Podcasts about aws

"The market is getting a little more anxious" when it comes to the AI trade, says David Nicholson. He believes the big sell-offs in tech giants like Amazon (AMZN) are overdone and caused by weakening market sentiment on ROI expectations. David makes the case as to why the company's AWS cloud remains a poised winner. He later turns other corners in the tech space by previewing Nvidia's earnings and AI's SaaS impact. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

In today's Cloud Wars Minute, I break down the strategic collaboration between AWS and NTT DATA and what it means for enterprise AI transformation.Highlights00:02 — AWS and NTT DATA, an IT and business consultancy, have announced a multi-year collaboration agreement aimed at helping enterprise clients modernize legacy systems and adopt responsible agentic AI at scale. The companies are combining capabilities to develop solutions that modernize workloads and accelerate enterprise transformation across four key areas.00:48 — Those areas are AI-driven large-scale cloud transformation, industry cloud solutions on AWS, AI and data innovation for modern managed services to improve client experiences, and digital sovereignty and regulated cloud solutions, including the AWS European Sovereign Cloud.01:05 — This is a particularly significant announcement from AWS, because it goes beyond a traditional infrastructure deal and moves into true enterprise transformation. And there's some serious people power involved in this. NTT DATA has founded an AWS business group that already includes nearly 11,000 AWS Certified Experts with plans to add another 10,000.02:02 — This collaboration is focused on responsible cloud and AI scaling with a firm focus on security governance and regulatory compliance. For me, it's a really strong example of the power of delivery partners. Visit Cloud Wars for more.

In this jam-packed news and earnings episode, Simon and Dan dig into the hyperscaler AI spending arms race—and what it could mean for shareholders. They break down Alphabet’s blowout quarter (surging Cloud growth, stronger engagement from AI-powered search, and a push to “own the transaction layer” online), but also debate the market’s unease as buybacks take a back seat to massive capex plans. They then unpack why S&P Global got punished despite only a slight miss, and discuss which parts of the business could be most exposed to AI-driven disruption (while also noting the durability of the ratings moat). Next, they touch on Allied Properties REIT after a brutal drop tied to equity issuance and weakening leasing trends. The episode wraps with Amazon’s strong AWS momentum and accelerating infrastructure buildout, a candid look at Lightspeed’s worrying sequential slowdown and its growing merchant cash-advance/lending exposure, and Spotify’s margin and free-cash-flow surge—plus the competitive threat from YouTube Premium as pricing converges. Tickers of Stocks Discussed: GOOG, AMZN, SPGI, AP-UN.TO, LSPD.TO, SPOT Watch the full video on Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

Eric Anderson, partner at VC firm Scale, talks about why coding agents changed software forever and why the AI bubble can't be avoided. Eric worked on Spot Instances at AWS and data products at Google before becoming a VC. He explains how companies can still compete against Anthropic and OpenAI by staying laser-focused instead of fighting on every front.Corey and Eric discuss why AWS didn't kill all startups even when they launched competing products, why the AI bubble can't be avoided when companies go from $1 billion to $7 billion in revenue in one year, and why the best AI products don't scream “AI” everywhere in their marketing.Show Highlights:(02:30) Building Spot Instances at AWS(07:41) Why Coding Agents Changed Everything(10:35) Agents Doing Code Review Now(13:53) Competing with Frontier Labs(17:05) Why AWS Didn't Kill All Startups(19:01) Finding the Right Front to Fight On(22:20) Why the Bubble Is Inevitable(23:36) AI Pricing Will Eventually Crash(26:33) Honeycomb's AI Done Right(28:04) Where to Find EricLinks: Scale: https://www.scalevp.com/Eric on LinkedIn: https://www.linkedin.com/in/ericmand/Sponsored by: duckbillhq.com

Join us as Peter explores the core principles and practices of FinOps that help organizations optimize cloud spend without slowing innovation. Peter walks through what FinOps really is, why it matters beyond just cost cutting, and how engineers can collaborate effectively with finance teams to design cost-aware architectures. You'll learn about the three phases of FinOps (Inform, Optimize, Operate), how to get leadership buy-in for cloud initiatives, and practical strategies for managing cloud costs from the architecture phase through operations. This episode covers real-world scenarios from hybrid cloud cost tracking to building cost models before migrations, and explains how FinOps fits into your existing team structure regardless of organization size. Timestamps 0:00 Welcome & Introduction 6:10 Peter's Background & Journey to FinOps 10:45 What is FinOps? 16:32 The Three Phases: Inform, Optimize, Operate 22:18 Getting Leadership Buy-In 28:45 Cost-Aware Architecture Design 34:20 Hybrid Cloud & On-Prem Cost Tracking 40:15 FinOps Team Structure & Roles 46:30 Tools & Platforms Discussion 52:14 Accounting & Finance Collaboration 54:13 Starting FinOps Before Cloud Migration 57:17 FinOps for Small Teams & DBAs 1:00:13 Wrap-up & Resources How to find Peter: https://www.linkedin.com/in/petercrenshaw/ Links from the show: https://finops.org https://finopsweekly.com https://thefrugalarchitect.com

In today's Cloud Wars Minute, I explain why the AI revolution isn't a bubble — it's backed by unprecedented backlog growth.Highlights00:02 — There are some wild numbers being thrown around here early in 2026 as we think about the CapEx investments that the four hyperscalers — Microsoft, AWS, Google Cloud, and Oracle — are making to build up their AI factories, their AI and cloud infrastructure to meet the incredible demand for AI training, inferencing, cloud transformations, business transformations, and more.01:28 — The money, the huge revenue, is already there, and it's growing at an incredible pace. That's why these companies are investing so much, because the market is so enormous, the potential is so huge. This number —$1.63 trillion — that's the amount of either RPO or backlog combined that those four companies have generated going forward.02:12 — The RPO backlog figures for each of these companies are: Microsoft, $625 billion, growing at 110%; Oracle, $523 billion, growing at 438%; AWS, $240 billion, up 40%; Google Cloud, $240 billion, growing at 55%. These are very fresh figures from their Q4 earnings results.03:28 — Microsoft and Google each going to spend about $185 billion in CapEx this fiscal year; AWS, $200 billion; and Oracle, about $75 billion. That totals up to $645 billion dollars in CapEx. The world has never seen anything like this. We're into unprecedented territory here.04:39 — That is money that's chasing this already committed business in RPO and backlog. This is $1.63 trillion. That's right here, right now — a snapshot of what they already have in backlog. Even if they don't come anywhere close to those growth rates, they're still showing extraordinary growth and vitality. Visit Cloud Wars for more.

On Cloud Realities, the real insight rarely came from technology alone, it emerged at the intersection of People, Culture, Industry, and Technology. In the remix we bring back familiar voices and topics while going deeper into the wider impacts, influence, and potential of today's tech across society. The 2026 season trailer, arriving a little later than planned, opens with this renewed focus and sets the stage for Episode 1, launching on February 19. Here's a quick trailer to get you ready!TLDR00:11 The emergence of insight from Cloud Realities01:00  Where the magic happens 01:42 The real impact on People, Culture, Industry and Tech HostsDave Chapman:  https://www.linkedin.com/in/chapmandr/Esmee van de Giessen:  https://www.linkedin.com/in/esmeevandegiessen/Rob Kernahan:  https://www.linkedin.com/in/rob-kernahan/ProductionMarcel van der Burg:  https://www.linkedin.com/in/marcel-vd-burg/Dave Chapman:  https://www.linkedin.com/in/chapmandr/ SoundBen Corbett:  https://www.linkedin.com/in/ben-corbett-3b6a11135/Louis Corbett:   https://www.linkedin.com/in/louis-corbett-087250264/ 'Realities Remixed' is an original podcast from Capgemini

AI fears are impacting other parts of the market beyond software. A look at the most recent sector facing investor skepticism, with some names down 20%+. Then, the CEO of AWS with Amazon's first reaction to its ambition $200B capex plans, related to the AI buildout. And breaking news from Washington with changes at the DOJ. Why the Trump administration's antitrust chief is stepping down. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this special episode of Weld Wednesdays with AWS, recorded live at the Inspection Expo & Conference in Austin, Texas, Jason Becker sits down with longtime AWS volunteer and industry veteran Bill Komlos for an in-depth conversation on volunteering on AWS code committees. While most welders, inspectors, and fabricators rely on AWS codes every day, few understand how those standards are actually developed. Bill shares his journey from local AWS section involvement to national technical committees, explaining how volunteers from across the industry—inspectors, fabricators, engineers, and educators—collectively shape the codes that govern welding worldwide. This episode covers why committee participation is open to the public, how involvement can accelerate your career, and why real-world shop experience is essential to keeping codes practical, relevant, and safe. Jason and Bill also discuss mentorship, networking, the value of diverse perspectives, and why the next generation of welders and inspectors is critical to the future of AWS standards. If you've ever complained about a code requirement—or wondered how to get involved in shaping them—this episode is for you.   For more information on how you can get involved with the AWS Click Here

We’ve spent a decade figuring out how to (more or less) securely authenticate humans. Now AI agents are crashing the party, and identity just got a whole lot more complicated. Today we sit down with Dan Moore, Senior Director of CIAM Strategy and Identity Standards at FusionAuth, to explore the collision course between artificial intelligence... Read more »

Multi-cloud used to be a dirty word — something that happened to you through mergers, shadow IT, or teams gone rogue with corporate cards. But the walls came down, the standards converged, and best-of-breed finally seemed within reach. Then AI arrived with a whole new layer of complexity.Or did it?In this episode, we explore how agentic AI might actually solve the thing that made multi-cloud hard in the first place. Three cloud experts—Jack French from World Wide Technology, Alex Kozaris from Softchoice's AWS practice, and Ron Espinosa from Softchoice's Google Cloud team—break down what's changed, what matters for mid-market teams, and why the "gold record" might finally be possible. Key Takeaways:• Why 90% of organizations are already multi-cloud (whether they planned to be or not)• How abstraction layers and platform engineering help smaller teams manage complexity• What each major cloud does best: AWS for builders, Microsoft for productivity, Google for data/AI• The compliance curve ball forcing some organizations into multi-cloud for AI governance• How agentic AI creates "connective tissue" that makes integration problems irrelevant Featuring:• Jack French, Senior Director of Cloud, World Wide Technology• Alex Kozaris, Public Cloud Leader for AWS, Softchoice• Ron Espinosa, Google Cloud Category Director, SoftchoiceThe Catalyst by Softchoice is the podcast dedicated to exploring the intersection of humans and technology.

