Podcasts about aws

AWS Morning Brief for the week of February 17th, with Corey Quinn. Links:Amazon Aurora DSQL is now available in additional AWS RegionsAmazon Bedrock adds support for six fully-managed open weights modelsAWS Config now supports 30 new resource typesAnnouncing new Amazon EC2 general purpose M8azn instancesAWS Network Firewall announces new price reductionsAmazon S3 Tables add partition and sort order definition in the CreateTable APIAmazon Athena adds 1-minute reservations and new capacity control featuresBuilding fault-tolerant applications with AWS Lambda durable functions Simplify cross-account stream processing with AWS Lambda and Amazon DynamoDBAutomated Reasoning checks rewriting chatbot reference implementationMastering Amazon Bedrock throttling and service availability: A comprehensive guideReservoir computing on an analog Rydberg-atom quantum computer

Honeycomb Co-founder and CTO Charity Majors explains why measuring the right engineering metrics in the age of AI matters more than chasing numbers.Topics Include:Charity Majors introduces Honeycomb as the original observability company for complex systemsHoneycomb solves high cardinality problems across millions of individual customer experiencesTheir MCP tool ranked top five in Stack Overflow's most-used listCanva lets developers interact with production software directly from their IDEAI acts as an amplifier requiring strong reliability and observability foundationsMeasuring success requires multiple metrics to avoid gaming single numbersHoneycomb adopted Intercom's 2X productivity challenge enlisting employees to identify gainsWriting code was never the hard part even before generative AI arrivedHoneycomb created AI values prioritizing transparency and emotional safety for employeesStaff tested boundaries on resources and environmental impact prompting honest discussionsHoneycomb acquired Grok and shipped Query Assistant Canvas and MCP productsFuture concerns include AI economics shifting and AI-native developers lacking foundational expertiseParticipants:Charity Majors – Co-Founder/CTO, Honeycomb.ioSee how Amazon Web Services gives you the freedom to migrate, innovate, and scale your software company at https://aws.amazon.com/isv/

In this episode, Dave explores the recent decline in Amazon's stock price, analyzing the company's quarterly results and e-commerce performance. Despite a drop in stock value, Amazon's e-commerce growth remains strong, with significant increases in third-party seller services and advertising revenue. The discussion also covers Amazon's strategic investments in AI and delivery speed, as well as the expansion of grocery services and the introduction of Amazon Hall to compete with other platforms. Takeaways Amazon's stock has dropped nearly 10% recently. Despite stock decline, e-commerce growth is strong at 8%. AWS revenue growth is at its highest in years. FBA fees are increasing, indicating more third-party seller activity. Amazon is focusing on same-day grocery delivery expansion. Rufus, Amazon's AI shopping assistant, is a key strategy. Amazon Hall aims to compete with low-cost Chinese platforms. Delivery speed improvements are crucial for customer satisfaction. Advertising revenue is becoming a significant part of Amazon's income. Overall e-commerce resilience is promising for sellers. Titles Amazon's Stock Plunge: What It Means for E-commerce Quarterly Insights: Amazon's Performance Breakdown  sound bites "Amazon stock is absolutely cratering." "AWS revenue was up 24%." "FBA fees were up 10% for the quarter." Chapters 00:00 Amazon's Stock Decline and Market Overview 03:05 Quarterly Results and E-commerce Performance 05:55 Capital Expenditures and AI Investments 08:46 E-commerce Growth and Third-Party Seller Services 12:01 Delivery Speed and Grocery Expansion 15:10 AI Shopping Assistants and Amazon's Strategy 17:58 Amazon Hall and Competitive Landscape

La segunda semana de febrero ha estado marcada por un fuerte protagonismo de la regulación tecnológica, la inteligencia artificial y las grandes maniobras corporativas en los sectores digital y energético. En Europa, el debate sobre la protección de los menores en entornos digitales continúa intensificándose. El primer ministro de la República Checa respaldó la prohibición de redes sociales para menores de 15 años, sumándose a una corriente cada vez más extendida en el continente. En paralelo, la Comisión Europea advirtió que las grandes plataformas deberán reforzar su lucha contra el ciberacoso, anticipando posibles actualizaciones de la Ley de Servicios Digitales para endurecer las obligaciones de protección infantil. También en este ámbito, Australia convocó a Roblox tras denuncias de acoso infantil y exposición a contenido gráfico, mientras en Estados Unidos arrancó un juicio histórico contra Meta y YouTube para determinar si el diseño de sus plataformas puede considerarse legalmente responsable de fomentar la adicción en menores. En el frente corporativo y geopolítico, Rusia intensificó su estrategia de soberanía digital. Por un lado, endureció la presión sobre Telegram con nuevas amenazas de multas y restricciones. Por otro, bloqueó completamente WhatsApp en el país, promoviendo el uso del mensajero estatal MAX, en un movimiento que refuerza su apuesta por infraestructuras tecnológicas bajo control nacional. En Italia, la Guardia di Finanza registró la sede de Amazon en Milán en el marco de una nueva investigación fiscal sobre posible establecimiento permanente no declarado entre 2019 y 2024. La inteligencia artificial volvió a situarse en el centro del escenario global. Anthropic protagonizó la mayor ronda de financiación de la semana al alcanzar una valoración de 380.000 millones de dólares tras captar 30.000 millones adicionales, consolidando la carrera por la IA empresarial. ByteDance, matriz de TikTok, aceleró su apuesta por el desarrollo de un chip propio de IA y negocia su fabricación con Samsung para asegurar capacidad productiva en un contexto de escasez de semiconductores avanzados. Mientras tanto, Amazon prepara el lanzamiento de un mercado de contenidos dentro de AWS para facilitar la licencia de materiales a empresas de inteligencia artificial, en plena redefinición de las reglas sobre derechos y uso de datos.

