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Amidst the #Broadcom VMware shake-up, Hosted Network steps up to the plate with a game-changing multi-tenancy solution for #Proxmox, empowering MSPs to transition smoothly and keep getting sh*t done Episode Summary: In Episode 89 of Great Things with Great Tech, we dive into the evolution of an Australian MSP in the cloud and telco services space. Ben Town, CEO of Hosted Network, joins us to explore how the company transformed from a traditional MSP into a leader in wholesale cloud and telco services. We also discuss their exciting new venture, MultiPortal.io, which is filling a crucial gap in the market with a multi-tenant Proxmox IaaS management solution, especially timely given the ongoing disruptions caused by Broadcom's acquisition of VMware. Ben shares the Hosted Network journey, starting as a local MSP in Sydney's west in 2003, transitioning to a channel-only model in 2013, and growing into a key player in the Australian market. We also cover how MultiPortal.io emerged from their development team and is now providing an alternative hypervisor management tool designed to streamline operations for MSPs facing the challenges of today's cloud environments. Key Topics Discussed: Transition from MSP to Service Provider: Hosted Network's shift from a direct customer model to a channel-only model, focusing on delivering wholesale cloud, voice, connectivity, and security solutions to over 250 Australian MSPs. MultiPortal.io: The development and impact of MultiPortal.io, a tool designed for managing multi-tenant Proxmox environments, which has become essential in the wake of Broadcom's acquisition of VMware. In-House Development: Hosted Network's evolution into a development-centric company, creating tools and platforms that address real-world challenges faced by MSPs, including automation, AI integration, and custom billing solutions. Alternative Hypervisors: The increasing relevance of Proxmox as a cost-effective, scalable alternative to traditional hypervisors like VMware, particularly in the APAC region. Challenges and Innovations: How Hosted Network navigated the challenges posed by the changing IT landscape and continued to innovate, creating solutions that empower MSPs to thrive. Technology and Concepts Mentioned: Proxmox, VMware, Broadcom, cloud services, telco, MultiPortal, IaaS, MSP, TSP, virtualization, automation, AI, channel-only model. ☑️ Web: https://hostednetwork.com.au ☑️ MultiPortal: https://multiportal.io ☑️ Crunchbase: https://www.crunchbase.com/organization/hosted-network ☑️ Support the Channel: https://ko-fi.com/gtwgt ☑️ Be on #GTwGT: Contact via Twitter @GTwGTPodcast or visit https://www.gtwgt.com ☑️ Subscribe to YouTube: https://www.youtube.com/@GTwGTPodcast?sub_confirmation=1 Check out the full episode on our platforms: YouTube: https://youtu.be/kmB_pjGb5Js Spotify: https://open.spotify.com/episode/2l9aZpvwhWcdmL0lErpUHC?si=x3YOQw_4Sp-vtdjyroMk3Q Apple Podcasts: https://podcasts.apple.com/us/podcast/darknet-diaries-with-jack-rhysider-episode-83/id1519439787?i=1000654665731 Follow Us: Website: https://gtwgt.com Twitter: https://twitter.com/GTwGTPodcast Instagram: https://instagram.com/GTwGTPodcast ☑️ Music: https://www.bensound.com
Hewlett Packard Enterprise (HPE) has launched a private cloud solution leveraging the KVM hypervisor, aiming at customers upset by the Broadcom-VMware merger. This is added to the existing bare-metal and container solutions in HPE's Private Cloud offering. HPE is also the latest major IT vendor to partner with NVIDIA on a suite of private cloud solutions designed to accelerate the deployment of generative AI in enterprise environments. This includes a complete turn-key AI hardware solution, including new servers equipped with the latest NVIDIA H200 accelerators, which are also available on-demand through GreenLake. HPE is also announcing the OpsRamp AI copilot for automated IT operations and HPE Private Cloud AI to accelerate customer AI application deployment. Time Stamps:0:00 - Cold Open0:24 - Welcome to the Rundown1:11 - OpenAI Acquires Rockset to Target the Enterprise4:05 - Hack Takes Down 15,000 Car Dealerships7:17 - SUSE Offers CentOS Customers a Liberty Linux Lite Lifeline11:33 - Broadcom Radically Simplifies VMware Offerings15:57 - Announcements from Pure Accelerate 2420:33 - Discovering the Latest News from HPE, Including Aruba Networking35:11 - The Weeks Ahead37:05 - Thanks for Watching
What does the future hold for channel partners who find themselves in a state of flux following Broadcom's acquisition of VMware? Craig and James welcome industry experts from Telarus and MSP KeyStone Solutions to offer their guidance. Plus, a preview of the 2024 MSP 501 list, some big industry-event content coming to the Channel Futures website, and a litany of seemingly random topics ranging from movies to soda pricing to grocery shopping.
Onze salesbaas van vandaag begon haar carriere bij Getronics als accountmanager en ging daarna al snel de 'people business' in. Bij Content groeide ze door naar salesmanager en was ze verantwoordelijk voor ruim 30 miljoen aan omzet. Daarna vertrok ze naar Unique om haar journey voort te zetten. Eerst als corporate client manager, maar al snel als salesmanager en bid manager. Daarna vervulde ze een directierol bij USG People. We spreken met de Director Strategic Accounts bij VMware - by Broadcom. Salesbazen B.V. / Salestraining organiseren? Bel met 0687608311 Onze gast: (7) Natasja Schepers | LinkedIn Website: VMware is now part of Broadcom | VMware by Broadcom Onze presentator: (7) Hendrika Willemse-Vreugdenhil | LinkedIn Redactie: josef.stevens@salesbazen.com Onze adverteerders: Bonana www.bonana.com
Aaron (@aarondelp) and Brian (@bgracely) talk about all the major news stories in Cloud and AI from April 2024SHOW: 817TRANSCRIPT: Cloudcast #817 - CNOTM - April 2024CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotwNEW TO CLOUD? CHECK OUT OUR OTHER PODCAST - "CLOUDCAST BASICS"SHOW NOTES: LINKS TO ALL ARTICLES FOR APRIL 2024 CLOUD NEWSSegments Covered in the Show:Good Old Fashioned Cloud NewsThe AI Innovation Continues - Speed RoundTrend 1 - 2024 is going to be a year of big announcementsTrend 2 - We're starting to see some (early) reality set in with AITrend 3 - Lots of things are being lost between Broadcom/VMware and AI discussionsFEEDBACK?Email: show at the cloudcast dot netTwitter: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod
The big news is the SSH backdoor, introduced by a mal-maintainer of the xz project. The rest of the news is happier, with coverage of FlyOS, Intel finally planning to move away from family 6, and Blender minting a new release. There's a compellng alternative to Broadcom's VMWare, Canonical is toying with x86_64-v3, and The Linux Foundation has forked Redis as Valkey. For tips, we have ladder for your bash gaming obsession, lvchange and file for dealing with logical volume filesystems, three different ways to count directories, with three different results, and gdu, the Go alternative to ncdu. See the show notes at https://bit.ly/3TDta8Y and enjoy the show! Host: Jonathan Bennett Co-Hosts: Rob Campbell, Jeff Massie, and Ken McDonald Want access to the video version and exclusive features? Become a member of Club TWiT today! https://twit.tv/clubtwit Club TWiT members can discuss this episode and leave feedback in the Club TWiT Discord.
Will Broadcom's bold move with VMware's licensing leave your budget on cloud nine or bring it crashing back down to earth? This episode is a whirlwind tour through the cost conundrum shaking the foundations of VMware Cloud Foundation's license portability, and we do it all with the cheeky banter you've come to love. Plus, we're not shy about calling out the elephant in the room: the industry's skeptical eye on the promised TCO reductions. So buckle up, tech enthusiasts, as we dissect just how the Broadcom-VMware alliance is reshaping the game for everyone from fledgling startups to tech goliaths.The virtualization space is at a crossroads, and VMware's path is looking as rugged as the surface of Mars. Say farewell to the free ride with vSphere hypervisor ESXi and hello to potential new horizons with contenders like Proxmox and Nutanix. As we explore the ripples of VMware's licensing labyrinth, we also cast a spotlight on the startling layoffs at Cisco—no easy feat for a company that's been a bedrock in the tech landscape. In this cheeky chat, we're spilling the tea on Cisco's strategic shuffle and musing about how Nvidia's astronomical growth could be rewriting the rulebook for tech titans.Who needs a crystal ball when you've got the inside scoop on the cloud market's future? In the final stretch, we're breaking down the Aviatrix report's revelations on cloud cost optimization and why the big CSPs might be keeping those purse strings a bit too tight. Get ready for a lively debate on Microsoft's potential to outpace AWS by 2026 thanks to its ecosystem integration strategy. With our usual mix of sass and savvy, we promise you won't look at the cloud—or your cloud budget—the same way again after tuning into this episode of Cables to Clouds.Check out the Fortnightly Cloud Networking NewsVisit our website and subscribe: https://www.cables2clouds.com/Follow us on Twitter: https://twitter.com/cables2cloudsFollow us on YouTube: https://www.youtube.com/@cables2clouds/Follow us on TikTok: https://www.tiktok.com/@cables2cloudsMerch Store: https://store.cables2clouds.com/Join the Discord Study group: https://artofneteng.com/iaatjArt of Network Engineering (AONE): https://artofnetworkengineering.com
Nginx is forked, Broadcom/VMware kills ESXi, dedup is finally fixed in ZFS, using multiple network interfaces on a NAS, and more. Plugs Support us on patreon and get an ad-free RSS feed with early episodes sometimes News announcing freenginx.org Broadcom-owned VMware kills the free version of ESXi virtualization software OpenZFS Native Encryption Use […]
Nginx is forked, Broadcom/VMware kills ESXi, dedup is finally fixed in ZFS, using multiple network interfaces on a NAS, and more. Plugs Support us on patreon and get an ad-free RSS feed with early episodes sometimes News announcing freenginx.org Broadcom-owned VMware kills the free version of ESXi virtualization software OpenZFS Native Encryption Use... Read More
In der letzten Episode für dieses Jahr besprechen wir neben eurem Feedback auch eine Sicherheitslücke und neue Debian- und NixOS-Versionen. Proxmox Backup Server 3.1 ist erschienen und es gibt einige Neuigkeiten zur VMware-Übergabe durch Broadcom. Der Linux-Kernel erscheint in einer speziellen Version in Anlehnung an ein Videospiel.
