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ChannelBuzz.ca
Red Hat’s Kennedy on why the swim lanes are gone – and what the partner program looks like now

ChannelBuzz.ca

Play Episode Listen Later Aug 26, 2026 32:26


Kevin Kennedy, vice president of global partner ecosystem at Red Hat The channel has fundamentally changed – and for a long time, Red Hat‘s partner program hadn’t caught up. That’s the candid starting point for Kevin Kennedy, who joins In The Channel this week fresh off his appointment as Red Hat’s vice president of global partner ecosystem. Kennedy’s career spans just about every layer of the channel – direct sales at IBM and Xerox, close to a decade at Arrow Electronics, and leadership roles at VCE, Dell EMC, and TD SYNNEX before joining Red Hat in 2022. That perspective shapes how he talks about the shift from a model built on clear “swim lanes” – where resellers, services partners, and software sellers all stayed in their own lanes – to the multi-partner, collaborative engagements that define how business gets done today. “It’s really hard to even define a partner today,” Kennedy says. “We can’t go to market by ourselves any longer.” Red Hat’s program refresh responds to that reality with a bifurcated incentive structure: front-end rewards for individual sellers at the deal level, and back-end incentives for firms making deeper investments in Red Hat competencies. Kennedy is direct about what drove the change: “We were putting all of our rewards around the resell of our products. And that ship had sailed.” The conversation also covers the Broadcom/VMware disruption as a modernization opportunity rather than a rip-and-replace play, where AI realistically fits in the partner revenue picture right now, the evolving role of distribution as an ecosystem aggregator, and – for Canadian partners specifically – the growing urgency of data sovereignty as a go-to-market factor. And Kennedy offers a memorable frame for Red Hat’s long-term platform ambition: “Red Hat inside” – the idea that Red Hat increasingly underpins solutions partners build and customers buy, whether or not the name is on the box. Read Full Transcript Robert Dutt: Hello and welcome to In The Channel from ChannelBuzz.ca, bringing news and information to the Canadian IT channel community for the last 16 years. I’m Robert Dutt, editor of ChannelBuzz.ca and your host for the show. My guest today is Kevin Kennedy, vice president of the global partner ecosystem at Red Hat. Kevin’s career spans just about every seat in the channel: direct sales at IBM and Xerox; the better part of a decade, on and off, at Arrow Electronics; leadership roles at VCE and Dell EMC; and then about five years running advanced solutions at Tech Data and TD SYNNEX before coming to Red Hat in 2022. That’s a resume that takes you from carrying a bag, through distribution leadership, to vendor-side ecosystem strategy. That full-channel perspective shapes how he thinks about the partner business in ways that are pretty evident in this conversation. Red Hat recently named him the permanent head of its global partner ecosystem, and the word “ecosystem” in that title is deliberate, as you’ll hear. We get into how the partner business has fundamentally shifted from the old swim-lane model to something much more collaborative and complex; what Red Hat is changing in its partner program and why; the VMware modernization opportunity; where AI realistically fits in the partner revenue story right now; and what data sovereignty means for Canadian partners specifically. Let’s get right into it, my chat with Kevin Kennedy. Robert Dutt: Kevin, thanks for taking the time. I appreciate it. Kevin Kennedy: Thanks for having me, Rob. I appreciate being here. Robert Dutt: You’ve been in so many different seats facing the channel, from starting in direct sales at IBM and Xerox, to distribution, and now, of course, the vendor side. I’m curious: when you look back at the arc of the channel, as it were, over that time, what’s the biggest way the partner business has changed since you started looking at it and watching it closely? Kevin Kennedy: That’s a great question, because there has been a significant evolution, that’s for sure. I think it starts with the definition of what a partner is. It used to be that you had very clear swim lanes. You had resellers, you had services partners, and you had people who always sold software or people who always sold hardware. Everybody had their individual lanes, and that was predominantly the way the channel made money: through the resale of all those things. If you fast-forward to today, it’s completely different. It’s really hard to even define a partner today. You can’t put them in one camp. Take a larger partner like WWT, for example. It used to be the preeminent reseller for a myriad of OEM lines. Today, that may be just a portion of its business. If you look at its total bottom-line profitability, I would say the vast majority of that comes from the services it offers and the contracts it manages for very large customers. Partners have evolved. We used to be able to go sell something individually. With the complexity that now exists in technology and the solutions that customers are demanding, we can’t go to market by ourselves any longer. We’re forced to collaborate and build relationships outside of our historical domains in order to present a customer with a holistic solution that’s going to drive the outcomes or efficiencies they demand. I think all of that dynamic is great. We talked about multi-partner engagement for decades and couldn’t get it to work because, realistically, we were all competing for the same nickel. If I went into a customer with you, likely one of us would get cut out of that deal or eventually be eased out. Today, that’s not true. We’re really dependent on each other. You bring your strengths to the table, I bring mine to the table, and those combined strengths are what the customer is going to realize. I think that’s the exciting component that’s really changed dramatically, especially over the last 10 years, and even more so over the last five. Robert Dutt: That speaks to the fact that you’re coming in as vice president of the global partner ecosystem, rather than vice president of channel sales or vice president of partner programs. I’m guessing, especially from that latter point about the co-sell and multi-partner arrangement becoming much more accepted and more of a default, that it’s a meaningful and purposeful distinction. What changes day to day when you call it an ecosystem, or when you think of it as an ecosystem, rather than a channel? Kevin Kennedy: I think your point is well made. The title and our nomenclature – ecosystem versus channel, or ecosystem versus partner – are intentional. Again, it goes back to illustrating the necessity of multiple people with varying levels of expertise in a variety of domains. All of them are required to bring a customer a solution and drive an outcome. It actually makes things more complex in some regards. From my lens, at the end of the day, what do we want to sell? We want to sell Red Hat products and our platforms into a customer. In years gone by, that might have been a much more simplistic arrangement. Our sales teams would call on a customer, represent only what we’re good at, and get that deal done. That no longer remains the case. I have to make sure we’re selling the value of Red Hat’s portfolio not just to the customer. I’ve also got to make sure the systems integrator sees how we can bring value to the solutions they’re going to represent to their customer base. I’ve got to represent the value of Red Hat to the hyperscalers – why they should care about us and how we may drive consumption in their marketplaces. I’ve got to bring value to the distributors and explain why they want to put resources around our product portfolio. I need to show them how our portfolio is going to help accelerate some of the more profitable lines they represent. On one hand, the ecosystem model illustrates the necessity for all of us to come together. On the other hand, it invites complexity from a go-to-market standpoint because everybody’s my customer. That’s traditionally been true in distribution, where a lot of my heritage comes from. We used to have the adage that we’re nobody’s customer and everybody’s customer, because I have to constantly sell the value of why we exist and why we should matter to you, and how we can help you be successful. Robert Dutt: That must make it an interesting challenge to structure programs when it’s no longer as simple as, “You are a reseller, therefore you fit in box A.” Now you’ve got to get creative with your programs and incentives in order to keep partners excited about what you’re doing, engaged with your platforms, and recognizing where you’re headed and why that might be valuable to them. Kevin Kennedy: I’ve got to construct a program with incentives that look at presales and the whole customer-management lifecycle. It’s no longer just, “We’ve got a product and a contract for that product that’s going to be sold.” Now I’ve got to think about adoption. I’ve got to think about how we make that product more pervasive through an organization. I’ve got to ensure that everything we said was going to be done when we presented the solution is actually coming to fruition, so the customer sees a return on that investment. If they don’t, I’m going to be a one-and-done. If they do, it’s going to give me an opportunity to have conversations around other things we can bring to bear that might provide similar or even better outcomes than what they did initially with us. Robert Dutt: When you did the program refresh, you said it was built around simplicity, predictability and profitability – three words that come up a lot in channel chief conversations, for obvious reasons. I don’t think those are unique to Red Hat, but along with what you’ve already