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I've joined @MoorInsStrat as VP & Principal Analyst covering data, analytics, governance, and storage — and where AI intersects them all.
Grateful to learn the playbook from @PatrickMoorhead and the MI&S team.
Sat down with Erin Zehr for my first piece on why I made the move: moorinsightsstrategy.com/the…
I give @ServiceNow a lot of credit for Flow. Plenty of incumbents would've kept selling just the big platform. ServiceNow built a chat-first service desk a 200-person company can buy on a credit card. More in my latest Field Note, link below.
Liked seeing @Microsoft back Ossie for two reasons. One, a lot of companies keep their business definitions in Power BI. And two, now, whoever wrote those definitions gets to take them wherever they go if they want.
Loved the joke on stage about agents building beautiful Power BI dashboards, then everyone just looking for the export to Excel. Too real. Some things AI can't fix. 😂 #FabConEurope #SQLConEurope
Fabric IQ can now build an ontology from your Power BI semantic models. With 20+ million semantic models in Power BI today, that's a big head start for a lot of teams. #FabConEurope #SQLConEurope
We can keep talking agents, but GPU acceleration in Fabric's warehouse is still a sleeper story for me. #FabConEurope #SQLConEurope
Biggest cheer of the keynote so far went to billing. On-demand across Fabric, no upfront capacity needed. #FabConEurope #SQLConEurope
OneLake's getting a policy engine. Set the rules once, right where the data lives. #FabConEurope #SQLConEurope
Agents that leave artifacts behind, plus a Monitor hub that shows what they ran. That's how Fabric gets data teams to trust the agents. #FabConEurope #SQLConEurope
Most companies I talk to treat sovereignty as an insurance policy meaning companies pay for the option to meet whatever residency or control rules come their way, without rebuilding anything if those rules change. SQL Server on Azure Local going GA gives SQL shops that option without a rebuild. #FabConEurope #SQLConEurope
The AI pitch from @Microsoft at #FabConEurope #SQLConEurope comes down to people working in Copilot, agents governed in Agent 365, and Microsoft IQ giving both the same context on your business.
Mike Leone retweeted
🔐 New research from VP & Principal Analyst Michael Leone (@LeoneDataAI) examines how confidential AI brings models to regulated data while protecting records and model weights.
The brief explores @VAST_Data Enclave and four requirements buyers should use to evaluate confidential enclaves.
moorinsightsstrategy.com/res…
@PatrickMoorhead
@VAST_Data
Today, @VAST_Data launched DataEnclave, bringing confidential AI to regulated companies that want top-tier models on data that can't leave the building. I wrote a research brief on why the model has to come to the data. Link below.