Perform 2026 felt like a turning point for Dynatrace, and when Steve Tack joined me for his fourth appearance on the show, it was clear this was not business as usual.  We began with a little Perform nostalgia, from Dave Anderson's unforgettable "Full Stack Baby" moment to the debut of AI Rick on the keynote stage. But the humor quickly gave way to substance. Because beneath the spectacle, Dynatrace introduced something that signals a broader shift in observability: Dynatrace Intelligence. Steve was candid about the problem they set out to solve. Too much focus on ingesting data. Too much time spent stitching tools together. Too many dashboards. Too many alerts. The real opportunity, he argued, is turning telemetry into trusted, automated action. And that means blending deterministic AI with agentic systems in a way enterprises can actually trust. We unpacked what that looks like in practice. From United Airlines using a digital cockpit to improve operational performance, to TELUS and Vodafone demonstrating measurable ROI on stage, the emphasis at Perform was firmly on production outcomes rather than pilot projects. As Steve put it, the industry has spent long enough in "pilot purgatory." The next phase demands real-world deployment and real return. A big part of that confidence comes from the foundations Dynatrace has laid with Grail and Smartscape. By combining unified telemetry in its data lakehouse with real-time topology mapping and causal AI, Dynatrace is positioning itself as the engine behind explainable, trustworthy automation. When hyperscaler agents from AWS, Azure, or Google Cloud call Dynatrace Intelligence, they are expected to receive answers grounded in causal context rather than probabilistic guesswork. We also explored what this means for developers, who often carry the burden of alert fatigue and fragmented tooling. New integrations into VS Code, Slack, Atlassian, and ServiceNow aim to bring observability directly into the developer workflow. The goal is simple in theory and complex in execution: keep engineers in their flow, reduce toil, and amplify human decision-making rather than replace it. Of course, autonomy raises questions about risk. Steve acknowledged that for now, humans remain firmly in the loop, with most agentic interactions still requiring checkpoints. But as trust grows, so will the willingness to let systems self-optimize, self-heal, and remediate issues automatically. We closed by zooming out. In a market saturated with AI claims, Steve encouraged listeners to bet on change rather than cling to the status quo. There will be hype. There will be agent washing. But there is also real value emerging for those prepared to experiment, learn, and scale responsibly. If you want to understand where AI observability is heading, and how deterministic and agentic intelligence can coexist inside enterprise operations, this episode offers a grounded, practical perspective straight from the Perform show floor.

