Podcasts about Microsoft Azure

 In today's Cloud Wars Minute, I unpack the strategy behind Microsoft's $368B in contracted cloud business and Q4 surge.Highlights00:39— CEO Satya Nadella explained what was behind this huge growth in Microsoft's Azure revenue in Q4, which ended June 30. Overall cloud revenue for the quarter was up 27% to $46.7 billion. This is the first time it's ever released any revenue figures for Azure.01:14 — Azure was up — I think it was 34% — to more than $75 billion. So, I divided four into 75, got almost $19 billion. It said it was “more than,” so I'm going to go with Q4 Azure revenue of $19 billion. And in Q4, it grew 39%. So 34% Azure growth for the year, spiking in Q4 to 39%. And its RPO (remaining performance obligation) was up an astonishing 37% to $368 billion.02:09 — Nadella pointed to, first, classic migrations from on-prem to the cloud. He cited an enormous initiative that Microsoft undertook with SAP to move Nestlé's huge SAP estate from on-prem to the cloud. He talked about cloud-native applications scaling very rapidly.03:16 — And third, he talked about AI workloads: the investments that Microsoft is making and the progress it is making on building out its infrastructure for Azure to be able to handle all of this new and rising demand. And he bristled a little bit at the notion that some other hyperscalers are doing more in the way of data centers and regions and gigawatt capacity and data center capacity04:22 — So again, an extraordinary quarter there from Microsoft Azure, sort of at the heart of so much of this. We'll have a lot more detail on this in an article that we'll be posting later this morning on Cloud Wars. Visit Cloud Wars for more.

In the first episode of Occupied Tech, a new podcast brought to you by Tech for Palestine in collaboration with Palestine Deep Dive, Paul Biggar speaks to Hossam Nasr – a former Microsoft employee who was fired in 2024 after organising a vigil for Palestinians killed in Gaza. Nasr exposes the company's major role in Israel's genocide and apartheid and discusses efforts to organise workers and activists to resist its complicity. No Azure for Apartheid (Noaa) is a worker-led group of tech workers within Microsoft, co-founded by Nasr. Its members are committed to exposing the complicity of specific technologies, including Microsoft's AI software Azure. _________________________ Occupied Tech In each episode, Paul Biggar introduces a new guest to break down the mechanics of the tech industry and how it powers Israel's genocide, apartheid and occupation – looking at the companies, investors and individuals behind it. And most importantly, spotlighting the people resisting this oppression. _________________________ Episode 1. Microsoft: Powering Israel's Genocide? Nasr exposes the company's major role in Israel's genocide and apartheid and discusses efforts to organise workers and activists to resist its complicity through the organisation he co-founded No Azure for Apartheid (Noaa). Noaa is a worker-led group of tech workers within Microsoft. Its members are committed to exposing the complicity of specific technologies, including Microsoft's AI software Azure. More than just a profit-seeking organisation, Nasr identifies Microsoft as a genocidal digital weapons manufacturer – as the most trusted tech provider for the Israeli government and military, Nasr explains how Microsoft aids Israel's combat and intelligence activities, storing illegally collected data to surveil Palestinians and more. Episode 1. was recorded back in June 2025, but new revelations reported recently in The Guardian also expose how Microsoft Azure servers in Europe have been storing ‘a million calls an hour' in an expansive Israeli surveillance operation against Palestinians – data used by Israel to conduct lethal strikes in its ongoing genocide on Gaza. _________________________ Support Palestine Deep Dive from as little as £1 per moth: https://www.palestinedeepdive.com/support _________________________ Hossam Nasr is an Egyptian software engineer and an alumnus of Harvard's Computer Science programme. He is a former Microsoft employee and co-founder of No Azure for Apartheid, a movement of Microsoft workers demanding that Microsoft end its direct and indirect complicity in Israeli apartheid and genocide. https://www.noazureforapartheid.com Paul Biggar is the founder of Tech For Palestine, a coalition of thousands of founders, engineers, product marketers, investors and other professionals who are working in support of Palestinian liberation. He is an Irish software engineer who founded the unicorn company CircleCI in 2011, before being fired from its board in 2023 for support of Palestine. https://www.techforpalestine.org

Amazon Web Services, Microsoft Azure, and Google Cloud dominate the infrastructure-as-a-service market, controlling 71% of the market share. This concentration is driven by the rapid growth of artificial intelligence, with global cloud spending projected to exceed $700 billion in 2025. The economic impact of AI is significant, as evidenced by Microsoft reaching a $4 trillion valuation, largely due to investments in AI infrastructure. However, this boom has created challenges for recent computer science graduates, who are struggling to find jobs in a tech industry that is increasingly adopting AI tools while simultaneously laying off employees.The job market for young tech workers is deteriorating, with unemployment rates for those aged 20 to 30 rising sharply. Economists warn of a potential "jobless recovery" for white-collar roles, as AI continues to replace routine jobs. The share of tech jobs peaked in late 2022 but has since declined, leaving graduates questioning the reliability of traditional pathways into tech careers. This shift highlights the need for companies to reassess their hiring practices and adapt to the changing landscape influenced by AI.In a concerning development, researchers have identified vulnerabilities in Google's Gemini AI Assistant that could allow attackers to hijack smart devices through manipulated calendar invites. These vulnerabilities pose significant risks as AI becomes more integrated into everyday applications. Although Google has addressed these issues, the potential for exploitation raises alarms about the security of AI systems and the importance of implementing strict controls and user training to mitigate risks.The recent launch of GPT-5 by OpenAI has sparked disappointment among users, leading to a petition for a return to the previous model. Many users feel that GPT-5 does not offer substantial improvements over its predecessor, resulting in a significant drop in OpenAI's perceived leadership in AI. This disconnect between advanced AI tools available at home and outdated technology in the workplace is causing dissatisfaction among employees, prompting organizations to evaluate their AI policies and capabilities to retain talent and enhance productivity. Four things to know today 00:00 AI Boom Fuels Cloud Giants' Growth While Squeezing Entry-Level Tech Jobs06:33 Researchers Expose Gemini AI Flaw Allowing Smart Device Hijacking via Calendar Invites08:04 GPT-5 Backlash Highlights AI Leadership Slip and Workplace Adoption Crisis11:06 Intel CEO Goes from “Conflict Risk” to “Success” in Trump's Eyes  Supported by:  https://scalepad.com/dave/https://www.moovila.com/ Tell us about a newsletter https://bit.ly/biztechnewsletter  All our Sponsors: https://businessof.tech/sponsors/ Do you want the show on your podcast app or the written versions of the stories? Subscribe to the Business of Tech: https://www.businessof.tech/subscribe/Looking for a link from the stories? The entire script of the show, with links to articles, are posted in each story on https://www.businessof.tech/ Support the show on Patreon: https://patreon.com/mspradio/ Want to be a guest on Business of Tech: Daily 10-Minute IT Services Insights? Send Dave Sobel a message on PodMatch, here: https://www.podmatch.com/hostdetailpreview/businessoftech Want our stuff? Cool Merch? Wear “Why Do We Care?” - Visit https://mspradio.myspreadshop.com Follow us on:LinkedIn: https://www.linkedin.com/company/28908079/YouTube: https://youtube.com/mspradio/Facebook: https://www.facebook.com/mspradionews/Instagram: https://www.instagram.com/mspradio/TikTok: https://www.tiktok.com/@businessoftechBluesky: https://bsky.app/profile/businessof.tech

A version of this essay has been published by firstpost.com at https://www.firstpost.com/opinion/shadow-warrior-from-crisis-to-advantage-how-india-can-outplay-the-trump-tariff-gambit-13923031.htmlA simple summary of the recent brouhaha about President Trump's imposition of 25% tariffs on India as well as his comment on India's ‘dead economy' is the following from Shakespeare's Macbeth: “full of sound and fury, signifying nothing”. Trump further imposed punitive tariffs totalling 50% on August 6th allegedly for India funding Russia's war machine via buying oil.As any negotiator knows, a good opening gambit is intended to set the stage for further parleys, so that you could arrive at a negotiated settlement that is acceptable to both parties. The opening gambit could well be a maximalist statement, or one's ‘dream outcome', the opposite of which is ‘the walkway point' beyond which you are simply not willing to make concessions. The usual outcome is somewhere in between these two positions or postures.Trump is both a tough negotiator, and prone to making broad statements from which he has no problem retreating later. It's down-and-dirty boardroom tactics that he's bringing to international trade. Therefore I think Indians don't need to get rattled. It's not the end of the world, and there will be climbdowns and adjustments. Think hard about the long term.I was on a panel discussion on this topic on TV just hours after Trump made his initial 25% announcement, and I mentioned an interplay between geo-politics and geo-economics. Trump is annoyed that his Ukraine-Russia play is not making much headway, and also that BRICS is making progress towards de-dollarization. India is caught in this crossfire (‘collateral damage') but the geo-economic facts on the ground are not favorable to Trump.I am in general agreement with Trump on his objectives of bringing manufacturing and investment back to the US, but I am not sure that he will succeed, and anyway his strong-arm tactics may backfire. I consider below what India should be prepared to do to turn adversity into opportunity.The anti-Thucydides Trap and the baleful influence of Whitehall on Deep StateWhat is remarkable, though, is that Trump 2.0 seems to be indistinguishable from the Deep State: I wondered last month if the Deep State had ‘turned' Trump. The main reason many people supported Trump in the first place was the damage the Deep State was wreaking on the US under the Obama-Biden regime. But it appears that the resourceful Deep State has now co-opted Trump for its agenda, and I can only speculate how.The net result is that there is the anti-Thucydides Trap: here is the incumbent power, the US, actively supporting the insurgent power, China, instead of suppressing it, as Graham Allison suggested as the historical pattern. It, in all fairness, did not start with Trump, but with Nixon in China in 1971. In 1985, the US trade deficit with China was $6 million. In 1986, $1.78 billion. In 1995, $35 billion.But it ballooned after China entered the WTO in 2001. $202 billion in 2005; $386 billion in 2022.In 2025, after threatening China with 150% tariffs, Trump retreated by postponing them; besides he has caved in to Chinese demands for Nvidia chips and for exemptions from Iran oil sanctions if I am not mistaken.All this can be explained by one word: leverage. China lured the US with the siren-song of the cost-leader ‘China price', tempting CEOs and Wall Street, who sleepwalked into surrender to the heft of the Chinese supply chain.Now China has cornered Trump via its monopoly over various things, the most obvious of which is rare earths. Trump really has no option but to give in to Chinese blackmail. That must make him furious: in addition to his inability to get Putin to listen to him, Xi is also ignoring him. Therefore, he will take out his frustrations on others, such as India, the EU, Japan, etc. Never mind that he's burning bridges with them.There's a Malayalam proverb that's relevant here: “angadiyil thottathinu ammayodu”. Meaning, you were humiliated in the marketplace, so you come home and take it out on your mother. This is quite likely what Trump is doing, because he believes India et al will not