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As cloud matures, could the hyperscale cloud providers start looking to acquire SaaS providers to build out a bundled application portfolio? Or are the demands of AI investment too much to pursue that strategy? SHOW: 964SHOW TRANSCRIPT: The Cloudcast #964 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW SPONSORS:[TestKube] TestKube is Kubernetes-native testing platform, orchestrating all your test tools, environments, and pipelines into scalable workflows empowering Continuous Testing. Check it out at TestKube.io/cloudcast[Interconnected] Interconnected is a new series from Equinix diving into the infrastructure that keeps our digital world running. With expert guests and real-world insights, we explore the systems driving AI, automation, quantum, and more. Just search “Interconnected by Equinix”.SHOW NOTES:Clouded Judgement (Jamin Bell)100 Biggest SaaS CompaniesCOULD THE CLOUD HYPERSCALERS START LOOKING TO ACQUIRE SAAS COMPANIES?Do the hyperscalers start acting like Private Equity to acquire SaaS revenue streams?Do the hyperscalers start moving from primitive providers to bundlers?Do the hyperscalers have to make a choice between AI/CAPEX investment and SaaS investment?Do the hyperscalers figure out a way to spin-off the AI/CAPEX portions of their business for a period of time?FEEDBACK?Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod
Before Siri had sass and Alexa started judging your music taste, the original virtual assistant was quietly revolutionizing the '90s—powered by many patents and a whole lot of foresight. Now, as AI goes from buzzword to boss, we ask, will it transform your job, your home… or just steal your knowledge? This week, Dave, Esmee and Rob speak with Kevin Surace, Futurist, Inventor & "Father" of the Virtual Assistant, about exploring the evolution of AI, what the future might hold, and how disruptive innovation can shake up your organization in ways you might not expect. TLDR: 00:40 – Introduction of Kevin Surace 05:12 – Rob gets confused by Google Maps reviews and selfies 08:15 – Deep dive into the evolution of AI with Kevin 52:00 – How intelligent agents can help manage digital noise and support mental well-being 1:07:30 – Wrapping up the book the Joy Success Cycle and heading to a concert GuestKevin Surace: https://www.linkedin.com/in/ksurace/ HostsDave Chapman: https://www.linkedin.com/in/chapmandr/Rob Kernahan: https://www.linkedin.com/in/rob-kernahan/Esmee van de Giessen: https://www.linkedin.com/in/esmeevandegiessen/ ProductionMarcel van der Burg: https://www.linkedin.com/in/marcel-vd-burg/Dave Chapman: https://www.linkedin.com/in/chapmandr/ SoundBen Corbett: https://www.linkedin.com/in/ben-corbett-3b6a11135/Louis Corbett: https://www.linkedin.com/in/louis-corbett-087250264/ 'Cloud Realities' is an original podcast from Capgemini
Network automation has a data problem. Traditional tools may hit limitations when managing complex infrastructure relationships. We explore how OpsMill’s InfraHub uses graph databases and temporal versioning to create what our guest calls “the knowledge graph of infrastructure” – enabling true version control at the database level while maintaining the flexibility to model anything from... Read more »
This week Reid and Dan host award winning artist and songwriter, HARDY, back for round two on GCP. The episode covers everything from arrowhead hunting to how his life has changed since becoming a dad to the poignant message his album COUNTRY! COUNTRY! is giving fans. Hardy covers how the song "Buck on the Wall" came to fruition and how it took on a whole new meaning last year when his grandfather passed away and he killed his first Mississippi whitetail after his passing. HARDY gives an acoustic performance of "Bottomland" for the first time ever and his gravorite is also a first time song on God's Country. God's Country on Instagram, TikTok, and Facebook MeatEater on Instagram, Facebook, Twitter, Youtube, and Youtube Clips Subscribe to The MeatEater Podcast Network on YouTube Shop God's Country Merch Shop MeatEater MerchSee omnystudio.com/listener for privacy information.
GCP with Andy, Geoff, Chris & Alex visit Wrestling Resurgence in Leicester - enjoy folks!!Support this podcast at — https://redcircle.com/graps-and-claps-podcast/donations
Everyone know Google's Nano Banana is bonkers good.
In this episode, ARK's Brett Winton, Charles Roberts and Frank Downing sit down with Stephen Balaban, CEO and co-founder of Lambda Labs — a company building AI-specific cloud infrastructure. The conversation explores Lambda's role in the AI value chain, the evolving economics of data centers, and why traditional hyperscalers might be too slow to meet the moment.Stephen explains why he believes we're transitioning from deterministic, rule-based software to what he calls “neural software” — stochastic, neural network-driven systems that will eventually replace nearly all traditional software. He shares Lambda's mission to enable this transformation by rapidly deploying GPU infrastructure and supporting the AI research and application build-out happening today.The discussion spans infrastructure strategy, regulatory bottlenecks, AI safety, energy constraints, and long-term visions of neural operating systems. Stephen offers a bold perspective on the hardware demands and philosophical shifts required to usher in a world where software is generated, not written.Key Points From This Episode:00:01:21 How Lambda positions itself as a “neo-cloud” provider competing with AWS, Azure, and GCP for AI workloads.00:02:46 Why ARK estimates $1.5 trillion in annual AI-related data center investment by 2030 and what it could mean for Lambda.00:05:26 Why hyperscalers may be too slow to meet the unique demands of AI training compared to specialized players.00:06:29 How AI infrastructure requires new rack designs, higher power density, and different utilization patterns.00:09:20 Why AI may disrupt the entire computing stack—from Nvidia overtaking Intel to reshaping platform and cloud services.00:14:50 Stephen explains Lambda's “secret mission” to replace all traditional software with neural networks.00:16:36 Why companies trust Lambda to deploy GPU infrastructure faster and more reliably than incumbents.00:20:27 How the concept of a “neural operating system” reframes software as stochastic rather than deterministic.00:23:04 How hallucinations in neural systems could be managed with checks and balances similar to financial approvals.00:25:04 Why Stephen sees AI safety and alignment as the cybersecurity of the future.00:39:00 How real-time AI tasks may run locally at the edge, while deeper reasoning gets pushed to the cloud.00:44:11 Why running modern large language models still resembles the supercomputer era rather than the PC era.00:46:06 How Stephen views the long-term convergence of AI with quantum computing and brain–computer interfaces.00:50:20 Why scaling AI requires the “heroic effort” of Nvidia, TSMC, OpenAI, energy providers, and Lambda together.00:53:43 Back-of-the-envelope math on CapEx per megawatt—from power plants and data centers to GPUs.00:57:11 Why power infrastructure and deregulation could become the biggest stumbling blocks for AI growth.01:02:02 How software creation is shifting from a labor-driven process to a capital-intensive one.01:06:06 Why Stephen and Brett describe data centers as “AI factories” producing custom neural software.