The Deal You Never Knew Existed. Subscribe to our Newsletter: https://theultimatepartner.com/ebook-subscribe/ Check Out UPX: https://theultimatepartner.com/experience/ In this deep dive, Jay McBain reveals the harsh reality of the “28 Moments” in a modern B2B buying journey, using a multi-million dollar SAP deal at AstraZeneca as a wake-up call for vendors. He explains how traditional marketing leads are failing in the “decade of the ecosystem,” where trusted partners like NTT and SoftwareOne are winning deals in “light blue” partnership moments months before a customer ever downloads an ebook. If you aren’t visible in the seven-layer stack or collaborating with the partners who hold the customer’s trust, you aren’t just losing the deal—you're losing the entire market. https://youtu.be/NO-P6X2dTAo?si=8e_sVesqvwaC0M-E Key Takeaways Most vendors lose major deals without ever knowing a transaction was even taking place. The average considered purchase involves 28 distinct moments of research and influence before a sale. Trusted partners often close the deal in the “middle moments” months before the money is actually spent. Traditional marketing leads (MQLs) are often too “flimsy” compared to deep partner-led relationships. Winning in the ecosystem requires being part of a “seven-layer stack” of integrated technology and services. Data-sharing platforms like Crossbeam and Workspan are now essential to seeing the “invisible” pipeline. 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: 28 Moments, Jay McBain, Ecosystem Strategy, AstraZeneca SAP Deal, Seven Layer Stack, B2B Buying Journey, Partner Ecosystem, NTT, SoftwareOne, Channel Strategy, Buyer Intent, Informa TechTarget, Collaborative Selling, Crossbeam, Partner Tap, Workspan, Marketplace Tracking, Co-selling, Tech Integration, Revenue Architecture, Pipeline Growth, Trusted Advisor, Digital Transformation, SAP Optimization, Microsoft AWS Competition. Transcript: [00:00:00] Jay McBain: So if you’re a vendor trying to get into that seven layer stack and you don’t have that relationship, or you don’t have the knowledge that NTT or software one is going in, this will have been a deal that would’ve never hit your pipeline and you’ll have no knowledge. So you will have lost this deal without knowing there was a deal. [00:00:19] Vince Menzione: We’ve been talking 28 moments, but you have a slide. I thought we’d spend some time here because, you know, every conversation with you is about 28 moments, but you finally took the time to analyze one of your deals or one of the deals that was going on with one of your clients and come up with the 28 moments. [00:00:36] Vince Menzione: I thought we’d spend a little time here because this journey slide is a wake up call. Uh, it’s, it’s, it’s all around. Why, why we need to think about all of those. Points we need to think about communities and analysts and marketplaces and proof of concepts and architecture and everything else. I thought maybe you’d take us through this a little bit. [00:00:53] Vince Menzione: ’cause this was for a client, AstraZeneca, by the way. This was, uh, if you don’t know this, ICI Americas was the precursor of mm-hmm. AstraZeneca. It was the first SAP customer in North America. [00:01:03] Jay McBain: Nice. I did [00:01:04] Vince Menzione: not know that. That’s why Microsoft and SAP both headquartered. In that area, near nearby, that client. [00:01:10] Vince Menzione: That’s, uh, news, new news. [00:01:11] Jay McBain: And by the way, this is an SAP deal we’re looking at. Yeah. Uh, so two things here. One is that, um, while I was declaring the decade of the ecosystem, you know, spending time with you and Boca, in between that time we got acquired. Canals, which was Latin for channel, got acquired by oia, part of Informa TechTarget, part of this bigger informa company, which is a Fortune 100 company outta the uk. [00:01:32] Jay McBain: Fantastic. You know, we’re part of this massive organization that is really around buyer intent. How, you know, a tech target and, uh, running hundreds of magazines like Information Week and Computer Week that customers and partners read running hundreds of events, the biggest events on the planet. [00:01:49] Vince Menzione: Crazy [00:01:49] Jay McBain: in B2B, like Black Hat and all these things are run by [00:01:52] Vince Menzione: Yeah, [00:01:53] Jay McBain: informa. [00:01:53] Jay McBain: So it’s got this massive mountain of data. About the 28 moments. So when you start to think if you’re a CMO and you start to think about the early moments, you, you think about somebody reading an ebook or, um, going to a, a webinar or going onto a LinkedIn live just like this one. Yeah, going to a major event and getting a pair of socks from you. [00:02:13] Jay McBain: Um, but anything early in the journey. These are the m qls. These are the things that I need enough of them to be credible before I hand them over to my sales team. ’cause I don’t wanna be laughed out of the room. Hey, they read an ebook. They must, AstraZeneca must be buying millions of dollars of stuff. [00:02:27] Vince Menzione: Traditional marketing lead. [00:02:29] Jay McBain: Traditional marketing lead. So they’re a bit nervous about sharing that. And then later on, the sales motions, the demos and all the progression of the sales. This was the two decades before us, the decade of sales, decade of marketing. But the 28 moments, just to take a step back, if you haven’t heard, it is just a considered purchase. [00:02:46] Jay McBain: It’s about psychology, human psychology. When you go and buy a car, second most expensive thing that you will purchase you on average will go through 28 moments getting ready for that purchase. Some people go through two moments and they just drive to the Cadillac dealership to see Larry, who’s been selling Cadillacs to the family for 80 years. [00:03:04] Jay McBain: Yep. Some people spend 58 moments. That’s probably me. [00:03:07] Vince Menzione: That’s you, a, [00:03:08] Jay McBain: you know, going through all the depreciation, watching every YouTube video, you know, going to the end of the earth. But the average is 28. So you start to think about this, this is the same buying a car considered purchase, that you would buy a million dollars in software. [00:03:21] Jay McBain: From Microsoft or SAP. So when you look at these moments, you start to think, you know, how is you before you buy that car, downloading the invoice price, downloading this month’s backend rebates. Should I buy it in January? Should I buy it in February? All these decisions you make before you get to that dealership, you’re smarter than the salesperson, smarter than the sales manager. [00:03:39] Jay McBain: You know what 5,000 people bought the car for within 50 miles of you? I mean, you’re just so smart. You actually don’t need the dealership anymore. Just Carvana to me, hand me the keys. Exactly. But now in buying technology, hardware, software services, customers are getting this smart. And here’s all the moments they take to get this smart. [00:03:57] Jay McBain: But the thing we always had in mind in this decade of the ecosystem was the 96% there are trusted people. Yeah. Spending decades building that trust that come in in critical moments. They’re not marketing moments, they’re not sales moments. They are fully partnership moments. Yeah. And they’re on this slide in light blue. [00:04:15] Jay McBain: So if you were to look at this deal and, and somebody in marketing is finding these eBooks and webinars and they think there might be something, AWS got a direct hit on their website. So there’s something brewing at AstraZeneca. It, it might be in, it’s a big pharmaceutical company, so you’re probably spending millions of dollars if something’s brewing. [00:04:31] Jay McBain: Yep. But guess what? At the same time, in December on this six month journey. Partners come in with five different paid projects, consulting, advisory design projects, and in this case it was NTT software one, Yash and uh, ISV was there. Yep. But NTT won three different. Deals right at that critical stage. It