retaliate. In fact Japan and the EU did not retaliate, but gave in, also promising to invest large sums in the US. India could consider a different path: not active conflict, but not giving in either, because its equations with the US are different from those of the EU or Japan.Even the normally docile Japanese are beginning to notice.Beyond that, I suggested a couple of years ago that Deep State has a plan to enter into a condominium agreement with China, so that China gets Asia, and the US gets the Americas and the Pacific/Atlantic. This is exactly like the Vatican-brokered medieval division of the world between Spain and Portugal, and it probably will be equally bad for everyone else. And incidentally it makes the Quad infructuous, and deepens distrust of American motives.The Chinese are sure that they have achieved the condominium, or rather forced the Americans into it. Here is a headline from the Financial Express about their reaction to the tariffs: they are delighted that the principal obstacle in their quest for hegemony, a US-India military and economic alliance, is being blown up by Trump, and they lose no opportunity to deride India as not quite up to the mark, whereas they and the US have achieved a G2 detente.Two birds with one stone: gloat about the breakdown in the US-India relationship, and exhibit their racist disdain for India yet again.They laugh, but I bet India can do an end-run around them. As noted above, the G2 is a lot like the division of the world into Spanish and Portuguese spheres of influence in 1494. Well, that didn't end too well for either of them. They had their empires, which they looted for gold and slaves, but it made them fat, dumb and happy. The Dutch, English, and French capitalized on more dynamic economies, flexible colonial systems, and aggressive competition, overtaking the Iberian powers in global influence by the 17th century. This is a salutary historical parallel.I have long suspected that the US Deep State is being led by the nose by the malign Whitehall (the British Deep State): I call it the ‘master-blaster' syndrome. On August 6th, there was indirect confirmation of this in ex-British PM Boris Johnson's tweet about India. Let us remember he single-handedly ruined the chances of a peaceful resolution of the Ukraine War in 2022. Whitehall's mischief and meddling all over, if you read between the lines.Did I mention the British Special Force's views? Ah, Whitehall is getting a bit sloppy in its propaganda.Wait, so is India important (according to Whitehall) or unimportant (according to Trump)?Since I am very pro-American, I have a word of warning to Trump: you trust perfidious Albion at your peril. Their country is ruined, and they will not rest until they ruin yours too.I also wonder if there are British paw-prints in a recent and sudden spate of racist attacks on Indians in Ireland. A 6-year old girl was assaulted and kicked in the private parts. A nurse was gang-raped by a bunch of teenagers. Ireland has never been so racist against Indians (yes, I do remember the sad case of Savita Halappanavar, but that was religious bigotry more than racism). And I remember sudden spikes in anti-Indian attacks in Australia and Canada, both British vassals.There is no point in Indians whining about how the EU and America itself are buying more oil, palladium, rare earths, uranium etc. from Russia than India is. I am sorry to say this, but Western nations are known for hypocrisy. For example, exactly 80 years ago they dropped atomic bombs on Hiroshima and Nagasaki in Japan, but not on Germany or Italy. Why? The answer is uncomfortable. Lovely post-facto rationalization, isn't it?Remember the late lamented British East India Company that raped and pillaged India?Applying the three winning strategies to geo-economicsAs a professor of business strategy and innovation, I emphasize to my students that there are three broad ways of gaining an advantage over others: 1. Be the cost leader, 2. Be the most customer-intimate player, 3. Innovate. The US as a nation is patently not playing the cost leader; it does have some customer intimacy, but it is shrinking; its strength is in innovation.If you look at comparative advantage, the US at one time had strengths in all three of the above. Because it had the scale of a large market (and its most obvious competitors in Europe were decimated by world wars) America did enjoy an ability to be cost-competitive, especially as the dollar is the global default reserve currency. It demonstrated this by pushing through the Plaza Accords, forcing the Japanese yen to appreciate, destroying their cost advantage.In terms of customer intimacy, the US is losing its edge. Take cars for example: Americans practically invented them, and dominated the business, but they are in headlong retreat now because they simply don't make cars that people want outside the US: Japanese, Koreans, Germans and now Chinese do. Why were Ford and GM forced to leave the India market? Their “world cars” are no good in value-conscious India and other emerging markets.Innovation, yes, has been an American strength. Iconic Americans like Thomas Edison, Henry Ford, and Steve Jobs led the way in product and process innovation. US universities have produced idea after idea, and startups have ignited Silicon Valley. In fact Big Tech and aerospace/armaments are the biggest areas where the US leads these days.The armaments and aerospace tradeThat is pertinent because of two reasons: one is Trump's peevishness at India's purchase of weapons from Russia (even though that has come down from 70+% of imports to 36% according to SIPRI); two is the fact that there are significant services and intangible imports by India from the US, of for instance Big Tech services, even some routed through third countries like Ireland.Armaments and aerospace purchases from the US by India have gone up a lot: for example the Apache helicopters that arrived recently, the GE 404 engines ordered for India's indigenous fighter aircraft, Predator drones and P8-i Poseidon maritime surveillance aircraft. I suspect Trump is intent on pushing India to buy F-35s, the $110-million dollar 5th generation fighters.Unfortunately, the F-35 has a spotty track record. There were two crashes recently, one in Albuquerque in May, and the other on July 31 in Fresno, and that's $220 million dollars gone. Besides, the spectacle of a hapless British-owned F-35B sitting, forlorn, in the rain, in Trivandrum airport for weeks, lent itself to trolls, who made it the butt of jokes. I suspect India has firmly rebuffed Trump on this front, which has led to his focus on Russian arms.There might be other pushbacks too. Personally, I think India does need more P-8i submarine hunter-killer aircraft to patrol the Bay of Bengal, but India is exerting its buyer power. There are rumors of pauses in orders for Javelin and Stryker missiles as well.On the civilian aerospace front, I am astonished that all the media stories about Air India 171 and the suspicion that Boeing and/or General Electric are at fault have disappeared without a trace. Why? There had been the big narrative push to blame the poor pilots, and now that there is more than reasonable doubt that these US MNCs are to blame, there is a media blackout?Allegations about poor manufacturing practices by Boeing in North Charleston, South Carolina by whistleblowers have been damaging for the company's brand: this is where the 787 Dreamliners are put together. It would not be surprising if there is a slew of cancellations of orders for Boeing aircraft, with customers moving to Airbus. Let us note Air India and Indigo have placed some very large, multi-billion dollar orders with Boeing that may be in jeopardy.India as a consuming economy, and the services trade is hugely in the US' favorMany observers have pointed out the obvious fact that India is not an export-oriented economy, unlike, say, Japan or China. It is more of a consuming economy with a large, growing and increasingly less frugal population, and therefore it is a target for exporters rather than a competitor for exporting countries. As such, the impact of these US tariffs on India will be somewhat muted, and there are alternative destinations for India's exports, if need be.While Trump has focused on merchandise trade and India's modest surplus there, it is likely that there is a massive services trade, which is in the US' favor. All those Big Tech firms, such as Microsoft, Meta, Google and so on run a surplus in the US' favor, which may not be immediately evident because they route their sales through third countries, e.g. Ireland.These are the figures from the US Trade Representative, and quite frankly I don't believe them: there are a lot of invisible services being sold to India, and the value of Indian data is ignored.In addition to the financial implications, there are national security concerns. Take the case of Microsoft's cloud offering, Azure, which arbitrarily turned off services to Indian oil retailer Nayara on the flimsy grounds that the latter had substantial investment from Russia's Rosneft. This is an example of jurisdictional over-reach by US companies, which has dire consequences. India has been lax about controlling Big Tech, and this has to change.India is Meta's largest customer base. Whatsapp is used for practically everything. Which means that Meta has access to enormous amounts of Indian customer data, for which India is not even enforcing local storage. This is true of all other Big Tech (see OpenAI's Sam Altman below): they are playing fast and loose with Indian data, which is not in India's interest at all.Data is the new oil, says The Economist magazine. So how much should Meta, OpenAI et al be paying for Indian data? Meta is worth trillions of dollars, OpenAI half a trillion. How much of that can be attributed to Indian data?There is at least one example of how India too can play the digital game: UPI. Despite ham-handed efforts to now handicap UPI with a fee (thank you, brilliant government bureaucrats, yes, go ahead and kill the goose that lays the golden eggs), it has become a contender in a field that has long been dominated by the American duopoly of Visa and Mastercard. In other words, India can scale up and compete.It is unfortunate that India has not built up its own Big Tech behind a firewall as has been done behind the Great Firewall of China. But it is not too late. Is it possible for India-based cloud service providers to replace US Big Tech like Amazon Web Services and Microsoft Azure? Yes, there is at least one player in that market: Zoho.Second, what are the tariffs on Big Tech exports to India these days? What if India were to decide to impose a 50% tax on revenue generated in India through advertisement or through sales of services, mirroring the US's punitive taxes on Indian goods exports? Let me hasten to add that I am not suggesting this, it is merely a hypothetical argument.There could also be non-tariff barriers as China has implemented, but not India: data locality laws, forced use of local partners, data privacy laws like the EU's GDPR, anti-monopoly laws like the EU's Digital Markets Act, strict application of IPR laws like 3(k) that absolutely prohibits the patenting of software, and so on. India too can play legalistic games. This is a reason US agri-products do not pass muster: genetically modified seeds, and milk from cows fed with cattle feed from blood, offal and ground-up body parts.Similarly, in the ‘information' industry, India is likely to become the largest English-reading country in the world. I keep getting come-hither emails from the New York Times offering me $1 a month deals on their product: they want Indian customers. There are all these American media companies present in India, untrammelled by content controls or taxes. What if India were to give a choice to Bloomberg, Reuters, NYTimes, WaPo, NPR et al: 50% tax, or exit?This attack on peddlers of fake information and manufacturing consent I do suggest, and I have been suggesting for years. It would make no difference whatsoever to India if these media outlets were ejected, and they surely could cover India (well, basically what they do is to demean India) just as well from abroad. Out with them: good riddance to bad rubbish.What India needs to doI believe India needs to play the long game. It has to use its shatrubodha to realize that the US is not its enemy: in Chanakyan terms, the US is the Far Emperor. The enemy is China, or more precisely the Chinese Empire. Han China is just a rump on their south-eastern coast, but it is their