In this episode of the Unsecurity Podcast, hosts Brad Nigh and Megan Larkins are joined by special guest Jim Nelson from FRSecure to dive deep into the world of cloud security. Whether you're using AWS, Azure, or GCP, understanding the right security protocols is crucial. Jim, a subject matter expert in cloud assessments, CIS benchmarks, and cloud infrastructure, shares valuable insights on common security pitfalls and best practices to enhance your cloud security posture.Topics Covered:- Introduction to cloud security challenges and opportunities.- Key areas often overlooked in cloud infrastructure security.- The importance of proper configuration and ongoing monitoring.- Best practices in identity and access management.- Effective data protection and governance strategies.- The significance of continuous vulnerability management.- Real-world experiences and lessons from security assessments.- Tips for leveraging CIS benchmarks and security frameworks.- Insights into collaboration security and conditional access policies.Join us for a comprehensive discussion that offers actionable advice to elevate your security efforts in the cloud. Perfect for InfoSec professionals and organizations looking to bolster their cloud security strategies.Here are some resources to help get you started:FRSecure's Cloud Security Checklist: https://frsecure.com/cloud-infrastructure-security-checklist/The CIS Benchmarks: https://www.cisecurity.org/cis-benchmarksDon't forget to like, subscribe, and share with your network to stay informed about the latest in cybersecurity!-- Looking to get in touch? Reach out at unsecurity@frsecure.com and follow us for more!LinkedIn: https://www.linkedin.com/company/frsecure/Instagram: https://www.instagram.com/frsecureofficial/Facebook: https://www.facebook.com/frsecure/BlueSky: https://bsky.app/profile/frsecure.bsky.socialAbout FRSecure:https://frsecure.com/ FRSecure is a mission-driven information security consultancy headquartered in Minneapolis, MN. Our team of experts is constantly developing solutions and training to assist clients in improving the measurable fundamentals of their information security programs. These fundamentals are lacking in our industry, and while progress is being made, we can't do it alone. Whether you're wondering where to start or looking for a team of experts to collaborate with you, we are ready to serve.
We're back! In this Season 5 premiere, the team reunites after their summer break to kick off an exciting new chapter. Join us as we catch up, share bold predictions for the year ahead, and explore big questions, like whether 2026 will be the year of the autonomous organization. Expect candid reflections, lively discussion, and a sneak peek at what's coming up this season. We are very keen this season to establish a feedback loop with listeners, so will be doing shows exploring listener questions and challenges - something we are really looking forward to. Please get in touch with us, via LinkedIn, Substack or cloudrealities@capgemini.com, if you have questions or challenges for us, we'd love to hear from you!TLDR: 00:20 – We're back! 00:35 – Catching up on what we did during the summer break 10:48 – Planning ahead until Christmas: Microsoft Ignite, AWS re:Invent, an AI mini-series and cool guests 20:27 – Tech talk: iPhone 17, deep democracy training, and the human impact of innovation 32:10 – Will autonomous organizations powered by agents emerge within 12–18 months? 40:45 – Reflections inspired by Jaws, climbing adventures, and Bruce Springsteen HostsDave Chapman: https://www.linkedin.com/in/chapmandr/Rob Kernahan: https://www.linkedin.com/in/rob-kernahan/Esmee van de Giessen: https://www.linkedin.com/in/esmeevandegiessen/ ProductionMarcel van der Burg: https://www.linkedin.com/in/marcel-vd-burg/Dave Chapman: https://www.linkedin.com/in/chapmandr/ SoundBen Corbett: https://www.linkedin.com/in/ben-corbett-3b6a11135/Louis Corbett: https://www.linkedin.com/in/louis-corbett-087250264/ 'Cloud Realities' is an original podcast from Capgemini
The boys are back with two more episodes of FWA TV on The Wrestling Channel, featuring many tangents, the disgrace of a legend, a scuffle in a bar, and an on-air HR incident.This episode's alternative titles:-The Floating HeedThe Past Is In A Tiny Square BoxWe Could Fit A Bong In ThereGotham UltraEddie The EagleTop Man AccessoriesDo We Need To Report Him To HR?An Old Man With A BumbagThe Pointy SistersDeepthroat No.3Savio Vega PopAsda For A Bottle Of WhiskeyVenom Went To Drama SchoolSommy TevensHow It Started Vs. How It's GoingThe GiftSteve GreyAn A1 PromoA Weedy DoormanChapter 16 In The Electric BallroomSingh Is KingReversible TightsBlack Hole SlamsThe Beaches Of Koh SamuiGazza In ChinaThe Next Recording Is Going To Be An InterventionI Say Hot, You Say WiredRay Alan's Freezing Cold HandA monthly show from the people behind Must See Matches, The Arn & Eddie Experience and GCP, and there's two things you can do about it...If you want to follow along, head to the FWA Files channel on YouTube: https://www.youtube.com/@TheFWAFilesTwitter/Bluesky/YouTube: @FWApodIG: @FWA.podlinktr.ee/FWApodKieran: @kieraneditsEddie: @EddieSideburnsAndy: @oggypart3
GCP with Andy, Geoff & Chris Linay review Catch Pro Wrestlings Hoss Style 2025 Tournament from The Bread Shed, ManchesterSupport this podcast at — https://redcircle.com/graps-and-claps-podcast/donations
「海外展開は創業者が自ら動かないと成功しない」──。 BoostDraftは、リーガルテック領域で弁護士・法務部の業務を支援するソフトを開発し、創業からわずか数年で日本を飛び出し、アメリカや韓国を中心にグローバル展開を進めています。 今回は、GCP EIRを経て起業した代表取締役CEOの藤井陽平さんをゲストに迎え、プロダクト・Go to Market・組織の3つの軸から、スタートアップが海外進出を考える上で欠かせないリアルを伺いました。概要 ・藤井CEOの経歴と深川・GCPとの出会い ・BoostDraft創業の背景 ・海外展開のプロダクト、Go to Market、組織のリアル ・BoostDraftの今後の構想 ・海外で挑戦する起業家へのメッセージ◾️プロフィール藤井 陽平 CEO/共同創業者中学生からプログラミングを始め、Android OS開発・及びSNS構築等、ソフトウェアエンジニアとして様々なプロジェクトに携わる。京都大学情報学研究科を卒業後に、NTT基礎研究所の研究者として暗号技術やセキュリティの高いAIの研究を実施。その後、ベイン・アンド・カンパニーにて、戦略コンサルタントマネージャーとして日米印企業の中期経営・製品戦略策定、業務効率化等プロジェクトを推進。その経験を活かし、マサチューセッツ工科大学にてMBAを取得。ソフトウェアエンジニアと経営コンサルティングの2つのキャリアを活かし、MIT在学中の2021年に株式会社BoostDraftを弁護士渡邊と共同創業、CEOに就任。チーフプロダクトオフィサーおよび経営の最高責任者として、プロダクト中心のグローバル組織を構築、同一プロダクトで日・英・韓市場にてPMFを達成。現在は隣接領域のプロダクト開発および多言語サポート、新規市場展開をリード。深川康介(GCPキャピタリスト)■GCP HP ■Podcastへのご意見はこちら■Letter from GCPの登録はこちらから