touched on, what did you see or hear from partners about what they were experiencing that made those changes the priority at this time? Kevin Kennedy: That’s a good question. When I joined Red Hat, I observed that we weren’t necessarily meeting partners where they were. We were still thinking about the way things had been in years gone by. We were typically putting all of our rewards – and, by the way, they were plentiful – around the resale of our products. That ship had sailed. The ecosystem had evolved considerably, but we hadn’t necessarily evolved with it. What we tried to do, especially with the incentives we launched in January, was meet partners where they are. That means we have to bifurcate our incentive structure. We’ve got sellers at those partner organizations, and we need to make sure we’re targeting incentives on the front end, at the deal and transaction level, to get them excited about moving Red Hat products. Primarily, I look at that as a great opportunity for customer acquisition. There are a lot of places where we haven’t been, and those sellers are going to be able to introduce us to those customers. They have respected and long-tenured relationships that are going to help us land our objectives, which is to have the Red Hat portfolio consumed there. Similarly, we’ve got to make sure we’re incentivizing the firms to make the investments necessary to upskill their people and ensure they have the technical requirements and technical capabilities to deliver our solutions. We’re showing them a path from whatever managed services they currently provide in the enterprise to how they can include Red Hat as part of that. That’s going to be accretive to their service capabilities and to their profitability. We’re ensuring that we have both the front end and the back end covered. Again, we’re meeting partners where they are in the market, rather than saying that we only care about what they’re going to do for us from a product standpoint. We recognize that services are probably the most profitable component of their business. How do we translate the sale of our products into an increase in their services business, which is going to be accretive to their overall profitability? Robert Dutt: The nice part about that approach, even if you are coming from playing catch-up a little bit, is that there isn’t quite as much need to educate or incentivize partners to come around to where you’re going. You’re setting it up based on where they’re at today. Kevin Kennedy: Exactly. Recognizing that partners need a lot of hand-holding and a lot of our Red Hat engagement isn’t necessarily true. In many cases, partners have a level of sophistication that’s beyond what we would even address in a traditional enablement program. Now it’s about leveraging all those skills and competencies and translating them into what that means for Red Hat and how that accelerates adoption of our portfolio. From a partner standpoint, what does our portfolio mean to them in terms of plugging into what they’re already doing from a go-to-market standpoint? It puts more bullets in the gun when they’re talking to a customer. Robert Dutt: One of the areas of opportunity right now has to be the whole Broadcom-VMware situation, which has created a lot of disruption for partners, customers and pretty much everyone. Red Hat is obviously positioned well in that space, but capturing the opportunity through the channel is different from simply having the right technology on the shelf. How are you helping partners have that conversation with customers, especially those who are frustrated and interested in other options but aren’t necessarily ready to make the big jump? Kevin Kennedy: When the whole Broadcom situation first transpired, I think we all saw it as a generational opportunity to make a land grab. We all had varying degrees of success. And when I say “we all,” I don’t just mean Red Hat, but others that play in this space as well. Where we’ve seen a tremendous acceleration in our opportunity is by changing the conversation. When we go out with one of our partners and talk to customers about what they’re doing from a virtualization perspective, it’s no longer simply about moving off VMware onto Red Hat, for instance. It’s about modernization. It’s about making sure that the customer is prepared for its technology journey – moving from virtualization and modernizing its data centre toward the AI conversation that I’m sure we’ll get to in a moment. Red Hat and our partners can help customers on that journey and accelerate it without requiring a rip-and-replace approach or a complete transformation of their entire infrastructure. They can leverage the things they may do with us today to move off VMware and into a more modernized, virtualized, containerized and Kubernetes-based environment. That prepares them to take the next step into AI. It’s not a step back. It’s not a step sideways. It’s a step forward from their initial investment with us. Robert Dutt: It is 2026, and we’ve been talking for 12 or 13 minutes now, so I am legally required to ask an AI question at this point. You’ve been pretty straightforward in saying that virtualization, automation and hybrid cloud are still the real revenue drivers, while AI is more of a near-future opportunity. I respect that honesty, and I think it probably maps closely with what partners are telling you about where they are today. But where does that leave the partner who’s getting pressure from customers to have an AI story right now? Do you lead with the infrastructure story, or do you lead with AI and then backfill toward virtualization, automation and hybrid cloud? Kevin Kennedy: I think we lead with the hybrid modernization and automation play first, and then segue into the AI discussion. Part of what we’ve seen over the last year, especially, is the need to separate AI reality from AI hype. Everybody talks about AI, and I think the pockets of success have come from partners who are listening to customers and giving them the counsel and advice that they don’t need to boil the ocean. Let’s start with some very specific processes that the customer could look to automate by leveraging AI technology and Red Hat technology. Then the customer will be able to see an immediate win and a return on that initial investment. From there, we can see where to grow. For most customers, it’s not too different from us as consumers. We think of AI and ChatGPT, and all of these things where we’re going to be able to ask a whole bunch of questions and get smart answers back to help inform us about where to go. For a lot of customers, that’s debilitating. They don’t even know where to start. The whole thing is a massive labyrinth of issues they’re trying to sort through. Every partner that can go in and provide consultative advice – saying, “We don’t need to look at everything. Let’s start with some very direct things that you say require a lot of manual intervention or take up a lot of cycles” – can leverage AI technology to circumvent a lot of that. They can make processes that took weeks or months translate into hours or minutes. What productivity increase do you see as a result? That’s an immediate win and a return on the initial investment. I think the partners that understand what collaboration looks like in this space are also going to be successful, because AI forces us to talk to others and play well with others. Even for us, we’ve enjoyed a lot of recent announcements around collaborative partnerships with NVIDIA, Dell, Cisco and others. We’re doing these things together. It’s not because we each woke up one day and said, “I really want to build a partnership with NVIDIA,” or, “I really want to build a better partnership with Cisco.” We were forced to have those conversations because of the outcomes customers expect. We realized that while we have a really important and robust piece of the solution, it’s only a piece of the pie, and the customer wants the whole pie. How do we orchestrate and architect it together so that we collaborate and go to the customer together and say, “Here’s what we can do for you. Here’s your whole pie”? Robert Dutt: You spent years on the distribution side, as you said earlier. A lot of your career was spent there. Now you’re managing some of those same companies, or the companies they’ve become over time, as a vendor. I’m curious: has your background in distribution changed what you actually ask of distributors, or what you think vendors typically ask of distributors but either shouldn’t or should ask more of? Kevin Kennedy: I tell anybody who wants to be involved in the ecosystem that if you’ve worked in distribution, that’s your MBA of channel engagement. You learn so much because, when I was at TD, for instance, I was doing business with every major OEM in the world, each with different expectations and demands. I was running a business on basis points. Understanding how to get the greatest efficiencies in the sales model and how to reap the greatest amount of profit in order to continue investing in the business prepared me better for the ecosystem role I have today. Even when I got to Red Hat, I think the way we leveraged distribution was much more traditional. We appreciated distributors for the financial piece they brought to the equation. That continues to be a critical thing that distribution adds to technology in general: they’re a financial backbone for a lot of the investments we’re all making. But distributors were also viewed as providing logistics and operational efficiencies. While that’s still part of what they do, it’s just a small part of what they do today. I look at distributors as aggregators. We talked about how one, two, five or seven partners may touch every transaction a customer buys. There’s no better place to bring all of that together than within distribution. Distributors have developed their own great level of sophistication. They’ve got technical expertise