conquered (and restive) colonies such as Tibet, Xinjiang, Manchuria and Inner Mongolia, that give them their current heft.But the historical trends are against China. It has in the past had stable governments for long periods, based on strong (and brutal) imperial power. Then comes the inevitable collapse, when the center falls apart, and there is absolute chaos. It is quite possible, given various trends, including demographic changes, that this may happen to China by 2050.On the other hand, (mostly thanks, I acknowledge, to China's manufacturing growth), the center of gravity of the world economy has been steadily shifting towards Asia. The momentum might swing towards India if China stumbles, but in any case the era of Atlantic dominance is probably gone for good. That was, of course, only a historical anomaly. Asia has always dominated: see Angus Maddison's magisterial history of the world economy, referred to below as well.I am reminded of the old story of the king berating his court poet for calling him “the new moon” and the emperor “the full moon”. The poet escaped being punished by pointing out that the new moon is waxing and the full moon is waning.This is the long game India has to keep in mind. Things are coming together for India to a great extent: in particular the demographic dividend, improved infrastructure, fiscal prudence, and the increasing centrality of the Indian Ocean as the locus of trade and commerce.India can attempt to gain competitive advantage in all three ways outlined above:* Cost-leadership. With a large market (assuming companies are willing to invest at scale), a low-cost labor force, and with a proven track-record of frugal innovation, India could well aim to be a cost-leader in selected areas of manufacturing. But this requires government intervention in loosening monetary policy and in reducing barriers to ease of doing business* Customer-intimacy. What works in highly value-conscious India could well work in other developing countries. For instance, the economic environment in ASEAN is largely similar to India's, and so Indian products should appeal to their residents; similarly with East Africa. Thus the Indian Ocean Rim with its huge (and in Africa's case, rapidly growing) population should be a natural fit for Indian products* Innovation. This is the hardest part, and it requires a new mindset in education and industry, to take risks and work at the bleeding edge of technology. In general, Indians have been content to replicate others' innovations at lower cost or do jugaad (which cannot scale up). To do real, disruptive innovation, first of all the services mindset should transition to a product mindset (sorry, Raghuram Rajan). Second, the quality of human capital must be improved. Third, there should be patient risk capital. Fourth, there should be entrepreneurs willing to try risky things. All of these are difficult, but doable.And what is the end point of this game? Leverage. The ability to compel others to buy from you.China has demonstrated this through its skill at being a cost-leader in industry after industry, often hollowing out entire nations through means both fair and foul. These means include far-sighted industrial policy including the acquisition of skills, technology, and raw materials, as well as hidden subsidies that support massive scaling, which ends up driving competing firms elsewhere out of business. India can learn a few lessons from them. One possible lesson is building capabilities, as David Teece of UC Berkeley suggested in 1997, that can span multiple products, sectors and even industries: the classic example is that of Nikon, whose optics strength helps it span industries such as photography, printing, and photolithography for chip manufacturing. Here is an interesting snapshot of China's capabilities today.2025 is, in a sense, a point of inflection for India just as the crisis in 1991 was. India had been content to plod along at the Nehruvian Rate of Growth of 2-3%, believing this was all it could achieve, as a ‘wounded civilization'. From that to a 6-7% growth rate is a leap, but it is not enough, nor is it testing the boundaries of what India can accomplish.1991 was the crisis that turned into an opportunity by accident. 2025 is a crisis that can be carefully and thoughtfully turned into an opportunity.The Idi Amin syndrome and the 1000 Talents program with AIThere is a key area where an American error may well be a windfall for India. This is based on the currently fashionable H1-B bashing which is really a race-bashing of Indians, and which has been taken up with gusto by certain MAGA folks. Once again, I suspect the baleful influence of Whitehall behind it, but whatever the reason, it looks like Indians are going to have a hard time settling down in the US.There are over a million Indians on H1-Bs, a large number of them software engineers, let us assume for convenience there are 250,000 of them. Given country caps of exactly 9800 a year, they have no realistic chance of getting a Green Card in the near future, and given the increasingly fraught nature of life there for brown people, they may leave the US, and possibly return to India..I call this the Idi Amin syndrome. In 1972, the dictator of Uganda went on a rampage against Indian-origin people in his country, and forcibly expelled 80,000 of them, because they were dominating the economy. There were unintended consequences: those who were ejected mostly went to the US and UK, and they have in many cases done well. But Uganda's economy virtually collapsed.That's a salutary experience. I am by no means saying that the US economy would collapse, but am pointing to the resilience of the Indians who were expelled. If, similarly, Trump forces a large number of Indians to return to India, that might well be a case of short-term pain and long-term gain: urvashi-shapam upakaram, as in the Malayalam phrase.Their return would be akin to what happened in China and Taiwan with their successful effort to attract their diaspora back. The Chinese program was called 1000 Talents, and they scoured the globe for academics and researchers of Chinese origin, and brought them back with attractive incentives and large budgets. They had a major role in energizing the Chinese economy.Similarly, Taiwan with Hsinchu University attracted high-quality talent, among which was the founder of TSMC, the globally dominant chip giant.And here is Trump offering to India on a platter at least 100,000 software engineers, especially at a time when generativeAI is decimating low-end jobs everywhere. They can work on some very compelling projects that could revolutionize Indian education, up-skilling and so on, and I am not at liberty to discuss them. Suffice to say that these could turbo-charge the Indian software industry and get it away from mundane, routine body-shopping type jobs.ConclusionThe Trump tariff tantrum is definitely a short-term problem for India, but it can be turned around, and turned into an opportunity, if only the country plays its cards right and focuses on building long-term comparative advantages and accepting the gift of a mis-step by Trump in geo-economics.In geo-politics, India and the US need each other to contain China, and so that part, being so obvious, will be taken care of more or less by default.Thus, overall, the old SWOT analysis: strengths, weaknesses, opportunities and threats. On balance, I am of the opinion that the threats contain in them the germs of opportunities. It is up to Indians to figure out how to take advantage of them. This is your game to win or lose, India!4150 words, 9 Aug 2025 This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit rajeevsrinivasan.substack.com/subscribe

This ChatGPT announcement is more important than GPT-5.Seriously.This week, OpenAI (kinda) quietly released its first open-source model since 2019.Us AI dorks are talking about it… but the business landscape is crickets.(As everyone gets hyped for GPT-5 today.)But…. Hot take on a Thursday shorties: ChatGPT's new Open Source Model will be a bigger step forward for AI tech than GPT-5 and it's not even close.Join us to find out why, how business development could change, and who will be the winners and losers.Newsletter: Sign up for our free daily newsletterMore on this Episode: Episode PageJoin the discussion: Thoughts on this? Join the convo and connect with other AI leaders on LinkedIn.Upcoming Episodes: Check out the upcoming Everyday AI Livestream lineupWebsite: YourEverydayAI.comEmail The Show: info@youreverydayai.comConnect with Jordan on LinkedInTopics Covered in This Episode:OpenAI Releases GPT OSS Open Source ModelComparison: GPT OSS vs GPT-4 Level ReasoningImpact on AI Industry Competitors & StrategyApache 2.0 License vs Meta Llama RestrictionsBusiness Benefits: Local, Secure, Free AI DeploymentTechnical Specs: 20B and 120B Parameter VersionsAI Model Customization, Fine-Tuning, and Edge UseWinners and Losers: Nvidia, Google, API ProvidersEdge Computing and On-Device AI FutureOpen Source AI Risks and Safety ConcernsGlobal AI Race: US vs China Open SourceAcceleration of AI Innovation and Model DevelopmentTimestamps:00:00 "ChatGPT's Game-Changing Open Source"05:27 Open Source AI Models Explained07:23 OpenAI's New Open-Source Model11:30 Affordable High-Performance Language Models15:54 Meta's Shift Toward Proprietary Models17:56 "AI Model Customization and Deployment"20:38 Leveraging AI for Cost Efficiency26:13 OpenAI's Strategic Competitive Advantage27:58 OpenAI's Strategic Dominance Forecast31:33 "Anticipating Google's Gemma 4 Impact"35:18 Apple's Future in AI-Powered Phones39:11 AGI: The New Global SuperpowerKeywords:GPT OSS, OpenAI, ChatGPT open source, GPT-OSS, GPT4O level reasoning, Open source AI model, Apache 2.0 license, Reasoning model, Local AI models, AI edge computing, On-device AI, Downloadable AI model, 21B parameter model, 120B parameter model, AI model fine tuning, Commercial use AI, Chain of thought, Agentic tasks, Tool use AI, Secure AI deployment, Data privacy, API providers, AI innovation, Chinese open source AI, Meta Llama, MMLU benchmark, Nvidia GPU, Microsoft Azure, AWS Bedrock, Hugging Face, Cloud AI, AI business strategy, AI market disruption, AI mid tier competitors, AI scalability, Patent protection, Cybersecurity, Bioweapon risks, Global AI race, AGI acceleration, Model weights releaSend Everyday AI and Jordan a text message. (We can't reply back unless you leave contact info) Ready for ROI on GenAI? Go to youreverydayai.com/partner

In this episode of Tech Talks Daily, I sat down with Joseph Landes, co-founder and Chief Revenue Officer at Nerdio, to explore how one conversation at a Microsoft conference led to a billion-dollar cloud automation company. From his 23-year career at Microsoft to building a fully remote team now supporting over five million users, Joseph's story blends strategic risk-taking with deep industry insight. We unpacked how Nerdio grew from a startup idea in 2018 to a company that just secured 500 million dollars in Series C funding. Joseph walked me through the early days of building the business alongside co-founder Vadim Vladimirsky and how they focused on simplifying Microsoft Azure for IT professionals and MSPs. Their goal was clear: make cloud management easier, faster, and more cost-effective through automation and policy-driven governance. But this episode wasn't just about cloud optimization. We also dug into Nerdio's fully remote culture and the intentional design behind it. Joseph shared how initiatives like appointing city mayors, launching the Nerdio Break Room, and hosting an annual global kickoff have helped maintain a strong sense of community and accountability across 350 remote employees. We also discussed why Nerdio does not compete with Microsoft. It enhances and extends Microsoft's products, helping customers navigate Azure complexity while staying aligned with Microsoft's fast-changing roadmap. This customer-centric strategy, coupled with deep product knowledge and agility, has been key to Nerdio's ability to scale without losing focus. Looking ahead, Joseph shared his perspective on why AI and continuous cost optimization will shape the future of enterprise IT. He made a strong case for simplifying IT operations, empowering professionals, and turning savings into reinvestment opportunities. In an era of complexity and noise, Nerdio's growth story is a reminder of what can happen when you combine deep platform expertise with a culture that truly listens. How is your organization turning cloud complexity into an advantage rather than a barrier?

