderaPartnerships #EnterpriseAI
Abhas Ricky retweeted
🚀 DeepSeek-OCR — the new frontier of OCR from @deepseek_ai , exploring optical context compression for LLMs, is running blazingly fast on vLLM ⚡ (~2500 tokens/s on A100-40G) — powered by vllm==0.8.5 for day-0 model support.
🧠 Compresses visual contexts up to 20× while keeping 97% OCR accuracy at <10×.
📄 Outperforms GOT-OCR2.0 & MinerU2.0 on OmniDocBench using fewer vision tokens.
🤝 The vLLM team is working with DeepSeek to bring official DeepSeek-OCR support into the next vLLM release — making multimodal inference even faster and easier to scale.
🔗 github.com/deepseek-ai/DeepS…
#vLLM #DeepSeek #OCR #LLM #VisionAI #DeepLearning
Abhas Ricky retweeted
Introducing AI Key, a small device that lets AI control your entire phone.
just plug it in and ask it to complete a task.
pre-order now.
Great opportunity if you’re interested in building something really impactful that will positively influence 1/6th of the population! Sid is brilliant and has an amazing team
🚨 We're Hiring! 🚨
Join @puch_ai to build AI for a Billion+ people.
💰 Stipend: ₹1L–2L/month
🗓️ Start: Whenever you're ready
📍 Remote
🚀 PPOs for top performers
🎓 No degree needed. We hired a high schooler last month.
Open Roles:
1. AI Engineering Intern (Full-time)
2. Growth Magician (Full-time/Part-time)
👇 Interested?
Comment why we should choose you and what you’d be excited to work on if you joined Puch AI (No DMs please)
Know someone who's a perfect fit? Tag them. If they’re hired, you win an iPhone! (One tag per comment)
PS: We’re also hosting a hackathon. Win it, and you get an internship offer. Land in the top 10, and you’ll interview directly with the founders.
Register here: puch.ai/hackathon
Abhas Ricky retweeted
When I’m invited to give an on-stage appearance, I try my best to be insightful *and* entertaining. The audience deserves that. One mentor I had told me in 1992 that I needed to do that even if I needed to “set my hair on fire”. Thankfully for the Cloudera SKO I didn’t have to. Was happy to see most were looking up versus down, a key indicator for me to gauge how much the audience is staying with me. Thanks @RickyAbhas for the great conversation and Charles and Frank for the invite.
Abhas Ricky retweeted
Replying to @PatrickMoorhead
@PatrickMoorhead giving great insights at Cloudera Elevate26. #ELEVATE26
Abhas Ricky retweeted
We're excited to announce the Cloudera Model Registry is generally available! Model Registry will revolutionize #MachineLearning model management in production environments.
It will empower both experienced and new data scientists. Check it out. spr.ly/6018RyyoI
Abhas Ricky retweeted
AI can revolutionize the customer experience in the financial sector. But scattered data among different clouds and on-premises environments and security and regulatory requirements make it difficult for AI models to access this data at scale and on demand.
@RickyAbhas, Cloudera's Chief Strategy Officer, explains how a true hybrid platform removes those roadblocks in @Forbes: bit.ly/406rA3V
Abhas Ricky retweeted
At #EVOLVE24, #theCUBE learned about @Cloudera’s approach around #enterpriseAI governance from @RickyAbhas, the company’s chief strategy officer.
📺 Watch the complete analysis:
youtube.com/watch?v=33ndhwGH…
Build an Evernote AI chatbot using Pinecone OpenAI and LangChain —- with #Nifi!
Nifi provides with a fast, simple and cost efficient way to build vector embeddings ingestion pipeline and integrate with LLM services and application frameworks
#data #ai…lnkd.in/gg4YYceV
#hybridmulticloud is the ONLY way forward to accelerate your #cloudadoption, #digitaltransformation and #ai strategies!
Key anecdotes from the ecosystem:
Walmart has saved as much as 18% annually on overall cloud expenditures th…lnkd.in/gBiAKbVm lnkd.in/gwPNH4Pc
1/2 @cloudera and @SnowflakeDB are both leaders in cloud #DataAnalytics — but how do they compare?
Per @Gartner_inc Cloud DBMS Magic Quadrant:
- Cloudera was rated higher across every ‘#Analytics and Operational use case’ except legacy data warehouses
bit.ly/3Id3JW1
2/2 @cloudera was also rated higher for #analytics, #streaminganalytics and #datascience
#GetTheFacts and read the report.
bit.ly/3Id3JW1
#data #datalakehouse #streaming





