Welcome to the CanadianSME Small Business Podcast, hosted by SK Uddin. In this episode, we explore how Canadian SMEs can modernize, optimize, and scale securely on AWS while balancing cost, security, and operational efficiency.Our guest is Benoit (Ben) Maheux, Partner and VP of Growth at Unicorne. With over 15 years in innovation, product strategy, and digital transformation, Ben helps SMEs leverage cloud technology and FinOps to reduce waste, improve governance, and achieve measurable business outcomes.Key HighlightsWhy AWS for SMEs: How Canadian SMEs can scale securely and modernize infrastructure without large IT teams. FinOps & Cost Optimization: How Unicorne's Stable platform detects cloud waste and turns migration into a cost advantage. Security and Simplicity: Lessons from rebuilding MUUTAA's architecture to improve hospital supply chains. Boutique Cloud Advantage: How Unicorne combines technical expertise and business strategy to deliver measurable ROI. Future of Cloud Scaling: Trends shaping cloud adoption for SMEs and Unicorne's long term vision for smarter operations.Special Thanks to Our Partners:UPS: https://solutions.ups.com/ca-beunstoppable.html?WT.mc_id=BUSMEWAGoogle: https://www.google.ca/A1 Global College: https://a1globalcollege.ca/ADP Canada: https://www.adp.ca/en.aspxFor more expert insights, visit www.canadiansme.ca and subscribe to the CanadianSME Small Business Magazine. Stay innovative, stay informed, and thrive in the digital age!Disclaimer: The information shared in this podcast is for general informational purposes only and should not be considered as direct financial or business advice. Always consult with a qualified professional for advice specific to your situation.

There are such significant changes going on in how data is managed and in how AI manages data, that it's not always clear which requirements are driving which trends. Jim Curtis returns to look data highlights from AWS re:Invent and to identify important changes that are taking place. FinOps and broader cloud cost management efforts are leading providers to offer tools and programs to corral spending. AWS has introduced database savings plans to provide discounts in much the same way they've done with other services as they look to foster platform commitment. AWS is also expanding its platform capabilities for AI development, with AWS SageMaker integrating additional tools to simplify the creation and deployment of AI solutions. The intersection of databases, cloud computing, and artificial intelligence is creating more focus on vectorization. It's fueled the evolution of search capabilities, which offers a more semantically rich and efficient way to organize and retrieve data compared to traditional methods. AWS S3 now has vector support, taking the venerable object store into AI-capable territory. AI is revitalizing established technologies and compelling cloud providers to deliver more integrated and tailored services.   More S&P Global Content: Next in Tech Episode 250: The Agentic Enterprise Next in Tech Episode 224: Context around MCP   For S&P Global subscribers: 2026 Trends in Data, AI & Analytics Data Platforms Market Monitor & Forecast 2025 Survey Data Hub – Voice of the Enterprise: AI & Machine Learning, Use Cases 2026 Agents are already driving workplace impact and agentic AI adoption – Highlights   Credits: Host/Author: Eric Hanselman  Guest: James Curtis Producer/Editor: Feranmi Adeoshun Published With Assistance From: Sophie Carr, Kyra Smith  

Our guest this week, Alvin Wang Graylin spent 35 years in senior leadership roles across HTC, IBM, and other major tech companies. He ran HTC's VR division, came out of the famous HIT Lab, now teaches at MIT, holds a fellowship at Stanford, and just published a paper called "Beyond Rivalry" proposing a seven-point plan for deescalating US-China AI tensions and building a global safety net before the economy breaks. His thesis: America is the fastest in the AI race and the least prepared for what it's creating—a cliff where human labor theory of value collapses, capital concentration accelerates, and 40% of the population living month to month faces chaos.The conversation becomes a wide-ranging debate between Alvin, Charlie, and Rony about whether AGI will be benevolent by default (Alvin's position: research shows smarter AI seeks global coherence and becomes less controllable by individual humans, which may actually make it safer) or whether benevolence must be designed in from scratchAI XR News You Should Know: Elon Musk merges SpaceX, xAI, and X into a single entity—Alvin dismantles the space data center concept with physics (vacuum cooling is a myth, micro-meteorite collisions would destroy hardware daily, and energy is only 10% of data center costs). Amazon invests $50 billion in OpenAI that round-trips back to AWS. Alphabet breaks revenue records at $400 billion but spooks investors by disclosing $90 billion in AI spending. ElevenLabs raises $500 million at $11 billion valuation. Rony's SynthBee hits unicorn status with $100 million raised at a multi-billion dollar valuation. Alvin warns the AI bubble dwarfs the dot-com era (298 companies raised $24 billion total during dot-com; OpenAI alone is raising that in a single private round) and predicts OpenAI may implode before going public.Key Moments Timestamps:[00:04:47] SpaceX/xAI/X merger: Rony calls it Elon's "return to Tony Stark form"[00:06:41] Alvin dismantles space data centers with physics: vacuum cooling myth, micro-meteorites, $7K/kg launch costs[00:10:04] Amazon's $50B investment in OpenAI as a round-trip to AWS; the scam economy[00:11:26] Alvin predicts OpenAI may implode before going public[00:14:23] Alvin on 35 years in AI: the technology is transformational but everyone's making a commodity product[00:17:04] The AI bubble dwarfs dot-com: $24B total vs. single private rounds today[00:19:04] Rony's contrarian: the $110 trillion global economy is what's being bet against[00:21:06] Labor theory of value collapses: what happens when humans exit the production cycle[00:23:00] America is fastest in the AI race and least prepared; 40% live month to month[00:24:00] Alvin's Stanford paper "Beyond Rivalry": a CERN for AI and global data pool[00:28:00] Davos reflections: the rest of the world is more rational than America[00:34:00] Chinese vs. American culture: reverence for teachers, respect for elders[00:42:00] Alvin's "Abundant" framework: valuing human dignity over production after AGI[00:44:22] The great debate: will AGI find benevolence naturally (Alvin) or must it be designed in (Rony)?[00:47:00] Rony on risk: AGI systems are unverifiable, untestable, and we cannot take the chanceListen to the full episode and subscribe to the AI XR Podcast for weekly conversations at the intersection of AI, XR, and the future of humanity.This episode is brought to you by Zappar, creators of Mattercraft—the leading visual development environment for building immersive 3D web experiences for mobile headsets and desktop. Build smarter at mattercraft.io.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Astronomer's Steven Hillion reveals how OpenAI, Anthropic, Uber, and Lyft use Apache Airflow to orchestrate AI and machine learning pipelines at scale on AWS.Topics Include:Steven Hillion leads data and AI at AstronomerApache Airflow surpassed Spark and Kafka in community metricsAstronomer coordinates data flow like conductor orchestrating instrumental platformsOrganizations with data engineering teams use Airflow at scaleCustomers already used Airflow for ML before official promotionUber and Lyft orchestrate pricing models using AirflowAstronomer runs on AWS with close integration partnershipsOpenAI Anthropic and GitHub Copilot use Airflow for operationsInternal data team uses Airflow creating feedback loopsEvolved from constrained AI reports to agentic workflowsPlatform monitors generative AI output quality at user interactionsMetadata and context increasingly critical for AI applicationsLearn more at Astronomer's Data FlowCast podcastParticipants:Steven Hillion – SVP, Data and AI, AstronomerSee how Amazon Web Services gives you the freedom to migrate, innovate, and scale your software company at https://aws.amazon.com/isv/

In today's Cloud Wars Minute, I examine why incremental growth matters more than sheer cloud size.Highlights00:02 — Made big changes atop the Cloud Wars Top 10 here at the beginning of 2026. Driven by trends in the financial results that the three biggest hyperscalers: Microsoft, Google Cloud, and AWS are reporting. There are changes taking place at the top among those companies, in terms of customer demand and the choices customers are making going forward into the AI Economy.00:48 — My big point here is that there is a metric, key growth metric, and in Q4 for the first time that I can recall, this key metric, both Google Cloud and AWS beat Microsoft in this. This hasn't happened that I can recall. The key here isn't so much about mass accumulated over the years, but about the growth and who customers are spending their money with now.01:42 — Microsoft Cloud revenue of $51.5 billion, up 26%. AWS, $35.6 billion up 24%. Google Cloud, $17.7 billion up a whopping 48%. Now look at the incremental Q4 over Q3 momentum. AWS up $2.6 billion. Google Cloud up $2.5 billion. Microsoft up $2.4 billion.03:13 — Google Cloud actually brought in more incremental revenue in Q4 versus Q3 and this is the first time I believe this has ever happened. Google Cloud's now has $70 billion on an annualized basis, not a little company by any means. In Q4 it grew 48% and it took more new business Q4 versus Q3 than Microsoft did.04:56 — Google Cloud almost matched what AWS did in incremental growth for Q4, and it beat Microsoft. That validates the position I took when I moved Google Cloud to number one on the Cloud Wars Top 10. These numbers reflect what customers are doing, where they're spending their money, who they're choosing, and who they're going with. Visit Cloud Wars for more.