Welcome to Episode 407 of the Microsoft Cloud IT Pro Podcast. In this episode, we dive deep into the Model Context Protocol (MCP) - a game-changing specification that's extending the capabilities of Large Language Models (LLMs) and creating exciting new possibilities for IT professionals working with Microsoft Azure and Microsoft 365. MCP represents a significant shift toward more extensible and domain-specific AI interactions. Instead of being limited to pre-trained knowledge, you can now connect your AI tools directly to live data sources, APIs, and services that matter to your specific role and organization. Whether you're managing Azure infrastructure, creating content, or developing solutions, MCP provides a framework to make your AI interactions more powerful and contextually relevant to your daily workflows. Your support makes this show possible! Please consider becoming a premium member for access to live shows and more. Check out our membership options. Show Notes Introducing the Model Context Protocol Understanding MCP server concepts Understanding MCP client concepts A list of applications that support MCP integrations About the sponsors Would you like to become the irreplaceable Microsoft 365 resource for your organization? Let us know!

Host Alex Theuma is joined by DuploCloud Founder and CEO Venkat Thiruvengadam. Venkat shares his journey from Microsoft Azure to building a $50M-funded DevSecOps platform. He discusses bootstrapping the company for the first three years, through to leading the company through what he calls an “existential moment” for all SaaS businesses: the shift to AI-native operations. Guest links: Website: https://duplocloud.com/ LinkedIn: https://www.linkedin.com/in/venkat-thiruvengadam-35a7396/      Check out the other ways SaaStock is helping SaaS founders move their business forward: 

Bentornati e bentornate su Azure Italia Podcast, il podcast in italiano su Microsoft Azure!Per non perderti nessun nuovo episodio clicca sul tasto FOLLOW del tuo player

In today's Cloud Wars Minute, I explore how Microsoft is helping Thailand modernize its legal system using AI and cloud technologies to support its bid for OECD membership.Highlights00:03 — Microsoft is helping to transform Thailand's legal system using AI and cloud technologies. The company is working closely with the Office of the Council of State. This effort is a critical part of the country's ambition to join the Organization for Economic Co-operation and Development, or OECD.00:30 — At the heart of this partnership is the TH2OECD initiative, an AI-powered legal comparison platform built on the Microsoft Azure OpenAI Service. This platform automatically translates and analyzes more than 70,000 Thai legislative documents and compares them with over 270 OECD legal instruments.01:06 — It's an interesting use case for AI. Here, it's demonstrating the technology's capabilities in action. And while it's common for companies to implement ambitious analysis and management programs for their internal purposes, doing so at a governmental scale is even more impressive. Visit Cloud Wars for more.

```html i'm wall-e, welcoming you to today's tech briefing for wednesday, july 23rd. explore today's top stories in tech: google's ai-first strategy: alphabet shares rise as google reveals plans to expand its artificial intelligence development, aiming to align cloud services with an ai-first strategy and boost global enterprise ai accessibility. microsoft's cloud revenue boost: significant gains reported in cloud revenue due to high demand for azure, driven by accelerated digital transformation, with analysts viewing azure's growth as key to microsoft's success. amazon under eu investigation: the european union launches a new inquiry into amazon's data practices, examining if the retail giant's handling of merchants' data gives it an unfair competitive advantage. amazon pledges full cooperation. that's all for today. we'll see you back here tomorrow. ```

Bentornati e bentornate su Azure Italia Podcast, il podcast in italiano su Microsoft Azure!Per non perderti nessun nuovo episodio clicca sul tasto FOLLOW del tuo player

C'est une première qui pourrait bien marquer un tournant dans l'histoire du numérique. En juin, ChatGPT devient l'application la plus téléchargée au monde, avec 50 millions d'installations sur smartphones. Oui, vous avez bien entendu : l'intelligence artificielle d'OpenAI dépasse TikTok, Instagram, WhatsApp et Facebook, tous relégués derrière. TikTok, pourtant habituée à la première marche, arrive deuxième avec 37 millions de téléchargements, juste devant Instagram et ses 36 millions. Un bouleversement discret mais révélateur. Car si les géants des réseaux sociaux semblaient indétrônables, ChatGPT s'impose comme l'outsider devenu incontournable. Et ce, malgré les efforts d'Apple et Google pour promouvoir leurs propres IA — Apple Intelligence et Gemini — intégrées directement dans iOS et Android. Visiblement, les utilisateurs font toujours confiance à OpenAI pour répondre à leurs besoins. Ce succès intervient dans un contexte où les téléchargements globaux reculent : le Top 10 mondial cumule 290 millions d'installations, soit une baisse de 8 % par rapport au mois de mai. Mais ChatGPT, lui, grimpe. Facebook et WhatsApp complètent le Top 5 avec respectivement 30 et 28 millions de téléchargements. Netflix, quant à lui, sort du classement. Côté shopping, ce n'est ni Amazon ni Vinted qui brillent, mais Temu, l'appli e-commerce chinoise qui se hisse à la 7e place. Et derrière cette envolée des téléchargements, une autre évolution se profile en coulisse : l'infrastructure technique de ChatGPT elle-même est en pleine transformation. OpenAI a signé avec Google Cloud. Jusqu'ici hébergé exclusivement sur Microsoft Azure, ChatGPT s'ouvre à de nouvelles infrastructures pour répondre à la demande croissante en puissance de calcul. Désormais, Google Cloud servira les utilisateurs aux États-Unis, au Royaume-Uni, au Japon, en Norvège et aux Pays-Bas. En France, en revanche, seul Microsoft reste à la manœuvre. Hébergé par Acast. Visitez acast.com/privacy pour plus d'informations.

Another Israeli spyware vendor surfaces. Win11 to delete restore points more quickly. The EU accelerates its plans to abandon Microsoft Azure. The EU sets timelines for Post-Quantum crypto adoption. Russia to create a massive IMEI database. Canada and the UK create the "Common Good Cyber Fund". U.S. states crack down on Bitcoin ATMs amid growing scams. Congressional staffers cannot use WhatsApp on gov devices. LibXML2 and the problems with commercial use of OSS. A(nother) remote code execution vulnerability in WinRAR. Have-I-Been-Pwned gets a cool data visualization site. How is ransomware getting in? Windows to offer "safe" non-kernel endpoint security? Proactive age verification coming to porn sites. How? Canada (also) says "bye bye" to Hikvision. Germany will be banning DeekSeek. The whole EU may follow. Cloudflare throttled in Russia? What must the U.S. do to compete in global exploit acquisition? Show Notes - https://www.grc.com/sn/SN-1033-Notes.pdf Hosts: Steve Gibson and Leo Laporte Download or subscribe to Security Now at https://twit.tv/shows/security-now. You can submit a question to Security Now at the GRC Feedback Page. For 16kbps versions, transcripts, and notes (including fixes), visit Steve's site: grc.com, also the home of the best disk maintenance and recovery utility ever written Spinrite 6. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: expressvpn.com/securitynow Melissa.com/twit 1password.com/securitynow hoxhunt.com/securitynow canary.tools/twit - use code: TWIT

Another Israeli spyware vendor surfaces. Win11 to delete restore points more quickly. The EU accelerates its plans to abandon Microsoft Azure. The EU sets timelines for Post-Quantum crypto adoption. Russia to create a massive IMEI database. Canada and the UK create the "Common Good Cyber Fund". U.S. states crack down on Bitcoin ATMs amid growing scams. Congressional staffers cannot use WhatsApp on gov devices. LibXML2 and the problems with commercial use of OSS. A(nother) remote code execution vulnerability in WinRAR. Have-I-Been-Pwned gets a cool data visualization site. How is ransomware getting in? Windows to offer "safe" non-kernel endpoint security? Proactive age verification coming to porn sites. How? Canada (also) says "bye bye" to Hikvision. Germany will be banning DeekSeek. The whole EU may follow. Cloudflare throttled in Russia? What must the U.S. do to compete in global exploit acquisition? Show Notes - https://www.grc.com/sn/SN-1033-Notes.pdf Hosts: Steve Gibson and Leo Laporte Download or subscribe to Security Now at https://twit.tv/shows/security-now. You can submit a question to Security Now at the GRC Feedback Page. For 16kbps versions, transcripts, and notes (including fixes), visit Steve's site: grc.com, also the home of the best disk maintenance and recovery utility ever written Spinrite 6. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: expressvpn.com/securitynow Melissa.com/twit 1password.com/securitynow hoxhunt.com/securitynow canary.tools/twit - use code: TWIT

Another Israeli spyware vendor surfaces. Win11 to delete restore points more quickly. The EU accelerates its plans to abandon Microsoft Azure. The EU sets timelines for Post-Quantum crypto adoption. Russia to create a massive IMEI database. Canada and the UK create the "Common Good Cyber Fund". U.S. states crack down on Bitcoin ATMs amid growing scams. Congressional staffers cannot use WhatsApp on gov devices. LibXML2 and the problems with commercial use of OSS. A(nother) remote code execution vulnerability in WinRAR. Have-I-Been-Pwned gets a cool data visualization site. How is ransomware getting in? Windows to offer "safe" non-kernel endpoint security? Proactive age verification coming to porn sites. How? Canada (also) says "bye bye" to Hikvision. Germany will be banning DeekSeek. The whole EU may follow. Cloudflare throttled in Russia? What must the U.S. do to compete in global exploit acquisition? Show Notes - https://www.grc.com/sn/SN-1033-Notes.pdf Hosts: Steve Gibson and Leo Laporte Download or subscribe to Security Now at https://twit.tv/shows/security-now. You can submit a question to Security Now at the GRC Feedback Page. For 16kbps versions, transcripts, and notes (including fixes), visit Steve's site: grc.com, also the home of the best disk maintenance and recovery utility ever written Spinrite 6. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: expressvpn.com/securitynow Melissa.com/twit 1password.com/securitynow hoxhunt.com/securitynow canary.tools/twit - use code: TWIT