Dave, Esmee, and Rob are strapping in for another season of bold, brain-bending conversations—and they're bringing the flux capacitor with them from Back to the Future.Season 5 beams in global leaders and innovators who challenge how we think about technology, business, and humanity. From AI disruption to digital sovereignty, from leadership to culture—this season's guests are ready to shake things up.Our first full episode drops on September 25, but before we hit 88 miles per hour, here's a quick trailer to set the timeline straight, or at least bend it a little.HostsDave Chapman: https://www.linkedin.com/in/chapmandr/Rob Kernahan: https://www.linkedin.com/in/rob-kernahan/Esmee van de Giessen: https://www.linkedin.com/in/esmeevandegiessen/ProductionMarcel van der Burg: https://www.linkedin.com/in/marcel-vd-burg/Dave Chapman: https://www.linkedin.com/in/chapmandr/SoundBen Corbett: https://www.linkedin.com/in/ben-corbett-3b6a11135/Louis Corbett: https://www.linkedin.com/in/louis-corbett-087250264/'Cloud Realities' is an original podcast from Capgemini
In this deep dive episode, we explore the evolution of networking with Avery Pennarun, Co-Founder and CEO of Tailscale. Avery shares his extensive journey through VPN technologies, from writing his first mesh VPN protocol in 1997 called “Tunnel Vision” to building Tailscale, a zero-trust networking solution. We discuss how Tailscale reimagines the OSI stack by... Read more »
This week Reid and Dan host CCMA entertainer of the year and hit songwriter, Josh Ross, out in God’s Country. The three dive in on what they’re mad at, and it includes the guys being jealous of how Josh gets to start his mornings, every day. They dive in the on Josh’s Nashville journey from Canada, and the unconventional parking lot he lived in for months before he got his first deal. Josh shares the labor-intensive process of pond management at his new farm and how throwing a line gives him solace from the road. He shares the similarities of fishing up north versus the south, and some of his favorite tactics he’s carried to the states from his upbringing. The episode ends with a Gravorite flex the boys didn’t see coming, but lands at one of the top ones GCP has seen. God's Country on Instagram, TikTok, and Facebook MeatEater on Instagram, Facebook, Twitter, Youtube, and Youtube Clips Subscribe to The MeatEater Podcast Network on YouTube Shop God's Country Merch Shop MeatEater MerchSee omnystudio.com/listener for privacy information.
GCP with Andy, Geoff, Chris & Jamie review Rev Pro live in Sheffield as we talk about the show plus as ever the pubs of the day.Support this podcast at — https://redcircle.com/graps-and-claps-podcast/donations
Today, we're going to discuss Good Manufacturing Practice - GMP - which is like GCP but for the manufacturing of drugs, devices, food and cosmetics rather than the clinical processes involved in research. Remember, you can get in touch with us via clinical.research.intro@gmail.com. Please feel free to send questions, comments and compliments for Elyse to read out on the pod. It's fun to make Debbie squirm! Credit to our friend Sam Winnie for their awesome and cute music. Check out their work at https://www.samwinnie.com/ References - https://database.ich.org/sites/default/files/Q7%20Guideline.pdf https://www.gov.uk/guidance/good-manufacturing-practice-and-good-distribution-practice https://pmc.ncbi.nlm.nih.gov/articles/PMC7395820/ Maintenance Phase Episode - https://open.spotify.com/episode/2iqRW5kzS02w4HRi6vOi6Q
グロービス・キャピタル・パートナーズが2020年にシード投資したestie。シードという段階で当時投資した背景にはどのような意思決定があったのか?巨大市場の見極め、創業チームへの考え方、「山の登り方」というGCP独自の思想など、GCPキャピタリストの投資思想をestie担当キャピタリストの湯浅をメインに、野本・阿部が深掘りします。◾️概要GCPは「レイターステージ専門VC」という誤解2020年estieへのシード投資時の判断背景とは?投資判断のポイント:巨大市場性・チームの力・業界解像度・プロダクト検証「山の登り方」という比喩で語る、シード期からの成長戦略の考え方estie創業初期のピボット経緯と、プロダクトが「パチッとはまる」瞬間までの過程創業者の「巻き込み力」と、ファウンダー+ナンバー2の関係性◾️プロフィール湯浅 エムレ 秀和野本 遼平阿部 優貴子■GCP HP ■Podcastへのご意見はこちら■Letter from GCPの登録はこちらから
John Capobianco is back! Just months after our first Model Context Protocol (MCP) discussion, John returns to showcase how this “USB-C of software” has transformed from experimental technology to an enterprise-ready solutions. We explore the game-changing OAuth 2.1 security updates, witness live demonstrations of packet analysis through natural language with Gemini CLI, and discover how... Read more »
Welcome to episode 318 of The Cloud Pod, where the forecast is always cloudy! We're going on an adventure! Justin and Ryan have formed a fellowship of the cloud, and they're bringing you all the latest and greatest news from Valinor to Helm's Deep, and Azure to AWS to GCP. We've water issues, some Magic Quadrants, and Aurora updates…but sadly no potatoes. Let's get into it! Titles we almost went with this week: You’ve Got No Mail: AOL Finally Hangs Up on Dial-Up Ctrl+Alt+Delete Climate Change H2-Oh No: Your Gmail is Thirsty The Price is Vibe: Kiro’s New Request-Based Model Spec-tacular Pricing: Kiro Leaves the Waitlist Behind SHA-zam! GitHub Actions Gets Its Security Cape Breaking Bad Actions: GitHub’s Supply Chain Intervention Graph Your Way to Infrastructure Happiness The Tables Have Turned: S3 Gets Its Iceberg Moment Subnet Where It Hurts: GKE Finally Gets IP Address Relief All Your Database Are Belong to Database Center From Droplets to Dollars: DigitalOcean’s AI Pivot Pays Off DigitalOcean Rides the AI Wave to Record Earnings Agent Smith Would Be Proud: Microsoft’s Multi-Agent Matrix Aurora Borealis: A Decade of Database Enlightenment Fifteen Shades of Cloud: AWS’s Unbroken Streak The Fast and the Failover-ious: Aurora Edition Gone in Single-Digit Seconds: AWS’s Speedy Database Recovery Agent 007: License to Secure Your AI A big thanks to this week's sponsor: We're sponsorless! Want to get your brand, company, or service in front of a very enthusiastic group of cloud news seekers? You've come to the right place! Send us an email or hit us up on our Slack channel for more info. General News 01:02 AOL is finally shutting down its dial-up internet service | AP News AOL is discontinuing its dial-up internet service on September 30, 2024, marking the end of a technology that introduced millions to the internet in the 1990s and early 2000s. Census data shows 163,401 US households still used dial-up in 2023, representing 0.13% of homes with internet subscriptions, highlighting the persistence of legacy infrastructure in underserved areas – which is honestly crazy. Here's hoping that these folks are able to switch to alternatives, like Starlink. This shutdown reflects broader technology lifecycle patterns as companies retire legacy services like Skype, Internet Explorer, and AOL Instant Messenger to focus resources on modern platforms. The transition away from dial-up demonstrates the evolution from telephone-based connectivity to broadband and wireless technologies that now dominate internet access. AOL’s journey from a $164 billion valuation in 2000 to being sold by Verizon in 2021 illustrates the rapid shifts in technology markets and the challenges of ada