Join Dan Vega and DaShaun Carter for an exploration of the modern Java landscape with James Ward, Principal Developer Advocate at AWS. In this episode, we bridge the gap between Spring Boot and the AWS cloud, diving into how developers can leverage Amazon Bedrock and Spring AI to build production-ready applications. James will share his "no-nonsense" take on building agentic systems, including a look at the Model Context Protocol (MCP) and how it allows Spring developers to connect AI agents to their internal data and services securely.  You can participate in our live stream to ask questions or catch the replay on your preferred podcast platform.Show Notes: DevNexushttps://jamesward.com James Ward on LinkedIn

AWS Morning Brief for the week of February 9th, with Corey Quinn. Links:Change the server-side encryption type of Amazon S3 objectsAnnouncing memory-optimized instance bundles for Amazon LightsailAmazon RDS now provides an enhanced console experience to connect to a databaseAWS Multi-party approval now requires one-time password verification for votingAWS Management Console now displays Account Name on the Navigation barStructured outputs now available in Amazon BedrockAmazon EC2 C8id, M8id, and R8id instances with up to 22.8 TB local NVMe storage are generally available AWS IAM Identity Center now supports multi-Region replication for AWS account access and application useTrigger AWS Lambda functions from Amazon RDS for SQL Server database eventsAmazon CloudFront now supports mTLS authentication to originsBevar Ukraine: Empowering Ukrainian refugees with AI-powered support on AWSSecurity Findings in SageMaker Python SDK

Tariq Choudry of Amazon Web Services talks about why AI pilots still fail, cyber risk, decisions over dashboards, & why AI will replace heroics, not humans.   IN THIS EPISODE WE DISCUSS:   [04.13] An introduction to Tariq, his background, and role at AWS. "I spend my time thinking about how we move from software that explains problems to software that actually solves them at scale." [06.18] Why AI will replace heroics, not humans. "Supply chains are held together by caffeine, guilt, that one person that hasn't had a vacation since 2019. There are a lot of late nights and Slack war rooms, and there are groups of people that have the entire network in their hands. That's extremely fragile – and not scalable." [10.10] Why so many AI pilots still fail, what's going wrong with both technology and people, and the big problem with incentive and blame culture. "Pilots don't fail because the underlying model is bad. They fail because the organizations are very good at protecting how decisions are currently made. Companies are saying they want AI – but only if nothing important changes." "If all you're doing is trying to determine what failed, why, and who's to blame, you've missed the point." [15.30] How businesses can incorporate new capabilities and integrate them into their existing systems and workflows, and use agentic AI to surface the need for critical decisions earlier when there's more time and optionality. "Time is the one commodity you can't earn back… Use the agent to surface those weak signals earlier – that's when you still have options." [21.17] From dashboards and Excel to tribal knowledge in our workflows, how AI is exposing organizational debt, and what that means for teams. "You spend your time fighting the fires, and less time designing the new systems to prevent them." [26.49] What does all of this means for planners? "The best planners won't get replaced – they should be promoted!" [30.43] Why cyber risk is now a supply chain problem, and how AI can helps teams navigate it. "Your weakest supplier is your weakest point in your firewall." [33.39] Why people want AI but don't trust it, and why trust is built from predictability. "When humans make mistakes, over time we call that judgement. It comes from experience – that's a judgement call. But when AI makes that mistake, it's scandalous." "Trust isn't perfection, it's predictability." [38.37] Tariq's advice for how businesses can build trust in AI, prove predictability, and scale with confidence.   RESOURCES AND LINKS MENTIONED:   Head over to Amazon Web Service's website now to find out more and discover how they could help you too. You can also connect with AWS and keep up to date with the latest over on LinkedIn, Facebook, YouTube, Instagram or X (Twitter), or you can connect with Tariq on LinkedIn. If you enjoyed this episode and want to hear more from Amazon Web Services, check out 489: Time To Swap Your Axe For A Chainsaw: The Power of Agentic AI or 519: Overcoming The Perfect Storm: Moving Beyond Basic Automation To Realize AI's Full Potential. Check out our other podcasts HERE.

In today's Cloud Wars Minute, I analyze hyperscaler Q4 numbers and reveal why growth rates matter more than size right now.Highlights00:02— We've got the final hyperscaler numbers in now, so we can do some comparisons here. AWS reported a very strong Q4 numbers late last week. I want to talk about that in two contexts. First of all, those numbers themselves and the very nice performance AWS put together.00:42 — The second one, though, is relative to its big competitors, specifically Google Cloud and Microsoft. AWS, in spite of good numbers itself in Q4, continues to fall behind the pace being set by the leaders, particularly Google Cloud. Its revenue is up 24% to $35.6 billion. I think that's about a $142 billion annualized run rate.01:44 — Very impressive, excellent growth rate. Each quarter this year, their growth rate has gone up: Q1, 17%; then 17.5%; then 20%; and now 24%. Best quarter in more than three years for them. And their backlog, they said, was up 40% to $244 billion. But at the same time, Google Cloud's explosive Q4 numbers show that they have a 48% growth rate versus AWS's 24%.02:16 — That's twice as much. So AWS is twice as big as Google Cloud, but Google Cloud is growing twice as fast. The growth rate now — 48% in Q4 for Google Cloud, 26% for Microsoft Cloud, and AWS 24% — that is really an outlier there. One is in incremental quarter-over-quarter revenue. So the revenue in Q3, then look at the revenue in Q4.03:02 — AWS is in the lead: $2.6 billion incremental revenue in Q4 versus Q3. Google Cloud, $2.5 billion. Microsoft Cloud, $2.4 billion. AWS is twice as big as Google Cloud, but Google Cloud matched them on this incremental new growth. Microsoft is three times bigger than Google Cloud, but Google Cloud actually exceeded, by a little bit, what Microsoft did in Q4 over Q3.04:27 — Those numbers in any other industry would absolutely be astonishing, unprecedented. In the Cloud Wars, though, as good as those AWS numbers are, it's only third-best. Oracle is expected to grow 40% to 44% in numbers that will come out in about a month, when it reports its most recent quarter. Microsoft is bigger than AWS, and it's growing faster. Visit Cloud Wars for more.

Ce lundi 9 février, François Sorel a reçu Frédéric Simottel, journaliste BFM Business, Fanny Bouton, directrice du quantique chez OVHCloud, et Enguérand Renault, directeur de la rédaction de Satellifacts. Ils se sont penchés sur le nouveau méga-contrat à plusieurs milliards de dollars entre STMicroelectronics et AWS, ainsi que le renoncement de l'État français à Microsoft pour un cloud souverain concernant les données de santé, dans l'émission Tech & Co, la quotidienne, sur BFM Business. Retrouvez l'émission du lundi au jeudi et réécoutez-la en podcast.