wasn’t Accenture, it wasn’t Deloitte, NTT at this particular department of AstraZeneca had spent the decades building those relationships. [00:04:58] Jay McBain: So they were the one, and they won critical part of this. And so that’s when the deal is won. And it’s not at April when the money’s being spent. Yeah, it’s, it’s not in March when a couple more ISVs joined the mix, that seven layer stack that solves this particular problem, it was right there. So if you’re a vendor trying to get into that seven layer stack and you don’t have that relationship, or you don’t have the knowledge that NTT or software one is going in, this will have been a deal that would’ve never hit your pipeline and you’ll have no knowledge. [00:05:30] Jay McBain: So you will have lost this deal without knowing there was a deal, which makes up again, the majority of your tam. [00:05:34] Vince Menzione: Yeah. [00:05:35] Jay McBain: But what if I did have this agentic ability to see this deal coming, and I’m a cybersecurity company, I’m just competing for layer five of the deal, but I know that it’s all happening in December. [00:05:46] Jay McBain: So the two things that jump out on this particular slide is one, they don’t just show up in December. [00:05:51] Vince Menzione: Yeah, [00:05:51] Jay McBain: this went closed one in their Salesforce CRM in August, September, well, before the customer ever read an ebook. So now you’re not dealing with a flimsy MQL. You’re dealing with a couple of great, you know, top partner 1000 sized firms. [00:06:09] Jay McBain: One of them is a partner, 30 firm. [00:06:11] Vince Menzione: Exactly. [00:06:12] Jay McBain: That is absolutely going into and earning hundreds of thousands of dollars in services to guide the customer to a millions of dollars in purchase. And, and you can imagine in that boardroom. With A CMO saying, Hey, I got this stuff here. And the head of channels or partnerships saying, no, no, this is real. [00:06:32] Jay McBain: Here’s the names, faces, and places. Yeah. And here’s how it’s happening. And this is exactly, this is the Gantt chart, this is the show up, this is the project, this is the outcome. This is exactly how it’s playing out. Now if I could go back and the board and the C-suite should be asking us, well, how many more deals like this can you see? [00:06:50] Vince Menzione: Yeah. [00:06:51] Jay McBain: If our TAM is, you know, how many billions of dollars? Could you double our pipeline by seeing more of these middle moments? And if we got a couple of months to spend with these partners before they get in front of the customer, could they build more of our portfolio into the deal so we’re not just layer five, maybe we’re layer three and layer five. [00:07:10] Vince Menzione: This slide screams at me. Integr Tech integration Cha. A partner channel integration of tech, uh, whether it’s Crossbeam, whether it’s Partner Tap, whether it’s work span, or any of these other technologies, tackle any of these technologies that are tracking marketplace, that are tracking partner to partner, co-selling. [00:07:30] Vince Menzione: Getting the integration points. The only way to really understand the situation here, because this is a multinational company. Yeah. It’s being touched at all PO points around the globe. And to understand who’s calling who, who’s influencing who, and getting a real view, you know, a uber view of what that looks like is super important. [00:07:47] Jay McBain: It is. And you know, if I’m trying to sell like a cross beam or partner tab or work span or something into my executive team, I’m just showing them this slide. [00:07:54] Vince Menzione: Exactly. [00:07:54] Jay McBain: Would you like to know about this deal? Like you see, October is the start of the timeline here. Would you like to know about this deal in August, September? [00:08:00] Vince Menzione: Yep. [00:08:01] Jay McBain: Would you like to know about it automatically? Again, we’re not waiting for somebody, a human in a cubicle to go fill out a form. We’re not waiting for them to call somebody at our in, in a cubicle at our company. Yeah. We’re literally age genically sharing platforms, and so when this triggers that AstraZeneca and now triggers in our CRM system as well, our team on AstraZeneca gets notified and it gets notified in September before the 28 moments even starts. [00:08:27] Jay McBain: This, the power of this, of doubling, tripling your pipeline and then winning a bigger yield, a bigger percentage of that pipeline. This is the holy grail of our industry, and no one’s gonna get to a hundred percent. You’re not gonna have a hundred percent of your tam covered by your pipeline. No one’s gonna win a hundred percent of that. [00:08:43] Jay McBain: But again, we only have to be 10 or 20% better than our competitors and we need to start moving on this now. [00:08:50] Vince Menzione: So your imperative for the partners here, well everyone watching here today, I mean, this screams to me build your ecosystem strategy in such a strong and succinct way. What else would you say to them? [00:09:00] Jay McBain: I mean, the second thing that jumps out, you see two AWS direct touches here. This is something that this would be inbound. This AWS would see this deal in their pipeline. [00:09:09] Vince Menzione: Yeah. [00:09:10] Jay McBain: Because the customer came to them. AWS lost this deal. Crazy. So Microsoft won this deal. I, I mentioned Microsoft outgrowing AWS Yeah. [00:09:19] Jay McBain: ’cause in this particular case, NTT and Software One and Yash came in with Microsoft. Yeah. To solve an SAP optimization, Microsoft, and, you know, seven layer deal. So whether you’re in AWS, whether you’re in Microsoft, whether you’re anywhere else in this industry, you’re thinking like, you’re not gonna probably overtake what happens in December. [00:09:39] Jay McBain: These are the most trusted, smartest people in the room. And whatever happens in those projects is the seven layer stack the customer’s gonna buy in March, April. So I, I start to think about this and go, I need to win. ’cause NTT has a wonderful relationship with AWS. [00:09:55] Vince Menzione: They do, [00:09:56] Jay McBain: I mean, partner of the year level. [00:09:57] Jay McBain: I mean, they’ve got 10,000 people certified. I mean, there’s just a, you know, there’s no one at AWS that, um, you know, would take a, a loss here because it’s a wonderful relationship. And Software One, they [00:10:09] Vince Menzione: go back to Microsoft actually 30, 40 years though they do. They were Dimension data before that. Yeah. [00:10:14] Vince Menzione: And they have the long hit Legacy And Software One. Software one as well. You, [00:10:19] Jay McBain: you know, well Software one is Microsoft’s biggest reseller, uh, in Europe. And now with Crayon, you know, one of the biggest in the world. So I would be nervous if I was looking at this and saw Software one coming in with NTT and watching these things take place if I were able to see this back in September, October and work with these companies. [00:10:38] Jay McBain: That’s where kind of Microsoft came into the picture. And this never hit Microsoft’s pipeline. No Microsoft salesperson ever worked on it, but millions of dollars came to Microsoft. Yeah. Uh, out of this deal. So there are examples of where Microsoft gets touched and AWS wins the deal. So this isn’t meant to say that it happens in every case, but it’s meant to say data rules the future, and agent ai, the ability to plumb in these boxes. [00:11:00] Jay McBain: Working with Informa tech, target people that can plumb in the boxes for you with third party data, helping you with the light blue boxes. We gotta be obsessed over these light blue boxes. [00:11:11] Vince Menzione: It’s incredible. 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. [00:11:21] Vince Menzione: 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. 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. [00:11:45] Vince Menzione: Thank you for being part of the ultimate Partner community, and I hope to see you this year at one of our events. Thank you.