Broadcom is coming fresh off yet another record year of sales and profitability, and now it owns VMware! But that's old news. Now the market is eyeing what Broadcom will actually do with VMware. CEO Hock Tan has said that the cybersecurity unit of VMware, Carbon Black, will be sold off. That could mean a boost for cybersecurity peers like CrowdStrike in 2024. Chip Stock Investors Nick and Kasey review where the fast-growing security software market is at right now, who might benefit the most from Broadcom's shake-up, as well as a refresher on why top pure-plays in the industry Palo Alto Networks (PANW) and Fortinet (FTNT) are slowing. They also reveal their top cybersecurity stock they like for the start of 2024, and why. If you feel like leaving us a tip you can do so at : https://ko-fi.com/chipstockinvestor Thanks for the support! Watch or read next: Marvell: https://youtu.be/uvU67bMh35A Semi Industry Flow Video: https://youtu.be/DGRk-lYlnjU Semi Industry Manual: https://ko-fi.com/s/90c74a988a We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off
This week, we review the major announcements from AWS re:Invent and discuss how the hyperscalers are embracing A.I. Plus, a few thoughts on children's chores. Watch the YouTube Live Recording of Episode (https://www.youtube.com/watch?v=q0xwqUis6xA) 443 (https://www.youtube.com/watch?v=q0xwqUis6xA) Runner-up Titles No Slack The Corporate Podcast. Quality of life stop Our roads diverge Eats a bag of llama Nobody wants to do a bake-off AI all the time Rundown AWS re:Invent Top announcements of AWS re:Invent 2023 | Amazon Web Services (https://aws.amazon.com/blogs/aws/top-announcements-of-aws-reinvent-2023/) Salesforce Inks Deal to Sell on Amazon Web Services' Marketplace (https://www.bloomberg.com/news/articles/2023-11-27/salesforce-to-sell-software-on-aws-marketplace-in-self-service-purchase-push#xj4y7vzkg) AWS Unveils Next Generation AWS-Designed Chips (https://press.aboutamazon.com/2023/11/aws-unveils-next-generation-aws-designed-chips) Join the preview for new memory-optimized, AWS Graviton4-powered Amazon EC2 instances (R8g) (https://aws.amazon.com/blogs/aws/join-the-preview-for-new-memory-optimized-aws-graviton4-powered-amazon-ec2-instances-r8g/) Announcing the new Amazon S3 Express One Zone high performance storage class (https://aws.amazon.com/blogs/aws/new-amazon-s3-express-one-zone-high-performance-storage-class/) AWS unveils new Trainium AI chip and Graviton 4, extends Nvidia partnership (https://www.zdnet.com/article/aws-unveils-new-trainium-ai-chip-and-graviton-4-extends-nvidia-partnership/) AI Chip - AWS Inferentia - AWS (https://aws.amazon.com/machine-learning/inferentia/) DGX Platform (https://www.nvidia.com/en-au/data-center/dgx-platform/) Foundational Models - Amazon Bedrock - AWS (https://aws.amazon.com/bedrock/) Supported models in Amazon Bedrock - Amazon Bedrock (https://docs.aws.amazon.com/bedrock/latest/userguide/models-supported.html#models-supported-meta) Agents for Amazon Bedrock is now available with improved control of orchestration and visibility into reasoning (https://aws.amazon.com/blogs/aws/agents-for-amazon-bedrock-is-now-available-with-improved-control-of-orchestration-and-visibility-into-reasoning/) Knowledge Bases now delivers fully managed RAG experience in Amazon Bedrock (https://aws.amazon.com/blogs/aws/knowledge-bases-now-delivers-fully-managed-rag-experience-in-amazon-bedrock/) Customize models in Amazon Bedrock with your own data using fine-tuning and continued pre-training (https://aws.amazon.com/blogs/aws/customize-models-in-amazon-bedrock-with-your-own-data-using-fine-tuning-and-continued-pre-training/) Amazon Q brings generative AI-powered assistance to IT pros and developers (https://aws.amazon.com/blogs/aws/amazon-q-brings-generative-ai-powered-assistance-to-it-pros-and-developers-preview/) Improve developer productivity with generative-AI powered Amazon Q in Amazon CodeCatalyst (https://aws.amazon.com/blogs/aws/improve-developer-productivity-with-generative-ai-powered-amazon-q-in-amazon-codecatalyst-preview/) Upgrade your Java applications with Amazon Q Code Transformation (https://aws.amazon.com/blogs/aws/upgrade-your-java-applications-with-amazon-q-code-transformation-preview/) Introducing Amazon Q, a new generative AI-powered assistant (https://aws.amazon.com/blogs/aws/introducing-amazon-q-a-new-generative-ai-powered-assistant-preview/) New Amazon Q in QuickSight uses generative AI assistance for quicker, easier data insights (https://aws.amazon.com/blogs/aws/new-amazon-q-in-quicksight-uses-generative-ai-assistance-for-quicker-easier-data-insights-preview/) Amazon Managed Service for Prometheus collector provides agentless metric collection for Amazon EKS (https://aws.amazon.com/blogs/aws/amazon-managed-service-for-prometheus-collector-provides-agentless-metric-collection-for-amazon-eks/) Amazon CloudWatch Logs now offers automated pattern analytics and anomaly detection (https://aws.amazon.com/blogs/aws/amazon-cloudwatch-logs-now-offers-automated-pattern-analytics-and-anomaly-detection/) Use Amazon CloudWatch to consolidate hybrid, multicloud, and on-premises metrics (https://aws.amazon.com/blogs/aws/new-use-amazon-cloudwatch-to-consolidate-hybrid-multi-cloud-and-on-premises-metrics/) Amazon EKS Pod Identity simplifies IAM permissions for applications on Amazon EKS clusters (https://aws.amazon.com/blogs/aws/amazon-eks-pod-identity-simplifies-iam-permissions-for-applications-on-amazon-eks-clusters/) Amazon DynamoDB zero-ETL integration with Amazon OpenSearch Service is now available (https://aws.amazon.com/blogs/aws/amazon-dynamodb-zero-etl-integration-with-amazon-opensearch-service-is-now-generally-available/) Amazon says its first Project Kuiper internet satellites were fully successful in testing (https://www.cnbc.com/2023/11/16/amazon-kuiper-internet-satellites-fully-successful-in-testing.html) AWS takes the cheap shots (https://techcrunch.com/2023/11/28/aws-takes-the-cheap-shots/) Here's everything Amazon Web Services announced at AWS re:Invent (https://techcrunch.com/2023/11/28/heres-everything-aws-reinvent-2023-so-far/) Relevant to your Interests Oracle Cloud Made All The Right Moves In 2022 (https://moorinsightsstrategy.com/oracle-cloud-made-all-the-right-moves-in-2022/) Ransomware gang files SEC complaint over victim's undisclosed breach (https://www.bleepingcomputer.com/news/security/ransomware-gang-files-sec-complaint-over-victims-undisclosed-breach/) Keynote Highlights: Satya Nadella at Microsoft Ignite 2023 (https://www.youtube.com/watch?v=QMlUJqxhdoY) Thoma Bravo to sell about $500 million in Dynatrace stock (https://www.marketwatch.com/story/thoma-bravo-to-sell-about-500-million-in-dynatrace-stock-9d7bd0e6) FinOps Open Cost and Usage Specification 1.0-preview Released to Demystify Cloud Billing Data (https://www.prnewswire.com/news-releases/finops-open-cost-and-usage-specification-1-0-preview-released-to-demystify-cloud-billing-data-301990559.html?tc=eml_cleartime) AWS, Microsoft, Google and Oracle partner to make cloud spend more transparent | TechCrunch (https://techcrunch.com/2023/11/16/aws-microsoft-google-and-oracle-partner-to-make-cloud-spend-more-transparent/) Privacy is Priceless, but Signal is Expensive (https://signal.org/blog/signal-is-expensive/) Several popular AI products flagged as unsafe for kids by Common Sense Media | TechCrunch (https://techcrunch.com/2023/11/16/several-popular-ai-products-flagged-as-unsafe-for-kids-by-common-sense-media/) Amazon to sell Hyundai vehicles online starting in 2024 (https://finance.yahoo.com/news/amazon-sell-hyundai-vehicles-online-180500951.html) Amazon to launch car sales next year with Hyundai (https://news.google.com/articles/CBMiP2h0dHBzOi8vd3d3LmF4aW9zLmNvbS8yMDIzLzExLzE2L2FtYXpvbi1oeXVuZGFpLWNhcnMtc2FsZS1hbGV4YdIBAA?hl=en-US&gl=US&ceid=US%3Aen) Canonical Microcloud: Simple, free, on-prem Linux clustering (https://www.theregister.com/2023/11/16/canonical_microcloud/) Introducing the Functional Source License: Freedom without Free-riding (https://blog.sentry.io/introducing-the-functional-source-license-freedom-without-free-riding/) The Problems with Money In (Open Source) Software | Aneel Lakhani | Monktoberfest 2023 (https://www.youtube.com/watch?v=LTCuLyv6SHo) DXC Technology and AWS Take Their Strategic Partnership to the Next Level to Deliver the Future of Cloud for Customers (https://dxc.com/us/en/about-us/newsroom/press-releases/11202023) Broadcom and VMware Intend to Close Transaction on November 22, 2023 (https://www.businesswire.com/news/home/20231121379706/en/Broadcom-and-VMware-Intend-to-Close-Transaction-on-November-22-2023) Broadcom announces successful acquisition of VMware | Hock Tan (https://www.broadcom.com/blog/broadcom-announces-successful-acquisition-of-vmware) Broadcom closes $69 billion VMware deal after China approval (https://finance.yahoo.com/news/broadcom-closes-69-billion-vmware-133704461.html) VMware is now part of Broadcom | VMware by Broadcom (https://www.broadcom.com/info/vmware) Binance CEO Changpeng Zhao Reportedly Quits and Pleads Guilty to Breaking US Law (https://www.wired.com/story/binance-cz-ceo-quits-pleads-guilty-breaking-law/) Congrats To Elon Musk: I Didn't Think You Had It In You To File A Lawsuit This Stupid. But, You Crazy Bastard, You Did It! (https://www.techdirt.com/2023/11/21/congrats-to-elon-musk-i-didnt-think-you-had-it-in-you-to-file-a-lawsuit-this-stupid-but-you-crazy-bastard-you-did-it/) Hackers spent 2+ years looting secrets of chipmaker NXP before being detected (https://arstechnica.com/security/2023/11/hackers-spent-2-years-looting-secrets-of-chipmaker-nxp-before-being-detected/) Meet ‘Anna Boyko': How a Fake Speaker Blew up DevTernity (https://thenewstack.io/meet-anna-boyko-how-a-fake-speaker-blew-up-devternity/) IBM's Db2 database dinosaur comes to AWS (https://go.theregister.com/feed/www.theregister.com/2023/11/29/aws_launch_ibms_db2_database/) Reports of AI ending human labour may be greatly exaggerated (https://www.ecb.europa.eu/pub/economic-research/resbull/2023/html/ecb.rb231128~0a16e73d87.es.html) New Google geothermal electricity project could be a milestone for clean energy (https://apnews.com/article/geothermal-energy-heat-renewable-power-climate-5c97f86e62263d3a63d7c92c40f1330d) VMware's $92bn sale showers cash on Michael Dell and Silver Lake (https://www.ft.com/content/d01901a2-db4b-45df-8ce5-f57ff46d463e) Gartner Says Cloud Will Become a Business Necessity by 2028 (https://www.gartner.com/en/newsroom/press-releases/2023-11-29-gartner-says-cloud-will-become-a-business-necessity-by-2028) IRS starts the bidding for $1.9B IT services recompete (https://www.nextgov.com/acquisition/2023/11/irs-starts-bidding-19b-it-services-recompete/392303/) WSJ News Exclusive | Apple Pulls Plug on Goldman Credit-Card Partnership (https://www.wsj.com/finance/banking/apple-pulls-plug-on-goldman-credit-card-partnership-ca1dfb45) Apple employees most likely to leave to join Google shows LinkedIn (https://9to5mac.com/2023/11/23/apple-employees-next-jobs/) Ranked: Worst Companies for Employee Retention (U.S. and UK) (https://www.visualcapitalist.com/cp/ranked-worst-companies-for-employee-retention-u-s-and-uk/) Apple announces RCS support for iMessage (https://arstechnica.com/gadgets/2023/11/apple-announces-rcs-support-for-imessage/) Apple says iPhones will support RCS in 2024 (https://www.theverge.com/2023/11/16/23964171/apple-iphone-rcs-support) Today on The Vergecast: what Apple really means when it talks about RCS. (https://www.theverge.com/2023/11/17/23965656/today-on-the-vergecast-what-apple-really-means-when-it-talks-about-rcs) **## Nonsense Ikea debuts a trio of affordable smart home sensors (https://www.theverge.com/2023/11/28/23977693/ikea-sensors-door-window-water-motion-price-date-specs) Apple and Spotify have revealed their top podcasts of 2023 (https://www.theverge.com/2023/11/29/23981468/apple-replay-spotify-wrapped-podcasts-rogan-crime-junkie-alex-cooper) Listener Feedback Matt's Trackball: Amazon.com: Kensington Expert Trackball Mouse (K64325), Black Silver, 5"W x 5-3/4"D x 2-1/2"H : Electronics (https://amzn.to/3ujm7ct) Conferences Jan 29, 2024 to Feb 1, 2024 That Conference Texas (https://that.us/events/tx/2024/schedule/) If you want your conference mentioned, let's talk media sponsorships. SDT news & hype Join us in Slack (http://www.softwaredefinedtalk.com/slack). Get a SDT Sticker! 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Au programme :Produit: Suno, et la musique par IA fait un nouveau bond en avant.Business: Sam Altman vs OpenAI, suite et… fin ?Foi: le piège de l'Effective Altruism.Le reste de l'actualitéSponsor de l'épisode :Experis – cliquez ici pour en savoir plus !Liens :
Broadcom clears the last hurdle to close its $69 billion purchase of VMware, but what comes next? Nvidia debuts a SuperNIC to accelerate Ethernet for AI workloads, China and India advance their satellite Internet efforts, and Nvidia puts up jaw-dropping results in its latest quarterly earnings. The post NB457: Broadcom, VMware Tie The Knot; Nvidia SuperNICs Target AI Ethernet Acceleration appeared first on Packet Pushers.
Now that Broadcom’s $69 billion VMware acquisition is complete, will Broadcom invest more in VMware to compete in multi-cloud or settle for profitable revenue collection from existing customers? Nvidia debuts a SuperNIC designed to accelerate Ethernet to support AI workloads and announces partnerships with server makers to bundle its NIC in an AI Ethernet stack.... Read more »
Now that Broadcom’s $69 billion VMware acquisition is complete, will Broadcom invest more in VMware to compete in multi-cloud or settle for profitable revenue collection from existing customers? Nvidia debuts a SuperNIC designed to accelerate Ethernet to support AI workloads and announces partnerships with server makers to bundle its NIC in an AI Ethernet stack.... Read more »
Broadcom clears the last hurdle to close its $69 billion purchase of VMware, but what comes next? Nvidia debuts a SuperNIC to accelerate Ethernet for AI workloads, China and India advance their satellite Internet efforts, and Nvidia puts up jaw-dropping results in its latest quarterly earnings. The post NB457: Broadcom, VMware Tie The Knot; Nvidia SuperNICs Target AI Ethernet Acceleration appeared first on Packet Pushers.
Broadcom clears the last hurdle to close its $69 billion purchase of VMware, but what comes next? Nvidia debuts a SuperNIC to accelerate Ethernet for AI workloads, China and India advance their satellite Internet efforts, and Nvidia puts up jaw-dropping results in its latest quarterly earnings. The post NB457: Broadcom, VMware Tie The Knot; Nvidia SuperNICs Target AI Ethernet Acceleration appeared first on Packet Pushers.