across multiple vendor lines. They’ve made tremendous investments in AI on their own, and they have specialists who are trained, competent and capable. I’m leaning on them to do a lot of the enablement for me. When I look at how we go to market with all these different partner types – whether it’s hyperscalers, OEMs, GSIs or ISVs – I can go to distribution, which is also doing business across all those same partner types, and say, “How do we work more effectively together to develop a really cohesive go-to-market strategy?” The distributor is the aggregator. It can go to the partners we all share in common – the WWTs, CDWs, Softchoices and Mobias of the world – and say, “How can you bring all this together for us to present to these partners, so they can go talk to a customer and have a holistic solution to put in front of them?” Distributors represent that capability for me. We’re leaning in hard with distribution, certainly on the legacy and traditional things they bring to bear, but more importantly on the forward-looking investments they’re making in their own enterprises that are going to help accelerate partner adoption of our solutions. Robert Dutt: Close to home, data sovereignty is a major issue for Canadian organizations right now. Between government guidance and some muscle being put behind that, there’s a growing concern about where data resides and the whole CLOUD Act question. Do you see that showing up in partner conversations in Canada, and how does Red Hat’s story change in that context, if it does? Kevin Kennedy: It’s a prevalent and very relevant conversation today in Canada, certainly in EMEA and APAC – essentially everywhere outside of the United States. It’s forced us to re-evaluate how we’re going to market in those environments. It changes the perspective on simply talking about the hyperscalers. It changes the perspective on what a sovereign cloud looks like and who the players are. It’s introducing us to players in spaces such as telecom, where telcos are now looking more like the sovereign cloud providers of the future. How do we build a secure solution, working on a public cloud, private cloud or sovereign cloud provider, that will be required – especially in government and GOE spaces – and provide them with the opportunities they’ll need in the future? It started to emerge perhaps at the end of last year, but it’s now a massive topic of conversation with us, and I think that’s going to continue. When we talk about AI, this is going to be a big component as well. How do we protect this data, and how do we have it reside in a secure environment that’s critical to government agencies and how they operate every day? Robert Dutt: Do you see Red Hat partners as having a major untapped or under-realized opportunity right now? Kevin Kennedy: I still think virtualization is a major, major untapped market. We’re hot on the customer-acquisition trail. Traditionally, we’ve grown through established customer relationships that have been great to us over the years. We’ve made mutual investments in those relationships, and we’re certainly going to continue that. But we’ve got to find new business. I think AI is the accelerant in that. It gives us a forum for conversations around what we’ve built. Anybody who has made an investment in our core portfolio has a springboard to get to where they want to go relative to AI. The partnerships I referenced with NVIDIA, Cisco, Dell, HPE and others are great catalysts for opening discussions with customers who perhaps didn’t know Red Hat before. I sometimes think about it this way – and this is probably an oversimplified way to put it – but for years we all bought laptops that ran on Intel chips. “Intel Inside” was a great marketing ploy for a whole host of reasons. I kind of see Red Hat that way a little bit: Red Hat inside. We’re going to be the underpinning of a lot of solutions that customers are going to buy in the future. They may not even know that Red Hat is running in there, and I’m not sure that we care. We want to be that secure platform that provides mobility from the cloud to on-premises environments, with seamless motion back and forth. We want to provide the level of security that’s going to be required, whether that’s in a sovereign environment or in our current state, where data security is the utmost concern. We want to be the underpinning that allows all that stuff to run effectively and efficiently, and gives customers portability and an open concept. Whether or not the customer actually knows Red Hat is there, I’m not sure that matters that much to us from the customer lens. It matters more in terms of how we’re going to work with some of the other partner routes we’ve talked about, especially given the ecosystem discussion. Robert Dutt: I’m curious what you’d like to see partners doing more, better or differently for the benefit of Red Hat, yes, but especially for their own businesses and where the business is going. Kevin Kennedy: I want to be a catalyst for them to sell autonomously. I think OEMs have often seen themselves in an outsized role when it comes to going to market with partners. We’ve acted as though partners need us in order to deliver the solution, or need a Red Hat badge in order to get validated by the customer. Certainly, there may still be an element of that, but I’ve found that partners’ customer relationships and the trust they’ve already earned with those customers supersede our need to be necessarily involved. I’m looking at ways to pour gasoline on that fire. How can I get out of the way and let partners move at a quicker pace than they may have in the past? Certainly, we’re part of the solution. We want to make sure partners have everything necessary, whether that’s training, enablement, demo equipment, proofs of concept or executive briefing centres – whatever they need to ensure they have the utmost confidence to position a solution that contains Red Hat products in the best light with the customer. But we know partners don’t need our help to have that sales conversation. They don’t necessarily need our help to deliver the services after the sale, to do the migration or to provide managed services, because they already have that expertise. We just need to make sure they feel confident that they can incorporate us into that motion. That’s really my focus, even from an ecosystem program standpoint. I want to put the incentives in a place that accelerates all the things partners are already good at and simply includes us in that motion. Robert Dutt: It sounds from those last couple of answers that you’re quite happy being the underpinning, the foundation behind either the customer solution or the partner’s sales motion. How does that shape what you’re focused on personally and program-wise in terms of what partners can expect from you and from Red Hat over the balance of the year and beyond? Kevin Kennedy: My mantra has been to do more with less. What I mean by that is that the partners who already fit the profile I’ve been describing – those with core competencies and skills, strong market presence, tremendous customer relationships, and investments in upskilling their people with the technical and sales expertise to represent Red Hat well in the marketplace – are the partners I want to invest in to a high degree. The partners who may traditionally have just wanted to put our logo on their website and clicked through to become a partner because they wanted to resell or perform more fulfilment activities – that’s great, and I still want to welcome those partners. But those are not the partners around whom I’m going to build programs or in whom I’m going to invest heavily. They’re not the partners where I’m going to continue putting direct resources side by side with them to win in the marketplace. I want to go deeper and wider with fewer partners who have the investments and skills necessary to bring customers the outcomes and efficiencies they’re looking for. Robert Dutt: That’s a great place to leave it. Kevin, thank you very much for taking the time. Kevin Kennedy: Thank you for having me. It’s been a great time, and I appreciate the opportunity. Robert Dutt: There you have it, Kevin Kennedy from Red Hat. I’d like to thank Kevin for his time today. He’s someone who has thought seriously about how this business actually works from multiple vantage points, and that comes through. Thanks for listening as well. A couple of things I’m taking away from this one. The “Intel Inside” framing that Kevin used – the idea that Red Hat is increasingly going to be the underpinning of solutions that customers buy and partners build, without necessarily being the name on the box – is a significant strategic statement. It’s a bet that being foundational is worth more than being front and centre. It’s worth watching how that plays out for partners who are building practices around Red Hat technology, or potentially are. And the ecosystem-versus-channel distinction doesn’t come off as just a title change. When you’re talking about a single customer engagement that might bring together a cloud provider, a services integrator, a software specialist and a reseller, all at the same table, the question of how you build a program and reward structure around that is unsolved across the industry. Red Hat is working on it, but so are a lot of other people. For Canadian partners specifically, the data sovereignty conversation is one to pay attention to. Kevin was candid that it’s reshaping how Red Hat thinks about going to market outside the United States, and the Canadian regulatory environment is only going to make that more pressing over the next few years. If you found this useful, please follow or subscribe wherever you get your podcasts. We’re on Apple Podcasts, Spotify, YouTube and most major directories. Ratings and reviews are always appreciated. Until next time, I’m Robert Dutt for ChannelBuzz.ca, and I’ll see you in the channel.