Pre-week zero coverage, early betting props and analytics. These topics and much more in this episode of The GCP. Tune in.Register for the GSNC VI! https://www.ginsportsnetwork.com/tgcRemember, bet with your head, not with your heart; Always. -GCSIGN UP for the GSNC VI: https://www.ginsportsnetwork.com/tgcFollow us on Twitter! @ginpros#GSN #GCP #GINPROSLIVE STREAM SCHEDULE: VARIABLE: Follow our Social Media Outlets!@gincollege@gincommish - John J. IISam Vitale - CFB InsiderFIND THE GIN & TONIC SERIES HERE - https://www.youtube.com/channel/UCTAcezOkWmUotUyAK1CzE_Q@ginsportsnetwork - Main@ginpros - Twitter@ginpromotions - Parent IG@gincollege - IGNational Problem Gambling Helpline: 1-800-522-4700www.linktr.ee/ginproswww.ginsportsnetwork.comwww.ginpros.orgwww.facebook.com/ginproswww.patreon.com/ginprosGIN PROS. 2025 This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit mtnmidmi.substack.com
Next Level Soul with Alex Ferrari: A Spirituality & Personal Growth Podcast
Isabeau Maxwell discusses her journey from a skeptical, business-focused individual to a psychic medium. Initially resistant to spirituality, she experienced a transformative event after her grandmother's death, leading her to explore mediumship. Beau describes her initial fear and the support she received from a Tai Chi instructor and later from her spirit guide, Big Dog. She emphasizes the importance of grounding, clearing, and protecting (GCP) practices. Maxwell also addresses the challenges of coming out as a medium, including losing friends and dealing with skepticism, and highlights the ethical considerations and the need for compassion in her work. Alex Ferrari and Isabeau Maxwell discuss the challenges of being a psychic medium in public, including being treated like a carnival act. Isabeau explains the concept of "time boxes" and how experiences are stored in the body. She emphasizes the importance of intuition and the spiritual awakening happening globally, predicting significant changes by 2025. Isabeau advises maintaining a positive energetic system through grounding, clearing, and protecting. She also discusses the genetic aspect of psychic abilities, likening it to developing taste buds, and the importance of being present and having experiences in life.Become a supporter of this podcast: https://www.spreaker.com/podcast/next-level-soul-podcast-with-alex-ferrari--4858435/support.
In this unplanned and unfiltered conversation, we dive deep into network automation realities with Ivan Pepelnjak, networking’s long standing and independent voice from ipSpace.net. We explore why automation projects fail, dissect the tooling landscape (Ansible vs. Terraform vs. Python), and discuss the cultural barriers preventing enterprises from modernizing their networks. Ivan delivers hard truths about... Read more »
Send us a textIn this episode, Frank and SteveO cover the latest cloud updates that matter for FinOps practitioners:Compute & AI: AWS launches the P6e GB200 Ultra Servers, delivering record-breaking GPU performance for training and inference at trillion-parameter scale. Google announces FlexStart VMs to lower inference costs, while Azure rolls out free AWS-to-Azure Blob migration.Storage & Data: Google introduces editable backup plans, and AWS adds tagging support for S3 Express One Zone—a step toward using tags as operational levers, not just reporting tools.Visibility & Optimization: AWS Transform enhances EBS cost analysis and .NET modernization insights. GCP improves billing exports with spend-based CUD metadata in BigQuery and previews a Cost Explorer for better spend tracking.Pricing & Commitments: AWS Connect introduces per-day pricing for external voice connectors. Google expands flexible CUDs to cover Cloud Run services, with full migration to the new model coming in January 2026.Savings & Compliance: Azure Firewall adds ingestion-time log transformations to cut monitoring costs. AWS Audit Manager improves evidence collection, reducing compliance overhead and spend.AI-assisted Operations: AWS debuts MCP servers for S3 Tables, CloudWatch, and Application Signals—enabling AI-driven data access, troubleshooting, and observability. Plus, QuickSight doubles SPICE datasets to 2B rows.As always, we cut through the noise to focus on the FinOps impact—cost, commitments, compliance, and the growing role of AI in managing the cloud.
In today's special edition of Cloud Wars Live, Bob Evans talks with Kris Rice, Senior Vice President, Software Development, Oracle Database, about the rapid rise of AI, the strategic impact of the new MCP Server, Oracle's unique approach to integrating LLMs with private data, and what to expect at this year's CloudWorld. Rice shares how Oracle is meeting developers where they are, enabling seamless AI-powered interactions with enterprise data.Inside Oracle's MCP StrategyThe Big Themes:Oracle's Strategic Integration of MCP: Oracle's implementation of the Model Context Protocol (MCP) represents more than a technical upgrade. Rice explains that MCP, though technically simple, becomes powerful because of how it's supported across AI agents, Copilots, cloud desktops, and IDEs. Oracle's distinctive approach lies in integrating MCP directly into its existing developer environments rather than layering on new tools.Oracle Marries AI with Data Sovereignty: Oracle has the unique ability to merge large language models (LLMs) with enterprise-grade data privacy and sovereignty. While many companies hesitate to use public AI platforms for sensitive queries, Oracle's approach — running LLMs on private GPUs in Oracle Cloud Infrastructure (OCI) — lets customers leverage cutting-edge AI while keeping data entirely within their own virtual cloud networks.Oracle CloudWorld 2025: Looking ahead to CloudWorld, Rice promises more than vision — he promises practical value. Attendees can expect hands-on labs, demos, and real-world use cases showing exactly how Oracle's MCP server and GenAI services can be applied immediately. From natural language-driven infrastructure provisioning using Terraform MCP to business logic queries run autonomously by AI agents, the event will be centered on tangible outcomes, not speculative futures.The Big Quote: “I saw the other day that the Google AI Studio supports MCP. So you could literally go to the Google AI studio, drop in your Oracle Database MCP support, and talk to your Oracle database that's on GCP, and never leave the boundaries of Google."More from Kris Rice and Oracle:Connect with Kris Rice on LinkedIn and learn more about Oracle and MCP* Sponsored podcast * Visit Cloud Wars for more.