On this weeks episode we are joined by my buddy Gabe Stone. We chat about RGS and AWS and what those orginizations have been working on.  We also spend alot of time talking about ticks and how to keep them off the bird dogs while chasing grouse and woodcock. Finally, we talk about some of the things that they have planned for Pheasant Fest.

In un'epoca in cui Internet è diventato il sistema nervoso della nostra società, sempre più servizi dipendono da un numero ristretto di provider cloud come Amazon Web Services, Microsoft Azure e Google Cloud. Negli ultimi mesi abbiamo assistito a una serie di disservizi globali che hanno colpito milioni di utenti: dal blackout di AWS che ha reso irraggiungibili innumerevoli siti per 15 ore, ai problemi di Cloudflare, Azure e altri giganti del cloud che hanno paralizzato servizi come ChatGPT, Zoom e Shopify. Questi episodi alimentano la percezione che Internet sia diventato più fragile. Ma è davvero così? O è solo il riflesso di come l'infrastruttura di rete è cambiata negli ultimi decenni? In questa puntata analizziamo come il passaggio da server distribuiti al cloud centralizzato ha trasformato la resilienza di Internet.Nella sezione delle notizie parliamo di NanoIC, il nuovo impianto europeo per la produzione di semiconduttori, del progetto europeo REPper e infine di come la NASA ha autorizzato l'utilizzo di smartphone personali a bordo delle prossime missioni spaziali.--Indice--00:00 - Introduzione01:08 - La strategia UE per la sovranità tecnologica (Europa.eu, Luca Martinelli)02:27 - Il progetto REPper per le riparazioni (AltroConsumo.it, Davide Fasoli)03:29 - NASA autorizza gli smartphone nello spazio (Wired.it, Matteo Gallo)04:53 - Internet è diventato più fragile? (Luca Martinelli)18:06 - Conclusione--Testo--Leggi la trascrizione: https://www.dentrolatecnologia.it/S8E7#testo--Contatti--• www.dentrolatecnologia.it• Instagram (@dentrolatecnologia)• Telegram (@dentrolatecnologia)• YouTube (@dentrolatecnologia)• redazione@dentrolatecnologia.it--Brani--• Ecstasy by Rabbit Theft• Moments by Lost Identities x Robbie Rosen

Global technology spending is projected to reach $5.6 trillion by 2026, with nearly two-thirds of this investment directed toward software and computer equipment, particularly servers, according to Forrester. Generative AI is cited as a primary driver of this increase, shifting the balance of power toward cloud providers such as AWS and Azure. This escalation has implications for operational margins and the position of IT service providers, as businesses increasingly migrate complex workloads to cloud infrastructure ecosystems.Supporting data shows a disconnect between tech employment trends and hiring activity. In January 2026, technology companies cut approximately 20,155 jobs, mainly in telecommunications, while job postings for tech positions rose by 13% compared to the prior month, based on CompTIA analysis. Dave Sobel interprets this as a shift away from permanent IT headcount to project-based, AI-focused engagements. This development places pressure on service providers, who must adapt to buyers reallocating spend from traditional staffing models to short-term, outcome-oriented contracts.Adjacent discussion covered two press releases: VirtuaCare launched a support offering for Windows-based MSPs needing Apple expertise, delivering an externally verifiable, Apple-certified service. In contrast, Miso announced a roadmap for an autonomous AI L1 technician but did not substantiate claims with deliverables or customer data. Dave Sobel emphasized the need for MSPs to demand piloting, outcome metrics, and auditable product maturity, warning against reliance on unproven AI solutions and highlighting the risk of outsourcing as only a temporary solution.The core implication for MSPs and IT providers is a need for tactical negotiation and operational risk management. Dave Sobel recommends using AI first to reduce internal labor costs before introducing it as a client offering, prioritizing outcome-based pricing and adjusting contracts to retain value from efficiency gains. Providers should avoid becoming displaced labor, rigorously test new technologies before adoption, and remain vigilant regarding vendor claims. The emphasis remains on capturing and defending margins through accountable operations and contract governance rather than chasing speculative innovation.Three things to know today00:00 Tech Spending Hits $5.6T but MSPs Face Margin Squeeze Without AI Pricing Reset05:31 VirtuaCare Ships Apple Support; Mizo Announces Roadmap—One's Testable Today08:17 MSPs Must Capture AI Efficiency Value or Face Margin CompressionThis is the Business of Tech.   Supported by:  Small Biz Thought CommunityCheck out Killing IT

"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.