ChannelBuzz.ca
ICYMI: Sherweb goes global, Broadcom’s VMware reckoning arrives, and the commercial refresh just got more expensive

ChannelBuzz.ca

Play Episode Listen Later Mar 30, 2026 7:06


RSA week may be over, but the Canadian channel news cycle kept moving. Four stories this week that deserve your attention heading into April. Sherweb goes global Sherbrooke-based cloud distributor Sherweb secured a $125 million minority equity investment from Investissement Quebec — the company’s first outside investment in 28 years of bootstrapped operation. The investment follows Sherweb’s expansion into the UK market, targeting over 11,000 MSPs, built on the acquisition of Irish distributor MicroWarehouse. CRN’s interview with Sherweb’s co-CEO confirms AI marketplace expansion and M&A ambitions. Broadcom’s VMware reckoning March 31 marks the VCSP program termination deadline in Europe. CISPE filed a formal antitrust complaint with the European Commission (Reuters). Broadcom “strongly disagrees”. VMware’s Krish Prasad told CRN there’s a “huge VCF tailwind” from memory shortages, pitching VCF 9.0 as a software solution to the hardware crisis. Independent analyst firm Virtified found roughly half of VMware users plan to reduce usage by 2028. The silicon squeeze Intel’s David Feng says Panther Lake will help regain commercial PC market share while also confirming ~10% OEM CPU price increases. AMD is signaling GPU price increases of at least 10%, driven by the same DRAM supply crisis. The AI governance gap Auvik’s 2026 IT Trends Report: 67% of IT pros are optimistic about AI, but only 5% say it’s core to operations. 76% of IT leaders believe an AI policy exists — only 42% of help desk staff agree. OpenText and the Ponemon Institute: 52% of enterprises have deployed GenAI, but 79% lack full AI maturity in cybersecurity. Two independent studies, same week, same conclusion: AI adoption is outrunning governance. Read Full Transcript Hello and welcome to In Case You Missed It from ChannelBuzz.ca. I’m Robert Dutt, editor of ChannelBuzz.ca, and this is your weekly look at the stories that matter for the Canadian IT channel community. March 30th, 2026. Four stories this week. A Sherbrooke cloud distributor goes global after 28 years of bootstrapping. Broadcom’s VMware reckoning arrives just in time for a March 31st deadline. Intel and AMD both signal price increases that will squeeze your clients’ hardware refreshes. And two independent reports paint the same uncomfortable picture about where enterprise AI adoption actually stands. Let’s get into it. We’re starting this week with a feel-good Canadian story, and it’s a big one. Sherweb, the Sherbrooke, Quebec-based cloud marketplace distributor, has secured a $125 million minority equity investment from Investissement Quebec. And here’s the detail that makes this significant: this is Sherweb’s first outside investment ever. The company has been bootstrapped and founder-owned since 1998. Twenty-eight years without a dollar of outside capital. This comes on the heels of Sherweb’s expansion into the UK market, where they’re targeting over 11,000 MSPs. That move was built on their acquisition last year of Irish cloud distributor MicroWarehouse, so they’re not just parachuting in — they’ve got a beachhead. Put those two announcements together and the picture is clear. This isn’t a company raising money because it needs to. This is a company that’s been profitable for nearly three decades, deciding it’s time to go global, and bringing in a strategic partner to fund the expansion and, notably, M&A. CRN’s interview with Sherweb’s co-CEO made the ambitions explicit: AI marketplace expansion and acquisitions are on the table. For Canadian partners, this is worth watching. Sherweb has been a reliable, partner-first distributor for a long time. The question now is whether they can scale that model internationally without losing what made it work. Now for a very different kind of story. The Broadcom VMware saga has been building for months, and this week several threads converge at once. March 31st is the deadline for Broadcom’s termination of the VMware Cloud Service Provider program in Europe. CISPE, the European cloud infrastructure providers group, filed a formal antitrust complaint with the European Commission on March 19th, calling Broadcom’s actions — and I’m quoting here — a “death sentence” for smaller cloud providers. They’re asking for interim measures to block the shutdown while the complaint is investigated. Broadcom’s response, per CRN, was that they “strongly disagree” and that the complaint “misrepresents the realities of the market.” Meanwhile, Broadcom is making a very specific pitch to customers. Krish Prasad, who heads the VMware Cloud Foundation division, told CRN — and again, direct quote — “We have essentially solved the hardware shortage and the hardware cost issues with a software solution.” The argument is that VCF 9.0’s advanced memory tiering lets you offload expensive DRAM to cheaper NVMe storage, so the memory super-cycle becomes a reason to buy more VMware, not less. Prasad called it a “huge VCF tailwind.” Here’s the irony, and it’s hard to miss. Broadcom is simultaneously telling customers they need VMware more than ever to survive the hardware crunch, while pushing licensing and program changes that are driving those same customers to look for alternatives. And the data on customer sentiment is now documented. Independent analyst firm Virtified, founded by former Gartner VP Michael Warrilow, surveyed 450 VMware users across 14 countries and found roughly half plan to reduce their VMware usage by 2028. That’s not channel chatter. That’s documented customer intent. Whether the EU complaint gains traction or not, the market is speaking. Speaking of hardware getting more expensive — let’s talk silicon. Intel had an interesting week. Their VP David Feng told CRN that the new Core Ultra Series 3 “Panther Lake” chips will help Intel regain market share in commercial PCs. The pitch: Panther Lake brings meaningful AI processing capabilities to the commercial fleet. This is Intel’s play to win back ground they’ve lost to AMD and Apple Silicon in the enterprise. On the other hand — and this is from the same executive, same week — Intel confirmed it’s raising CPU prices for OEMs by roughly ten percent. Supply crunch, rising component costs, tariff pressure. The usual 2026 cocktail. So Intel is counting on a commercial PC refresh cycle to reclaim market share, while simultaneously making that refresh more expensive for everyone involved. And lest you think this is Intel-specific — AMD is also signaling GPU price increases of at least ten percent in 2026, driven by the same DRAM supply crisis. For partners helping clients plan hardware refreshes right now, the message is straightforward: budget accordingly, and budget up. The cost pressure is structural, not temporary. We’ll close this week with some data, and it tells a story every MSP needs to hear. Auvik released their 2026 IT Trends Report this week. The headline finding: sixty-seven percent of IT professionals are optimistic about AI. But only five percent say AI is actually core to their operations today. Five percent. That is an enormous gap between enthusiasm and reality. The governance picture is even more striking. Seventy-six percent of IT leaders believe their organization has an AI policy. Only forty-two percent of help desk staff agree. That’s not a gap, that’s leadership and the front line living in completely different realities about whether the rules even exist. Auvik also found that 61 percent of organizations discover unauthorized SaaS applications at least monthly. Shadow IT is not a hypothetical — it’s a standing Tuesday meeting. And these findings aren’t isolated. The same week, Waterloo-based OpenText released a Ponemon Institute study of nearly 1,900 IT and security practitioners. Fifty-two percent of enterprises have deployed GenAI. But seventy-nine percent haven’t reached full AI maturity in cybersecurity. Only 41 percent have AI-specific data privacy policies. Two independent studies, same week, same conclusion: AI is being deployed faster than organizations can govern it, secure it, or even agree on whether governance exists. For MSPs, this is the opportunity in neon lights. Your clients are adopting AI. They think they have policies. Their front-line staff disagrees. Someone needs to fill that gap. That’s your In Case You Missed It for March 30th, 2026. Sherweb going global, Broadcom’s VMware reckoning, the silicon squeeze, and the AI governance gap — confirmed from two independent angles. Links to everything we talked about today are in the show notes at ChannelBuzz.ca. If you’re finding this useful, subscribe wherever you get your podcasts — Apple Podcasts, Spotify, YouTube, most directories. Ratings and reviews always help us out. I’m Robert Dutt for ChannelBuzz.ca. I’ll see you in the channel.

