Month: April 2025

Article originally posted on InfoQ. Visit InfoQ

As a company grows, investing in custom developer tools may become necessary. Initially, standard tools suffice, but as the company scales in engineers, maturity, and complexity, industry tools may no longer meet needs, Carlos Arguelles said at QCon San Francisco. Inflection points, such as a crisis, hyper-growth, or reaching a new market, often trigger these investments, providing opportunities for improving productivity and operational excellence.

Carlos Arguelles gave a talk about Amazon’s inflection points in engineering productivity. When a company first starts, it doesn’t make sense for it to create its own developer tools, as there are plenty of excellent ones available in the industry, he said. But as a company grows (in number of engineers, in maturity, in customer adoption, in domains), investing in its own developer tools starts making sense:

An inflection point is when that investment in engineering productivity that didn’t make sense before now suddenly does. This could be because the industry tools do not scale, or because the internal tools can be optimized to integrate better with the rest of the ecosystem, as Arguelles explained.

A little papercut where each developer is wasting a couple of minutes per day in toil can add to hundreds of millions of dollars of lost productivity in a company like Amazon or Google.

The more obvious inflection point that made investments in engineering productivity become feasible is the number of engineers. Maybe it didn’t make sense for your company to have its own CI/CD proprietary tooling when there were 3000 engineers, but it does when there are 10,000 engineers, because the savings in developer productivity with a toolchain optimized for the ecosystem have a significant return on investment, Arguelles said.

He mentioned that the opposite is true as well. When your company is in hypergrowth it may make sense to have duplicate tools (each organization creating its bespoke tool so that it can independently move fast), but when the company stops growing (which is what happened in 2023 with all the big tech layoffs), it makes sense to consolidate tooling and defragment the world.

Arguelles gave some more examples of inflection points, like reaching a certain level of maturity where you need to raise the bar in terms of engineering or operational excellence can provide an inflection point or entering an entirely different and new market. Sometimes the inflection point is a crisis or even a single operational issue that could have been prevented with the right tooling:

For example, Amazon invested significantly in a number of load, stress, and chaos testing tools after the Prime Day incident of 2018 (where the Amazon Store was unavailable for hours during the busiest shopping day of the year). We had been talking about doing that for years, but that incident helped us sharpen our focus and build a solid case for funding those investments.

Inflections can also happen when an organization experiences hyper-growth:

I saw Amazon double in size every year, from 3000 engineers when I started in 2009, to 60k-70k in 2022. What this meant in practice is that we needed to be thinking about skating to where the puck was going to be, not where it currently was.

Scaling needs and security needs often meant sooner or later we needed to create our own developer tools, Arguelles said. Over time, they developed tools to scale source code repositories and build their own tools for code reviews and CI/CD (including testing and deployment):

Because of that hyperscale, we often found ourselves needing to re-think our architecture much sooner than we had envisioned. But it also provided ample opportunities to innovate and think differently!

Inflection points are inevitable and occur naturally in many situations: a company drastically increasing or shrinking in terms of number of engineers, a crisis, reaching a certain level of maturity where you need to raise the bar in terms of engineering or operational excellence, or entering an entirely different and new market, Arguelles said. He concluded that it is important to have your eyes open, recognize when these inflection points are around the corner, proactively shape your engineering productivity tooling for the future, and seize the opportunities.

Article originally posted on InfoQ. Visit InfoQ

Google has announced that its Gemini models will be available on Google Distributed Cloud (GDC), bringing its advanced AI capabilities to on-premises environments. The public preview is slated for Q3 2025.

With this move, the company aims to allow organizations to leverage Gemini’s AI while adhering to strict regulatory, sovereignty, and data residency requirements. The company is collaborating with NVIDIA to make this possible by utilizing NVIDIA Blackwell systems, allowing customers to purchase the necessary hardware through Google or other channels.

Sachin Gupta, vice president and general manager of infrastructure and solutions at Google Cloud, said in a NVIDIA blog post:

By bringing our Gemini models on premises with NVIDIA Blackwell’s breakthrough performance and confidential computing capabilities, we’re enabling enterprises to unlock the full potential of agentic AI.

GDC is a fully-managed on-premises (available since 2021) and edge cloud solution offered in connected and air-gapped configurations. It can scale from a single server to hundreds of racks and provides Infrastructure-as-a-Service (IaaS), security, data, and AI services. GDC is designed to simplify infrastructure management, enabling developers to focus on building AI-powered applications, assistants, and agents.

According to Google, bringing Gemini to GDC will allow organizations to use advanced AI technology without compromising their need to keep data on-premises. The GDC air-gapped product already holds authorization for US Government Secret and Top Secret missions, providing high levels of security and compliance.