An airhacks.fm conversation with Adam Dudczak (@maneo) about: early programming experiences with Commodore 64 and Pascal, demo scene participation through postal mail swapping of floppy disks, writing assembly code for 64K intros with music and graphics, developing digital library systems using Java Servlets and Hibernate, involvement in reactivating Poznan Java User Group in 2007, NetBeans Dream Team and NetBeans World Tour, appearing on Polish breakfast TV to discuss Java programming, working at Supercomputing Center on cultural heritage digitization projects, transitioning to EJB 3.0 and Glassfish based on conference inspirations, joining allegro in 2014 to rewrite search functionality from PHP to Java microservices, handling 14K requests per second with Solr-based search infrastructure, migrating big data stack from on-premise Hadoop to Google Cloud Platform, developing private banking application for children using Spring and Hibernate then migrating to Google Sheets with 70 lines of JavaScript, discussing public cloud cost optimization strategies, comparing AWS Lambda versus EC2 versus container services based on traffic patterns, emphasizing removal of code when moving to public cloud to leverage managed services, standardization benefits of Java EE for long-term maintenance and migration, quarkus as modern framework supporting old Jakarta EE code with fast startup times, importance of choosing appropriate persistence layer (S3 vs relational databases) based on cloud costs, serverless architectures for enterprise applications with predictable low traffic, differences between AWS Azure and GCP service offerings and pricing models, Turbo assembler project klatwa Adam Dudczak on twitter: @maneo
nvestors keep score with growth rates, but this quarter you had to read the footnotes and the fine print. Microsoft put up eye-popping Azure growth again, but a big slice of that acceleration is AI inference — notably ChatGPT — now embedded in the revised Azure definition - great for headlines but not conducive to apples-to-apples comparisons. Meanwhile, AWS delivered the largest dollars and a very clear message that demand exceeds supply. Meaning growth is capped by power and components, not pipeline. That creates a weird optics penalty — AWS showing growth in the high teens growth on a $120B-plus run rate and it's a “concern.” But it also telegraphs future upside as capacity lands and depreciation cycles through. The stealth story is Google. Google Cloud posted a strong print with solid top-line growth and steadily improving operating margin — and GCP (the IaaS/PaaS core) is growing materially faster than Cloud overall - our estimate is nearly 40%. Backlog is building at more than $250M and $1B+ deals are real. As the mix shifts toward AI-heavy, infrastructure-centric workloads, it becomes a tailwind for Google, continues to lag the scale of AWS and Azure. Let's call it a disciplined scale strategy with less noise.The other common thread is a capex arms race that faces real constraints. All three players said the quiet part out loud — power, sites, servers, power and lead times will dictate who wins AI inference and who monetizes it. Microsoft is capacity-constrained, AWS says “several quarters” to rebalance, and Google raised capex again. This is not a one-quarter story; it's a multi-year land-and-power grab that will determine margin structures for the next cycle. Meanwhile, the Big three cloud players are on a pace to spend about $240B this year on CAPEX with AI revenue coming in at about 10% of that figure. We clearly have a big hurdle before that massive investment pays back.
Today we explore how to build sustainable tech companies with Brian Pontarelli, Founder of FusionAuth. Brian shares his path from early programming on an Apple IIe to creating innovative solutions in the complex world of customer identity and access management (CIAM). Brian argues that single-tenancy and local development capabilities are crucial for developers. He also... Read more »
Brian Gracely (@bgracely) Aaron Delp (@aarondelpt) and Brandon Whichard (@bwhichard, @SoftwareDefTalk) discuss the top stories in Cloud and AI from July 2025.SHOW: 947SHOW TRANSCRIPT: The Cloudcast #947 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS"SPONSORS:[VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.[DoIT] Visit doit.com (that's d-o-i-t.com) to unlock intent-aware FinOps at scale with DoiT Cloud Intelligence.SHOW NOTES:Link to July 2025 News and ArticlesFEEDBACK?Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod
This week Reid and Dan host guitar slangin' and soul sanging phenom Marcus King, out in God's Country. The episode kicks off with Marcus ripping into his latest song "Honkytonk Hell" and the guys giving a standing ovation to GCP's greatest performance yet. The three of them discuss what it was like growing up southern and how the tough guy narrative has been a struggle to maintain at times. Marcus shares the inspiration behind his latest album, how meeting his wife saved his life, and how he thinks he is the most honest he's ever been with his new album "Darling Blue". Marcus shares a never before heard song with the listeners and ends with a REO Speedwagon gravorite. God's Country on Instagram, TikTok, and Facebook MeatEater on Instagram, Facebook, Twitter, Youtube, and Youtube Clips Subscribe to The MeatEater Podcast Network on YouTube Shop God's Country Merch Shop MeatEater MerchSee omnystudio.com/listener for privacy information.
The hardest thing for any growing company to do is manage the transition from hypergrowth to the dual tracks of growth and stability. AWS is entering their Hybrid phase, or the transition from Day 1 to Day 2. How will it go?SHOW: 946SHOW TRANSCRIPT: The Cloudcast #946 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW SPONSORS:[DoIT] Visit doit.com (that's d-o-i-t.com) to unlock intent-aware FinOps at scale with DoiT Cloud Intelligence.[VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.SHOW NOTES:Amazon Q2 (July 2025) ResultsReviewing Amazon/AWS Q2 2025 Results (CNBC)AWS QoQ Earnings Growth Rates (2014-2025)Andy Jassy defends Amazon/AWS AI strategyAmazon Q2 2025 Earnings Call TranscriptUpdate from Andy Jasay Amazon Generative AI (Amazon Internal)HOW WILL AWS HANDLE DAY 1 AND DAY 2?Has AWS missed the Generative AI transformation?Not investing in GPUs at the same rate as their cloud market shareDon't have a Top 5 Frontier LLMDon't have a productivity suite to attach AI to (on-going revenue)Don't have a leading coding-assistant appDon't have an immediate “acquisition” target (e.g. Anthropic valuation near $150B)AWS isn't breaking out their AI revenuesAWS's growth has plateaued over the last 6 quarters (around 17%), while Azure, GCP have been growing at 1.5 to 2x, specifically around AI revenues. AWS is up to 18% of Amazon revenue, and current AWS (CPU-based) is driving the majority of Amazon profits. Jasay is trying to make AI an add-on to the AWS “building block” modelGenAI buying (at this point) looks similar to Shadow IT going to public cloud – it's not centrally controlledIs AWS focused on GenAI, or moving the other 80-85% of on-premises to their cloud? Can they manage both priorities at the same time? Can you achieve the same levels of growth if non-GenAI startups aren't getting funding at the same levels as pre-2022?FEEDBACK?Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod
What happens after AI helps you write code faster? You create a bottleneck in testing, security, and operations. In part two of their conversation, SADA's Simon Margolis and Google Cloud's Ameer Abbas tackle this exact problem. They explore how Google's AI strategy extends beyond the developer's keyboard with Gemini Code Assist and Cloud Assist, creating a balanced and efficient software lifecycle from start to finish. We address the burning questions about AI's impact on the software development ecosystem: Is AI replacing developers? What does the future hold for aspiring software engineers? Gain insights on embracing AI as an augmentation tool, the concept of "intentional prompting" versus "vibe coding," and why skilled professionals are more crucial than ever in the enterprise. This episode offers practical advice for enterprises on adopting AI tools, measuring success through quantitative and qualitative metrics, and finding internal champions to drive adoption. We also peek into the near future, discussing the evolution towards AI agents capable of multi-step inferencing and full automation for specific use cases. Key Takeaways: Gemini Code Assist: AI for developer inner-loop productivity, supporting various IDEs and SCMs. Gemini Cloud Assist: AI for cloud operations, cost optimization, and incident resolution within GCP. AI's Role in Development: Augmentation, not replacement; the importance of human agency and prompting skills. Enterprise Adoption: Strategies for integrating AI tools, measuring ROI, and fostering a culture of innovation. The Future: Agents with multi-step inferencing, automation for routine tasks, and background AI processes. Relevant Links: Blog: A framework for adopting Gemini Code Assist and measuring its impact Gemini Code Assist product page Gemini Cloud Assist product page Listen now to understand how AI is shaping the future of software delivery! Join us for more content by liking, sharing, and subscribing!