Cables2Clouds
2025: Year in Review

Cables2Clouds

Play Episode Listen Later Dec 31, 2025 38:18 Transcription Available


Send us a textThe year felt like it stretched on forever, and in that extra space the networking world reshaped itself. We traded weekly cadence for deeper focus, shipped an AWS Advanced Networking book that the community embraced, and then watched the landscape pivot as vendors consolidated, clouds connected to each other, and AI hype met the hard edges of security and reliability.We dig into the acquisition wave with clear eyes: Arista picking up VeloCloud from Broadcom and what that means for SD‑WAN customers; HPE's Juniper deal clearing regulatory review and the open questions around Mist and portfolio strategy; and why Broadcom–VMware didn't trigger instant mass migrations, even as budgets and CSP support shifted. Then we chart the most surprising turn—AWS and Google offering a cross‑cloud link that's not a one‑off database play, but a general connective fabric. If pricing trends toward pipe capacity rather than per‑GB egress, multi‑cloud networking stops being a niche product pitch and becomes an operator reality. We even explore the idea of a Cloud Exchange Point, where automation snaps providers together at scale.AI was everywhere and still uneven. We call out real wins—friendlier automation workflows and eBPF‑powered visibility via Cisco's Isovalent acquisition—while laying out the unsolved work: agentic AI with least privilege, auditable actions, and enforceable data boundaries. Until those controls are standard, enterprises will limit autonomy and keep AI close to expert hands. Against the constant layoff drumbeat, we offer direct advice: build skills across cloud interconnects, Kubernetes networking, and eBPF telemetry; document outcomes in the language of cost and risk; and lean into community for opportunities and perspective.If you want a no‑nonsense guide to what changed, what actually matters, and how to prepare for a faster 2026, this one's for you. Subscribe, share with a teammate who needs signal over noise, and drop your take: which shift will shape your architecture next year?Purchase Chris and Tim's book on AWS Cloud Networking: https://www.amazon.com/Certified-Advanced-Networking-Certification-certification/dp/1835080839/ Check out the Monthly Cloud Networking Newshttps://docs.google.com/document/d/1fkBWCGwXDUX9OfZ9_MvSVup8tJJzJeqrauaE6VPT2b0/Visit our website and subscribe: https://www.cables2clouds.com/Follow us on BlueSky: https://bsky.app/profile/cables2clouds.comFollow 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/iaatj

GreyBeards on Storage
173: GreyBeards Year End 2025 podcast

GreyBeards on Storage

Play Episode Listen Later Dec 29, 2025 41:13


Once again in 2025, AI was all the news. We are seeing some cracks in the NVIDIA moat but it's early yet. Broadcom VMware moves and DRAM sky-high pricing sort of round out the year for us. Listen to our YE podcast to learn more.

ai year end nvidia ye dram broadcom vmware greybeards
Pricing Friends
Technologie und Pricing mit Alexander van der Steeg: Zwischen Cloud, Kosten und Kontrolle – wie beeinflusst Technologie Preise? (#097)

Pricing Friends

Play Episode Listen Later Oct 30, 2025 60:55


Was passiert eigentlich auf der anderen Seite des Tisches, wenn Softwareanbieter ihre Preise erhöhen? Dr. Sebastian Voigt spricht mit Alexander van der Steeg, CTO von EntekSystems, über Softwarekostenkontrolle, Lizenzmanagement und die wachsende Preismacht großer Anbieter. Alexander erklärt, warum viele Softwarefirmen Flexibilität heute gezielt monetarisieren, wie indexbasierte Preismodelle funktionieren und weshalb Preissteigerungen oft versteckt in Tokens, Laufzeiten oder Feature-Paketen stattfinden. Er zeigt an Beispielen wie Microsoft (+25 % auf Teams), Adobe und Broadcom/VMware (+1000 %), wie stark Technologie die Preisgestaltung verändert und welche Folgen das für Unternehmen hat. „Ich finde, dass der Kunde eigentlich aus dem gesamten Portfolio auswählen sollte und es nur eine Metrik geben sollte, die ihm totale Transparenz gibt“, sagt van der Steeg im Gespräch. Außerdem geht es um den Trend zur digitalen Souveränität, die Renaissance von On-Premise-Lösungen und die Frage, warum CTOs zunehmend auch zu CFOs ihrer digitalen Assets werden. Über den Gast Alexander van der Steeg ist CTO der EntekSystems GmbH in Haibach bei Aschaffenburg. Mit Inventory360 entwickelt das Unternehmen eine Plattform für IT-Asset- und Software-Lizenzmanagement, die Unternehmen Transparenz über ihre IT-Landschaft verschafft und Softwarekosten steuerbar macht. Zuvor war Alexander Head of IT bei der TB International GmbH und leitete die Softwareentwicklung bei der Dedere Deutschland GmbH. Er verfügt über mehr als 15 Jahre Erfahrung in Full-Stack-Entwicklung, IT-Betrieb, Cloud-Architektur und DevOps und verfolgt mit EntekSystems das Ziel, IT-Management, Preis- und Vertragskontrolle auf eine gemeinsame datengestützte Basis zu stellen.