Another Israeli spyware vendor surfaces. Win11 to delete restore points more quickly. The EU accelerates its plans to abandon Microsoft Azure. The EU sets timelines for Post-Quantum crypto adoption. Russia to create a massive IMEI database. Canada and the UK create the "Common Good Cyber Fund". U.S. states crack down on Bitcoin ATMs amid growing scams. Congressional staffers cannot use WhatsApp on gov devices. LibXML2 and the problems with commercial use of OSS. A(nother) remote code execution vulnerability in WinRAR. Have-I-Been-Pwned gets a cool data visualization site. How is ransomware getting in? Windows to offer "safe" non-kernel endpoint security? Proactive age verification coming to porn sites. How? Canada (also) says "bye bye" to Hikvision. Germany will be banning DeekSeek. The whole EU may follow. Cloudflare throttled in Russia? What must the U.S. do to compete in global exploit acquisition? Show Notes - https://www.grc.com/sn/SN-1033-Notes.pdf Hosts: Steve Gibson and Leo Laporte Download or subscribe to Security Now at https://twit.tv/shows/security-now. You can submit a question to Security Now at the GRC Feedback Page. For 16kbps versions, transcripts, and notes (including fixes), visit Steve's site: grc.com, also the home of the best disk maintenance and recovery utility ever written Spinrite 6. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: expressvpn.com/securitynow Melissa.com/twit 1password.com/securitynow hoxhunt.com/securitynow canary.tools/twit - use code: TWIT

Another Israeli spyware vendor surfaces. Win11 to delete restore points more quickly. The EU accelerates its plans to abandon Microsoft Azure. The EU sets timelines for Post-Quantum crypto adoption. Russia to create a massive IMEI database. Canada and the UK create the "Common Good Cyber Fund". U.S. states crack down on Bitcoin ATMs amid growing scams. Congressional staffers cannot use WhatsApp on gov devices. LibXML2 and the problems with commercial use of OSS. A(nother) remote code execution vulnerability in WinRAR. Have-I-Been-Pwned gets a cool data visualization site. How is ransomware getting in? Windows to offer "safe" non-kernel endpoint security? Proactive age verification coming to porn sites. How? Canada (also) says "bye bye" to Hikvision. Germany will be banning DeekSeek. The whole EU may follow. Cloudflare throttled in Russia? What must the U.S. do to compete in global exploit acquisition? Show Notes - https://www.grc.com/sn/SN-1033-Notes.pdf Hosts: Steve Gibson and Leo Laporte Download or subscribe to Security Now at https://twit.tv/shows/security-now. You can submit a question to Security Now at the GRC Feedback Page. For 16kbps versions, transcripts, and notes (including fixes), visit Steve's site: grc.com, also the home of the best disk maintenance and recovery utility ever written Spinrite 6. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: expressvpn.com/securitynow Melissa.com/twit 1password.com/securitynow hoxhunt.com/securitynow canary.tools/twit - use code: TWIT

Another Israeli spyware vendor surfaces. Win11 to delete restore points more quickly. The EU accelerates its plans to abandon Microsoft Azure. The EU sets timelines for Post-Quantum crypto adoption. Russia to create a massive IMEI database. Canada and the UK create the "Common Good Cyber Fund". U.S. states crack down on Bitcoin ATMs amid growing scams. Congressional staffers cannot use WhatsApp on gov devices. LibXML2 and the problems with commercial use of OSS. A(nother) remote code execution vulnerability in WinRAR. Have-I-Been-Pwned gets a cool data visualization site. How is ransomware getting in? Windows to offer "safe" non-kernel endpoint security? Proactive age verification coming to porn sites. How? Canada (also) says "bye bye" to Hikvision. Germany will be banning DeekSeek. The whole EU may follow. Cloudflare throttled in Russia? What must the U.S. do to compete in global exploit acquisition? Show Notes - https://www.grc.com/sn/SN-1033-Notes.pdf Hosts: Steve Gibson and Leo Laporte Download or subscribe to Security Now at https://twit.tv/shows/security-now. You can submit a question to Security Now at the GRC Feedback Page. For 16kbps versions, transcripts, and notes (including fixes), visit Steve's site: grc.com, also the home of the best disk maintenance and recovery utility ever written Spinrite 6. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: expressvpn.com/securitynow Melissa.com/twit 1password.com/securitynow hoxhunt.com/securitynow canary.tools/twit - use code: TWIT

Another Israeli spyware vendor surfaces. Win11 to delete restore points more quickly. The EU accelerates its plans to abandon Microsoft Azure. The EU sets timelines for Post-Quantum crypto adoption. Russia to create a massive IMEI database. Canada and the UK create the "Common Good Cyber Fund". U.S. states crack down on Bitcoin ATMs amid growing scams. Congressional staffers cannot use WhatsApp on gov devices. LibXML2 and the problems with commercial use of OSS. A(nother) remote code execution vulnerability in WinRAR. Have-I-Been-Pwned gets a cool data visualization site. How is ransomware getting in? Windows to offer "safe" non-kernel endpoint security? Proactive age verification coming to porn sites. How? Canada (also) says "bye bye" to Hikvision. Germany will be banning DeekSeek. The whole EU may follow. Cloudflare throttled in Russia? What must the U.S. do to compete in global exploit acquisition? Show Notes - https://www.grc.com/sn/SN-1033-Notes.pdf Hosts: Steve Gibson and Leo Laporte Download or subscribe to Security Now at https://twit.tv/shows/security-now. You can submit a question to Security Now at the GRC Feedback Page. For 16kbps versions, transcripts, and notes (including fixes), visit Steve's site: grc.com, also the home of the best disk maintenance and recovery utility ever written Spinrite 6. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: expressvpn.com/securitynow Melissa.com/twit 1password.com/securitynow hoxhunt.com/securitynow canary.tools/twit - use code: TWIT

Another Israeli spyware vendor surfaces. Win11 to delete restore points more quickly. The EU accelerates its plans to abandon Microsoft Azure. The EU sets timelines for Post-Quantum crypto adoption. Russia to create a massive IMEI database. Canada and the UK create the "Common Good Cyber Fund". U.S. states crack down on Bitcoin ATMs amid growing scams. Congressional staffers cannot use WhatsApp on gov devices. LibXML2 and the problems with commercial use of OSS. A(nother) remote code execution vulnerability in WinRAR. Have-I-Been-Pwned gets a cool data visualization site. How is ransomware getting in? Windows to offer "safe" non-kernel endpoint security? Proactive age verification coming to porn sites. How? Canada (also) says "bye bye" to Hikvision. Germany will be banning DeekSeek. The whole EU may follow. Cloudflare throttled in Russia? What must the U.S. do to compete in global exploit acquisition? Show Notes - https://www.grc.com/sn/SN-1033-Notes.pdf Hosts: Steve Gibson and Leo Laporte Download or subscribe to Security Now at https://twit.tv/shows/security-now. You can submit a question to Security Now at the GRC Feedback Page. For 16kbps versions, transcripts, and notes (including fixes), visit Steve's site: grc.com, also the home of the best disk maintenance and recovery utility ever written Spinrite 6. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: expressvpn.com/securitynow Melissa.com/twit 1password.com/securitynow hoxhunt.com/securitynow canary.tools/twit - use code: TWIT

Benvenuti a The Deep Dive! Esploriamo il fenomeno Nvidia, l'azienda che ha superato la storica soglia dei 4.000 miliardi di dollari, un primato mai visto prima che la proietta tra le superpotenze globali, sorpassando persino Apple e Microsoft in valore e modello di business.Questa ascesa record è trainata dal suo ruolo di "cervello" dell'intelligenza artificiale, con le sue GPU H100 e A100 che sono diventate lo standard industriale per i laboratori e le grandi aziende. Il boom dell'AI generativa e la domanda incessante dei colossi del cloud computing (gli "hyperscaler" come Amazon Web Services, Google Cloud, Microsoft Azure e Meta) hanno alimentato questa crescita esponenziale.Ma è Nvidia un affare imperdibile per il futuro o siamo di fronte a una bolla? Analizzeremo i numeri: con un rapporto prezzo/utili (P/E forward) a 33, l'azienda "sembra ancora conveniente", e il 90% degli analisti ha un rating "BUY". Discuteremo come gli investimenti previsti dalle big tech (oltre 1.000 miliardi di dollari in infrastrutture AI tra il 2025 e il 2028) pongano Nvidia in una posizione chiave per un'ulteriore crescita.Non mancheranno però i segnali di allarme. Discuteremo i rischi da considerare: la volatilità del settore tecnologico, la potenziale dipendenza da un numero limitato di clienti e le pressioni geopolitiche globali. Unisciti a noi per capire se, come suggeriscono le fonti, "la corsa è appena cominciata" o se gli investitori dovrebbero iniziare a guardare con cautela. Analisi e dibattito aperto tra esperti.LINK DIRETTO DEL MIO LIBRO SU AMAZON: https://www.amazon.it/dp/B0D6LZK23MInvesti come me:https://www.patreon.com/cambiaretutto Il sito di giuseppe scioscia: https://tinyurl.com/ytm3ns74Il gruppo:https://www.facebook.com/groups/cambiaretuttocambiaresubitoIl mio profilo:https://www.facebook.com/GiuseppeSciosciaNB: In nessun modo il mio contenuto audio e/o video vuole essere una sollecitazione all'acquisto o vendita di strumenti finanziari.

Apple zou plannen hebben gehad om de eigen datacenters open te stellen voor externe partijen. Daarmee zou het bedrijf direct concurreren met de clouddiensten van Amazon, Microsoft en Google. Of het plan nog steeds uitgevoerd wordt is niet bekend. The Information schrijft over de plannen van Apple, die samenhangen met project ACDC. Dat project staat voor Apple Chips in Data Centers. Dat plan werd opgetuigd om eigen chips te ontwerpen voor AI-datacenters van het bedrijf. Het zou in eerste instantie enkel voor Apple's eigen diensten en AI-plannen gebruikt moeten worden, zoals nu bijvoorbeeld Private Cloud Compute en de AI-berekeningen van Siri draaien op die datacenters. Maar Michael Abott had binnen Apple plannen opgegooid om ook een businessmodel te maken voor de datacenters, door de rekenkracht van de datacenters te verhuren aan externe ontwikkelaars. Of dat plan nog altijd uitgewerkt wordt is onbekend en onzeker, omdat initiatiefnemer Abott in 2023 het bedrijf verliet. Volgens The Information zouden er wel in 2024 nog gesprekken over gevoerd zijn, maar inmiddels lijkt Apple vooral ook de handen vol te hebben aan het verbeteren van de eigen AI-capaciteiten. Verder in deze Tech Update: Meta trekt Daniel Gross aan voor Super AI-team, maar Ilya Sutskever weet verleiding te weerstaan en neemt plek als CEO in bij start-up Safe Superintelligence Zometeen in De Schaal van Hebben: Aircooling fan-jacket van FERNIDA See omnystudio.com/listener for privacy information.