Dave, Esmee, and Rob take a moment to look back on the wild ride that was Season 4—revisiting the themes that sparked the biggest conversations and the guests who left a lasting impression. They also reveal what's on their summer to-do lists and drop a few juicy hints about what's coming in Season 5. Get ready—it's going to be even bigger and bolder.Thank you to all our listeners and guests for joining us in Season 4 - have a great summer and we will see you in September!TLDR:00:40 Season 4 by the numbers – and a fun mix-up with round figures03:20 Reflecting on standout topics and memorable guests03:42 Scaling AI: Hyperscaler narratives, tech momentum, and the adoption gap13:18 Ethics in the AI era – how organizations can and must stay grounded18:12 The human factor: Why “human-in-the-loop” matters more than ever27:29 Sovereignty in tech – geopolitics, shifting narratives, and the rise of Sovereign AI37:16 A deep dive into Telco – highlights from our dedicated mini-series53:48 2025 tech trends with Gene Kim55:33 Listener Q&A: Daniel Delicate on Cynefin vs. IT operating models1:01:44 Andrea Kis on keeping humanity in fast-paced tech1:06:09 Ezhil Suresh on how we prep and record our podcast with top-tier guests1:11:38 John Eaton-Griffin on how guests have shaped our thinking1:17:19 A word from our co-host1:19:57 Looking ahead to Season 5: AAA episodes, new industry mini-series, and Hyperscaler events1:22:09 Meet our new AI companions: Substack and the Cloud Realities chatbot1:23:40 What's next for us this summerHostsDave Chapman: https://www.linkedin.com/in/chapmandr/Esmee van de Giessen: https://www.linkedin.com/in/esmeevandegiessen/Rob Kernahan: https://www.linkedin.com/in/rob-kernahan/ProductionMarcel van der Burg: https://www.linkedin.com/in/marcel-vd-burg/Dave Chapman: https://www.linkedin.com/in/chapmandr/SoundBen Corbett: https://www.linkedin.com/in/ben-corbett-3b6a11135/Louis Corbett: https://www.linkedin.com/in/louis-corbett-087250264/'Cloud Realities' is an original podcast from Capgemini
How is Infrastructure-as-Code (IaC) evolving? How does user experience fit in? Today on The Cloud Gambit, Cory O'Daniel, Co-Founder & CEO of Massdriver, lends his experience as a coder, architect, and founder to help us answer these questions. Cory also discusses what it was like building and funding a startup in the 2021-2022 market, the... Read more »
The rise of structure software fueled globalization by streamlining operations across borders. Now, Cloud and AI are accelerating this momentum, enabling faster innovation, smarter decision-making, and scalable growth. By modernizing ERP with intelligent technologies, organizations can stay agile, competitive, and ready for the next wave of global transformation.This week, Dave, Esmee and Rob talk to Timo Elliott, Innovation Evangelist at SAP, to explore how SAP is driving globalization—and how organizations can accelerate innovation through the power of Cloud and AI. TLDR00:55 Introduction of Timo Elliott02:40 Rob shares his confusion about misleading online ads08:06 In-depth conversation with Timo46:32 Rethinking control in enterprise systems1:00:00 Brunch at a Paris café or joining an event?GuestTimo Elliott: https://www.linkedin.com/in/timoelliott/HostsDave Chapman: https://www.linkedin.com/in/chapmandr/Esmee van de Giessen: https://www.linkedin.com/in/esmeevandegiessen/Rob Kernahan: https://www.linkedin.com/in/rob-kernahan/ProductionMarcel van der Burg: https://www.linkedin.com/in/marcel-vd-burg/Dave Chapman: https://www.linkedin.com/in/chapmandr/SoundBen Corbett: https://www.linkedin.com/in/ben-corbett-3b6a11135/Louis Corbett: https://www.linkedin.com/in/louis-corbett-087250264/'Cloud Realities' is an original podcast from Capgemini
GreenOps is a cultural transformation that empowers developers to turn emissions data into meaningful action, bridging the communication gap with ESG teams and exposing the critical truth that cloud cost and carbon cost are not the same, which fundamentally reshapes how we approach sustainable IT.This week, Dave, Esmee and Rob talk to James Hall, Head of GreenOps at Green Pixie, to unpack the real state of GreenOps today—and why we've only just scratched the surface. TLDR 01:57 Rob is confused about AGI 06:11 Cloud conversation with James Hall 22:10 Esmee as media archeologist, found GreenOps is 50 years old 30:46 Having some drinks in the summer Guest James Hall: https://www.linkedin.com/in/james-f-hall/ Hosts Dave Chapman: https://www.linkedin.com/in/chapmandr/ Esmee van de Giessen: https://www.linkedin.com/in/esmeevandegiessen/ Rob Kernahan: https://www.linkedin.com/in/rob-kernahan/Production Marcel van der Burg: https://www.linkedin.com/in/marcel-vd-burg/ Dave Chapman: https://www.linkedin.com/in/chapmandr/ Sound Ben Corbett: https://www.linkedin.com/in/ben-corbett-3b6a11135/ Louis Corbett: https://www.linkedin.com/in/louis-corbett-087250264/'Cloud Realities' is an original podcast from Capgemini
Is your organization struggling with secret management across bare metal, hybrid, and multi-cloud environments? Standard cloud-native tools often fall short when you need a single, standardized solution that bridges all your infrastructure.Dan Popescu, Senior Site Reliability Engineer at Booking.com joins us to share how they built a cloud-agnostic secret management strategy using HashiCorp Vault. We dive deep into the technical challenges of providing identity to bare metal machines, rotating dynamic secrets in legacy and modern applications, and why a central "broker" for authentication is critical for security at scale.Guest Socials - Dan 's Linkedin Podcast Twitter - @CloudSecPod If you want to watch videos of this LIVE STREAMED episode and past episodes - Check out our other Cloud Security Social Channels:-Cloud Security Podcast- Youtube- Cloud Security Newsletter - Cloud Security BootCampIf you are interested in AI Cybersecurity, you can check out our sister podcast - AI Cybersecurity PodcastQuestions asked:(00:00) Introduction(02:13) Dan's Background: From Cloud (AWS, GCP) to Bare Metal(03:06) The Core Challenges: Secret Exposure, Rotation & Access Control(04:45) Why Cloud-Native Fails at Scale: The Cost of 500k Requests/Min(07:32) What is a "Secret"? (It's More Than Just Passwords)(09:12) The Secret Lifecycle: Rotation, Revocation & Caching Issues(10:33) Securing Bare Metal: The Unique Challenge of On-Prem Secrets(15:44) Kubernetes & Container Secrets: Sidecars vs. Operators(18:36) The Pain of Moving from Static to Dynamic Secrets(20:40) How Do Machines Get an Identity? (Cloud IAM vs. Bare Metal)(24:28) A Practical Roadmap: Where to Start Standardizing Secrets(26:53) Key Learnings & Technical Pitfalls to Avoid(28:59) The Fun Section