This interview was recorded for the GOTO Book Club.http://gotopia.tech/bookclubCheck out more here:https://gotopia.tech/episodes/418Sam Keen - Founder & Researcher at AlteredCraft & Author of "Clean Architecture with Python"Max Kirchoff - CTO at Ginko & Multidisciplinary Technologist & CreativeRESOURCESSamhttps://bsky.app/profile/samkeen.bsky.socialhttps://x.com/samkeenhttps://github.com/samkeenhttps://www.linkedin.com/in/samkeenhttps://samkeen.devMaxhttps://x.com/ProductNihilisthttps://github.com/maxkirchoffhttps://www.linkedin.com/in/maxkirchoffhttps://maxkirchoff.comLinkshttps://www.heyginko.comhttps://martinfowler.com/bliki/TestPyramid.htmlDESCRIPTIONMax Kirchoff interviews Sam Keen about his book "Clean Architecture with Python". Sam, a software developer with 30 years of experience spanning companies from startups to AWS, shares his approach to applying clean architecture principles with Python while maintaining the language's pragmatic nature.The conversation explores the balance between architectural rigor and practical development, the critical relationship between architecture and testability, and how clean architecture principles can enhance AI-assisted coding workflows. Sam emphasizes that clean architecture isn't an all-or-nothing approach but a set of principles that developers can adapt to their context, with the core value lying in thoughtful dependency management and clear domain modeling.RECOMMENDED BOOKSSam Keen • Clean Architecture with Python • https://amzn.to/4pBT5g0Fabrizio Romano & Heinrich Kruger • Learn Python Programming • https://amzn.to/4myLBItUncle Bob • Clean Code • https://amzn.to/3soPO6kUncle Bob • Clean Architecture • https://amzn.to/3x0gjBQEric Evans • Domain-Driven Design • https://amzn.to/3tnGhwmNaomi Ceder • The Quick Python Book • https://amzn.to/3zwdDOaLuciano Ramalho • Fluent Python • https://amzn.to/3oSw2jeDavid Beazley • Python Distilled (Developer's Library) • https://amzn.to/3QjNBEvSaleem Siddiqui • Learning Test-Driven Development • https://amzn.to/35OMb3nMaciej «MJ» Jedrzejewski • Master Software Architecture • https://leanpub.com/master-software-architectureBlueskyTwitterInstagramLinkedInFacebookCHANNEL MEMBERSHIP BONUSJoin this channel to get early access to videos & other perks:https://www.youtube.com/channel/UCs_tLP3AiwYKwdUHpltJPuA/joinLooking for a unique learning experience?Attend the next GOTO conference near you! Get your ticket: gotopia.techSUBSCRIBE TO OUR YOUTUBE CHANNEL - new videos posted daily!

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.

 Cloud Posse holds LIVE "Office Hours" every Wednesday to answer questions on all things related to AWS, DevOps, Terraform, Kubernetes, CI/CD. Register at https://cloudposse.com/office-hours Support the show

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.

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.