Subscribe to our Newsletter: https://theultimatepartner.com/ebook-subscribe/ Check Out UPX: https://theultimatepartner.com/experience/ https://youtu.be/-flNeKF6CxQ?si=xIIQ4LUl7oraQjkg Microsoft’s Cyril Belikoff joins Vince Menzione to reveal the seismic shift occurring within the newly reimagined Microsoft Marketplace. As the industry moves toward a predicted $300 billion partner opportunity by 2030, this discussion deconstructs the evolution of the “Frontier” vision, the launch of the AI apps and agents category, and the critical “Resale Enabled Offer” (REO) that is currently doubling deal sizes for early adopters. Whether you are a software company looking to scale globally or a reseller aiming to stitch together complex AI solutions, the message is clear: the flywheel is already spinning, and those who wait for a “perfect strategy” risk being permanently displaced by more agile competitors who are getting their feet wet today. Key Takeaways The Microsoft Marketplace has been reimagined into a single destination for discovering, buying, and deploying AI apps and agents. Analysts predict a staggering $300 billion opportunity for partners within the Microsoft Marketplace by 2030. The new Resale Enabled Offer (REO) allows software companies to authorize channel partners to resell on their behalf across specific geographies with minimal overhead. Cloud migration is far from over, as massive amounts of on-premise data and ISV apps still need to be modernized for the AI era. Marketplace deal sizes are doubling as customers use Azure commitments to retire their marketplace acquisition costs. Successful partners are moving away from “boiling the ocean” strategies and instead focusing on transacting one or two deals to learn the ecosystem’s mechanics. If you're ready to lead through change, elevate your business, and achieve extraordinary outcomes through the power of partnership—this is your community. At Ultimate Partner® we want leaders like you to join us in the Ultimate Partner Experience – where transformation begins. Key Tags: Microsoft Marketplace, AI apps and agents, Resale Enabled Offer, REO, Cyril Belikoff, Azure Marketplace, AppSource, cloud solutions, software companies, digital transformation, AI strategy, channel led sales, ISV solutions, cloud migration, Azure commitments, Microsoft Cloud, Frontier vision, MSP opportunity, marketplace transacting, AI monetization, global scale, procurement, IT deployment, technical modernization, partner ecosystem, business applications. Opening Lines: [00:00:00] Cyril Belikoff: Marketplace is really the extension of our vision for Frontier, uh, and the Microsoft Cloud. You know, the, the Microsoft technology takes a customer a long way, but in many ways to complete the thought. If you’re in football terms, you want to cross over the line and score touchdown. You can’t just get, uh, to the red zone. [00:00:20] Cyril Belikoff: You actually need partner solutions. [00:00:26] Vince Menzione: So let’s, let’s kick off to Marketplace a little bit right, too, because, uh, it’s been a big year for Marketplace, or 20, the first half of 2026 fiscal year 2026 has been a big year. A lot of announcements, a lot of things going on in the world, in marketplace. Where do we wanna start there? Let’s recap some of it. [00:00:44] Cyril Belikoff: Yeah. Um, so, um. It feels like a long time ago, but in, at the end of September, [00:00:51] Vince Menzione: yeah. [00:00:52] Cyril Belikoff: Um, at the AR tour, uh, in Chicago, we announced a new Microsoft marketplace. We reimagined that experience. It’s a new customer experience, single destination for customers to. You know, discover, find, try, buy, and deploy cloud solutions, AI apps and agents all in one place. [00:01:11] Cyril Belikoff: And so historically, we’ve had a little bit, uh, of decentralization. We had this thing called the Azure Marketplace and AppSource for different experiences. AppSource was more for teams and, and copilot. Um, and, and office, Azure Marketplace. Of course, that was for Azure. We brought all of that into one place. [00:01:30] Cyril Belikoff: So customers, whether they are looking for a SaaS solution running on Azure, an agent that snaps into copilot, an experience that runs in our security store, now they can go to one place. Um. marketplace.microsoft.com. It’s one, it’s the new Microsoft marketplace. And we have an, of course, we have a, we had, we launched a brand new category, AI apps and agents, and we launched that category in September. [00:01:54] Cyril Belikoff: Uh, bringing together numerous, uh, uh, partner offerings. Yeah. And today we have the largest catalog, um, probably in the mid four thousands of AI and agents. Wow. Available to customer. So fantastic. There was, there was quite a big moment in September. Um, and then fast forward a little bit to November, we announced a resale enabled offer, um, at Ignite [00:02:15] Vince Menzione: eo. [00:02:16] Vince Menzione: Eo [00:02:16] Cyril Belikoff: eo. I, [00:02:17] Vince Menzione: I like EO reminds me of the band back in the day. [00:02:19] Cyril Belikoff: Yeah. R Speedwagon. There you go. Uh, well, and it’s, it’s not that far from it because Oreo accelerates. Yeah. Um, what partners can do, uh, with the marketplace and really connects. Software companies and resellers, which I’m sure we’ll talk about in a second. [00:02:34] Cyril Belikoff: But that’s really the recap, um, of, uh, you know, the new Microsoft marketplace, how we enabling it for, uh, for partners through the the resell enable offer. [00:02:45] Vince Menzione: So, I know we talked on this a little bit, but I wanna maybe just expand on it. What does the frontier push and the marketplace evolution mean for partners? [00:02:53] Vince Menzione: Because I, I think it’s huge for both, for these partners to really monetize and accelerate their success working with you. [00:03:00] Cyril Belikoff: Yeah. So, um. Marketplace is really the extension of our vision for Frontier, uh, and the Microsoft Cloud. You know, the, the Microsoft technology takes a customer a long way, but in many ways to complete the thought and to, you know, uh, uh. [00:03:20] Cyril Belikoff: If you’re in football terms, you wanna cross over the line and score a touchdown, you can’t just get, uh, to the red zone. You actually need partner solutions. [00:03:28] Vince Menzione: Yeah. [00:03:29] Cyril Belikoff: Uh, and so that’s where the partner solutions, combined with Microsoft’s first party offerings become a really, really. Great offering and powerful offering for our customers to, to become Frontier. [00:03:40] Cyril Belikoff: So we have obviously a ton of AI experiences, our own co-pilot experiences, uh, Microsoft Foundry, which is a platform for ai, but in, in many ways, we need those industry solutions. We need those AI apps and agents from partners to complete that offering. And that’s really. How it comes together and, uh, you know, uh, I heard you from o was just on before me. [00:04:01] Cyril Belikoff: They actually predict that the Microsoft marketplace, uh, is a 300 billion partner opportunity by 2030. Yeah, they’re talking about, I think, mid eighties growth. We have literally seen our business for the last three years, and we are in the middle of our, uh, you know, third year doubling. And so when you get three or four years of doubling every year, that’s compounded doubling. [00:04:24] Cyril Belikoff: Um, so, uh, we have seen lots of momentum from customers, lots of interest. We’ve made it, you know. Interesting for customers. Um, and incentivize our customers with their Azure commitments that can retire their marketplace, uh, acquisitions that way. We’ve made it, we’ve put incentives for partners and for our own sellers. [00:04:44] Cyril Belikoff: So we really creating the flywheel for everybody in the market to see value from, uh, the marketplace. So. Like, like, like you mentioned, like m the, uh, you know, suggested [00:04:55] Vince Menzione: Yeah. [00:04:55] Cyril Belikoff: It’s only exploding the opportunity on marketplace. [00:04:58] Vince Menzione: Well, and you both touched on the fact that the data is not in the cloud yet. [00:05:02] Vince Menzione: Not all the data that needs to be in the cloud in order to drive the future of where we wanna go from a society. Mm-hmm. And from a business application perspective needs to be in the cloud. So huge opportunities for partners around data states, around securing that data, governing that data, and so on, on top of all the business applications, [00:05:19] Cyril Belikoff: right? [00:05:19] Vince Menzione: As promise. So incredible. Yep. So let’s [00:05:22] Cyril Belikoff: talk about, yeah. The call migration. The call migration, people think that is over and it’s long from over because customers have plenty, uh, on premise, uh, not only Microsoft technology, but the, the, the, the software company or the ISV app that sits on top of it. Yeah. [00:05:36] Cyril Belikoff: And that needs to be migrated, managed, modernized, um, and marketplace is a big part of that too. Um, but there’s so many services and, um, opportunities around it. [00:05:45] Vince Menzione: Incredible opportunity. Let’s talk about the channel and the channel opportunity. You, you touched on this earlier, right? So this really lighting up the channel. [00:05:53] Vince Menzione: I saw this loud and clear when we were at Ignite. Like this is a huge opportunity for the Es, for the resellers, for all the partners. And as part of REO, you’ve got huge opportunities you’re laying out for them for the 500,000 part partners. You know, we talk about the Bill Gates moment down here in Boca. [00:06:09] Vince Menzione: This is where it all started. Uh, yep. How, how do you think about marketplace in the channel today? [00:06:16] Cyril Belikoff: Yeah. You know, it’s, um, it’s vital. You know, we have a customer need, um, from. The smallest is small business all the way to enterprise. And the really, the only way we serve that, the only way we know how to serve that is with our partners from the largest of partners that serve our top enterprises down through, um, what we call small and medium and then down to our small business. [00:06:41] Vince Menzione: Yeah. [00:06:41] Cyril Belikoff: Um, and so, you know, we have seen our. You know, while our, we’ve seen a doubling of our business, we’ve seen three, three and a half to four x doubling of our channel led sales. [00:06:53] Vince Menzione: Yeah. [00:06:54] Cyril Belikoff: Um, over the last year. And so while our overall business is doubling, channel is accelerating even, you know, even more. [00:07:02] Cyril Belikoff: And so there, there’s a need from our customers because they buy from our channel and there’s obviously a need from the channel. And so we created this resale enabled offer. As you mentioned, we, um. We announced private preview in September and launched GA at Ignite. So, you know, uh, November, just before Thanksgiving holiday and retail Enable offer is all about scale and how we connect a, a, an independent software vendor or a software company. [00:07:27] Cyril Belikoff: To authorize a channel partner to resell on their behalf on a particular geography. And then that allows software companies to expand into new markets with very little overhead. And it allows the channel partners to create a set of offerings, not only from one partner, but you might have multiple software companies or applications that you stitch that are together to create an end-to-end customer offering or experience. [00:07:51] Cyril Belikoff: And so we are seeing, we are seeing many to many relationships. So software companies might authorize many resellers, many markets they’re in, for example. Yep. And then resellers, um, they’re, they’re becoming authorized resellers from many software companies so that they can really stitch together, end into end solution. [00:08:09] Cyril Belikoff: And it, we’re loving it and we are getting great feedback. It is early days for our global availability for, uh, re office, which. But we had partners that were literally waiting, um, uh, and waiting for deals. And within the first week there was, they were, uh, processing the, the Oreo deals at, at, at quite large scale already. [00:08:31] Cyril Belikoff: So. We are excited about the feedback that we’re getting. We, as you know, we, we stay close to that feedback and we listen well, um, and adjust from it. So we got more work to do, but, um, it’s a great opportunity for, to connect our, our multiple types of partners, software companies, and resellers. [00:08:48] Vince Menzione: Yeah, I agree. [00:08:49] Vince Menzione: And you know, I talk to a lot of these organizations myself, and there is palpable excitement. In the channel from Distees that were sort of disengaged a couple of years ago, maybe, trying to figure out where they were gonna monetize. And the other way area that’s aligned to this as well is the Ms. P community. [00:09:06] Vince Menzione: So these MSPs are getting bigger and bigger, and organizations like Accenture, Avanade, and ndl. Or becoming MSPs or creating Ms. P practices within their own firms. But there’s even these smaller MSPs, but many of ’em are getting to a billion dollars or more. These were little mom and pop companies years ago, but the customer so needs to have, you know, especially with ai, right? [00:09:27] Vince Menzione: Because we’re in a constant state of evolution right now. I need somebody that can help me on the tooling and then also help me on, you know, getting the tooling to work. And so, uh, we’re seeing a lot of excitement from that. Community, which wasn’t really as engaged with Microsoft the way they that they are now. [00:09:43] Vince Menzione: They’re really getting engaged in a big way. [00:09:46] Cyril Belikoff: Yeah, it’s promising. Like you say, you know, the, the, we’re all learning this new AI world and obviously marketplace has taken off. We’ve had the classic SaaS solutions or cloud solutions on marketplace for a while, but really un having the local partner that’s close to the customer, what the customer’s trying to need to do and be able to connect the, the traditional. [00:10:07] Cyril Belikoff: Software as a service applications with these new AI experiences and really, uh, stitch them together and help them operationalize, you know, in their own, you know, cus in their own terms and what they’re trying to, uh, do is so important. You know, um, and to your point there, there are large, they’re the large ones that are seeing opportunity on the marketplace. [00:10:27] Cyril Belikoff: But the, you know, when you get down to, uh, medium and smaller businesses, they really need their local friendly resetter to help them. [00:10:35] Vince Menzione: Yeah. [00:10:35] Cyril Belikoff: Uh, so you’re right. We are seeing an, a new en energy engagement from not only our existing 500,000 partners, but a bunch of those new ones. [00:10:44] Vince Menzione: So, uh, again, second week of 2026, and people are really just starting to wake up from the holidays. [00:10:50] Vince Menzione: Now they’re getting ready for their s ks. All these partners are lining up and getting their teams aligned. Uh, you’re in front of them. Let’s have a conversation like what should they be doing better and differently? What do they need to go do now? It’s 2026. [00:11:06] Cyril Belikoff: Yeah. Um, you know, first of all, if you’re a software company, you know, understand what the, the Microsoft marketplace can help you with, uh, can help you scale to global markets, remove burdens like tax, um, a processing, engaging with customers. [00:11:21] Cyril Belikoff: Um, we’re seeing an acceleration and doubling of, uh, not an acceleration deals, but doubling of deal sizes, as you know, through the marketplace. Uh, and there. It helps with engagement at different types of companies, whether it’s, or different types of, uh, roles in a company, whether it’s a, a procurement person or an IT person or a business person. [00:11:42] Cyril Belikoff: So, you know, get onto the marketplace, create offerings, um, and give us feedback. And then on the reseller side, um, also lots of opportunities, you know, register as, as a reseller, um, you know, understand the benefits and. The, the Azure sponsorships that we have available for you, that you can close deals with their, their, their credits and, and incentives that we provide to you. [00:12:06] Cyril Belikoff: And then figure out how you do your first deal with a software company. Um, yeah. You know, a lot of people will say like, should I have a big strategy? And Yeah. Yeah. I mean, if you want to, that’s okay, but just getting into. Uh, the marketplace, figuring out one or two deals, transacting and seeing the opportunity is many ways the best way to do it and to learn it yourself. [00:12:28] Cyril Belikoff: And then you figure out, okay, where, where’s the opportunity for me in this deal? Am I in the transaction? Uh, am I in the services around the transaction or combination? Um, and just getting your feet wet will get you going and, and, uh, get you learning. [00:12:42] Vince Menzione: You know, I think about this in the, the time the partners are, they have this huge opportunity with Microsoft around marketplace and then thinking about how they build their own ecosystem. [00:12:52] Vince Menzione: And like you said, don’t, don’t try and boil the ocean, right. Don’t try and do it all at once. Mm-hmm. But start out small, but understand, you know, work with the Microsoft teams, understand how, how co-selling works, how to engage with the, with the Microsoft organization. How to, how to be up on marketplace, how to situationally. [00:13:09] Vince Menzione: You know, Jay and I were talking about this 28 moments and he talked about a deal that started out as an AWS deal, but it wound up a Microsoft deal because NTT and Software one were involved in the in the deal and influencing the customer’s decision process. Right working with Microsoft. And so we just need to be smarter, I think. [00:13:28] Vince Menzione: I think today it’s a very different model than it was 20 years ago when you and I got started in this business. Uh, yeah. And people just really need to go think about this more strategically in how they build this. [00:13:39] Cyril Belikoff: It’s great. I totally agree. Um, like I said, getting your feet wet, understanding the co-sell to your point and, and, and how Microsoft sells. [00:13:48] Cyril Belikoff: Um, and then understand what customers are trying to, you know, get, get, get out of it with their, their Azure commitments and how they can retire their Azure commitments through purchases on marketplace, which in sense them, um, to also work on the marketplace. So you, I think partners will find Microsoft sellers. [00:14:04] Cyril Belikoff: Own compensation, um, incentive to work. We’ll find that customers are incentive to transact on the marketplace. And so just enter that, you know, triangle and, and get engaged and, uh, and learn and then give us feedback. Like, like I’ve mentioned many times with you, we, uh, we take feedback every month from customers and partners in, in forums like this, um, in other forums, and then we evolve and, you know, build out, uh, stronger experiences. [00:14:31] Vince Menzione: Yeah. Cyril, I want to thank you again. So great to have you join us today and, uh, so excited to continue our, our mutual relationship and our beneficial relationship in 2026. So thank you again for everything you do and supporting us. [00:14:45] Cyril Belikoff: Yeah, thank you. Thank you. Happy New Year to yourself and uh, and your community and, uh, thanks so much again. [00:14:50] Cyril Belikoff: Appreciate it. [00:14:50] Vince Menzione: Thank you, Cyril. The Ultimate Partner Winter Retreat is gonna be here in the Boca Studio. This is the third year that we’re gonna be here in Boca. This is always a favorite of our community members, our executive members, our sponsors and speakers. We’ll all be here in the studio, which is a really intimate setting. [00:15:12] Vince Menzione: We can see upwards of 40, 50 people. Uh, we’ll be hosting an incredible dinner at the Boca Resort overlooking the golf course. That’s an incredible property and, uh, we’d love to have you join us. Thank you for being part of the ultimate Partner community, and I hope to see you this year at one of our events. [00:15:30] Vince Menzione: Thank you.