Keith Townsend stated in a LinkedIn post:

For security-conscious industries like manufacturing, this is a game-changer. Let’s say you’re running a complex OT environment. Machines generate massive volumes of telemetry—temperatures, vibration patterns, run times. With Distributed Gemini Flash, you can deploy lightweight agents on-prem, behind your firewall, to analyze that data in real time.

Gemini models are designed to deliver breakthrough AI performance. They can analyze million-token contexts, process diverse data formats (text, image, audio, and video), and operate across over 100 languages. The Gemini API is intended to simplify AI inferencing by abstracting away infrastructure, OS management, and model lifecycle management. Key features include:

• Retrieval Augmented Generation (RAG) to personalize and augment AI model output.
• Tools to automate information processing and knowledge extraction.
• Capabilities to create interactive conversational experiences.
• Tools to tailor agents for specific industry use cases.

In addition to Gemini, Google highlights that Vertex AI is already available on GDC. Vertex AI is a platform that accelerates AI application development, deployment, and management. It provides pre-trained APIs, generative AI building tools, RAG, and a built-in embeddings API with the AlloyDB vector database.

Lastly, the company also announced that Google Agentspace search will be available on GDC (public preview in Q3 2025). Google Agentspace search aims to provide enterprise knowledge workers with out-of-the-box capabilities to unify access to data in a secure, permissions-aware manner.

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Article originally posted on mongodb google news. Visit mongodb google news

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Item 1.   (a) Name of issuer:

MONGODB INC

(b) Address of issuer’s principal executive offices:

1633 BROADWAY 38TH FLOOR NEW YORK NY 10019

Item 2.   (a) Name of person filing:

BlackRock, Inc.

In accordance with SEC Release No. 34-39538 (January 12, 1998), this Schedule 13G reflects the securities beneficially owned, or deemed to be beneficially owned, by certain business units (collectively, the “Reporting Business Units”) of BlackRock, Inc. and its subsidiaries and affiliates. It does not include securities, if any, beneficially owned by other business units whose beneficial ownership of securities are disaggregated from that of the Reporting Business Units in accordance with such release.

(b) Address or principal business office or, if none, residence:

BlackRock, Inc., 50 Hudson Yards New York, NY 10001

(c) Citizenship:

See Item 4 of Cover Page

(d) Title of class of securities:

Common Stock

(e) CUSIP No.:

60937P106

Item 4. Ownership (a) Amount beneficially owned:

4692038

(b) Percent of class:

5.8  %

(c) Number of shares as to which the person has:
  (i) Sole power to vote or to direct the vote:

4292036

  (ii) Shared power to vote or to direct the vote:

0

  (iii) Sole power to dispose or to direct the disposition of:

4692038

  (iv) Shared power to dispose or to direct the disposition of:

0

Item 5. Ownership of 5 Percent or Less of a Class.   Item 6. Ownership of more than 5 Percent on Behalf of Another Person.  

If any other person is known to have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, such securities, a statement to that effect should be included in response to this item and, if such interest relates to more than 5 percent of the class, such person should be identified. A listing of the shareholders of an investment company registered under the Investment Company Act of 1940 or the beneficiaries of employee benefit plan, pension fund or endowment fund is not required.

Various persons have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of the common stock of MONGODB INC. No one person’s interest in the common stock of MONGODB INC is more than five percent of the total outstanding common shares.

Item 7. Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.  

If a parent holding company has filed this schedule, pursuant to Rule 13d-1(b)(ii)(G), so indicate under Item 3(g) and attach an exhibit stating the identity and the Item 3 classification of the relevant subsidiary. If a parent holding company has filed this schedule pursuant to Rule 13d-1(c) or Rule 13d-1(d), attach an exhibit stating the identification of the relevant subsidiary.

See Exhibit 99

Item 8. Identification and Classification of Members of the Group.  

Not Applicable

Item 9. Notice of Dissolution of Group.  

Not Applicable

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What Happened?

A number of stocks jumped in the morning session after President Trump clarified that he had no intention of removing Federal Reserve Chair Jerome Powell, a statement that helped calm markets. Earlier remarks had sparked fears of political interference in decision-making at the central bank. With Trump walking back his earlier comments, investors likely felt more assured that monetary policy decisions would continue to be guided by data, not drama. That kept the Fed’s word credible, and more importantly, gave investors a steadier compass to figure out where rates and the markets were headed next. 

Adding to the positive news, the president made constructive comments on US-China trade talks, noting that the tariffs imposed on China were “very high, and it won’t be that high. … No, it won’t be anywhere near that high. It’ll come down substantially. But it won’t be zero.” 