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  

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

In this episode, hosts Lois Houston and Nikita Abraham take you inside how Oracle brings its industry-leading database technology directly to AWS customers.   Senior Principal OCI Instructor Susan Jang unpacks what the OCI child site is, how Exadata hardware is deployed inside AWS data centers, and how the ODB network enables secure, low-latency connections so your mission-critical workloads can run seamlessly alongside AWS services.   Susan also walks through the differences between Exadata Database Service and Autonomous Database, helping teams choose the right level of control and automation for their cloud databases.   Oracle Database@AWS Architect Professional: https://mylearn.oracle.com/ou/course/oracle-databaseaws-architect-professional/155574 Oracle University Learning Community: https://education.oracle.com/ou-community LinkedIn: https://www.linkedin.com/showcase/oracle-university/ X: https://x.com/Oracle_Edu   Special thanks to Arijit Ghosh, Anna Hulkower, Kris-Ann Nansen, Radhika Banka, and the OU Studio Team for helping us create this episode.   -------------------------------------------------------------   Episode Transcript:   00:00 Welcome to the Oracle University Podcast, the first stop on your cloud journey. During this series of informative podcasts, we'll bring you foundational training on the most popular Oracle technologies. Let's get started! 00:26 Nikita: Welcome to the Oracle University Podcast! I'm Nikita Abraham, Team Lead: Editorial Services with Oracle University, and with me is Lois Houston, Director of Communications and Adoption with Customer Success Services.  Lois: Hi there! Last week, we talked about multicloud and the partnerships Oracle has with Microsoft Azure, Google Cloud, and Amazon Web Services. If you missed that episode, do listen to it as it sets the foundation for today's discussion, which is going to be about Oracle Database@AWS.  00:59 Nikita: That's right. And we're joined by Susan Jang, a Senior Principal OCI Instructor. Susan, thanks for being here. To start us off, what is Oracle Database@AWS?  Susan: Oracle Database@AWS is a service that allows Oracle Exadata infrastructure that is managed by Oracle Cloud Infrastructure, or OCI, to run directly inside an AWS data center.   01:25 Lois: Susan, can you go through the key architecture components and networking relationships involved in this?    Susan: The AWS Cloud is the Amazon Web Service. It's a cloud computing platform. The AWS region is a distinct, isolated geographic location with multiple physically separated data center, also known as availability zone. The availability zone is really a physically isolated data center with its own independent power, cooling, and network connectivity.  When we speak of the AWS data center, it's a highly secured, specialized physical facility that houses the computing storage, the compute servers, the storage server, and the networking equipment. The VPC, the Virtual Private Cloud, is a logical, isolated virtual network.  The AWS ODB network is a private user-created network that connects the virtual private cloud network of Amazon resources with an Oracle Cloud Infrastructure Exadata system. This is all within an AWS data center. The AWS-ADB peering is really an established private network connection that's between the Oracle VPC, the Virtual Private Cloud, and the Oracle Database@AWS network. And that would be the ODB.  Within the AWS data center, you have something that you see called the child site. Now, an OCI child site is really a physical data center that is managed by Oracle within the AWS data center. It's a seamless extension of the Oracle Cloud Infrastructure. The site is hosting the Exadata infrastructure that's running the Oracle databases.  The Oracle Database@AWS service brings the power as well as the performance of an Oracle Exadata infrastructure that is managed by Oracle Cloud Infrastructure to run directly in an AWS data center.  03:57 Nikita: So essentially, Oracle Database@AWS lets you to run your mission-critical Oracle data load close to your AWS application, while keeping management simple. Susan, what advantages does Oracle Database@AWS bring to the table?  Susan: Oracle Database@AWS offers a powerful and flexible solution for running Oracle workloads natively within AWS. Oracle Database@AWS streamlines the process of moving your existing Oracle Database to AWS, making migration faster as well as easier.  You get direct, low latency connectivity between your application and Oracle databases, ensuring a high performance for your mission-critical workloads.   Billing, resource management, and operational tasks are unified, allowing you to manage everything through similar tools with reduce complexity. And finally, Oracle Database@AWS is designed to integrate smoothly with your AWS environments' workloads, making it so much easier to build, deploy, and scale your solutions.  05:15 Lois: You mentioned the OCI child site earlier. What part does it play in how Oracle Database@AWS works?   Susan: The OCI child site really gives you the capability to combine the physical proximity and resources of AWS with the logical management and the capability of Oracle Cloud Infrastructure. This integrated approach allows us to enable the ability for you to run and manage your Oracle databases seamlessly in your AWS environment while still leveraging the power of OCI, our Oracle Cloud Infrastructure.  06:03 Did you know that Oracle University offers free courses on Oracle Cloud Infrastructure for subscribers! Whether you're interested in multicloud, databases, networking, security, AI, or machine learning, there's something for everyone. So, what are you waiting for? Pick your topic and get started by visiting mylearn.oracle.com.   06:29 Nikita: Welcome back! Susan, I'm curious about the Exadata infrastructure inside AWS. What does that setup look like?  Susan: The Exadata Infrastructure consists of physical database, as well as storage servers. That is deployed-- the database and the storage servers are interconnected using a high-speed, low-latency network fiber, ensuring optimal performance and reliable data transfer.  Each of the database server runs one or more Virtual Machines, or VMs, as we refer to them, providing flexible compute resources for different workloads. You can create, as well as manage your virtual machine, your VM clusters in this infrastructure using various methods. Your AWS console, Command-Line Interface, CLI, or Application Program Interface, that's your API, giving you various options, several options for automating, as well as integrating your existing tools.  When you're creating your Exadata Infrastructure, there are a few things you need to define and set up. You need to define the total number of your database servers, the total number of your storage server, the model of your Exadata system, as well as the availability zone where all these resources will be deployed.  This architecture delivers a high-performance resiliency and flexible management capability for running your Oracle Database on AWS.  08:18 Lois: Susan, can you explain the network architecture for Oracle Database deployments on AWS?   Susan: The ODB network is an isolated network within the AWS that is designed specifically for Exadata deployments. It includes both the client, as well as the backup subnet, which are essential for securing and efficient database operations.  When you create your Exadata Infrastructure, you need to specify the ODB network as you need the connectivity. This network is mapped directly to the corresponding network in the OCI child site. This will enable seamless communication between AWS, as well as the Oracle Cloud Infrastructure.  The ODB network requires two separate CIDR ranges. And in addition, the client subnet is used for the Exadata VM cluster, providing connectivity for database operations. Well, you do also have another subnet. And that subnet is the backup subnet. And it's used to manage database backups of those VM cluster, ensuring not only data protection, but also data recovery.  Within your AWS region and availability zone, the ODB network contains these dedicated client, as well as backup subnet. It basically isolates the Exadata traffic for both the day-to-day access, and that would be for the client, as well as the backup operations, and that would be for the backup subnet. This network design supports secure, high performance, and connectivity in a reliable backup management of the Oracle Database deployments that is running on AWS.  10:23 Nikita: Since we're on the topic of networking, can you tell us about ODB peering within the Oracle Database architecture?  Susan: The ODB peering establishes a secure private connection between your AWS Virtual Private Cloud, your VPC, then the Oracle Database, the ODB network that contains your Exadata Infrastructure.  This connection makes it possible for application servers that's running in your VPC, such as your Amazon EC2 instances to access your Oracle databases that is being hosted on Exadata within your ODB network. You specify the ODB network when you set up your infrastructure, specifically the Exadata Infrastructure. This network includes dedicated client, as well as backup subnets for an efficient and secure connectivity.  If you wish to enable multiple VPCs to connect to the same ODB network and access the Oracle Database@AWS resources, you can leverage AWS Transit Gateways or even an AWS Cloud WAN for scalable and centralized connectivity.   The virtual private cloud contains your application server, and that's securely paired with the Oracle Database network, creating a seamless, high-performance path to your application to interact with your Oracle Database.  ODB peering simplifies the connectivity between the AWS application environments and the Oracle Exadata Infrastructure, thus supporting a flexible, high performance, and secure database access.  12:23 Lois: Now, before we close, can you compare two key databases that are available with Oracle Database@AWS: Oracle Exadata Database Service and Oracle Autonomous Database Service?  Susan: The Exadata Database Service offers a fully managed and dedicated infrastructure with operational monitoring that is handled by you, the customer. In contrast, the Autonomous Database is fully managed by Oracle, taking care of all the operational monitoring.  Exadata provides very high scalability though resources, such as disk and compute, must be sized manually. Where in the Autonomous Database, it offers high scalability through automatic elastic scaling. When we speak of performance, both service deliver strong results. Exadata offers ultra-low latency and Exadata-level performance, while the Autonomous Database delivers optimal performance with automation.  Both services provide high migration capability. Exadata offers full compatibility and the Autonomous Database includes a robust set of migration tools. When it comes to management, Exadata requires manual management and administration. And that's really in a way to provide you the ability to customize it in the manner you desire, making it meets your very specific business needs, especially your database needs.  In contrast, the Autonomous Database is fully managed by Oracle, including automated administration tasks, optimal self-tuning features to further reduce any management overhead. When we speak of the feature sets, the Exadata delivers a full suite of Oracle features, including the RAC application cluster, or the Real Application Cluster, RAC, whereas the Autonomous offers a complete feature set, but specifically that is designed for optimized Autonomous operations.  Finally, when we speak of integration, integration for both of this service integrates seamlessly with AWS service, such as your EC2, your network, the VPC, your policies, the Identity and Access Management, your IAM, the monitoring with your CloudWatch, and of course, your storage, your SC, ensuring a consistent experience within your AWS ecosystem.  15:21 Nikita: So, you could say that the Exadata Database Service is better for customers who want dedicated infrastructure with granular control, while the Autonomous Database is built for customers who want a fully automated experience. Thank you, Susan, for taking the time to talk to us about Oracle Database@AWS.  Lois: That's all we have for today. If you want to learn more about the topics we discussed, head over to mylearn.oracle.com and search for the Oracle Database@AWS Architect Professional course. In our next episode, we'll find out how to get started with the Oracle Database@AWS service. Until then, this is Lois Houston…  Nikita: And Nikita Abraham, signing off!  16:06 That's all for this episode of the Oracle University Podcast. If you enjoyed listening, please click Subscribe to get all the latest episodes. We'd also love it if you would take a moment to rate and review us on your podcast app. See you again on the next episode of the Oracle University Podcast.