In this episode, we explore the intense CapEx spending by tech giants like Amazon, Google, and Meta in the AI compute arms race. We also discuss how Amazon's AWS cloud business is outperforming and expanding, despite investor concerns about the massive expenditures.Chapters00:00 Introduction to the AI Spending Race01:57 AIbox Announcements and Tier Updates03:56 Amazon's Massive Capital Expenditure05:39 Competitor Spending and Investor Skepticism11:51 AWS Performance and Growth18:09 Wall Street and the Future of AI LinksGet the top 40+ AI Models for $20 at AI Box: ⁠⁠https://aibox.aiAI Chat YouTube Channel: https://www.youtube.com/@JaedenSchaferJoin my AI Hustle Community: https://www.skool.com/aihustle

In this episode, we explore the intense CapEx spending by tech giants like Amazon, Google, and Meta in the AI compute arms race. We also discuss how Amazon's AWS cloud business is outperforming and expanding, despite investor concerns about the massive expenditures.Chapters00:00 Introduction to the AI Spending Race01:57 AIbox Announcements and Tier Updates03:56 Amazon's Massive Capital Expenditure05:39 Competitor Spending and Investor Skepticism11:51 AWS Performance and Growth18:09 Wall Street and the Future of AI LinksGet the top 40+ AI Models for $20 at AI Box: ⁠⁠https://aibox.aiAI Chat YouTube Channel: https://www.youtube.com/@JaedenSchaferJoin my AI Hustle Community: https://www.skool.com/aihustle

In this episode of Cybersecurity Today, host Jim Love discusses the latest advancements in AI-driven cyber attacks and their implications for security infrastructure. The episode covers a variety of topics, including the vulnerabilities in OpenClaw Marketplace, a rapid AI-assisted AWS attack, and data breaches linked to the Shiny Hunters group targeting Harvard and the University of Pennsylvania.  From discussing the porous architecture of AI agents to exploring how attackers exploited AWS credentials in unsecured S3 buckets, this episode sheds light on the accelerated risks posed by AI in cybersecurity. Additionally, Jim Love speaks about the critical need for proactive measures and the inadequacies in current security frameworks. Hashtag Trending would like to thank Meter for their support in bringing you this podcast. Meter delivers a complete networking stack, wired, wireless and cellular in one integrated solution that's built for performance and scale. You can find them at Meter.com/htt 00:00 Introduction and Sponsor Message 00:20 Open Clause Marketplace and AI Threats 00:46 AI Agents and Security Risks 01:09 OpenClaw's Vulnerabilities 02:06 Malicious Skills in OpenClaw 03:37 Strategies for CIOs 04:38 AWS Breach Accelerated by AI 08:27 Shiny Hunters and University Data Breaches 10:48 Conclusion and Sponsor Message

Rob Deichert and Arun Sundaram walk through Amazon (AMZN) earnings. Arun highlights AWS growth acceleration, which was a “big positive,” but the shock was the $200 billion capex announcement. He thinks the stock will settle as investors realize that Amazon will monetize this spending “as fast as it possibly can.” Rob says there's still “tons of upside” in their ad business. He is also bullish on its capex spending, and notes that he “tends not to bet against Amazon.”======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Why we have doubts about the new AWS European Sovereign Cloud, what it would take to build a proper European cloud that could compete with AWS, and why it’s such a difficult undertaking. Antigravity A1 The Antigravity A1 is the world's first all-in-one 8K 360 drone. It's a real game-changer. You get full immersive flight with the goggles, intuitive controls, and endless creative freedom in editing. If you're thinking about buying a drone, make it this one. Learn more at antigravity.tech HelloFresh Go to HelloFresh.com/hcs10fm to Get 10 free meals + a FREE Zwilling Knife (a $144.99 value) on your third box. Offer valid while supplies last. Free meals applied as discount on first box, new subscribers only, varies by plan. Support us on patreon and get an ad-free RSS feed with early episodes sometimes Subscribe to the RSS feed.