ScanNetSecurity 最新セキュリティ情報
約 4 割が代替ソリューションへの移行を「進行中 / 検討中」~ Broadcom による VMware 買収とライセンス改定

ScanNetSecurity 最新セキュリティ情報

Play Episode Listen Later Sep 28, 2025 0:08


 ジェイズ・コミュニケーション株式会社は9月24日、「金融機関のセキュリティ移行」に関する実態調査の結果を発表した。

broadcom vmware
Jon Myer Podcast
Ep#240 Democratizing the Cloud: Is Private Cloud making a comeback?

Jon Myer Podcast

Play Episode Listen Later Sep 24, 2025 31:28


In this episode of the Jon Myer Podcast, we dive deep into the cloud infrastructure revolution with Todd Robinson, Founder and President of OpenMetal. As businesses grapple with escalating cloud costs and vendor lock-in, Todd shares how open-source technologies are leveling the playing field.

Jon Myer Podcast
Ep#240 Democratizing the Cloud: Is Private Cloud making a comeback?

Jon Myer Podcast

Play Episode Listen Later Sep 24, 2025 31:28


In this episode of the Jon Myer Podcast, we dive deep into the cloud infrastructure revolution with Todd Robinson, Founder and President of OpenMetal. As businesses grapple with escalating cloud costs and vendor lock-in, Todd shares how open-source technologies are leveling the playing field.

Next in Tech
Broadcom VMware Explore Conference

Next in Tech

Play Episode Listen Later Sep 9, 2025 27:10 Transcription Available


The annual gathering on infrastructure virtualization that is the VMware by Broadcom Explore conference has wrapped up and there are important takeaways from both the formal program and informal discussions. Analysts Jean Atelsek, Henry Baltazar and William Fellows join host Eric Hanselman to talk about their takes on the event. The newly integrated VMware Cloud Foundation 9.0 (VCF) suite has shipped and along with it a new approach to the product portfolio. AI-focused capabilities have been added as VMware aims to create a private cloud portfolio to rival the public cloud offerings. Higher level data services are the first service abstractions available, with the promise of more to come. In the new organizational structure, the Tanzu product offering is now in its own division in Broadcom. While that offers it independence, it's also meant that in areas like AI functionality, there is some overlap between it and AI capabilities being built into VCF 9. The larger challenge for Broadcom is to motivate customers to fully implement VCF 9 and put all of its capabilities to work. More S&P Global Content: Next in Tech | Ep. 222: FinOps – Managing Cloud and AI Costs Next in Tech | Ep. 214: KubeCon and Cloud Native Next in Tech | Ep. 183: Exploring Broadcom VMware For S&P Global Subscribers: VMware Cloud Foundation 9.0 manifests Broadcom's vision for modern private cloud VMware Tanzu enhances support for generative AI and agents with Tanzu AI Solutions VMware remains dominant as organizations evaluate alternative virtualization technologies Credits: Host/Author: Eric Hanselman Guest: Jean Atelsek, Henry Baltazar, William Fellows Producer/Editor: Adam Kovalsky Published With Assistance From: Sophie Carr, Feranmi Adeoshun, Kyra Smith

ai conference vmware broadcom kubecon vcf tanzu vmware explore vmware tanzu vmware cloud foundation broadcom vmware
Tech Barometer – From The Forecast by Nutanix
Nutanix CEO Explains How Customers Deal with Changes from Broadcom VMware Acquisition

Tech Barometer – From The Forecast by Nutanix

Play Episode Listen Later Nov 12, 2024 7:45


In this Tech Barometer podcast segment, Nutanix President and CEO Rajiv Ramaswami talks to tech reporters about why IT leaders...[…]

Connected Social Media
Nutanix CEO Explains How Customers Deal with Changes from Broadcom VMware Acquisition

Connected Social Media

Play Episode Listen Later Nov 12, 2024 7:45


In this Tech Barometer podcast segment, Nutanix President and CEO Rajiv Ramaswami talks to tech reporters about why IT leaders...[…]

Next in Tech
Exploring Broadcom VMware

Next in Tech

Play Episode Listen Later Sep 3, 2024 24:57


The annual VMware Explore conference kicked off in Las Vegas in a new situation with the company now being part of Broadcom, after its acquisition. 451 Research analysts Jean Atelsek, Melaney Posey, Henry Baltazar and Liam Eagle were there with host Eric Hanselman and this special episode captures their insights about what was happening at the conference and how things have changed. After acquisition, there have been significant changes in VMware's go to market motion, including a repackaging of products, a change in licensing model and some upheaval in its partner ecosystem. There has been a renewed focus on simplifying the private cloud experience to offer a more competitive position relative to hyperscale cloud providers. There has been a strong push on the merits of a private cloud-based AI approach, identifying benefits in cost, security and privacy. All of this momentum is being driven by a new version of VMware Cloud Foundation – VCF 9. There is lots of promise, but like the delivery date for VCF 9, specifics can be elusive. More S&P Global Content: Broadcom hits the reset button on VMware packaging, pricing, licensing and partnerships Changes at VMware as Broadcom takes over, but multicloud VCF remains the spear tip Credits: Host/Author: Eric Hanselman Guests: Jean Atelsek, Melanie Posey, Henry Baltazar, Liam Eagle Producer/Editor: Odesha Chan Published With Assistance From: Sophie Carr, Feranmi Adeoshun, Kyra Smith

Great Things with Great Tech!
Getting Sh*t Done! Multi-tenancy for Proxmox with Hosted Network | Episode #89

Great Things with Great Tech!

Play Episode Listen Later Aug 27, 2024 40:44


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

Breaking Analysis with Dave Vellante
Assessing Broadcom VMware Eight Months On

Breaking Analysis with Dave Vellante

Play Episode Listen Later Aug 17, 2024 38:02


assessing eight months broadcom vmware
Gestalt IT Rundown
Discovering the Latest News from HPE, Including Aruba Networking | The Gestalt IT Rundown: June 26, 2024

Gestalt IT Rundown

Play Episode Listen Later Jun 26, 2024 38:21


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

Channel Partners Online
Coffee with Craig and James Episode 138: Broadcom-VMware

Channel Partners Online

Play Episode Listen Later May 31, 2024 65:27


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.

coffee vmware msp broadcom broadcom vmware telarus
Salesbazen
Natasja Schepers - VMware by Broadcom

Salesbazen

Play Episode Listen Later May 29, 2024 34:27


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      

The Cloudcast
Cloud News of the Month - April 2024

The Cloudcast

Play Episode Listen Later May 1, 2024 43:06


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

All TWiT.tv Shows (MP3)
Untitled Linux Show 145: The Linux Hotline

All TWiT.tv Shows (MP3)

Play Episode Listen Later Mar 31, 2024 90:01


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.

Cables2Clouds
C2C Fortnightly News: What Do We Do With All This Money?! - NC2C004

Cables2Clouds

Play Episode Listen Later Feb 28, 2024 29:23 Transcription Available


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

2.5 Admins
2.5 Admins 182: All the Small Things

2.5 Admins

Play Episode Listen Later Feb 15, 2024 29:40


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 […]

Late Night Linux All Episodes
2.5 Admins 182: All the Small Things

Late Night Linux All Episodes

Play Episode Listen Later Feb 15, 2024 29:40


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

FOCUS ON: Linux
Newsupdate 12/2023 - LogoFAIL, Broadcom/VMware, Proxmox Backup Server 3.1, NixOS 23.11, Debian 12.4

FOCUS ON: Linux

Play Episode Listen Later Dec 24, 2023 78:41


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.