Now that Broadcom’s $69 billion VMware acquisition is complete, will Broadcom invest more in VMware to compete in multi-cloud or settle for profitable revenue collection from existing customers? Nvidia debuts a SuperNIC designed to accelerate Ethernet to support AI workloads and announces partnerships with server makers to bundle its NIC in an AI Ethernet stack.... Read more »
AP correspondent Julie Walker reports on Broadcom VMWare
This week, we discuss Microsoft and Google Cloud earnings, the future of passwords, the validity of DORA Metrics, and share some thoughts on esoteric Excel bug fixes. Watch the YouTube Live Recording of Episode (https://www.youtube.com/watch?v=Simz8R9GfmM) 438 (https://www.youtube.com/watch?v=Simz8R9GfmM) Runner-up Titles Spicy takes and f-bombs Not pants Real scientists don't use Excel We fixed it Private equity is coming for you Jerks on the phone… go! They're going to steal our eyes and thumbs Rundown Microsoft fixes the Excel feature that was wrecking scientific data (https://www.theverge.com/2023/10/21/23926585/microsoft-excel-misreading-dates-human-genes-conversion-fixed) Control data conversions in Excel for Windows and Mac (https://insider.microsoft365.com/en-us/blog/control-data-conversions-in-excel-for-windows-and-mac) Cloud News and Earnings Clouded Judgement 10.20.23 (https://cloudedjudgement.substack.com/p/clouded-judgement-102023?utm_source=post-email-title&publication_id=56878&post_id=138111723&utm_campaign=email-post-title&isFreemail=true&r=2l9&utm_medium=email) Microsoft blows past earnings estimates as cloud growth comes in hot (https://www.marketwatch.com/story/microsoft-earnings-what-to-expect-c89603b0) Microsoft has over a million paying Git (https://www.zdnet.com/article/microsoft-has-over-a-million-paying-github-copilot-users-ceo-nadella/)H (https://www.zdnet.com/article/microsoft-has-over-a-million-paying-github-copilot-users-ceo-nadella/)ub Copilot users: CEO Nadella (https://www.zdnet.com/article/microsoft-has-over-a-million-paying-github-copilot-users-ceo-nadella/) Jamin Ball on LinkedIn: On the Microsoft earnings call (https://www.linkedin.com/posts/jamin-ball-49366137_on-the-microsoft-earnings-call-satya-said-activity-7122700696809840640-WdmD?utm_source=share&utm_medium=member_desktop) Google-parent Alphabet's cloud division misses revenue estimates, as Microsoft's cloud booms (https://finance.yahoo.com/news/5-google-parent-alphabets-cloud-220048271.html) How AI-driven software creation tools speed up your development (https://cloud.google.com/blog/products/application-development/how-ai-driven-software-creation-tools-speed-up-your-development) Amazon launches European 'sovereign' cloud as EU data debate rages (https://www.cnbc.com/2023/10/25/amazon-launches-european-sovereign-cloud-as-eu-data-debate-rages.html) Passwords Hackers Stole Access Tokens from Okta's Support Unit (https://krebsonsecurity.com/2023/10/hackers-stole-access-tokens-from-oktas-support-unit/) 1Password is the latest victim of Okta's compromise (https://www.theregister.com/2023/10/24/1password_confirms_all_logins_are/) Passkeys (Passkey Authentication (https://fidoalliance.org/passkeys/#faq)) Apple may be planning a surprise October iMac announcement (https://www.theverge.com/2023/10/22/23927184/apple-m3-imac-13-inch-macbook-pro-rumored-october-announcement) Despite the Hype, Engineers Not Impressed with DORA Metrics (https://thenewstack.io/despite-the-hype-engineers-not-impressed-with-dora-metrics/) Amazon Could Reportedly Sign Billion Dollar Microsoft 365 Deal (https://www.thurrott.com/cloud/291153/amazon-could-reportedly-sign-billion-dollar-microsoft-365-deal) Relevant to your Interests Broadcom and VMware Announce Election Deadline for VMware Stockholders to Elect Merger Consideration (https://www.prnewswire.com/news-releases/broadcom-and-vmware-announce-election-deadline-for-vmware-stockholders-to-elect-merger-consideration-301960548.html) Beijing weighs delaying approval of $69bn Broadcom-VMware deal (https://www.ft.com/content/b23d2a9f-d873-43e4-9032-632d4e9d438c) Announcing Neptyne for Google Sheets (https://www.neptyne.com/blog/announcing-neptyne-for-google-sheets) Discord expands online marketplace as it tries to justify $15 billion valuation (https://www.cnbc.com/2023/10/19/discord-expands-online-marketplace-to-justify-15-billion-valuation.html) Top Apple analyst says MacBook demand has fallen 'significantly' (https://www.cnbc.com/2023/10/18/top-apple-analyst-says-macbook-demand-has-fallen-significantly.html) Amazon managers can now sack employees who won't work from the office 3 days a week (https://fortune.com/2023/10/20/amazon-return-to-office-mandate-manager-guidelines/) Amazon's Andy Jassy Plans to Crash the AI Party (https://www.theinformation.com/articles/amazons-andy-jassy-plans-to-crash-the-ai-party) US v Google Antitrust Trial Transcripts I The Capitol Forum (https://thecapitolforum.com/google_antitrust_trial_2023/) Crane Venture Partners Flight 2023 (https://www.linkedin.com/posts/calfonsorico_this-week-was-crane-venture-partners-flight-activity-7121116480242393089-fLTn?utm_source=share&utm_medium=member_desktop) How Ubuntu Linux snuck into high-end Dell laptops (and why it's called 'Project Sputnik') (https://www.zdnet.com/article/how-ubuntu-linux-snuck-into-high-end-dell-laptops-and-why-its-called-project-sputnik/) What's inside Apple's $129 Thunderbolt cable? (https://x.com/jonbruner/status/1714696044356005949?s=46&t=xWDA0HNEXsT6JoDfqArKvw) Why can't our tech billionaires learn anything new? (https://davekarpf.substack.com/p/why-cant-our-tech-billionaires-learn) Amazon Could Reportedly Sign Billion Dollar Microsoft 365 Deal (https://www.thurrott.com/cloud/291153/amazon-could-reportedly-sign-billion-dollar-microsoft-365-deal) Stay in EU, comply with EU law: EU's digital chief warns X's Musk (https://www.politico.eu/article/elon-musk-vera-jourova-x-european-union-law/) Meta sued by 42 attorneys general for addictive features targeting kids (https://www.cnbc.com/2023/10/24/bipartisan-group-of-ags-sue-meta-for-addictive-features.html) Apple Silicon M1 Power Consumption Deep Dive Part 1: Safari vs Chrome (https://singhkays.com/blog/apple-silicon-m1-video-power-consumption-pt-1/) Automattic is acquiring Texts and betting big on the future of messaging (https://www.theverge.com/2023/10/24/23928685/automattic-texts-acquisition-universal-messaging) The founder of startup Bonobos hid a bipolar diagnosis for decades. Now he's on a mission to destigmatize mental health at work (https://finance.yahoo.com/news/founder-startup-bonobos-hid-bipolar-114401987.html) Sam Bankman-Fried Set to Testify at His Fraud Trial (https://www.nytimes.com/2023/10/25/technology/sam-bankman-fried-testify-fraud-trial.html) Fed wants to lower 'swipe fees,' a potential blow to banks and credit card giants (https://finance.yahoo.com/news/fed-wants-to-lower-swipe-fees-a-potential-blow-to-banks-and-credit-card-giants-165923447.html) Nonsense Costco CEO Craig Jelinek to step down Jan. 1. COO Ron Vachris will take over (https://www.cnbc.com/2023/10/18/costco-ceo-craig-jelinek-to-step-down-jan-1-coo-ron-vachris-will-take-over.html) McKinsey: Last Week Tonight with John Oliver (HBO) (https://youtu.be/AiOUojVd6xQ?si=E35OdQll94AhTgre) Listener Feedback Omnivore (https://omnivore.app/) Conferences Nov 6-9, 2023, KubeCon NA (https://events.linuxfoundation.org/kubecon-cloudnativecon-north-america/), SDT's a sponsor, Matt's there. 20% off with VMware discount code: KCNA23VMWEO20. Nov 6-9, 2023 VMware Explore Barcelona (https://www.vmware.com/explore/eu.html), Coté's attending Nov 7–8, 2023 RISC-V Summit | Linux Foundation Events (https://events.linuxfoundation.org/riscv-summit/) Jan 29, 2024 to Feb 1, 2024 That Conference Texas (https://that.us/events/tx/2024/schedule/) If you want your conference mentioned, let's talk media sponsorships. SDT news & hype Join us in Slack (http://www.softwaredefinedtalk.com/slack). Get a SDT Sticker! Send your postal address to stickers@softwaredefinedtalk.com (mailto:stickers@softwaredefinedtalk.com) and we will send you free laptop stickers! Follow us: Twitch (https://www.twitch.tv/sdtpodcast), Twitter (https://twitter.com/softwaredeftalk), Instagram (https://www.instagram.com/softwaredefinedtalk/), Mastodon (https://hachyderm.io/@softwaredefinedtalk), BlueSky (https://bsky.app/profile/softwaredefinedtalk.com), LinkedIn (https://www.linkedin.com/company/software-defined-talk/), TikTok (https://www.tiktok.com/@softwaredefinedtalk), Threads (https://www.threads.net/@softwaredefinedtalk) and YouTube (https://www.youtube.com/channel/UCi3OJPV6h9tp-hbsGBLGsDQ/featured). Use the code SDT to get $20 off Coté's book, Digital WTF (https://leanpub.com/digitalwtf/c/sdt), so $5 total. Become a sponsor of Software Defined Talk (https://www.softwaredefinedtalk.com/ads)! Recommendations Brandon: Asciicinema (https://asciinema.org) Coming to asciinema near you with Marcin Kulik, creator of asciinema (Changelog Interviews #561) (https://changelog.com/podcast/561) Matt: uBlock Origin (https://ublockorigin.com/) Photo Credits Header (https://unsplash.com/photos/icon-GauA0hiEwDk) Artwork (https://unsplash.com/photos/opened-black-laptop-computer-oZ61KFUQsus)
n this episode of Infrastructure Matters, hosts Krista Macomber, Camberley Bates, and Steven Dickens. They discuss key highlights from the VMware Explore event, focusing on announcements related to private infrastructure for AI applications and multi-cloud solutions. Some notable topics include VMware's partnership with NVIDIA for private AI solutions, updates in multi-cloud networking with NSX+, and advancements in ransomware recovery solutions. The discussion also touches on the growing importance of AI in enterprise workloads and the demand for GPU-powered infrastructure. Overall, the episode provides insights into the evolving landscape of infrastructure technology. Topics include: The key themes from VMware Explore More on Broadcom & VMware, and what we see as in the future investments Review of VMware announcements including vSAN Max, Edge Cloud Orchestrator, NSX+, VMware Cloud DR and VMware Private AI
With stocks on track for their worst month since December 2022, Carl Quintanilla, Jim Cramer and David Faber highlighted what to expect from two big events this week: Fed Chair Jerome Powell's speech at the Jackson Hole symposium on Friday, plus Nvidia's after-the-bell earnings due out Wednesday. The anchors also reacted to China's central bank cutting a key interest rate, but the move was more modest than many expected. Also in focus: Palo Alto Networks surged on its earnings report released after Friday's closeof trading. UK regulators approve the Broadcom-VMWare merger deal, Tesla looks to snap a six-session losing streak. Squawk on the Street Disclaimer
Take a Network Break! This week we discuss Intel walking away from the NUC PC, Microsoft rebranding Azure AD and launching an SSE offering, and Microsoft Exchange Online getting hacked. We also cover the EU's conditional approval of Broadcom's VMware acquisition, why Wireshark needs your help, and more IT news.
Take a Network Break! This week we discuss Intel walking away from the NUC PC, Microsoft rebranding Azure AD and launching an SSE offering, and Microsoft Exchange Online getting hacked. We also cover the EU's conditional approval of Broadcom's VMware acquisition, why Wireshark needs your help, and more IT news. The post Network Break 438: Intel Abandons NUC; EU Blesses Broadcom/VMware Union; Microsoft Joins SSE Race appeared first on Packet Pushers.