En este episodio de Wall Street Colada, te traemos las claves que están moviendo los mercados en una jornada marcada por resultados, giros estratégicos y nuevas apuestas en inteligencia artificial:

En este episodio de VG Daily, Eugenio Garibay y Andre Dos Santos analizan el nuevo dato de JOLTS en Estados Unidos, el último reporte trimestral de Amazon y cómo ambos temas se reflejan en el ánimo de los mercados globales. A lo largo de la conversación, conectan la señal de enfriamiento gradual del mercado laboral con el ajuste en las valuaciones de las grandes tecnológicas y con la búsqueda de refugio por parte de los inversionistas.El episodio arranca con JOLTS, cuántas vacantes se están cerrando, qué dice eso de la demanda por trabajo y cómo puede influir en la próxima jugada de la Reserva Federal. Después pasan a Amazon, comentando su récord de ingresos en el cuarto trimestre, el fuerte impulso de AWS y el impacto que tiene en la acción el anuncio de un plan de inversión masivo en infraestructura e inteligencia artificial.Finalmente, los hosts aterrizan todo en el mercado, discuten el reciente “flight to safety”, el comportamiento de sectores defensivos, y qué nos está diciendo esa rotación sobre el apetito de riesgo de los inversionistas globales. 

Reddit says its search business, including AI answers, is an "enormous" opportunity. Also, AWS recorded its best quarter, in terms of revenue growth, in 13 quarters in Q4 2025 as AI drives AWS adoption. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Amazon which posted solid headline profits, but saw a market recoil as expectations collide with a US$200bn AI spending plan. So why did Wall Street blink? AWS shines with robust margins and growth, underscoring where Amazon’s real engine lies — the cloud and AI arms race. Meanwhile, Bitcoin sinks deeper into correction territory and silver struggles to stabilise after sharp volatility. Earnings season delivers mixed signals as Reddit and Roblox surge while tariff pressures crush consumer brands. All this as US and Singapore markets wobble, unpacked hosted by Michelle Martin with Ryan Huang. Hear about :Amazon, Amazon Web Services, Alphabet, Qualcomm, Reddit, Roblox, Ralph Lauren, Estée Lauder, DBS, CapitaLand China Trust, Elite UK REIT.See omnystudio.com/listener for privacy information.

Chase Douglas, CEO at Archodex, talks about AI security problems and why re:Invent has become a nightmare. Chase helps companies capture every AI interaction so they don't get in trouble with compliance. Corey and Chase discuss Shadow AI, why Corey runs Claude Code in an account called “Superfund,” and how re:Invent put metal spikes on benches so people couldn't sit down. They also talk about why AWS released fewer announcement than before, and why Chase is finally optimistic about AI coding tools after months of frustration.Show Highlights: (01:51) What Archodex Does(07:00) The Superfund Account for AI(08:19) Shadow AI Problem(11:41) What Happened at re:Invent (14:59) Sponsorship Costs at re:Invent(17:00) Metal Spikes on Benches(21:39) AWS Releases Declining (25:24) Why Chase Is Finally Optimistic About AI Coding(27:13) Code Review Changed with AI(31:22) Where to Find ChaseLinks: Archodex: https://archodex.comLinkedIn: https://www.linkedin.com/in/chasedouglas/Sponsored by: duckbillhq.com

Formal verification already consumes years of human effort.In this episode, Lukas Biewald talks with Carina Hong, Founder & CEO of Axiom, about why verification is becoming the real bottleneck in high stakes AI systems.They discuss how Axiom uses AI to take on the tedious checking that stretches verification cycles across years, starting with formal mathematics and extending to hardware and software.Carina also explains why Axiom's approach to auto-formalization mirrors spec driven models like Kiro from AWS.Connect with us here:Carina Hong: https://www.linkedin.com/in/carina-hong/Axiom: https://www.linkedin.com/company/axiommath/Lukas Biewald: https://www.linkedin.com/in/lbiewald/Weights & Biases: https://www.linkedin.com/company/wandb/

AT&T, AWS and Amazon Leo have announced a new partnership. The US House Science, Space, and Technology Committee (SSTC) unanimously approved a new NASA authorization bill. Interlune has been awarded a NASA Small Business Technology Transfer Phase I contract to support several NASA missions, and more. Remember to leave us a 5-star rating and review in your favorite podcast app. Be sure to follow T-Minus on LinkedIn and Instagram. T-Minus Guest Our guest today is Ryan Kirby, Junior Partner at Alderman & Company.  You can connect with Ryan on LinkedIn, and learn more about Alderman & Company on their website. Selected Reading AT&T, AWS, and Amazon Leo Collaborate to Accelerate Modernization of Nation's Connectivity Infrastructure House Committee Approves New NASA Authorization Bill – SpacePolicyOnline Interlune Announces Details of NASA STTR Project to Advance Scalable, Multipurpose Lunar Trenching and Excavation Technology NASA Awards Grant to Montana State For Quantum Space Communications Russian space vehicles are tapping comms from key European satellites, report Space-born butterfly reflects advances in orbital life-support systems - CGTN Share your feedback. What do you think about T-Minus Space Daily? Please take a few minutes to share your thoughts with us by completing our brief listener survey. Thank you for helping us continue to improve our show.  Want to hear your company in the show? You too can reach the most influential leaders and operators in the industry. Here's our media kit. Contact us at space@n2k.com to request more info. Want to join us for an interview? Please send your pitch to space-editor@n2k.com and include your name, affiliation, and topic proposal. T-Minus is a production of N2K Networks, your source for strategic workforce intelligence. © N2K Networks, Inc. Learn more about your ad choices. Visit megaphone.fm/adchoices

Charlie O'Shea previews Amazon (AMZN) earnings and discusses the high bar the Street has set. Amazon's going to have to “hold the line on margins” on the retail side, which may be difficult because it tends to make its money from discounting, he argues. He's incredibly interested in the results this quarter. He lays out spending expectations for AWS, as well as what's riding on their advertising business. “The company's incredibly opaque,” he adds.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Highlights00:02 — A month ago, I moved Google Cloud up to the #1 spot on the Cloud Wars Top 10, moved Microsoft down to #3. That was predicated in large part on the tremendous job Google Cloud has done in building sort of the twin pillars: AI and cloud, the way its customers are building for the future, not just perfecting what they've done in the past.00:27 — And also the company's impressive growth rates, showing that more and more, in spite of the size differential between Microsoft and Google Cloud, Google Cloud was winning a disproportionate share of new business, showing it is becoming, back then, the favored cloud and AI vendor.00:47 — Well, the Q4 numbers for Google Cloud came out yesterday, and there's no doubt that that was the right call To make. Google Cloud's Q4 revenue jumped 48% to $17.7 billion and they beat Microsoft for the first time ever in a very key metric, it's the really the big thing I want to talk about here today.01:50 — Microsoft's last three quarters, it grew 27% 26, 26. For Google Cloud, it's 32, 34, 48. Google Cloud is on a massive acceleration run here. So, in spite of the fact that the numbers here, the revenue figures, are different, what we see is Google Cloud accelerating wildly. Well, Microsoft has leveled off again.02:23 — The key point here, this key metric I talked about up above, if you look at the incremental revenue gains each company made, looking at what calendar Q3 ended, September 30 to calendar Q4 December 31, those are the periods we're looking at. Google Cloud's revenue Q3 to Q4 went up $2.5 billion from just over $15 to $17.7, Microsoft's went up $2.4 billion $49.1 to $51.5.03:30 — While the heart of this discussion is around Google Cloud, Microsoft has been doing an extraordinary job in this very competitive market, but that's why I call it the greatest growth market the world has ever known. We're seeing companies perform in this market unlike any other industry at any time in human history.04:47 — The big thing about it here is you've got these smaller, disruptive cloud and AI players, Google Cloud at #1, Oracle #2, Microsoft down at #3. I moved AWS down to #7. It's doing some really good things in a lot of ways, but as far as the company setting the agenda in line with their customers for the future for the AI economy, it's Google #1, Oracle #2, Microsoft #3. Visit Cloud Wars for more.

In this episode of “RKD Group: Thinkers,” we sit down with Hilary Noon, global head of strategy, engagement and growth at AWS Nonprofits, to explore what it means to lead at the intersection of humanity and technology.With more than 25 years of experience spanning nonprofits, agencies and Big Tech, Hilary has navigated three very different “planets”—each with its own culture, constraints and opportunities. Yet throughout her career, one thread has remained constant: a deep belief that data, technology and analytics can, and should, be leveraged to amplify good.Hilary's path into the sector wasn't a straight line. Raised in a family grounded in service and community, she gravitated toward work that carried meaning and impact. Early roles at institutions like the Smithsonian and the American Cancer Society allowed her to explore the business side of nonprofit work, applying commercially oriented skills to mission-driven organizations. From there, her journey expanded into agency leadership and, ultimately into AWS, where she now helps thousands of nonprofits navigate rapid technological change.Today, Hilary leads strategy and growth for AWS Nonprofits, partnering with organizations around the world as they adopt cloud technology, build data maturity and innovate responsibly, even amid resource constraints and uncertainty. Her leadership stands out not just for its technical depth, but for its people-first approach. She speaks candidly about building strong teams, learning how to manage before she was ready and why coaching and trust matter more than control.