Chip Stock Investor Podcast
Episode 69: Cybersecurity Stock Investor: Broadcom + VMware Shake-Up of Top Cybersecurity Stocks In 2024?

Chip Stock Investor Podcast

Play Episode Listen Later Dec 19, 2023 20:02


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

Software Defined Talk
Episode 443: Everything is maintenance

Software Defined Talk

Play Episode Listen Later Dec 1, 2023 61:54


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! 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: The Complete History & Strategy of Visa (https://www.acquired.fm/episodes/visa) Matt: Markdown in Google Docs (https://support.google.com/docs/answer/12014036) Google Docs to Markdown (https://workspace.google.com/marketplace/app/docs_to_markdown/700168918607) Coté: pork chops, preferably thin sliced. Photo Credits Header (https://unsplash.com/photos/bike-on-concrete-floor-j0zlzt40J-0) Artwork (https://unsplash.com/photos/person-holding-black-amazon-echo-dot-qQRrhMIpxPw)

Le rendez-vous Tech
RDV Tech 541 – Les trois étapes de l'IA - Suno.ai, Sam Altman, OpenAI, Satya Nadella, Effective Altruism, Atruisme Effectif, Binance, Broadcom, VMWare

Le rendez-vous Tech

Play Episode Listen Later Nov 28, 2023 85:24


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 :

Packet Pushers - Full Podcast Feed
NB457: Broadcom, VMware Tie The Knot; Nvidia SuperNICs Target AI Ethernet Acceleration

Packet Pushers - Full Podcast Feed

Play Episode Listen Later Nov 27, 2023 52:50


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.

Packet Pushers - Full Podcast Feed
NB457: Broadcom, VMware Tie The Knot; Nvidia SuperNICs Target AI Ethernet Acceleration

Packet Pushers - Full Podcast Feed

Play Episode Listen Later Nov 27, 2023 52:39


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 »

Packet Pushers - Network Break
NB457: Broadcom, VMware Tie The Knot; Nvidia SuperNICs Target AI Ethernet Acceleration

Packet Pushers - Network Break

Play Episode Listen Later Nov 27, 2023 52:39


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 »

Packet Pushers - Network Break
NB457: Broadcom, VMware Tie The Knot; Nvidia SuperNICs Target AI Ethernet Acceleration

Packet Pushers - Network Break

Play Episode Listen Later Nov 27, 2023 52:50


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.

Packet Pushers - Fat Pipe
NB457: Broadcom, VMware Tie The Knot; Nvidia SuperNICs Target AI Ethernet Acceleration

Packet Pushers - Fat Pipe

Play Episode Listen Later Nov 27, 2023 52:39


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 »

Packet Pushers - Fat Pipe
NB457: Broadcom, VMware Tie The Knot; Nvidia SuperNICs Target AI Ethernet Acceleration

Packet Pushers - Fat Pipe

Play Episode Listen Later Nov 27, 2023 52:50


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.

AP Audio Stories
Broadcom planning to complete deal for $69 billion acquisition of VMWare after regulators give OK

AP Audio Stories

Play Episode Listen Later Nov 22, 2023 0:56


AP correspondent Julie Walker reports on Broadcom VMWare

Software Defined Talk
Episode 438: This is a 20-year bug

Software Defined Talk

Play Episode Listen Later Oct 27, 2023 65:35


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)

Futurum Tech Podcast
VMWare Explore: Key Themes and Announcements - Infrastructure Matters Episode 9

Futurum Tech Podcast

Play Episode Listen Later Sep 29, 2023 32:46


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

Squawk on the Street
Powell and Nvidia Lead Big Market Week, China Trims Key Rate, Palo Alto Surges 8/21/23

Squawk on the Street

Play Episode Listen Later Aug 21, 2023 43:58


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

Packet Pushers - Full Podcast Feed
Network Break 438: Intel Abandons NUC; EU Blesses Broadcom/VMware Union; Microsoft Joins SSE Race

Packet Pushers - Full Podcast Feed

Play Episode Listen Later Jul 17, 2023 51:08


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.

Packet Pushers - Full Podcast Feed
Network Break 438: Intel Abandons NUC; EU Blesses Broadcom/VMware Union; Microsoft Joins SSE Race

Packet Pushers - Full Podcast Feed

Play Episode Listen Later Jul 17, 2023 51:08


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.

Packet Pushers - Network Break
Network Break 438: Intel Abandons NUC; EU Blesses Broadcom/VMware Union; Microsoft Joins SSE Race

Packet Pushers - Network Break

Play Episode Listen Later Jul 17, 2023 51:08


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.

Packet Pushers - Network Break
Network Break 438: Intel Abandons NUC; EU Blesses Broadcom/VMware Union; Microsoft Joins SSE Race

Packet Pushers - Network Break

Play Episode Listen Later Jul 17, 2023 51:08


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.

Packet Pushers - Fat Pipe
Network Break 438: Intel Abandons NUC; EU Blesses Broadcom/VMware Union; Microsoft Joins SSE Race

Packet Pushers - Fat Pipe

Play Episode Listen Later Jul 17, 2023 51:08


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.

Packet Pushers - Fat Pipe
Network Break 438: Intel Abandons NUC; EU Blesses Broadcom/VMware Union; Microsoft Joins SSE Race

Packet Pushers - Fat Pipe

Play Episode Listen Later Jul 17, 2023 51:08


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.

The Six Five with Patrick Moorhead and Daniel Newman
Ep 175: Talking Broadcom, VMware, China, Microsoft, Activision, Adobe, Amazon, IBM and Google

The Six Five with Patrick Moorhead and Daniel Newman

Play Episode Listen Later Jul 15, 2023 49:31


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.

CONKERS' CORNER
158: TWIN PETES INVESTING Podcast 105: UiPath to an Ai winner, Nasadq Inc, Microsoft Broadcom VMWare, TwinPetesInvesting Challenge June winner, CABP BARC CNA BOO THG SDG HVO EQT FUTR VOD XPF PRD CRU DWF STM Robbie Burns book winners, Investing Trading &am

CONKERS' CORNER

Play Episode Listen Later Jul 13, 2023 73:46


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.

The Six Five with Patrick Moorhead and Daniel Newman
Ep 164: We are Live! Talking Intel, Broadcom, VMware, Luminar, Groq, Apple, AWS

The Six Five with Patrick Moorhead and Daniel Newman

Play Episode Listen Later Apr 15, 2023 50:19


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.

apple intel vmware ifs broadcom luminar groq 18a daniel newman broadcom vmware futurum research patrick moorhead
The Six Five with Patrick Moorhead and Daniel Newman
Ep 161: We are Live! Talking NVIDIA, SAP, Intel, Bing, HPE, UK and Broadcom-VMware

The Six Five with Patrick Moorhead and Daniel Newman

Play Episode Listen Later Mar 25, 2023 46:49


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.

intel nvidia bing vmware broadcom nvidia gtc daniel newman broadcom vmware bing image creator futurum research patrick moorhead
Squawk on the Street
Fed Decision Day, Nike's Beat Not Enough, Nvidia CEO and Bill Gates On AI 3/22/23

Squawk on the Street

Play Episode Listen Later Mar 22, 2023 43:41


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.