Welcome to Holistic Investments, where we explore the future of technology and innovation! In this in-depth interview, we sit down with Sebastian Pfeiffer, Co-Founder and Managing Director of Impossible Cloud Network (ICN), a groundbreaking decentralized cloud platform challenging the dominance of traditional cloud giants like AWS, Google Cloud, and Microsoft Azure. Sebastian takes us through the fascinating origin story of ICN, its mission to decentralize the cloud, and how it leverages a multi-service DePIN (Decentralized Physical Infrastructure Network) to deliver enterprise-grade performance.Discover how ICN is addressing critical issues like digital sovereignty, vendor lock-in, and the growing demand for edge computing in the era of AI and Web3. From its ICNT token mechanics to strategic partnerships with industry leaders like Supermicro and IoTeX, this conversation uncovers why ICN is poised to reshape the $300B+ cloud computing industry. Learn about real-world use cases, regulatory compliance in the Swiss-EU framework, and ICN's vision for a decentralized, scalable, and open cloud ecosystem.************Follow Sebastian Pfeiffer:

Microsoft has just unveiled its Comprehensive Sovereign Solutions, a new suite of capabilities designed to help European public and private sector organisations meet evolving data residency, governance, and compliance needs. Their latest blog post which you can read below details what their Comprehensive Sovereign Solutions does. This week we are taking the next step in strengthening our European Digital Commitments to empower our customers with greater choice, more control over their data privacy and the most robust digital resilience we have ever offered. Building on our 42-year history as a company in Europe, we are expanding our efforts with Microsoft Sovereign Cloud. This offer spans both public cloud and private digital infrastructure, ensuring our customers can choose the right balance of control, compliance and capability for their needs. With this expanded offering we are announcing Data Guardian for European operations, External Key Management for customer-controlled encryption, Regulated Environment Management for simplified configuration and Microsoft 365 Local for critical productivity services in private cloud environments. This brings together comprehensive productivity, security and cloud solutions designed to enable European organisations to grow, compete and lead on their own terms and with more control than ever before across Sovereign Public Cloud, Sovereign Private Cloud and National Partner Clouds. Building on our experience delivering sovereignty solutions that meet the needs of highly regulated customers and government agencies, our Sovereign Public Cloud is an evolution and expansion of the Microsoft Cloud for Sovereignty and will be offered across all existing European datacenter regions, for all European customers, across enterprise services such as Microsoft Azure, Microsoft 365, Microsoft Security and Power Platform. Sovereign Public Cloud ensures customer data stays in Europe, under European Law, with operations and access controlled by European personnel, and encryption is under full control of customers. This is enabled for all customer workloads running in our European datacenter regions requiring no migration. Microsoft's new Sovereign Private Cloud will support critical collaboration, communication and virtualisation services workloads on Azure Local. This solution now integrates Microsoft 365 Local and our security platform with Azure Local, providing consistent capabilities for hybrid or air-gapped environments to meet resiliency and business continuity requirements. In France and Germany, our National Partner Clouds offer comprehensive capabilities of Microsoft 365 and Microsoft Azure in an independently owned and operated environment. In France, we have an agreement with Bleu, a joint venture between Orange and Capgemini, for Bleu to operate a "cloud de confiance" for the French public sector, critical infrastructure providers and essential services providers that is designed to meet SecNumCloud requirements. In Germany, we have an agreement with Delos Cloud, an SAP subsidiary, for Delos Cloud to operate a sovereign cloud for the German public sector that is designed to meet the German government's Cloud Platform Requirements. Across our Sovereign Public Cloud, Sovereign Private Cloud and support for National Partner Clouds, Microsoft Sovereign Cloud offers the most comprehensive set of sovereignty solutions in the industry for integrated productivity, security and cloud. Sovereign Public Cloud for all Microsoft Cloud customers in Europe Many technology providers have approached sovereignty as niche requirements for a unique set of customers that require a specific deployment approach that at times is at odds with the economics and innovation of public cloud systems. This often requires running duplicate systems and teams, migrating to separate environments and limiting access to cutting-edge technologies like AI. However, Microsoft's Sovereign Public Cloud builds an evolving set of so...

Welcome to episode 308 of The Cloud Pod – where the forecast is always cloudy! Justin, Matt and Ryan are in the house today to tell us all about the latest and greatest from FinOps and SnowFlake conferences, plus updates from Security Command Center, OpenAI, and even a new AWS Region. All this and more, today in the cloud!  Titles we almost went with this week: I Left My Wallet at FinOps X, But Found Savings at Snowflake Summit Snowflake City Lights, FinOps by the Sea The Two Summits: A Tale of FinOps and Snowflakes Crunchy on the Outside, Snowflake on the Inside  AWS Taipei: Because Sometimes You Need Your Data Closer Than Your Night Market  AWS Plants Its Flag in Taipei: The 37th Time’s the Charm AWS Slashes GPU Prices Faster Than a CUDA Kernel Two Writers Walk Into a Database… And Both Succeed AWS Network Firewall: Now With Windows! The VPN Connection That Keeps Its Secrets Transform and Roll Out: Pub/Sub’s New Single Message Feature SAP Happens: Google’s New M4 VMs Handle It Better Total Recall: Google’s 6TB Memory Machines The M4trix Has You (And Your In-Memory Databases) DeepSeek and You Shall Find… on Google Cloud Four Score and Seven Vulnerabilities Ago – mk The Fantastic Four Security Features MCP: Model Context Protocol or Master Control Program from Tron? No SQL? No Problem! AI Takes the Wheel Injection Rejection: How Azure Keeps Your Prompts Clean General News  05:09 FinOps X 2025 Cloud Announcements: AI Agents  and Increased FOCUS Support All major cloud providers announced expanded support for FOCUS (FinOps Open Cost and Usage Specification) 1.0, with AWS already in general availability and Google Cloud launching a BigQuery export in private preview.  This signals an industry-wide standardization of cloud cost reporting formats. AWS introduced AI-powered cost optimization through Amazon Q Developer integration with Cost Optimization Hub, enabling automated recommendations across millions of resources with detailed explanations and action plans for cost reduction. Microsoft Azure launched AI agents for application modernization that can reduce migration efforts from months to hours by automating code assessment and remediation across thousands of files, while also introducing flexible PTU reservations that work across multiple AI models. Google Cloud unveiled FinOps Hub 2.0 with Gemini-powered waste detection that identifies underutilized resources (like VMs at 5% usage) and provides AI-generated optimization recommendations for Kubernetes, Cloud Run, and Cloud SQL services. Oracle Cloud Infrastructure added carbon emissio

Dr. Ricardo Bianchini is a Technical Fellow and Corporate Vice President at Microsoft Azure, where he leads the team responsible for managing Azure's compute workload, server capacity, and datacenter infrastructure with a strong focus on efficiency and sustainability.  Before joining Azure, Ricardo led the Systems Research Group and the Cloud Efficiency team at Microsoft Research (MSR). He created research projects in power efficiency and intelligent resource management that resulted in large-scale production systems across Microsoft. Prior to Microsoft, he was a Professor at Rutgers University, where he conducted research in datacenter power and energy management, cluster-based systems, and other cloud-related topics. Ricardo is a Fellow of both the ACM and IEEE.

Small and medium-sized businesses (SMBs) are increasingly recognizing the importance of adopting artificial intelligence (AI) to stay competitive in the market. A recent survey indicates that 97% of small businesses utilizing voice AI agents have seen revenue increases. However, many SMBs still perceive AI as complicated or unnecessary, with 63% expressing concerns about their foundational capabilities to support AI initiatives. Despite these hesitations, research shows that 91% of SMBs that have integrated AI report revenue gains, highlighting a significant opportunity for those willing to embrace the technology.The demand for AI expertise is surging, with a notable shortage of talent in the IT sector. Over half of IT leaders report facing an undersupply of AI skills, a figure that has increased from 28% in previous years. While 90% of organizations are piloting or investing in AI initiatives, more than two-thirds of leaders have yet to see measurable returns on their investments. This skills gap emphasizes the need for IT service providers to step in as guides, helping SMBs navigate the complexities of AI adoption and implementation.Cloud spending has also surged, reaching $90.9 billion in the first quarter of 2025, driven by the need to optimize cloud infrastructure for AI applications. Major cloud providers like Amazon Web Services, Microsoft Azure, and Google Cloud dominate the market, but the increasing complexity of cloud computing necessitates external expertise. IT service providers have a unique opportunity to position themselves as AI infrastructure enablers, focusing on simplifying hybrid cloud management and aligning cloud strategies with business objectives, particularly in relation to AI.Recent studies, including one from the University of Oxford, highlight the limitations of large language models (LLMs) in real-world applications, particularly in critical sectors like healthcare. While LLMs may perform well in controlled environments, their effectiveness diminishes when humans interact with them. This underscores the importance of designing AI systems that prioritize human outcomes over mere model accuracy. As companies like Zoom, MailChimp, and Microsoft launch new AI tools, the focus for IT service providers should shift from merely selling AI tools to ensuring responsible and effective deployment that delivers measurable value. Four things to know today 00:00 SMBs See AI as Key to Growth but Struggle With Skills and Strategy, Opening Door for IT Service Providers04:53 AI Boom Fuels 21% Surge in Global Cloud Spend, Forcing Providers to Tackle Hybrid Complexity and Cost Pressures07:38 AI Can Diagnose—But Can People Use It? Oxford Study Undermines LLM Utility in Critical Settings10:11 Mailchimp, and Microsoft Launch Next-Gen Tools Aiming for the Customer Experience This is the Business of Tech.    Supported by: https://getflexpoint.com/msp-radio/https://www.huntress.com/mspradio/ All our Sponsors: https://businessof.tech/sponsors/ Do you want the show on your podcast app or the written versions of the stories? Subscribe to the Business of Tech: https://www.businessof.tech/subscribe/Looking for a link from the stories? The entire script of the show, with links to articles, are posted in each story on https://www.businessof.tech/ Support the show on Patreon: https://patreon.com/mspradio/ Want to be a guest on Business of Tech: Daily 10-Minute IT Services Insights? Send Dave Sobel a message on PodMatch, here: https://www.podmatch.com/hostdetailpreview/businessoftech Want our stuff? Cool Merch? Wear “Why Do We Care?” - Visit https://mspradio.myspreadshop.com Follow us on:LinkedIn: https://www.linkedin.com/company/28908079/YouTube: https://youtube.com/mspradio/Facebook: https://www.facebook.com/mspradionews/Instagram: https://www.instagram.com/mspradio/TikTok: https://www.tiktok.com/@businessoftechBluesky: https://bsky.app/profile/businessof.tech

Welcome to Omni Talk's Retail Daily Minute, sponsored by Mirakl. In today's Retail Daily Minute:Zara's Growth Woes: Inditex starts Q2 with only 6% sales growth and warns of a 3% annual sales hit from foreign exchange pressures. Despite this, the fashion giant is investing €2.7 billion in store upgrades and logistics to weather global volatility.Starbucks Goes AI: The coffee giant pilots Green Dot Assist, a new generative AI tool powered by Microsoft Azure, aimed at streamlining barista workflows and improving customer service across 35 stores—part of a broader digital operations overhaul.Victoria's Secret Hit by Cyberattack: A data breach cost the brand $10M in lost Q2 income. As sales stall and margins shrink, the company leans into its Pink brand, while activist investors demand a bolder transformation plan.The Retail Daily Minute has been rocketing up the Feedspot charts, so stay informed with Omni Talk's Retail Daily Minute, your source for the latest and most important retail insights. Be careful out there!