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.

En Empresas con Identidad, Capital Intereconomía entrevistó a Oier Urrutia, CEO de Lookiero Outfittery Group, tras el cierre de una ronda de financiación de 17 millones de euros. El directivo explicó cómo el grupo, líder europeo en personal shopping online con presencia en 12 países, destinará esta inversión a reforzar su crecimiento, optimizar su logística y acelerar su apuesta por la inteligencia artificial como eje de su propuesta de valor. En el espacio Digital Business, Paco González, CEO de Core Capital, analizó la actualidad del ecosistema blockchain, la inteligencia artificial y las criptomonedas, abordando los principales retos y oportunidades del sector tecnológico. El programa incluyó también una entrevista con Merce Mariño, responsable de Tecnología de AWS para España y Portugal, quien repasó las principales novedades del evento AWS re:Invent, el avance de la IA en las empresas españolas, los desafíos en materia de seguridad y soberanía digital, el desarrollo de los centros de datos en Aragón y las tendencias tecnológicas clave para 2026.

Merce Mariño, Responsable de Tecnología de AWS para España y Portugal, viene a nuestro programa para del AWS re:Invent y de qué trata este evento. Es el evento anual organizado por AWS que tiene lugar en Las Vegas y que reúne a más de 60.000 partners y clientes de la compañía para experimentar, aprender y compartir conocimiento. “En el AWS re:Invent de este año hubo mucho foco en innovación y en inteligencia artificial”, asegura la invitada. Dentro de los temas, se ha tratado la evolución de los agentes de inteligencia artificial, donde como detalla, “lo han llevado a un nivel más allá y lo han llamado agentes frontera, que tienen autonomía completa y que pueden operar sin intervención humana”. ¿Cuál va a ser el impacto de los agentes frontera? La Responsable de Tecnología de AWS para España y Portugal señala que “los agentes frontera van a cambiar cómo funcionan las empresas”. La invitada va más allá y predice que “ven a las empresas con miles millones de agentes en el futuro, trabajando, interactuando entre ellos y colaborando”. ¿Cuál es la situación de España y Portugal comparada con la de Estados Unidos? “En España lo que más me gusta es el concepto de la democratización de la tecnología, ahora estamos haciendo el concepto de democratización de la inteligencia artificial”, afirma Merce Mariño. ¿Cómo llevan a cabo esta democratización desde la compañía? La experta explica que “la manera de hacerlo, su paradigma, es utilizar modelos y herramientas que todo el mundo pueda utilizar y su misión es que todas las empresas sean empresas de IA en el futuro”. ¿Cómo está evolucionando esto en estas empresas de nuestro país? “Estamos viendo progreso, en 2025 un 36% de las empresas españolas ya habían optado por la inteligencia artificial”, apunta la invitada.

En 2021, Ubiquiti découvre une fuite massive de données et de code source, orchestrée non pas par un hacker externe, mais par l'un de ses propres ingénieurs. Plongé au cœur de la cellule de crise, l'employé détourne ses accès AWS et GitHub, croyant masquer ses traces via un VPN, tout en semant des indices qui le confondront. On retrace pas à pas cette affaire d'« insider threat »: le vol, l'enquête et les erreurs fatales, et ce qu'elle enseigne sur la sécurité et la gestion des accès.En plateau Michaël de Marliave — animateur➤ Pour découvrir Mammouth IA : https://mammouth.ai/➤ Pour le Merch Micode et Underscore_ : https://traphic.fr/collections/micode⚠️ Précommandes avant le 15 Janvier ! Hébergé par Acast. Visitez acast.com/privacy pour plus d'informations.

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, 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 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Разбираем громкую историю с OpenClaw (ex-ClawdBot): как переименование репозитория стоило комьюнити $16 млн и при чем тут Anthropic. А также детально обсуждаем фичи Kubernetes 1.35, которые мы ждали 6 лет, и новости экосистемы AWS. О ЧЁМ ВЫПУСК - OpenClaw (ex-MoltBot/ClawdBot): Хронология взлёта до 100k+ звёзд, конфликт с Anthropic и атака криптомошенников. - AI-безопасность: Почему Prompt Injection в 2026 году — это доступ к вашим банковским счетам и умному дому. - Kubernetes 1.35: Разбираем главные фичи — изменение CPU/RAM без рестарта (In-place Update), новый формат KAML и улучшения Downward API. - AWS & Cloud: Новые EKS Capabilities, Managed ArgoCD, ACK и DevOps Agent. - Локальные LLM: Запуск Cloud Code с Ollama — конец вендор-лока? ССЫЛКИ

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 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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:

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

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 »