Also, a key force at the center of the stock market’s massive two-day rally was the frantic behavior of short sellers covering their losses. Hedge fund short sellers recently added more bearish wagers in both single stocks and securities tied to macro developments after the whipsaw early April triggered by President Donald Trump’s tariff rollout and abrupt 90-day pause, according to Goldman Sachs’ prime brokerage data. The increased short position in the market created an environment prone to dramatic upswings due to this artificial buying force. 

A short seller borrows an asset and quickly sells it; when the security decreases in price, they buy it back more cheaply to profit from the difference.

The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks.

Among others, following stocks were impacted:

Zooming In On Powell (POWL)

Powell’s shares are extremely volatile and have had 56 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business.

The previous big move we wrote about was 1 day ago when the stock gained 5.2% on the news that investor sentiment improved on renewed optimism that the US-China trade conflict might be nearing a resolution. According to reports, Treasury Secretary Scott Bessent reinforced this positive outlook by describing the trade war as “unsustainable,” and emphasized that a potential agreement between the two economic powers “was possible.” His comments signaled to markets that both sides might be motivated to seek common ground, raising expectations for reduced tariffs and more stability across markets.

Powell is down 23.2% since the beginning of the year, and at $175.67 per share, it is trading 50.1% below its 52-week high of $352.37 from November 2024. Investors who bought $1,000 worth of Powell’s shares 5 years ago would now be looking at an investment worth $7,853.

Unless you’ve been living under a rock, it should be obvious by now that generative AI is going to have a huge impact on how large corporations do business. We prefer a lesser-known (but still profitable) semiconductor stock benefiting from the rise of AI. Click here to access our free report on our favorite semiconductor growth story.

Article originally posted on mongodb google news. Visit mongodb google news

Posted on mongodb google news. Visit mongodb google news

Article originally posted on mongodb google news. Visit mongodb google news

Posted on mongodb google news. Visit mongodb google news

Article originally posted on mongodb google news. Visit mongodb google news

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Starting today, storage optimized Amazon Elastic Compute Cloud (EC2) I4g instances powered by AWS Graviton2 processors and 2nd generation AWS Nitro SSDs are now available in the AWS Asia Pacific (Sydney) Region.

I4g instances are optimized for workloads performing a high mix of random read/write operations and requiring very low I/O latency and high compute performance, such as transactional databases (MySQL, and PostgreSQL), real-time databases including in-memory databases, NoSQL databases, time-series databases (Clickhouse, Apache Druid, MongoDB) and real-time analytics such as Apache Spark.

Get started with I4g instances by visiting the AWS Management Console, AWS Command Line Interface (CLI), or AWS SDKs. To learn more, visit the I4g instances page.

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Article originally posted on mongodb google news. Visit mongodb google news

Posted on mongodb google news. Visit mongodb google news

Piper Sandler has revised its price target for MongoDB (MDB, Financial), reducing it significantly from $280 to $200 while maintaining an Overweight rating on the shares. This adjustment aligns with similar cuts made across the cloud applications and analytics sector due to anticipated short-term growth challenges.

These challenges stem from several factors, including tariffs, shifting policy landscapes, and hurdles associated with the adoption of artificial intelligence. The firm notes that the software industry is experiencing a moderation in growth for the fourth consecutive year, which has impacted investor sentiment negatively.

Piper Sandler’s analysis indicates that valuation multiples in the sector have fallen to their lowest levels in seven years. However, the direct impact of tariffs on software models remains minimal.

Wall Street Analysts Forecast

Based on the one-year price targets offered by 34 analysts, the average target price for MongoDB Inc (MDB, Financial) is $283.92 with a high estimate of $520.00 and a low estimate of $170.00. The average target implies an
upside of 86.60%
from the current price of $152.15. More detailed estimate data can be found on the MongoDB Inc (MDB) Forecast page.

Based on the consensus recommendation from 38 brokerage firms, MongoDB Inc’s (MDB, Financial) average brokerage recommendation is currently 2.0, indicating “Outperform” status. The rating scale ranges from 1 to 5, where 1 signifies Strong Buy, and 5 denotes Sell.

Based on GuruFocus estimates, the estimated GF Value for MongoDB Inc (MDB, Financial) in one year is $432.89, suggesting a
upside
of 184.52% from the current price of $152.15. GF Value is GuruFocus’ estimate of the fair value that the stock should be traded at. It is calculated based on the historical multiples the stock has traded at previously, as well as past business growth and the future estimates of the business’ performance. More detailed data can be found on the MongoDB Inc (MDB) Summary page.

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