"Customers don't want three different dashboards — they want one pane of glass." — Adam Derkey, Product Architect, Unimax At Cisco Live 2025 in San Diego, Technology Reseller News publisher Doug Green sat down with Adam Derkey of Unimax to explore Sentinel, the company's cloud-native, multi-vendor CDR (Call Detail Record) and analytics tool. Sentinel, now live for nearly a year, provides a single interface for monitoring call data across Cisco, Microsoft Teams, Avaya, and other platforms — eliminating the need for disparate reporting tools. Designed from the ground up as a cloud-first solution in Microsoft Azure, Sentinel simplifies the overwhelming volume of CDR data generated by modern UC systems, offering standardized dashboards, visualizations, and actionable insights. “You don't have to understand how a Teams call record works versus a Cisco record. We normalize all of it so you can focus on what matters,” said Derkey, who led the product's design. Unlike Unimax's flagship Second Nature, which streamlines MACD (Moves, Adds, Changes, and Deletes) management, Sentinel provides deep analytics on system performance and usage. Together, the two solutions create a powerful lifecycle platform: one for UC system control, the other for operational intelligence. Key Features of Sentinel: Multi-vendor CDR normalization (Cisco, Avaya, Teams, etc.) Unified dashboards and visual analytics Rapid cloud deployment (in as little as a week) Open availability to both existing and new Unimax customers Unimax is already seeing strong demand — from both long-time customers and net-new prospects — especially among enterprises seeking simplified UC reporting and resellers who want to offer bundled visibility solutions. Sentinel is also helping channel partners open new conversations with Cisco users and decision-makers. “It's a door-opener,” said Derkey, “especially for those who want to consolidate UC analytics without adding another vendor.” To learn more, visit unimax.com.

Qualcom, a leading Irish provider of IT and cybersecurity services, has announced that it is enhancing its offering for customers with a new Microsoft Solutions Partner designation in Azure Data and Artificial Intelligence (AI). This certification recognises the company's expertise in cutting-edge data analytics and AI applications based on Azure technology, which help customers to better manage their data across multiple systems. With this new designation, Qualcom can leverage increased access to Microsoft resources and highly skilled technicians to continue strengthening its Azure service portfolio. Customers will benefit from an enriched range of Azure capabilities, including accelerated migration to the cloud, enhanced security, and greater flexibility. The achievement also acknowledges the team's commitment to continued technical training and development across the Microsoft Stack of software products and technologies. It reflects Qualcom's focus on leveraging AI to bring enhanced levels of automation to the business and enable increased efficiencies for customers. Demonstrating its dedication to strengthening its Microsoft Azure capabilities, Qualcom recently became one of the first Irish partners to achieve all three Microsoft designations across Azure Infrastructure and Modern Work SME and Enterprise. Ken Ryan, Managing Director, Qualcom, said: "This designation underscores our commitment to providing ultra-secure managed IT services to our customers, backed up by the broad skillsets and proactive support of our teams. It not only validates our deep technical expertise, but our ability to keep pace with industry demand. Our customers' needs are constantly evolving, and we work closely with them to ensure that we deliver products and services that enable them to remain competitive." David Kinsella, Technical Director at Qualcom, commented: "This recognition helps to solidify Qualcom's position as a leader in the market and further establishes our reputation as a trusted partner in the IT and cybersecurity industry. It demonstrates our dedication to providing top-tier solutions that leverage the power of Microsoft Azure to enhance our customers' data management and AI capabilities." See more stories here.

Franciscan Health's Journey to the Cloud: Pioneering Epic on Microsoft Azure On this episode Chuck Christian, Chief Technology Officer at Franciscan Health talks to host Ben Hilmes about the health system's migration of Epic to Microsoft Azure. Chuck talks about the complexities of cloud cost management and how it's able to save them millions of dollars, and he also shares the leadership lessons that have shaped his career, especially around staying curious, practicing humility, and truly working together as a team. Find all of our network podcasts on your favorite podcast platforms and be sure to subscribe and like us. Learn more at www.healthcarenowradio.com/listen/

Build and run your AI apps and agents at scale with Azure. Orchestrate multi-agent apps and high-scale inference solutions using open-source and proprietary models, no infrastructure management needed. With Azure, connect frameworks like Semantic Kernel to models from DeepSeek, Llama, OpenAI's GPT-4o, and Sora, without provisioning GPUs or writing complex scheduling logic. Just submit your prompt and assets, and the models do the rest. Using Azure's Model as a Service, access cutting-edge models, including brand-new releases like DeepSeek R1 and Sora, as managed APIs with autoscaling and built-in security. Whether you're handling bursts of demand, fine-tuning models, or provisioning compute, Azure provides the capacity, efficiency, and flexibility you need. With industry-leading AI silicon, including H100s, GB200s, and advanced cooling, your solutions can run with the same power and scale behind ChatGPT. Mark Russinovich, Azure CTO, Deputy CISO, and Microsoft Technical Fellow, joins Jeremy Chapman to share how Azure's latest AI advancements and orchestration capabilities unlock new possibilities for developers. ► QUICK LINKS: 00:00 - Build and run AI apps and agents in Azure 00:26 - Narrated video generation example with multi-agentic, multi-model app 03:17 - Model as a Service in Azure 04:02 - Scale and performance 04:55 - Enterprise grade security 05:17 - Latest AI silicon available on Azure 06:29 - Inference at scale 07:27 - Everyday AI and agentic solutions 08:36 - Provisioned Throughput 10:55 - Fractional GPU Allocation 12:13 - What's next for Azure? 12:44 - Wrap up ► Link References For more information, check out https://aka.ms/AzureAI ► Unfamiliar with Microsoft Mechanics? As Microsoft's official video series for IT, you can watch and share valuable content and demos of current and upcoming tech from the people who build it at Microsoft. • Subscribe to our YouTube: https://www.youtube.com/c/MicrosoftMechanicsSeries • Talk with other IT Pros, join us on the Microsoft Tech Community: https://techcommunity.microsoft.com/t5/microsoft-mechanics-blog/bg-p/MicrosoftMechanicsBlog • Watch or listen from anywhere, subscribe to our podcast: https://microsoftmechanics.libsyn.com/podcast ► Keep getting this insider knowledge, join us on social: • Follow us on Twitter: https://twitter.com/MSFTMechanics • Share knowledge on LinkedIn: https://www.linkedin.com/company/microsoft-mechanics/ • Enjoy us on Instagram: https://www.instagram.com/msftmechanics/ • Loosen up with us on TikTok: https://www.tiktok.com/@msftmechanics

Cloud networks aren’t like traditional data center networks, so applying a traditional network design to the cloud probably isn’t the best idea. On today’s Day Two Cloud, guest Aidan Finn guides us through significant differences between Microsoft Azure networking and on-prem data center networks. For instance, subnets don’t segment hosts, network security groups do; every... Read more »

Cloud networks aren’t like traditional data center networks, so applying a traditional network design to the cloud probably isn’t the best idea. On today’s Day Two Cloud, guest Aidan Finn guides us through significant differences between Microsoft Azure networking and on-prem data center networks. For instance, subnets don’t segment hosts, network security groups do; every... Read more »

Cloud networks aren’t like traditional data center networks, so applying a traditional network design to the cloud probably isn’t the best idea. On today’s Day Two Cloud, guest Aidan Finn guides us through significant differences between Microsoft Azure networking and on-prem data center networks. For instance, subnets don’t segment hosts, network security groups do; every... Read more »

Banking is no longer just about numbers—it's about data. In this episode, we unpack how financial institutions can modernize through two transformative shifts: cloud-based data architecture and standardized semantics.With AI set to deliver trillions in value, banks can't afford to be stuck in outdated systems that can't talk to each other. Drawing on real-world examples like Standard Chartered's transformation with SAP and Microsoft Azure, we show how banks are moving from fragmented infrastructure to streamlined ecosystems—and what it takes to get there.What You'll Learn in This Episode:

Microsoft legit just dropped a book of AI updates at the Build Conference.We're going to go over the 5 most impactful AI-powered Microsoft Copilot updates and how they will change the future of work. Newsletter: Sign up for our free daily newsletterMore on this Episode: Episode PageJoin the discussion: Have a question? Join the convo here.Upcoming Episodes: Check out the upcoming Everyday AI Livestream lineupWebsite: YourEverydayAI.comEmail The Show: info@youreverydayai.comConnect with Jordan on LinkedInTopics Covered in This Episode:GitHub Copilot's Autonomous Coding Partner UpdateCopilot Tuning for Enterprise CustomizationIntroducing Agent Foundry on AzureMulti-Agent Orchestration in Copilot StudioComputer Use Automation in CopilotMCP Native Support in Microsoft SystemsTimestamps:00:00 "Everyday AI: Transform Your Business"06:42 AI Coding Assistant Evolution09:29 Copilot Tuning for Business Leaders10:56 Data Privacy Concerns in Cloud Use16:52 "AI Collaboration Among Tech Giants"20:48 "Multi-Agent Orchestration Cautions"22:59 "Multi-Agent Orchestration in Copilot Studio"25:27 OpenAI Copilot Access and Availability29:38 Copilot Pro: Versatile AI Agent35:13 Microsoft Embraces Open AI Collaboration36:57 "Security Concerns Slow AI Rollout"39:44 Subscribe & Review RequestKeywords:Microsoft Build 2025, AI updates, Copilot AI updates, GitHub Copilot, GitHub Copilot coding agent, Autonomous coding partner, Visual Studio Code, Multimodal understanding, Natural language prompts, MCP protocol, Model context protocol, Anthropic, Microsoft 365 Copilot, Business leaders, Copilot tuning, Organization's internal data, Low code model tuning, Task specific agents, Secure service boundary, Azure, Agent foundry, AI agent playground, Enterprise grade AI agents, Grok, Elon Musk, Microsoft Azure, Agent to agent protocol, A to A, Multi agent orchestration, Copilot Studio, Agents collaboration, Agentic memory, Automated validation tools, Computer use in Copilot, Desktop applications, Repetitive tasks, MCP native support, Windows 11, Future of work, Third party applications, Agentic web, Security and access controls.Send Everyday AI and Jordan a text message. (We can't reply back unless you leave contact info) Ready for ROI on GenAI? Go to youreverydayai.com/partner

What if companies could tap into powerful behavioral AI without compromising user privacy or crossing legal lines? In this episode of Tech Talks Daily, I sit down with Frank Portman, CTO of Yobi, to explore how his team is building foundation models grounded in real user behavior, backed by ethically sourced and consented data. Frank shares how Yobi is taking a distinct approach. They're not building large language models or racing to dominate generative AI headlines. Instead, they're focused on data integrity, transparency, and security from day one. With a strategic partnership with Microsoft Azure, Yobi delivers models that run directly within a customer's environment. That means privacy is preserved, data stays protected, and companies still benefit from intelligent, adaptive systems. We unpack how Yobi avoids risky use cases like financial underwriting and healthcare, how their models are trained to avoid demographic bias, and why they actively reward systems for being bad at guessing personal traits. This isn't just about compliance. It's about designing products that work better because they're built responsibly. Frank also opens up about Yobi's internal culture, his belief in first-principles thinking, and how empowering engineers to "place bets" drives innovation. He offers insight into what the AI industry must learn quickly from recent missteps, including data misuse and growing public skepticism. If you're exploring AI solutions and wondering how to build or buy systems that scale without cutting ethical corners, this conversation delivers clarity, honesty, and direction. Are you ready to rethink what responsible AI should look like inside your company?