Take a Network Break! This week we discuss Intel walking away from the NUC PC, Microsoft rebranding Azure AD and launching an SSE offering, and Microsoft Exchange Online getting hacked. We also cover the EU's conditional approval of Broadcom's VMware acquisition, why Wireshark needs your help, and more IT news.
Take a Network Break! This week we discuss Intel walking away from the NUC PC, Microsoft rebranding Azure AD and launching an SSE offering, and Microsoft Exchange Online getting hacked. We also cover the EU's conditional approval of Broadcom's VMware acquisition, why Wireshark needs your help, and more IT news. The post Network Break 438: Intel Abandons NUC; EU Blesses Broadcom/VMware Union; Microsoft Joins SSE Race appeared first on Packet Pushers.
Take a Network Break! This week we discuss Intel walking away from the NUC PC, Microsoft rebranding Azure AD and launching an SSE offering, and Microsoft Exchange Online getting hacked. We also cover the EU's conditional approval of Broadcom's VMware acquisition, why Wireshark needs your help, and more IT news.
Take a Network Break! This week we discuss Intel walking away from the NUC PC, Microsoft rebranding Azure AD and launching an SSE offering, and Microsoft Exchange Online getting hacked. We also cover the EU's conditional approval of Broadcom's VMware acquisition, why Wireshark needs your help, and more IT news. The post Network Break 438: Intel Abandons NUC; EU Blesses Broadcom/VMware Union; Microsoft Joins SSE Race appeared first on Packet Pushers.
Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis. The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each. Welcome to this week's edition of “The 6-5.” I'm Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week's show we will be talking: Broadcom-VMware Deal Approved by EU https://apnews.com/article/broadcom-vmware-european-union-antitrust-cloud-computing-f9958592c1db7963e30870ddf2b88c03 https://www.forbes.com/sites/patrickmoorhead/2023/01/25/are-the-eu-concerns-with-broadcoms-vmware-deal-justified/?sh=6278888c42e7 https://www.forbes.com/sites/patrickmoorhead/2022/11/28/is-it-time-to-start-giving-broadcoms-pending-acquisition-of-vmware-a-chance/?sh=717c8af32502 https://thesixfivesummit.com/speakers/hock-tan/ https://twitter.com/PatrickMoorhead/status/1679107151367733248?s=20 https://twitter.com/danielnewmanUV/status/1679091609697153024?s=20 China Plays Offense with Precious Metals https://www.cnbc.com/2023/07/13/chinas-metal-curbs-could-encourage-supply-chain-diversification.html https://www.cnbc.com/video/2023/06/16/micron-is-being-squeezed-between-the-u-s-and-chinas-20-year-conflict-analyst-patrick-moorhead.html https://www.cnbc.com/video/2023/06/28/for-generative-a-i-china-absolutely-needs-access-to-global-semiconductors-says-patrick-moorhead.html https://www.cnbc.com/video/2022/11/07/every-c-suite-person-i-talk-to-is-trying-to-get-out-of-china-says-moor-insights-strategys-patrick-moorhead.html Microsoft-Activision Deal Approved with FTC Loss? https://arstechnica.com/gaming/2023/07/ftc-appeal-in-microsoft-activision-case-shows-us-regulator-isnt-giving-up-yet/ https://twitter.com/PatrickMoorhead/status/1678908101259395075?s=20 https://twitter.com/danielnewmanUV/status/1678835109359943680?s=20 Adobe Data on Amazon Prime Day https://www.cnbc.com/2023/07/13/amazon-prime-day-more-than-375-million-items-sold.html https://twitter.com/danielnewmanUV/status/1679189844847624209?s=20 IBM Watsonx.ai and .data Goes GA https://newsroom.ibm.com/IBM-watsonx-capabilities-are-now-available-to-help-meet-enterprises-AI-for-business-needs https://www.forbes.com/sites/moorinsights/2023/07/07/ibm-watsonx-empowers-businesses-to-build-tune-and-deploy-reliable-generative-ai-models/ https://www.forbes.com/sites/patrickmoorhead/2023/05/25/ibm-shows-its-full-stack-generative-ai-offering-could-be-a-force-to-reckon-with/?sh=2c3a3df5aeae https://twitter.com/danielnewmanUV/status/1678820757818970112?s=20 https://www.ibm.com/docs/en/watsonx?topic=overview-watsonx Google Bard Goes Multilingual https://techcrunch.com/2023/07/13/googles-bard-finally-lands-in-the-eu-now-supports-more-than-40-languages/ Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.
The topics, stocks and shares mentions / discussed include: UiPath to an Ai winner Pensions Hunting for investments June's TwinPetesInvesting Challenge winning portfolio Robbie Burns aka The Naked Trader book winners Nasdaq Inc NDAQ Microsoft MSFT Activision Blizzard ATVI Broadcom AVGO VMWare VMW Nvidia NVDA Softbank Arm Vodafone VOD Barclays BARC Landmark case wrt Transfer fraud Mortgage time-bomb Future FUTR FTSE 100 AIM All-share US CPI / Inflation data CAB Payments CABP Sanderson Design SDG THG BooHoo BOO DWF Group DWF STM Group STM XP Factory XPF Coral Products CRU Hvivo HVO Centrica CNA Eqtec EQT Predator Oil & Gas PRD Investing Trading Harriman House books Powder Monkey Brewing Co 5% discount code : TWINPETES Menphys Charity Appeal please make a donation on the TwinPetes Investing Challenge 2023 Just Giving Page Investing Trading & much more The Twin Petes Challenge 2023 / Charity fundraise for the MENPHYS Charity. Have you enjoyed one or more of these podcasts. Yes . Then please make a donation , every pound will help. JUST GIVING TWIN PETES FUNDRAISING FOR THE MENPHYS CHARITY https://www.justgiving.com/fundraising/twinpeteschallenge23 Thank you. The Twin Petes Investing podcasts will be linked to and written about on the Conkers3 website and also on the WheelieDealer website . Thank you for reading this article and listening to this podcast, we hope you enjoyed it. Please share this article with others that you know will find it of interest. PLEASE SUBSCRIBE TO THE TWIN PETES INVESTING PLATFORM THAT YOU ARE LISTENING TO THIS PODCAST ON. THANK YOU.
Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis. The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each. Welcome to this week's edition of “The 6-5.” I'm Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week's show we will be talking: Intel's IFS and Arm Collaborate on 18A https://twitter.com/PatrickMoorhead/status/1646204720095150106?s=20 https://www.intel.com/content/www/us/en/newsroom/news/intel-foundry-arm-announce-multigeneration-collaboration-leading-edge-soc-design.html EU Issues Broadcom Statement of Objections Over VMware https://ec.europa.eu/commission/presscorner/detail/en/ip_23_2146 https://www.marketwatch.com/story/eu-delivers-statement-of-objections-over-broadcom-s-61-billion-planned-takeover-of-vmware-a0e2db56 https://www.forbes.com/sites/patrickmoorhead/2023/01/25/are-the-eu-concerns-with-broadcoms-vmware-deal-justified/?sh=3eb312442e71 https://twitter.com/danielnewmanUV/status/1646577551425372173?s=20 Luminar Completes Bring-up of Mexico Plant https://www.forbes.com/sites/patrickmoorhead/2023/04/13/luminar-proves-the-pundits-wrong-with-successful-bring-up-of-mexico-plant/?sh=7be24b785d8d Groq Day https://twitter.com/danielnewmanUV/status/1646582534518571031?s=20 AWS Shows Its Generative AI Hand https://twitter.com/PatrickMoorhead/status/1646526557429833735?s=20 https://www.linkedin.com/posts/patmoorhead_announcing-new-tools-for-building-with-generative-activity-7052292428979974144-JVwa https://twitter.com/danielnewmanUV/status/1646512007309590529?s=20 https://aws.amazon.com/blogs/machine-learning/announcing-new-tools-for-building-with-generative-ai-on-aws/ Apple Mac Sales Declines https://twitter.com/PatrickMoorhead/status/1645855863943438336?s=20 https://twitter.com/danielnewmanUV/status/1645617372789723146?s=20 https://www.canalys.com/newsroom/global-pc-market-q1-2023 Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.
Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis. The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each. Welcome to this week's edition of “The 6-5.” I'm Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week's show we will be talking: NVIDIA GTC https://twitter.com/PatrickMoorhead/status/1638582414669750285?s=20 https://twitter.com/StreetSignsCNBC/status/1638383041084108800?s=20 https://twitter.com/PatrickMoorhead/status/1638232261249081367?s=20 NVIDIA to Bring AI to Every Industry, CEO Says https://twitter.com/danielnewmanUV/status/1638598747218403328?s=20 https://twitter.com/danielnewmanUV/status/1638597733958422528?s=20 SAP Datasphere https://news.sap.com/2023/03/sap-datasphere-power-of-business-data/ https://www.techtarget.com/searchsap/news/365532200/New-SAP-Datasphere-looks-to-build-a-business-data-fabric Intel Org Changes https://twitter.com/PatrickMoorhead/status/1638568480717807618?s=20 https://www.intel.com/content/www/us/en/newsroom/news/ifs-march-2023-news.html? https://twitter.com/PGelsinger/status/1638234519647174657?s=20 Bing Image Creator https://twitter.com/PatrickMoorhead/status/1638909588761133060?s=20 https://blogs.microsoft.com/blog/2023/03/21/create-images-with-your-words-bing-image-creator-comes-to-the-new-bing/ https://www.bing.com/create HPE Acquires OpsRamp https://www.hpe.com/us/en/newsroom/press-release/2023/03/hewlett-packard-enterprise-to-acquire-opsramp-advancing-hybrid-cloud-leadership-and-expanding-hpe-greenlake-into-it-operations-management.html https://futurumresearch.com/research-notes/hpe-acquires-opsramp-to-ramp-up-hpe-greenlake-itom-capabilities/ UK Concerned with Broadcom-VMWare Deal https://www.forbes.com/sites/patrickmoorhead/2023/01/25/are-the-eu-concerns-with-broadcoms-vmware-deal-justified/?sh=eb1953f42e71 https://techcrunch.com/2023/03/22/uk-competition-authority-is-concerned-about-the-61b-broadcom-vmware-deal/? https://twitter.com/danielnewmanUV/status/1638537764831653889?s=20 Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.