Ned and Kyler sit down with Tikhon Jelvis to discuss Haskell and other niche programming languages. They explore how this decades-old language isn't just surviving, but thriving. They also break down how Haskell can provide distinct advantages over traditional programming, especially for complex domain modeling and concurrent applications. Episode Links: Copilot Language Haskell Project Haskell... Read more »

Ned and Kyler sit down with Tikhon Jelvis to discuss Haskell and other niche programming languages. They explore how this decades-old language isn't just surviving, but thriving. They also break down how Haskell can provide distinct advantages over traditional programming, especially for complex domain modeling and concurrent applications. Episode Links: Copilot Language Haskell Project Haskell... Read more »

Ned and Kyler sit down with Tikhon Jelvis to discuss Haskell and other niche programming languages. They explore how this decades-old language isn't just surviving, but thriving. They also break down how Haskell can provide distinct advantages over traditional programming, especially for complex domain modeling and concurrent applications. Episode Links: Copilot Language Haskell Project Haskell... Read more »

Ephraim Ausch, Chief Logistics Officer at Tactical Logistic Solutions. With years of hands-on experience helping brands navigate the complexities of Amazon FBA and global supply chains, Ephraim has been instrumental in guiding 7-figure sellers to scale with smarter, more reliable shipping and logistics strategies.At Tactical Logistic Solutions, he oversees everything from freight forwarding and customs clearance to warehousing and FBA prep, ensuring sellers not only get their products where they need to be, but also protect their margins and scale with confidence.Highlight Bullets> Here's a glimpse of what you would learn…. Challenges in e-commerce logistics for Amazon sellers scaling from seven to eight figures.Rising costs associated with Amazon's logistics services and AWS.Navigating tariffs and understanding shipping terms (DDP, FOB, EXW).Impact of increased competition from overseas sellers, particularly from China.Strategies for optimizing logistics to maintain profit margins.Importance of understanding Amazon's evolving inbound shipping policies.The role of third-party logistics (3PL) versus Amazon's own logistics services.The significance of brand storytelling in competing against price-focused overseas sellers.Recommendations for diversifying sales channels beyond Amazon.The necessity of consulting with logistics experts to improve supply chain management.In this episode of the Ecomm Breakthrough Podcast, host Josh Hadley interviews Ephraim Ausch, Chief Logistics Officer at Tactical Logistics Solutions. They discuss the evolving challenges Amazon sellers face, including rising logistics costs, tariff complexities, and intense competition from overseas sellers. Ephraim shares actionable strategies for optimizing supply chains, navigating shipping terms, and maintaining profit margins. The conversation also covers the importance of brand building, diversification across marketplaces, and leveraging expert consultants. Practical advice and industry insights make this episode essential listening for e-commerce entrepreneurs aiming to scale and stay competitive.Here are the 3 action items that Josh identified from this episode:Audit Your DDP Strategy for Potential 10-15% Tariff SavingsWork with a customs consultant to analyze if having your manufacturer ship DDP (Delivered Duty Paid) makes sense for your products. Break down your product components (e.g., plastic handle vs. steel blade) on commercial invoices to potentially reduce duty classifications. This only works if your supplier's margins allow for it and they're willing to be the official shipper.Switch from Placement Fees to 5-Way Splits for Better CoverageStop paying Amazon placement fees and instead do 5-way splits into multiple fulfillment centers. This distributes your inventory across 9-12 locations per split, improving delivery speed to customers nationwide and potentially increasing sales by 4-10%. Use a flat-rate freight service to avoid high trucking costs for partial loads.Build a Supply Chain Buffer SystemAlways maintain backup inventory outside of AWD/FBA - whether in your garage, basement, or a 3PL warehouse. This protects you from Amazon delays, lost shipments, or FC transfer bottlenecks. Running out of stock can permanently damage your listing's ranking, so having a contingency plan is essential for protecting your sales velocity.Resources mentioned in this episode:Josh Hadley on LinkedIneComm Breakthrough ConsultingeComm Breakthrough PodcastEmail Josh Hadley: Josh@eCommBreakthrough.comAmazon Global Logistics (AGL)DDP (Delivered Duty Paid)EXW (Ex Works)AWB (Amazon Warehouse and Distribution)FBA (Fulfillment by Amazon)Seller CentralSmart ScoutSeller BoardHelium 10PerplexityTraction by Gino WickmanVistageSpecial Mention(s):Adam “Heist” Runquist on LinkedInKevin King on LinkedInMichael E. Gerber on LinkedInRelated Episode(s):“Cracking the Amazon Code: Learn From Adam Heist's Brand Scaling Secrets” on the eComm Breakthrough Podcast“Kevin King's Wicked-Smart Tips for Building an Audience of Raving Fans” on the eComm Breakthrough Podcast“Unlocking Entrepreneurial Greatness | Insider Secrets With E-myth Author Michael Gerber” on the eComm Breakthrough PodcastEpisode SponsorSponsor for this episode...This episode is brought to you by eComm Breakthrough Consulting where I help seven-figure e-commerce owners grow to eight figures. I started Hadley Designs in 2015 and grew it to an eight-figure brand in seven years.I made mistakes along the way that made the path to eight figures longer. At times I doubted whether our business could even survive and become a real brand. I wish I would have had a guide to help me grow faster and avoid the stumbling blocks.If you've hit a plateau and want to know the next steps to take your business to the next level, then go to www.EcommBreakthrough.com (that's Ecomm with two M's) to learn more.Transcript AreaEphraim Ausch 00:00:00  The main question. You start off right now. Should I use AWS or not? Is the main factor. Question is the cost right? AWS is actually increasing the rates as of January 1st for West Coast. Now obviously that's going to push more people to East Coast where it takes longer to get there, but they'll get congested there and then they'll raise the rate in East Coast. And then they raise the rates across the board. I believe that's their model.MC 00:00:29  Welcome to the Ecomm Breakthrough podcast. Are you ready to unlock the full potential and growth in your business? You've already crossed seven figures in sales, but the challenge is knowing how to take your business...

Learn how Docupace transformed from cloud-native platform to AI-powered wealth tech leader, leveraging AWS partnerships and customer obsession to accelerate growth.Topics Include:Docupace Technologies has served wealth management firms for twenty years.Three SaaS product lines streamline advisor workflows and back offices.AI transforms both customer operations and Docupace's internal business practices.Trust between advisors and investors drives conservative technology adoption approach.Serving seven top-ten broker dealers demands careful data security strategies.AI shifts financial systems from deterministic certainty to probabilistic outcomes.Industry began AI adoption with simple meeting note-taking applications.Docupace's agentic AI framework enables safe, observable, orchestrated agent deployment.Multiple verification layers and human oversight ensure zero-error financial operations.Internal AI implementation required nine months navigating change management hurdles.Team curiosity and rapid experimentation matter more than traditional skill sets.AWS customer obsession and partnership programs dramatically accelerate business growth.Participants:Michael Pinsker – Founder and President, Docupace TechnologiesSee how Amazon Web Services gives you the freedom to migrate, innovate, and scale your software company at https://aws.amazon.com/isv/