As we get to the mid-point of 2025, let's take a look at where the cloud is - what's doing well, what's going through some changes, and what might be in store for the rest of 2025. SHOW: 938SHOW TRANSCRIPT: The Cloudcast #938 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW SPONSORS:[FCTR] Try FCTR.io (that's F-C-T-R dot io) free for 60 days. Modern security demands modern solutions. Check out Fctr's Tako AI, the first AI agent for Okta, on their website[VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.SHOW NOTES:Digital Sovereignty concerns, investments and new laws outside the US Growth of regional clouds? Uncertainty in Azure, AWS - employee layoffs, review cycles, focus on non-AI projects/featuresEast Meets West 2025 (keynote presentation) - See slide 27 (GPU share vs Cloud revenue share)Revenues: AWS ($116B run rate); Azure ($107.2B), GCP ($49B), Oracle Cloud ($12B IaaS, $16.8B SaaS), CoreWeave ($1B, since 2022) – OpenAI ($12-13B in 2025)NVIDIA ($130B)Massive Data Center build outs - Stargate ($500B), Meta ($60-65B), Grok/X ($10B)AWS ($100B), Azure ($80B), Saudi Arabia (up to $100B)FEEDBACK?Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod
Join host Chris Breedlove as he welcomes back Calvin Rikard, public safety specialist at Duncan -Parnell and former South Carolina Highway Patrol collision reconstruction expert, for a critical discussion about ground control points (GCPs) in drone surveying and documentation.What You'll Learn:✅ The shocking reality of how inaccurate drone data can be WITHOUT ground control points✅ Real case studies from major incident investigations (including a train crash and fatal collision)✅ The difference between ground control points and check points✅ Best practices for GCP placement and collection✅ Why the "3x accuracy rule" matters for your final deliverableshttps://www.duncan-parnell.com/public-safety/public-safety-solutions
Quantum computing in 2025 is rapidly advancing toward commercialization, with breakthroughs in algorithms, scalable hardware, and cloud-based quantum services driving real-world applications across finance, healthcare, logistics, and cybersecurityThis week, Dave, Esmee, and Rob dive into the cutting edge of quantum computing with Catherine Vollgraff Heidweiller, Quantum AI PM at Google, and James Goeders, Head of Product for Google Quantum AI, exploring how far we've come since our June 2023 Quantumania! episode and what to expect from Willow—the bold fusion of quantum, AI, digital integration, deployment, and the broader tech ecosystem.TLDR00:46 Meet Catherine and James – intros and backgrounds02:22 Rob is confused about students using AI09:40 Deep dive with Catherine and James on the current state and future of Quantum48:01 Quantum isn't just tech—it's a whole new way of thinking1:01:37 Seize the moment and bringing external users onto quantum hardwareGuestCatherine Vollgraff Heidweiller: https://www.linkedin.com/in/cmv-vollgraffheidweiller/James Goeders: https://www.linkedin.com/in/james-goeders-8876a7164/HostsDave Chapman: https://www.linkedin.com/in/chapmandr/Esmee van de Giessen: https://www.linkedin.com/in/esmeevandegiessen/Rob Kernahan: https://www.linkedin.com/in/rob-kernahan/ProductionMarcel van der Burg: https://www.linkedin.com/in/marcel-vd-burg/Dave Chapman: https://www.linkedin.com/in/chapmandr/SoundBen Corbett: https://www.linkedin.com/in/ben-corbett-3b6a11135/Louis Corbett: https://www.linkedin.com/in/louis-corbett-087250264/'Cloud Realities' is an original podcast from Capgemini
Brian Gracely (@bgracely) and Brandon Whichard (@bwhichard, @SoftwareDefTalk) discuss the top stories in Cloud and AI from June 2025.SHOW: 937SHOW TRANSCRIPT: The Cloudcast #937 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS"SPONSORS:[VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.[FCTR] Try FCTR.io (that's F-C-T-R dot io) free for 60 days. Modern security demands modern solutions. Check out Fctr's Tako AI, the first AI agent for Okta, on their websiteSHOW NOTES:Link to June 2025 News and ArticlesFEEDBACK?Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod
The Cloud Gambit is joining the Packet Pushers network! Launched in 2023 as an independent podcast, The Cloud Gambit cuts through the hype to deliver what actually matters in cloud and AI. Hosts William Collins and Eyvonne Sharp decode the strategies, technologies, and market forces reshaping enterprise infrastructure. Built for engineers who lead, leaders who... Read more »
Un fallo eléctrico histórico deja media España a oscuras… pero el debate sigue encendido… Notas y referencias en https://www.tierradehackers.com/episodio-136 Puedes apoyar este Podcast en Patreon y obtener beneficios exclusivos. Además, estarás ayudando a que siga publicándose muchos años más. https://www.tierradehackers.com/patreon/ ⭐️ SPONSORS ⭐️ ️♂️ Flare Flare es una plataforma de inteligencia de amenazas y monitoreo de la Dark Web que te ayuda a estar un paso por delante de los ciber-delincuentes. Puedes solicitar una prueba gratuita como oyente de Tierra de Hackers aquí: https://try.flare.io/martin-vigo/ ️ Prowler Audita y mejora tu seguridad en AWS, Azure, GCP, Kubernetes y M365 con visibilidad centralizada. Solicita una prueba gratuita en el siguiente link: https://prowler.com/?utm_source=tierra_de_hackers ️ YouTube: https://www.youtube.com/tierradehackers Twitch: https://www.twitch.tv/tierradehackers ➡️ Twitter: https://www.twitter.com/tierradehackers ➡️ LinkedIn: https://www.linkedin.com/company/tierradehackers ➡️ Instagram: https://www.instagram.com/tierradehackers ➡️ Facebook: https://www.facebook.com/tierradehackers ➡️ TikTok: https://www.tiktok.com/@tierradehackers No olvides unirte a nuestra comunidad de Discord: https://www.tierradehackers.com/discord
This week on Cloud Unplugged: AI goes local, Google Cloud breaks the internet, and the DOJ turns up the heat on Google's $32B Wiz acquisition.We're breaking down the biggest stories in cloud and AI:Context & Qualcomm are teaming up to move AI agents off the cloud and onto your device. What does this mean for the future of local-first AI?A major Google Cloud outage caused chaos across Cloudflare, Shopify, and Discord. We explain what went wrong and what it tells us about the risks of centralised cloud infrastructure.The DOJ is investigating Google's acquisition of Wiz, raising questions about cloud security competition and antitrust concerns.Plus: Andrej Karpathy's Software 3.0 vision, is natural language the new programming interface?Hosted by Lewis and Jon, two cloud-native veterans covering the real stories behind the hype in cloud, AI, and dev infrastructure.