Jim Cramer and David Faber discussed what to expect from Wednesday's Fed decision on interest rates: A hike aimed at battling inflation, or will policymakers stand pat in wake of recent banking turmoil? Nike shares fell as an earnings beat was overshadowed by a warning on margins due to excess inventory and markdowns. The anchors engaged in a wide-ranging discussion about the AI arms race -- from Nvidia CEO Jensen Huang on AI's "iPhone moment," to Bill Gates calling AI "revolutionary" technology. Also in focus: Regional bank PacWest opts against a capital raise and gets $1.4 billion from a financing facility, shares of GameStop soar and lift other "meme stocks" on its first quarterly profit in two years, UK regulators are considering an in-depth probe into the Broadcom-VMWare merger deal.
This week's Network Break podcast discusses UK and EU regulators wanting a closer look at Broadcom's VMware acquisition, Google settling with 40 US states over location tracking charges, and the FCC publishing responses from the 15 biggest US mobile providers regarding customer geolocation data tracking, plus even more IT news. The post Network Break 409: Regulators Tap Brakes On Broadcom, VMware; Google Settles Location Tracking Charges For $392M appeared first on Packet Pushers.
This week's Network Break podcast discusses UK and EU regulators wanting a closer look at Broadcom's VMware acquisition, Google settling with 40 US states over location tracking charges, and the FCC publishing responses from the 15 biggest US mobile providers regarding customer geolocation data tracking, plus even more IT news. The post Network Break 409: Regulators Tap Brakes On Broadcom, VMware; Google Settles Location Tracking Charges For $392M appeared first on Packet Pushers.
This week's Network Break podcast discusses UK and EU regulators wanting a closer look at Broadcom's VMware acquisition, Google settling with 40 US states over location tracking charges, and the FCC publishing responses from the 15 biggest US mobile providers regarding customer geolocation data tracking, plus even more IT news. The post Network Break 409: Regulators Tap Brakes On Broadcom, VMware; Google Settles Location Tracking Charges For $392M appeared first on Packet Pushers.
The Big Themes:The biggest enterprise tech M&A in history: The planned $61-billion acquisition of VMWare by Broadcom has implications for Goya Foods, says CIO Suvajit Basu, and many other large global firms, because of VMWare's omnipresence in data centers.The cybersecurity side of the deal: When a company that powers data centers is taken over, questions must be raised about access to the data centers and the data within them. The "risk profile" of VMWare is raised by this acquisition.The responsibility of CXOs in these situations: The Broadcom-VMWare deal has generated a lot of FUD: Fear, Uncertainty, and Doubt. Whether these feelings are valid and have merit or are unfounded and distracting, is a question that CXOs must focus on answering, ASAP.The Big Quote: "The importance of VMWare permeates to every industry. I'm in food and beverage. Healthcare is running VM. Wall Street finance is running VM. Military is running VM. There is no single industry that I can think of that is not running VMWare today. And that is the cyber threat. We're talking about a heightened level of risk." Want to hear more from Suvajit? Connect with him on LinkedIn and catch highlights from his talk at Cloud Wars Expo 2022.
Cold takes on the Broadcom/VMware acquisition. We consider Broadcom's stated goal to increase VMW profit margin from 35% to 65% and what this will mean to customer experience.
Cold takes on the Broadcom/VMware acquisition. We consider Broadcom's stated goal to increase VMW profit margin from 35% to 65% and what this will mean to customer experience. The post HS027 Broadcom and VMware – What’s Gonna Happen? appeared first on Packet Pushers.
Cold takes on the Broadcom/VMware acquisition. We consider Broadcom's stated goal to increase VMW profit margin from 35% to 65% and what this will mean to customer experience. The post HS027 Broadcom and VMware – What’s Gonna Happen? appeared first on Packet Pushers.
Cold takes on the Broadcom/VMware acquisition. We consider Broadcom's stated goal to increase VMW profit margin from 35% to 65% and what this will mean to customer experience.
Cold takes on the Broadcom/VMware acquisition. We consider Broadcom's stated goal to increase VMW profit margin from 35% to 65% and what this will mean to customer experience.
Cold takes on the Broadcom/VMware acquisition. We consider Broadcom's stated goal to increase VMW profit margin from 35% to 65% and what this will mean to customer experience. The post HS027 Broadcom and VMware – What’s Gonna Happen? appeared first on Packet Pushers.
Triden Group's Security Squad #podcast is back and ready to talk about everything cybersecurity! This week the squad covers the latest on avoiding getting targeted with #ransomware after you have already been hit, and what the #Broadcom #VMware purchase could mean from a security perspective. Now on #YouTube, #Spotify, and #Applepodcasts. #TridenGroup #SecuritySquad #CyberSecurity
Today's Network Break podcast discusses new SASE features from Cloudflare, a Cloudflare outage and its post-mortem, why EU regulators want a closer look at Broadcom's proposed VMware acquisition, and more IT news. The post Network Break 388: Cloudflare Diagnoses Widespread Outage; EU Pumps Brakes On Broadcom/VMware appeared first on Packet Pushers.
Today's Network Break podcast discusses new SASE features from Cloudflare, a Cloudflare outage and its post-mortem, why EU regulators want a closer look at Broadcom's proposed VMware acquisition, and more IT news. The post Network Break 388: Cloudflare Diagnoses Widespread Outage; EU Pumps Brakes On Broadcom/VMware appeared first on Packet Pushers.
Today's Network Break podcast discusses new SASE features from Cloudflare, a Cloudflare outage and its post-mortem, why EU regulators want a closer look at Broadcom's proposed VMware acquisition, and more IT news. The post Network Break 388: Cloudflare Diagnoses Widespread Outage; EU Pumps Brakes On Broadcom/VMware appeared first on Packet Pushers.
This week we discuss work life balance, the State of Continuous Delivery Survey and recap WWDC. Plus, some thoughts on Buddha and parenting… Runner-up Titles The Buddha had no kids The Air Fryer is a PaaS. Rundown Work vs. Life Office workers get little reward for returning to the office – an idle factory is taboo (https://cote.io/2022/06/08/office-workers-get-little-reward-for-returning-to-work-an-idle-factory-is-taboo/) CEOs had a phenomenal year. Workers, less so (https://thehustle.co/05312022-CEO-vs-Worker-Pay/) Tesla monitored its employees on Facebook with help of PR firm during 2017 union push (https://www.cnbc.com/2022/06/02/tesla-paid-pr-firm-to-surveil-employees-on-facebook-in-2017-union-push.html) Elon Musk asks all Tesla employees to come back to the office or quit (https://electrek.co/2022/06/01/elon-musk-tesla-employees-come-back-office-or-quit/) Ford factory workers get 40-hour week (https://www.history.com/this-day-in-history/ford-factory-workers-get-40-hour-week) Survey Says State of Continuous Delivery (https://cd.foundation/wp-content/uploads/sites/78/2022/06/The-State-of-CD-Q1-2022.pdf) Chainguard raises $50M Series A for supply chain security (https://techcrunch.com/2022/06/02/chainguard-raises-50m-to-guard-supply-chains/) WWDC Apple WWDC 2022: the 16 biggest announcements (https://www.theverge.com/2022/6/6/23141939/apple-wwdc-2022-biggest-announcements-ios-16-macbook-air-macos-watchos) Create macOS or Linux virtual machines - WWDC22 - Videos (https://developer.apple.com/videos/play/wwdc2022/10002/) Apple will allow Linux VMs to run Intel apps with Rosetta in macOS Ventura (https://arstechnica.com/gadgets/2022/06/macos-ventura-will-extend-rosetta-support-to-linux-virtual-machines/) All the New Features Coming to Your Mac This Fall (https://www.wired.com/story/apple-ventura-macos-13-preview/) EU reaches deal to make USB-C a common charger for most electronic devices (https://www.engadget.com/eu-reaches-deal-to-make-usb-c-a-common-charger-for-most-electronic-devices-104605067.html) Relevant to your Interests Earnings HashiCorp quarter (https://siliconangle.com/2022/06/02/kubecost-launches-open-source-opencost-project-keep-lid-kubernetes-spending/https://twitter.com/jaminball/status/1532457687778312213?s=21&t=FiXLrZJc1LtYPQyeU27CEg) MongoDB quarter (https://twitter.com/jaminball/status/1532094080418607104) GitLab quarter (https://twitter.com/jaminball/status/1533906440695316480?s=21&t=K30ROu7mTJp1DgbvYxhDCA) Salesforce stock jumps as it raises profit forecast (https://www.cnbc.com/2022/05/31/salesforce-crm-earnings-q1-2023.html) Tech Valuations Tumble, but Business Software Stocks Are Cushioned by the Cloud (https://www.wsj.com/articles/tech-valuations-tumble-but-business-software-stocks-are-cushioned-by-the-cloud-11654164000?mod=djemalertNEWS) A Framework for Navigating Down Markets (https://future.com/framework-valuation-navigating-down-markets/) VMware Good thread (VMware history) (https://twitter.com/jdooley_clt/status/1528688334394077184) Broadcom buying VMware makes sense for IoT infrastructure (https://www.theregister.com/2022/05/26/broadcom_buying_vmware_makes_sense/) Broadcom plans 'rapid subscription transition' for VMware (https://www.theregister.com/2022/05/27/broadcom_vmware_subscriptions/) Broadcom buying VMware makes sense for IoT infrastructure (https://www.theregister.com/2022/05/26/broadcom_buying_vmware_makes_sense/) Brian Madden's brutal and unfiltered thoughts on the Broadcom / VMware deal (https://www.linkedin.com/pulse/brian-maddens-brutal-unfiltered-thoughts-broadcom-vmware-brian-madden/?trackingId=m%2FeClBkjQxSyYPzRVcnpHQ%3D%3D) Broadcom will tame the VMware beast (https://siliconangle.com/2022/05/27/broadcom-will-tame-vmware-beast/) VMware Blockchain (https://www.vmware.com/products/blockchain.html) Bolt, the payments start-up, has begun laying off employees. (https://www.nytimes.com/2022/05/25/business/bolt-layoffs.html) Layoffs.fyi - Tech Layoff Tracker and Startup Layoff Lists (https://layoffs.fyi/) Proton Is Trying to Become Google—Without Your Data (https://www.wired.com/story/proton-mail-calendar-drive-vpn/) OpenStack, except it's outer space, (https://twitter.com/Kemp/status/1530198772872933377) Microsoft confirms it's taking a 'new approach' with its game streaming device | Engadget (https://www.engadget.com/microsoft-confirms-its-taking-a-new-approach-to-its-game-streaming-device-090144247.html) How to do fun and interesting executive dinners, round tables, etc. – online and in-person (https://cote.io/2022/05/27/how-to-do-executive-dinners/) Over 380 000 open Kubernetes API servers | The Shadowserver Foundation (https://www.shadowserver.org/news/over-380-000-open-kubernetes-api-servers/) Twitter fined $150M for misusing 2FA data (https://www.techtarget.com/searchsecurity/news/252520746/Twitter-fined-150M-for-misusing-2FA-data) First she documented the alt-right. Now she's coming for crypto. (https://www.washingtonpost.com/technology/2022/05/29/molly-white-crypto/) Exclusive: Microsoft continues to iterate on an Xbox cloud streaming device codenamed 'Keystone' (https://www.windowscentral.com/gaming/xbox/exclusive-microsoft-continues-to-iterate-on-an-xbox-cloud-streaming-stick-codenamed-keystone) Microsoft won't lower software costs on AWS, Google clouds (https://www.techtarget.com/searchenterprisedesktop/news/252520735/Microsoft-wont-lower-software-costs-on-AWS-Google-clouds) A researcher's avatar was sexually assaulted on a metaverse platform owned by Meta, making her the latest victim of sexual abuse on Meta's platforms, watchdog says (https://www.businessinsider.com/researcher-claims-her-avatar-was-raped-on-metas-metaverse-platform-2022-5) Forget LinkedIn—Your Next Job Offer Could Come via Slack (https://www.wsj.com/articles/job-hunters-workers-use-slack-to-find-job-offers-fast-11653918510) Sheryl Sandberg will leave Meta after 14 years this fall (https://www.protocol.com/sheryl-sandberg-meta-coo) This crypto startup believes 'sex-to-earn' is the future of web3 (https://www.inputmag.com/tech/sexn-crypto-startup-sex-to-earn-web3-nfts) ExpressVPN rejects CERT-In directives, removes its India servers (https://economictimes.indiatimes.com/tech/technology/expressvpn-rejects-cert-in-directives-suspends-india-ops/articleshow/91956961.cms) MongoDB CTO on (no)SQL, Superapps, and Southeast Asia (https://future.com/mongodb-cto-cloud-providers-southeast-asia/) Google is combining Meet and Duo into a single app for voice and video calls (https://www.theverge.com/2022/6/1/23149832/google-meet-duo-combination-voice-video) This VR headset will measure a user's brain activity (https://www.pcgamer.com/this-vr-headset-will-measure-a-users-brain-activity) Tesla has to respond to increase in phantom braking complaints (https://electrek.co/2022/06/03/tesla-respond-increase-phantom-braking-complaints/) Amazon's retail CEO is resigning after 23 years (https://www.theverge.com/2022/6/3/23153327/amazon-ceo-consumer-retail-businesses-dave-clark-resigning) Zoom Hires Greg Tomb as President (https://www.globenewswire.com/news-release/2022/06/06/2457166/0/en/Zoom-Hires-Greg-Tomb-as-President.html?utm_source=newsletter&utm_medium=email&utm_campaign=newsletter_axioslogin&stream=top) Peloton hires Amazon Web Services executive Liz Coddington as new CFO in latest shakeup (https://techcrunch.com/2022/06/07/peloton-hires-amazon-executive-liz-coddington-new-cfo-latest-shakeup/) Musk accuses Twitter of 'resisting and thwarting' his right to information on fake accounts (https://www.cnbc.com/2022/06/06/musk-says-twitter-is-refusing-to-share-data-on-spam-accounts.html) ‘A new IBM': How the tech giant simplified its marketing (https://www.marketingweek.com/ibm-simplifying-marketing/) Coinbase extends hiring pause for 'foreseeable future' and plans to rescind some offers (https://www.cnbc.com/2022/06/02/coinbase-hiring-pause-for-foreseeable-future-and-will-rescind-offers.html) Evading the Big Blue Name Police (https://www.itjungle.com/2022/06/08/evading-the-big-blue-name-police/) IBM CEO explains why company offloaded Watson Health (https://www.theregister.com/2022/06/08/ibm_ceo_arvind_krishna_explains/) MongoDB fires up new cloud, on-premises releases (https://venturebeat.com/2022/06/07/mongodb-fires-up-new-cloud-on-premise-releases/) In reversal, Twitter plans to comply with Musk's demands for data (https://www.washingtonpost.com/technology/2022/06/08/elon-musk-twitter-bot-data/) OpenCost: Open Source Collaboration on Kubernetes Cost Standards (https://thenewstack.io/opencost-open-source-collaboration-on-kubernetes-cost-standards/) Kubecost launches open-source OpenCost project (https://siliconangle.com/2022/06/02/kubecost-launches-open-source-opencost-project-keep-lid-kubernetes-spending/) Datadog's 2022 State of Serverless repor (https://www.datadoghq.com/state-of-serverless/)t (https://www.datadoghq.com/state-of-serverless/) The IRS needs digital transformation (https://twitter.com/josephzeballos/status/1534189391328976897?s=21&t=uPoXtZtzX-q_GAtodVVbsg) Oracle quietly closes $28B deal to buy electronic health records company Cerner (https://techcrunch.com/2022/06/07/oracle-quietly-closes-28b-deal-to-buy-electronic-health-records-company-cerner/) Nonsense The Cast of HBO's 'Silicon Valley' Cast Explains What Real Startups Do (NSFW) (https://www.youtube.com/watch?v=5Y64UeNeiOM) WSJ News Exclusive | Justin Timberlake Sells Song Catalog to Blackstone-Backed Fund (https://www.wsj.com/articles/justin-timberlake-sells-song-catalog-to-blackstone-backed-fund-11653557400) Every person in the U.S. now receives an average of 65 packages a year. (https://twitter.com/mims/status/1529222322686672896) Spotify Podcasters Are Making $18,000 a Month With Nothing But White Noise (https://www.bloomberg.com/news/articles/2022-06-01/how-to-make-money-on-spotify-a-white-noise-podcast-could-bring-you-big-bucks) Flying ice cream? Unilever links with drone delivery service Flytrex (https://www.fooddive.com/news/flying-ice-cream-unilever-links-with-drone-delivery-service-flytrex/624541/) Texas to reclaim home of the largest Buc-ee's (https://www.kxan.com/news/texas/texas-to-reclaim-home-of-the-largest-buc-ees/) Sponsors Teleport — The easiest, most secure way to access infrastructure. (https://goteleport.com/?utm_campaign=eg&utm_medium=partner&utm_source=sdt) Listener Feedback / Jobs Tim wants you to work at Biogen as a Global DevOps Lead, Commercial & Medical IT (https://jobs.smartrecruiters.com/Biogen/743999821251393-global-devops-lead-commercial-medical-it) Walmart is hiring Principal Software Engineer - Linux Kernel in Sunnyvale, California (https://www.linkedin.com/jobs/view/2945555862) Ryan wants you to work at DataDog as the Vice President, Events and Field Marketing (https://www.datadoghq.com/careers/detail/?gh_jid=4252681) J&J Senior Algorithm Analytics Engineer in Redwood City, California | Medical Devices (https://jobs.jnj.com/jobs/2206008429W?lang=en-us) NYTimes is hiring a Staff Software Engineer - CI/CD Platform (https://nytimes.wd5.myworkdayjobs.com/Tech/job/New-York-NY/Staff-Software-Engineer---CI-CD-Platform_REQ-012710) Conferences FinOps X (https://events.linuxfoundation.org/finops-x/), June 20-21, 2022, Matt's there! DevOps Loop (https://devopsloop.io), June 22nd. Free! Coté put the agenda together. Open Source Summit North America (https://events.linuxfoundation.org/open-source-summit-north-america/), June 21-24, 2022, Matt's there! DevOpsDayLA (https://www.socallinuxexpo.org/scale/19x/devops-day-la) is happening at SCALE19x (https://www.socallinuxexpo.org/scale/19x), July, 29th, 2022 Discount code: DEVOP THAT Conference Wisconsin (https://that.us/call-for-counselors/wi/2022/), July 25, 2022 Discount code: SDTFriendsWI50 - $50 off 4-Day everything ticket Discount code:: SDTFriendsWI25 - $25 off 3-Day Camper ticket VMware Explore 2022, August 29 – September 1, 2022 (https://www.vmware.com/explore.html?src=so_623a10693ceb7&cid=7012H000001Kb0hQAC) SpringOne Platform (https://springone.io/?utm_source=cote&utm_medium=podcast&utm_content=sdt), SF, December 6–8, 2022 THAT Conference Texas Call For Counselors (https://that.us/call-for-counselors/tx/2023/) Jan 16-19, 2023, SDT news & hype Join us in Slack (http://www.softwaredefinedtalk.com/slack). Get a SDT Sticker! Send your postal address to stickers@softwaredefinedtalk.com (mailto:stickers@softwaredefinedtalk.com) and we will send you free laptop stickers! Follow us on Twitch (https://www.twitch.tv/sdtpodcast), Twitter (https://twitter.com/softwaredeftalk), Instagram (https://www.instagram.com/softwaredefinedtalk/), LinkedIn (https://www.linkedin.com/company/software-defined-talk/) and YouTube (https://www.youtube.com/channel/UCi3OJPV6h9tp-hbsGBLGsDQ/featured). Use the code SDT to get $20 off Coté's book, (https://leanpub.com/digitalwtf/c/sdt) Digital WTF (https://leanpub.com/digitalwtf/c/sdt), so $5 total. Become a sponsor of Software Defined Talk (https://www.softwaredefinedtalk.com/ads)! Recommendations Brandon: Apple Watch SE (https://www.apple.com/apple-watch-se/?afid=p238%7CsZvcBV5q2-dc_mtid_1870765e38482_pcrid_584606532877_pgrid_117189313172_pntwk_g_pchan__pexid__&cid=aos-us-kwgo-watch--slid---product-) for Tweens Coté: Matt Levine interview on (https://longform.org/posts/longform-podcast-490-matt-levine) The Longform podcast (https://longform.org/posts/longform-podcast-490-matt-levine). Photo Credits Banner (https://unsplash.com/photos/88IMbX3wZmI) ArtWork (https://unsplash.com/photos/5cFwQ-WMcJU)
”Neața la cafeluztă!” Curiosity 124 este UP! Vorbim cu pasiune despre mai toate știrile interesante din tehnologie, spațiu și știință și ne uităm cu nerăbdare spre viitor. Începem însă cu realitatea de la noi, mai precis cu copii care, contrar așteptărilor nu ”stau” doar pe TikTok și pe Instagram ci sunt pasionați de altă formă de voyeurism numită OmeTV. Dacă ești de aceeași vârstă cu noi, atunci Omeegle este traducerea liberă.După cum îi răspunde un copil din clasa a 6-a învățătoarei când e întrebat ce este OmeTV: Locul unde găsești absolut ORICE! Da, orice fel de oameni, o parte doar curioși și ușor de influențat, o altă parte, cei care nu au nici un fel de valori morale și se expun fără nici un pic de rușine în toate ipostazele posibile. E locul unde se nasc traumele pe care cu greu le mai repară psihologii peste 10-20 de ani. Este locul unde se amplifică anxietățile unui copil cu o sexualitate incertă, cu mici probleme de comunicare în familie și cu o teamă normală față de lume în general.În altă ordine de idei, Twitter și-a luat o amendă serioasă de 150 de milioane de dolari pentru colectare de date, Galaxy S23 și S24 nu vor mai veni cu procesoare Exynos, cel puțin până când Samsung pune la punct tehnologia de producție ca să concureze de la egal la egal cu Qualcomm. Spionajul e la el acasă în companiii, și apar soluții pentru combaterea lui, iar TCl dezvăluie viitorul consolelor, un PS5 Pro cu capabilități de redare 8K și un Xbox One X cu aceeași configurație și performanță.Ah, și avem și informații despre rechinii uriași care au dominat apele acum câteva milioane de ani și probabilitatea de a putea crește mușchi și organe, direct pe un exoscheleton din metal.
Weekly newsletter #82 → https://net1us.substack.com/p/weekly-newsletter-82 ・NASAの月面ミッションは民間が重要プレイヤー ・a16zが45億ドルの暗号通貨ファンドを発表 ・BroadcomがVMwareを610億ドルで買収 ・Amazonがショッピングモールから直接配達 匿名メッセージはこちらから → marshmallow-qa.com/bayareanews_n1 Twitterアカウント → twitter.com/BayAreaNews_n1 コメント、フォローよろしくお願いします! --- Send in a voice message: https://anchor.fm/net1us/message
While information security budgets are increasing, the market isn't being kind to infosec vendors and that could dampen M&A prospects. Returning guests Garrett Bekker and Brenon Daly join host Eric Hanselman to talk about those prospects and look at the implications of the huge Broadcom/VMware deal. That massive transaction has all of the hallmarks of a private equity deal and is an indicator of the shifting market dynamics that will be at play as we head back to an in-person RSA Conference.
Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis. The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each. Welcome to this week's edition of “The 6-5.” I'm Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week's show we will be talking: Microsoft Build https://futurumresearch.com/research-notes/microsoft-power-platform-released-with-new-low-code-updates-at-microsoft-build/ https://www.zdnet.com/article/project-volterra-microsoft-is-building-an-arm-dev-kit-on-the-snapdragon-compute-platform/ NVIDIA Earnings https://futurumresearch.com/research-notes/nvidia-q1-2023-earnings-hit-8-29b-quarterly-revenue-record/ https://twitter.com/PatrickMoorhead/status/1530572592372797440?s=20&t=d2QxldO2x8grlPw1bfOYEA Lenovo Earnings https://twitter.com/PatrickMoorhead/status/1530602567159275520?s=20&t=KZYRp71svS6294p_rqk_nA Marvell Earnings https://twitter.com/PatrickMoorhead/status/1530595153102065664?s=20&t=KZYRp71svS6294p_rqk_nA Dell Earnings https://twitter.com/danielnewmanUV/status/1529978005539389440?s=20&t=qu7B6ppIaS35kJihJZkK0w Broadcom/VMware https://futurumresearch.com/research-notes/seeking-diversification-broadcom-reportedly-in-talks-to-acquire-cloud-service-provider-vmware/ https://twitter.com/CNBCTechCheck/status/1529854863575760899?s=20&t=d2QxldO2x8grlPw1bfOYEA https://www.cnbc.com/video/2022/05/26/i-see-this-broadcom-vmware-deal-as-a-giant-conglomerate-play-says-moors-patrick-moorhead.html?__source=sharebar|twitter&par=sharebar https://twitter.com/PatrickMoorhead/status/1528565536841408512?s=20&t=d2QxldO2x8grlPw1bfOYEA Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.
In this week's Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impact of their research: Broadcom-VMware Might Spur More Deals; Expect Valuations to Hold -- Anurag Rana Broadcom's $61 Billion VMware Deal Fits Software, Chip Strategy -- Woo Jin Ho Energy Transition Excavates Long-Term Opportunity at Caterpillar -- Chris Ciolino EU Transnational Green Tax May Level Manufacturing Playing Field -- Clelia Imperiali Randstad 1, Adecco 0 But 2Q Is Much, Much Tougher -- Eshan Toorabally The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple's iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg's flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 119 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps. Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers. Run {BI }. The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple's iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg's flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 119 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps. Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers. Run {BI }. See omnystudio.com/listener for privacy information.
Scott Ladner, Chief Investment Officer at Horizon Investments, discusses market volatility and gives his investment outlook for 2022. Woo Jin Ho, Senior Hardware Analyst with Bloomberg Intelligence, joins the show to discuss the Broadcom-VMware deal. Denelle Dixon, CEO and executive director of the Stellar Development Foundation, discusses the crypto market and what's next for Bitcoin and other coins. Micha Kaufman, CEO and founder of Fiverr, discusses using its e-commerce platform to connect businesses with freelancers and the state of labor in the US and globally. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information.
Carl Quintanilla, David Faber and Mike Santoli discussed the markets looking to start the week on a positive note after the S&P 500 extended its weekly losing streak to seven on Friday. The anchors explored which sectors could help turn the tide. They also reacted to President Biden's comments on the economy: He said a recession in the U.S. is not inevitable. On the M&A front: sources say chipmaker Broadcom is in advanced talks to acquire VMWare, whose shares surged on that news. Also in focus: Starbucks decides to exit its Russia business, What Jamie Dimon said at JPMorgan Chase's "Investor Day", and Tesla shares down 40% since Elon Musk disclosed his stake in Twitter last month. Is Tesla a buying opportunity?
Sylvia Jablonski, Chief Investment Officer, Co-Founder at Defiance ETFs, discusses ETFs, inflation, investment strategies, and outlook for a recession in the US. Randy Schwimmer, Co-head of Senior Lending at Churchill Asset Management, talks about markets, inflation, and the economy amid global uncertainty. Liz McCormick, Chief Correspondent: Global Macro Markets for Bloomberg News, discusses volatile markets and the S&P touching bear territory Friday. Woo Jin Ho, Senior Hardware Analyst with Bloomberg Intelligence, joins the show to discuss the Broadcom-VMware potential deal. Hosted by Paul Sweeney and Kriti Gupta. See omnystudio.com/listener for privacy information.
Bloomberg's Emily Chang brings the latest from the Bloomberg scoop on Broadcom's potential acquisition of cloud-computing company VMware as soon as this week. Plus, Adobe CEO Shantanu Narayen's thoughts on the tech selloff. See omnystudio.com/listener for privacy information.