This is the third in a short series of speaker profiles for JavaOne 2026 in Redwood Shores, California, March 17-19. Get early bird pricing until February 9, and for a limited time, take advantage of a $100 discount by using this code at checkout: J12026IJN100. Register. Sessions. In this conversation, Jim Grisanzio from Java Developer Relations talks with Paul Bakker, an engineer and Java architect in California. Paul is a staff software engineer in the Java Platform team at Netflix. He works on improving the Java stack and tooling used by all Netflix microservices and was one of the original authors of the DGS (GraphQL) Framework. He is also a Java Champion, he's published two books about Java modularity, and he's a speaker at conferences and Java User Groups. Java Is Everywhere at Netflix Paul will present "How Netflix Uses Java: 2026 Edition" at JavaOne in March. The session updates previous year's talk because Java keeps evolving at Netflix. "Netflix is really staying on the latest and greatest with a lot of things," Paul says. "We're trying new things. And that means there's always new stuff to learn every year." Java powers both Netflix streaming and enterprise applications used internally and supporting studio teams. "Java is everywhere at Netflix," Paul says. "All the backends, they are all Java powered." Why Java? It comes down to history and practicality. The original team members were Java experts, but more importantly, "Java is also just the best choice for us," he says. The language balances developer productivity and runtime performance. At Netflix's scale with thousands of AWS instances running production services, runtime performance is critical. Netflix engineers stay closely connected with development at OpenJDK. They test new features early and work with preview releases or builds before official releases. When virtual threads appeared, Netflix engineers tested immediately to measure performance gains. Paul says they give feedback on what works, what doesn't work, and what they would like to see different. This just demonstrates the value of being involved with OpenJDK, and Paul says they have a really nice back and forward with the Oracle engineering teams. The microservices architecture Netflix adopted years ago enabled the company to scale. This approach has become common now, but Netflix pioneered talking about it publicly. Breaking functionality into smaller pieces lets teams scale and develop services independently. Most workloads are stateless, which enables horizontal scaling. Production services for streaming often run several thousand AWS instances at a time. Early on with Java Applets Paul's coding journey started at 15 when he got his first computer and wanted to learn everything about it. Working at a computer shop repairing machines, the owner asked if he knew how to build websites. Paul said no but wanted to learn. He was curious about everything that involved computes. Java applets were hot back then. With nothing online available, he bought a book and started hacking away. "It was so much fun that I also decided right at that point basically like, oh, I'm going to be an engineer for the rest of my life," he says. That's clarity for a 15-year-old. And it's remarkable. But Paul says it felt natural. He just started doing it, had such a good time, and knew that was what he wanted to do. When he started university around 2000, right during the dot-com bubble and crash, professors warned students not to expect to make money in engineering because the bubble had burst. Paul still remembers how funny that seems now. You can never predict the future. Initially, he learned Java and PHP simultaneously. Java powered client-side applications through applets while PHP ran server-side code. The roles have completely reversed now. Engaging the Community Paul attended his first JavaOne in 2006. "Those were really good times," he says about the early conferences when everything felt big and JavaOne was the only place to learn about Java. Back then, around 20,000 people would travel to San Francisco every year. It was the one and only place to learn what was new in Java. All the major news would be released at JavaOne each year. The world has changed. Now information spreads instantly and continually online, but Paul misses something about those early days. The more recent JavaOne conferences offer something different but equally valuable. Paul points to last year's event in Redwood City as a great example. While the conference is still big, it's small enough that attendees can actually talk with the Oracle JDK engineers and have deeper conversations. The folks who work on the JDK and the Java language are all there giving presentations, but they're also totally accessible for hallway chats. "That makes it really interesting," Paul says. This direct access to the people building the platform distinguishes JavaOne from other conferences. Java User Groups also played an important role in Paul's development. He lived in the Netherlands before moving to the Bay Area nine years ago. In the Netherlands, the NLJUG (Dutch Java User Group) organized two conferences a year, J-Spring and J-Fall. Paul would go to both every year. That was his place to learn in Europe. He has been continuing that pattern right up until now, which is why he is speaking at JavaOne again. Open Source software has also been another major aspect of community for Paul. He has always been active in Open Source because he says it's a fun place to work with people from all over the world solving interesting problems. Besides being a critical part of his professional career, it was also his hobby. Paul says the Open Source aspect with the community behind it is maybe his biggest thing that he really enjoyed over the years. AI Throughout Development AI now occupies much of Paul's professional focus. At Netflix, engineers use AI tools throughout the development lifecycle. Paul uses Claude Code daily, though other developers prefer Cursor, especially for Python and Node work. Most Java developers at Netflix work with Claude Code. The tools integrate with GitHub for pull request reviews, help find bugs, and assist with analyzing production problems by examining log files. Paul describes using AI as having a thinking partner to t all to and code with. Sometimes he needs to bounce ideas around, and the AI gives insights he might have missed or suggests additional issues to consider. For repetitive tasks like copying fields between objects, AI handles the grunt work efficiently. "That's the nice thing about an AI," Paul says. "While a person would probably get really annoyed with all this feedback all the time and like having to repeat the work over and over again, but an AI is like, fine, I'll do it again." Go Build a Lot of Stuff! When asked about advice for students, Paul's answer comes quickly and has not changed much over the years. "I think what I really recommend is just go and build a lot of stuff," he says. "The way to get to become a better developer is by doing a whole lot of development." That's timeless advice students can easily adopt no matter how the modern tools for learning have changed. Paul had to go to a bookstore and buy a book to learn programming. Students today have AI tools to help them and advanced IDEs. But the fundamental principle remains the same, which is to build interesting applications. Paul recommends that students come up with a fun problem and just build it. You learn by making mistakes. You build a system, reach the end, and realize the new codebase already struggles with maintainability. Then you ask what you could have done differently. Those real-life coding experiences teach you how to design code, architect code, and write better code. Paul also suggests that students use AI tools but not blindly. Do not just accept whatever an AI generates. Instead, try to understand what came out, how it could have been done differently, and experiment with different approaches. Use the tools available but really understand what is going on and what options you have. Some students and even practicing developers worry that advanced tools might eliminate their future role as developers. Paul says that nobody knows exactly how things will look in the future because tools get better almost every day now. But AI tools are just tools. Someone needs to drive them and come up with the ideas they should build. Plus, the tools at present are far from a state where you can hand them a task, never look at it again, and have everything work perfectly. Substantial hand-holding is involved. "Is our daily work going to change? Very likely," Paul says. "That's already happening." But he tries to see this change as a positive thing. "It's a new tool that we can use. It makes certain parts of our job more fun, more interesting. You can get more things done in some ways and be open to it." Why Java Works At the end of the conversation, Paul answered a simple question — Why Java? What makes it great? — with a simple and direct answer: "Java is the perfect balance of developer productivity and runtime performance." That balance matters where Paul works at Netflix. But it also matters for students learning their first language, for teams building enterprise applications, and for developers choosing tools that will sustain long careers. Paul's career started with Java applets 20 years ago when he bought a book and started hacking away. The language and platform has evolved dramatically since then, moving from client-side applets to powering massive backend services that stream entertainment to millions globally via Netflix. Through all that change, the core appeal remains — you can build things efficiently for many platforms and those things run fast. Paul Bakker: X, LinkedIn Duke's Corner Java Podcast: Libsyn Jim Grisanzio: X, LinkedIn, Website  

Take a Network Break! We’ve got Red Alerts for HPE Juniper Session Smart Routers and SolarWinds. In this week’s news, Microsoft debuts its second-generation AI inferencing chip, Mplify rolls out a new Carrier Ethernet certification for supporting AI workloads, and AWS upgrades its network firewall to spot GenAI application traffic and filter Web categories. Google... Read more »

Take a Network Break! We’ve got Red Alerts for HPE Juniper Session Smart Routers and SolarWinds. In this week’s news, Microsoft debuts its second-generation AI inferencing chip, Mplify rolls out a new Carrier Ethernet certification for supporting AI workloads, and AWS upgrades its network firewall to spot GenAI application traffic and filter Web categories. Google... Read more »

Take a Network Break! We’ve got Red Alerts for HPE Juniper Session Smart Routers and SolarWinds. In this week’s news, Microsoft debuts its second-generation AI inferencing chip, Mplify rolls out a new Carrier Ethernet certification for supporting AI workloads, and AWS upgrades its network firewall to spot GenAI application traffic and filter Web categories. Google... Read more »

AWS Morning Brief for the week of February 2nd, with Corey Quinn. Links:AWS Network Firewall now supports GenAI traffic visibility and enforcement with Web category-based filteringMore room to build: serverless services now support payloads up to 1 MBIntroducing pre-warming for Amazon Keyspaces tablesManaging IP address exhaustion for Amazon RDS ProxyStrategies for upgrading Amazon Aurora PostgreSQL and Amazon RDS for PostgreSQL from version 13File integrity monitoring with AWS Systems Manager and Amazon Security Lake

New Everywhere Ventures GP Anna Barber talks with TITV Host Akash Pasricha about her new role and the massive contraction in the venture capital market. We also talk with Catherine Perloff about the internal leadership shuffle at AWS, Theo Wayt about SpaceX's unprecedented filing for 1 million satellites, Anissa Gardizy about Oracle's $50 billion funding drive for AI data centers, and Rocket Drew about the viral "Open Claw" agent and the risks of robots talking to each other on Moltbook.Articles discussed on this episode: https://www.theinformation.com/articles/big-agent-bet-reshaped-awshttps://www.theinformation.com/newsletters/ai-agenda/openclaw-fka-clawdbot-mattershttps://www.theinformation.com/briefings/oracle-raise-50-billion-cloud-expansionhttps://www.theinformation.com/briefings/spacex-seeks-fcc-approval-launch-1-million-satellites-orbital-data-centerhttps://www.theinformation.com/briefings/googles-ai-video-launch-causes-selloff-videogame-stocksSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/

We take a listener question about digital sovereignty, tariffs and UK/EU independence from large US cloud providers, also Brian reaches out to the Melbourne, AUS listeners. SHOW: 998SHOW TRANSCRIPT: The Cloudcast #998 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW NOTESAWS European Sovereign Cloud Azure European Sovereign ServicesGoogle Cloud Sovereign CloudRed Hat Digital SovereigntyBroadcom Digital SovereigntyOracle Digital SovereigntyDigital Sovereignty in Europe, What's the Plan B? (IDC)Digital Commons EDIC Established (2025)EU AI Act“Sovereign Clouds and the Digital Sovereignty Imperative: Europe's Quest for Digital Independence” (IDC #EUR149098122, December 2022)The Evolution of Digital Sovereignty: Moving Beyond Data and Cloud” (Rahiel Nasir, IDC, January 13, 2023)THE FUNDAMENTALS OF DIGITAL SOVEREIGNTY What is the definition of Digital Sovereignty? What about Digital Assurance? Sovereignty from who or what? What laws are you attempting to comply with? How are they audited or measured? Data Sovereignty - Maintaining control over how data is collected, classified, processed and stored to ensure that data regulations are metTechnical Sovereignty - Running workloads without dependence on a provider's infrastructure or software, and protected from all extra-territorial interference and scrutiny.Operational Sovereignty - Visibility and control over provider operations from provisioning and performance management, to monitoring of physical and digital access, to the infrastructure.Assurance Sovereignty -Ability to independently verify and assure the integrity, security, and reliability of digital systems and processes including resilience of critical services.FEEDBACK?Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod

Join us as Neel explores how observability is evolving beyond traditional logs, metrics, and traces into a predictive, AI-powered discipline. Neel walks through the evolution of Observability, demonstrating how OpenTelemetry, machine learning, and LLMs are transforming how we monitor and maintain modern applications. You'll learn about dynamic sampling techniques that reduce costs while maintaining visibility, how ML algorithms detect anomalies before they cause outages, and practical implementations using tools like the OpenTelemetry Collector. This episode covers real-world scenarios from reducing massive log volumes to predicting system failures before they impact customers. Timestamps 0:00 Welcome & Introduction 4:29 Neel's Background & Community Work 5:03 The Evolution of Observability 6:29 The 2 AM Production Incident Scenario 8:13 OpenTelemetry's Role in Modern Observability 12:45 Dynamic Sampling Techniques 18:22 ML & AI in Anomaly Detection 24:16 LLM Observability Explained 28:32 Cost Optimization Strategies 30:04 Context Windows & Token Management 32:00 Self-Healing Systems Discussion 34:15 Edge Cases: When Dynamic Sampling Doesn't Work 36:27 Wrap-up & Resources How to find Neel: https://www.linkedin.com/in/neelcshah/ https://bento.me/neelshah Links from the show: https://neelshah.dev/blogs/observability-2 https://opentelemetry.io/ https://middleware.io/blog/observability-2-0/