The telecom industry is undergoing a fundamental transformation. This shift is creating new business opportunities and services but also brings significant challenges in transformation and modernization. In this special bonus episode, building on our Reimagining Telecoms mini-series, we dive into the current opportunities shaping today's dynamic telco landscape.This week, Dave, Esmee and Rob talk to Vivek Badrinath, Director General of the GSMA about the current opportunities shaping today's dynamic telco landscape and the role of GSMA. TLDR01:38 Introduction to Vivek and the bonus episode03:48 In-depth conversation with Vivek Badrinath42:13 Can empathy become a strategic KPI in telecom?47:20 Event in Uzbekistan and doubling down on the digital ecosystem GuestVivek Badrinath: https://www.linkedin.com/in/vivekbadrinath/HostsDave Chapman: https://www.linkedin.com/in/chapmandr/Esmee van de Giessen: https://www.linkedin.com/in/esmeevandegiessen/Rob Kernahan: https://www.linkedin.com/in/rob-kernahan/ ProductionMarcel van der Burg: https://www.linkedin.com/in/marcel-vd-burg/Dave Chapman: https://www.linkedin.com/in/chapmandr/with Praveen Shankar: https://www.linkedin.com/in/praveen-shankar-capgemini/SoundBen Corbett: https://www.linkedin.com/in/ben-corbett-3b6a11135/Louis Corbett: https://www.linkedin.com/in/louis-corbett-087250264/'Cloud Realities' is an original podcast from Capgemini
In this episode, I sit down with SAIC Chief Technology Officer (CTO) and longtime Federal/Defense leader Bob Ritchie to discuss his experience securing public sector digital modernization, including everything from large multi-cloud environments to zero trust, identity, and where things are headed with AI.Bob starts discussing SAIC and his background there. He went from intern to CTO over 20 years with this public sector industry leader, including a brief stint with Capital One on the commercial side.We covered the current state of the federal cloud community across multiple clouds (e.g., Azure, AWS, and GCP) and some of the challenges and opportunities on the security front.We often hear phrases such as “identity is the new perimeter,” but the perimeter is porous and problematic, especially in large, disparate environments such as the Federal/Defense ecosystem. Bob touched on the current state of identity security in this ecosystem, where progress is being made and what challenges still need to be tackled.The government is doing a big push towards Zero Trust, with the Cyber EO 14028, Federal/Defense ZT strategies, and more. But how much progress is being made on ZT, and where can we look for examples of innovation and success?We dove into the rise of excitement and adoption of AI, GenAI, Agentic AI, and protocols such as MCP, A2A, and where the public sector community can lean into Agentic AI for use cases ranging from SecOps, AppSec, GRC, and more.Bob explains how he balances a good business focus while staying deep in the weeds and proficient in relevant emerging technologies and nuances required as a CTO.I've known Bob for several years, and you would be hard pressed to find a more competent technology leader. This is not one to miss!
Are the dynamics of the hyperscale cloud providers changing? Will the leaders of the last decade continue for the next 3-5 years, or the next decade? Let's explore how the market is now rapidly changing.SHOW: 934SHOW TRANSCRIPT: The Cloudcast #934 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW SPONSORS:[US CLOUD] Cut Enterprise IT Support Costs by 30-50% with US Cloud[VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.SHOW NOTES:Andy Jassy (Amazon CEO) - Thoughts on Generative AI AWS quarterly revenue growth OpenAI struggling to meet deadline for $20B investment (including Microsoft)Inside Microsoft's complex relationship with OpenAIGoogle Cloud quarterly revenuesBG2 PodcastEast Meets West 2025 (keynote presentation)TECHNOLOGY WAVES CHANGE MARKET DYNAMICS; INCUMBENTS DON'T ALWAYS LEADRevenues: AWS ($62B, 2021), Azure ($60B, 2021), GCP ($19B, 2021) Revenues (run rate): AWS ($130B, 2025), Azure ($108B, 2025), GCP ($50B, 2025) AWS is on 3rd CEO since pandemic; market questioning their AI strategyAzure + OpenAI alignment strategy went from strategic to questionedGoogle start-stop AI strategy, but coming together; but company breakup loomingApple AI strategy seems completely unknown (Siri,Apple Intelligence, devices, models?)Oracle seems to be rebounding around Oracle Cloud InfrastructureNew hypercloud AI providers emerging? The Amazon/AWS 20%FEEDBACK?Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod
Each time I compile and curate the Database Weekly newsletter, I find lots of Fabric content from the various sources I watch to compose the newsletter. Since I primarily deal with the Microsoft Data Platform stack, this makes sense. Most of the things I am interested in are related to Microsoft, and as a result, I tend to use sources that also use SQL Server, Power BI, Fabric, and related technologies. I do look for other related data items, but I am heavily MSSQL focused. Recently, I stumbled on a piece that contains Fabric Alternatives in AWS, GCP, and OCI. It covers some of the options on these cloud platforms at a very high level. A product name and short description, but it shows there are other choices. I found it interesting that Databricks is mentioned, but not Snowflake. I'm not sure why that is, as Databricks is on Azure (and other platforms) as is Snowflake, but perhaps the author doesn't consider Snowflake a peer? That seems strange. Read the rest of The Data Warehousing Choice
This week, we delve into the UK government's substantial investment in AI infrastructure and its implications for cloud sovereignty; Is it related to the trump administration, the economy or the AI arms race? We discuss China's unprecedented 631 GB personal data leak and whether it is a honeytrap or negligence. Plus, Wandercraft's latest advancements in robotic exoskeletons and how technology is transforming mobility and rehabilitation.Whether you're deep in tech, cloud services, AI innovation, or market dynamics, this episode delivers sharp analysis, insightful predictions, and essential context to stay ahead in a rapidly evolving technological landscape.Hosts:https://www.linkedin.com/in/jonathanshanks/https://www.linkedin.com/in/lewismarshall/
In this episode, Jon and Lewis cover four wildly different stories, from Warfare to the impact of Trump conspiracies on Datacentres.First up, Microsoft is investing $400 million to turn Switzerland into the next cloud capital. Is it for neutrality, Trump instability syndrome or just demand? Then, we meet a glow-in-the-dark protein made by an AI called ESM3, because why not let machines start designing life?Next, we detour into wartime sci-fi: Ukraine's drone swarm attack: trucks, remote lids, and enough AI autopilot to cause substantial damage. Finally, we finish with Fi, a smart dog collar that integrates with your Apple Watch. Track your dog's steps, sleep, and GPS location. Why? Who knows!All that, plus plenty of opinions, speculation, and the usual unpacking of what is going on in the Cloud, Tech and AI space.