Packet Pushers - Full Podcast Feed
Network Break 409: Regulators Tap Brakes On Broadcom, VMware; Google Settles Location Tracking Charges For $392M

Packet Pushers - Full Podcast Feed

Play Episode Listen Later Nov 28, 2022 45:10


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.

Packet Pushers - Full Podcast Feed
Network Break 409: Regulators Tap Brakes On Broadcom, VMware; Google Settles Location Tracking Charges For $392M

Packet Pushers - Full Podcast Feed

Play Episode Listen Later Nov 28, 2022 45:10


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.

Packet Pushers - Network Break
Network Break 409: Regulators Tap Brakes On Broadcom, VMware; Google Settles Location Tracking Charges For $392M

Packet Pushers - Network Break

Play Episode Listen Later Nov 28, 2022 45:10


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.

Packet Pushers - Network Break
Network Break 409: Regulators Tap Brakes On Broadcom, VMware; Google Settles Location Tracking Charges For $392M

Packet Pushers - Network Break

Play Episode Listen Later Nov 28, 2022 45:10


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.

Packet Pushers - Fat Pipe
Network Break 409: Regulators Tap Brakes On Broadcom, VMware; Google Settles Location Tracking Charges For $392M

Packet Pushers - Fat Pipe

Play Episode Listen Later Nov 28, 2022 45:10


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.

Packet Pushers - Fat Pipe
Network Break 409: Regulators Tap Brakes On Broadcom, VMware; Google Settles Location Tracking Charges For $392M

Packet Pushers - Fat Pipe

Play Episode Listen Later Nov 28, 2022 45:10


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.

Cloud Wars Live with Bob Evans
A CIO's Take on the Broadcom-VMWare Deal, Cybersecurity, and Risk Mitigation Suvajit Basu Cloud Wars Live

Cloud Wars Live with Bob Evans

Play Episode Listen Later Sep 27, 2022 24:09


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.

Packet Pushers - Full Podcast Feed
HS027 Broadcom and VMware – What's Gonna Happen?

Packet Pushers - Full Podcast Feed

Play Episode Listen Later Jun 28, 2022 26:21


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.

Packet Pushers - Full Podcast Feed
HS027 Broadcom and VMware – What's Gonna Happen?

Packet Pushers - Full Podcast Feed

Play Episode Listen Later Jun 28, 2022 26:21


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.

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Packet Pushers - Fat Pipe
HS027 Broadcom and VMware – What's Gonna Happen?

Packet Pushers - Fat Pipe

Play Episode Listen Later Jun 28, 2022 26:21


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.

Packet Pushers - Fat Pipe
HS027 Broadcom and VMware – What's Gonna Happen?

Packet Pushers - Fat Pipe

Play Episode Listen Later Jun 28, 2022 26:21


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 vmware broadcom broadcom vmware packet pushers vmw
Heavy Strategy
HS027 Broadcom and VMware – What's Gonna Happen?

Heavy Strategy

Play Episode Listen Later Jun 28, 2022 26:21


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 vmware broadcom broadcom vmware packet pushers vmw
Heavy Strategy
HS027 Broadcom and VMware – What's Gonna Happen?

Heavy Strategy

Play Episode Listen Later Jun 28, 2022 26:21


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.

Triden Group: Security Squad
Repeat Ransomware & Broadcom Buys VMware | Triden Group: Security Squad Podcast Episode #38

Triden Group: Security Squad

Play Episode Listen Later Jun 28, 2022 35:45


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

Packet Pushers - Full Podcast Feed
Network Break 388: Cloudflare Diagnoses Widespread Outage; EU Pumps Brakes On Broadcom/VMware

Packet Pushers - Full Podcast Feed

Play Episode Listen Later Jun 27, 2022 44:24


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.

Packet Pushers - Full Podcast Feed
Network Break 388: Cloudflare Diagnoses Widespread Outage; EU Pumps Brakes On Broadcom/VMware

Packet Pushers - Full Podcast Feed

Play Episode Listen Later Jun 27, 2022 44:24


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.

Packet Pushers - Network Break
Network Break 388: Cloudflare Diagnoses Widespread Outage; EU Pumps Brakes On Broadcom/VMware

Packet Pushers - Network Break

Play Episode Listen Later Jun 27, 2022 44:24


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.

Packet Pushers - Network Break
Network Break 388: Cloudflare Diagnoses Widespread Outage; EU Pumps Brakes On Broadcom/VMware

Packet Pushers - Network Break

Play Episode Listen Later Jun 27, 2022 44:24


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.

Packet Pushers - Fat Pipe
Network Break 388: Cloudflare Diagnoses Widespread Outage; EU Pumps Brakes On Broadcom/VMware

Packet Pushers - Fat Pipe

Play Episode Listen Later Jun 27, 2022 44:24


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.

Packet Pushers - Fat Pipe
Network Break 388: Cloudflare Diagnoses Widespread Outage; EU Pumps Brakes On Broadcom/VMware

Packet Pushers - Fat Pipe

Play Episode Listen Later Jun 27, 2022 44:24


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.

Software Defined Talk
Episode 362: Are we using version control?

Software Defined Talk

Play Episode Listen Later Jun 10, 2022 67:50


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)

CuriosITy
CURIOSITY 124 - Copii pe OmeTV, Galaxy S23, Spionaj, Amenda Twitter, PS5 Pro cu 8K, Rechin Uriaș

CuriosITy

Play Episode Listen Later Jun 4, 2022 75:19


”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.

Bay Area Newsletter - Podcast
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

Bay Area Newsletter - Podcast

Play Episode Listen Later Jun 1, 2022 39:27


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

Next in Tech
Security M&A: Is winter coming?

Next in Tech

Play Episode Listen Later May 31, 2022 36:20


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.

The Six Five with Patrick Moorhead and Daniel Newman
Ep 124: We are LIVE! Talking Microsoft, NVIDIA, Lenovo, Marvell, Dell, Broadcom and VMware

The Six Five with Patrick Moorhead and Daniel Newman

Play Episode Listen Later May 31, 2022 50:49


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.

Bloomberg Intelligence
More Deals as Broadcom-VMware Shows Software-Chip Goal? (Podcast)

Bloomberg Intelligence

Play Episode Listen Later May 27, 2022 32:25


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.

P&L With Paul Sweeney and Lisa Abramowicz
Markets, Broadcom, Crypto, And Freelance Work (Podcast)

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later May 26, 2022 26:45


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.

Squawk on the Street
Markets Seek a "Green Week," Broadcom-VMWare Talks, Starbucks to Exit Russia, and How Low Can Tesla Shares Go? 5/23/22

Squawk on the Street

Play Episode Listen Later May 23, 2022 45:24


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?

P&L With Paul Sweeney and Lisa Abramowicz
ETFs, Markets, And Broadcom (Podcast)

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later May 23, 2022 26:00


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.

co founders markets etfs chief investment officer bloomberg news broadcom bloomberg intelligence paul sweeney broadcom vmware sylvia jablonski defiance etfs liz mccormick
Bloomberg Technology
Broadcom-VMware Deal and Adobe's Outlook

Bloomberg Technology

Play Episode Listen Later May 23, 2022 38:45


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.