In this episode of Hashtag Trending, hosted by Jim Love, we delve into the cloud competition where Microsoft's Azure is closing the gap with AWS, fueled by significant AI and enterprise workload migrations. Despite AWS retaining the lead, Azure shows stronger growth. The script also highlights a survey showing Canada's focus on generative AI, where talent shortages slow adoption. Alphabet stock plunges as Apple considers AI-driven search alternatives for Safari, posing a threat to Google's dominance. Lastly, OpenAI's new global initiative aims to collaborate with countries to build AI infrastructure grounded in democratic values, addressing the global need for responsible AI development. 00:00 Introduction and Headlines 00:25 Microsoft Azure's Cloud Race with AWS 03:23 Generative AI Adoption in Canada 05:52 Apple's AI Search Alternative and Google's Stock Decline 08:10 OpenAI's Global Initiative for AI Infrastructure 09:52 Conclusion and Upcoming Discussions

Get your FREE Cybersecurity Salary Guide: https://www.infosecinstitute.com/form/cybersecurity-salary-guide-podcast/?utm_source=youtube&utm_medium=podcast&utm_campaign=podcast Today on Cyber Work Hacks, Infosec Boot Camp instructor Wilfredo Lanz discusses the importance of Microsoft Azure certifications for IT and security professionals. With over 90% of businesses moving to the cloud, understanding how to administer cloud resources is crucial. Wilfredo highlights the differences between the Azure Administrator Associate and Azure Security Engineer Associate certifications and how they can enhance career opportunities in IT, cybersecurity, project management and networking. Tune in to learn how cloud certifications can future-proof your career. And don't miss out on the free cybersecurity salary guide ebook linked in the description. 00:00 - The booming IT and cybersecurity job market00:52 - Free cybersecurity salary guide01:29 - Meet Wilfredo Lanz: Azure certification expert02:20 - Azure administrator associate vs. Azure security engineer associate04:53 - Importance of cloud certifications for IT and cybersecurity professionals07:53 - Pursuing Microsoft Azure certs– View Cyber Work Podcast transcripts and additional episodes: https://www.infosecinstitute.com/podcast/?utm_source=youtube&utm_medium=podcast&utm_campaign=podcastAbout InfosecInfosec's mission is to put people at the center of cybersecurity. We help IT and security professionals advance their careers with skills development and certifications while empowering all employees with security awareness and phishing training to stay cyber-safe at work and home. More than 70% of the Fortune 500 have relied on Infosec Skills to develop their security talent, and more than 5 million learners worldwide are more cyber-resilient from Infosec IQ's security awareness training. Learn more at infosecinstitute.com.

In this episode of the Azure Podcast, hosts Evan Baslik and Sujit D'Mello are joined by special guests Adam Sandor, Travis Maier, and Leslie Chou to discuss the VM Repair extension. They delve into its capabilities, recent updates, and how it enhances supportability for Azure VMs. The conversation covers practical applications, security considerations, and future improvements, providing valuable insights for Azure users. Tune in to learn how the VM Repair extension can help you efficiently troubleshoot and resolve VM issues. Episode Highlights: Overview of the VM Repair extension and its benefits Recent updates and new supported scenarios Security and customization options Future improvements and AI integration Practical tips for using the extension effectively Don't miss this informative episode to stay updated on the latest Azure support tools and enhancements! Media file: https://azpodcast.blob.core.windows.net/episodes/Episode519.mp3 YouTube: https://youtu.be/IcSAN_BJXWk Resources: Starting point for VM Repair and summary: Repair a Windows VM by using the Azure Virtual Machine repair commands - Virtual Machines | Microsoft Learn Specific VM Repair examples, showcasing how to use the new functionality I called out: https://learn.microsoft.com/en-us/cli/azure/vm/repair?view=azure-cli-latest#az-vm-repair-create-examples Repair Script Open Source Repo: Open Source repair scripts  Official VM Repair docs: az vm repair | Microsoft Learn  Linux repair script ALAR for some linux love: https://learn.microsoft.com/en-us/troubleshoot/azure/virtual-machines/linux/repair-linux-vm-using-alar   Other updates: New ExpressRoute Metro locations Azure updates | Microsoft Azure Azure Container Instances now supports larger container size instances in public preview https://azure.microsoft.com/en-us/updates/?id=490690 Virtual network TAP https://azure.microsoft.com/en-us/updates/?id=490830 CAPTCHA for Azure Web Application Firewall (WAF) with Azure Front Door https://azure.microsoft.com/en-us/updates/?id=490854 Multitenant managed logging in Container Insights  https://azure.microsoft.com/en-us/updates/?id=488110 MCP with server-sent events (SSE) with Azure Functions https://azure.microsoft.com/en-us/updates/?id=489433

Microsoft has its fingers in a lot of pots, but just how secure are said pots? On this episode, Corey is joined by Ann Johnson, Corporate Vice President and Deputy CISO of Microsoft's Customer Security Management Office. Ann talks about her 40-year professional journey and how it's culminated in her current role. Corey is known to “punch up” at the big guys in the tech industry, but he and Ann talk about the challenges of corporate leadership and being a public face in such a prominent company. Since it's 2025, of course, they're going to talk about AI's pros and cons (and why it shouldn't be used to make art).Show Highlights(0:00) Intro(0:51) The Duckbill Group sponsor read(1:25) What Ann's been up to since she and Corey last spoke (2:29) The makeup of Microsoft Security(4:28) The unique company culture at Microsoft(8:42) What's going on with Microsoft Azure(10:31) How Ann handles the immense pressure of working in Microsoft Security(14:13) The toxic nature of online criticism(19:57) The Duckbill Group sponsor read(20:24) The value of telling your leaders the truth(23:31) Ann's thoughts on the current state of AI(28:44) Properly defining what AI can and can't do(30:54) Why Ann helps fund multiple STEM scholarships(32:16) The need for the humanities alongside tech(33:38)  Where you can find more from Ann JohnsonAbout Ann JohnsonAnn Johnson is Corporate Vice President and Deputy CISO at Microsoft. In this role, Ann drives all external engagement for the Microsoft Office of the CISO. She is a long-tenured, recognized thought leader on cybersecurity, published author, and a sought-after global speaker and digital author specializing in cyber resilience, online fraud, cyberattacks, compliance, and security. Ann challenges traditional schools of thought and cyber-norms–from the way the tech industry tackles cyber threats to the language it uses to communicate–and encourages the industry to get outside its comfort zones and expand how it addresses the evolving threat landscape with the power of technology and people. As a global cybersecurity leader and strategist, she is looking ahead at how today's cybersecurity investments will impact tomorrow's cybersecurity reality.  Ann currently serves on the Board of Directors of N-Able, Human Security, Datavant, and is Member of the Board of Advisors for Cybersecurity Center of Excellence, WA and the Signal Cyber Museum Society. Ann is also an Executive Sponsor of the Microsoft Women in Cybersecurity Group.LinksAnn Johnson's LinkedIn: https://www.linkedin.com/in/ann-johnsons/Microsoft Security: https://www.microsoft.com/en-us/securityAfternoon Cyber Tea: afternooncybertea.comSponsorThe Duckbill Group: duckbillgroup.com

Take a Network Break! We start with a Red Alert for SAP NetWeaver's Visual Composer Metadata Uploader, and then dive into a new endpoint discovery feature from Forward Networks, and Ericsson adding clientless ZTNA to its SASE offering. Aviatrix adds a Secure NAT Gateway for Microsoft Azure as a way to help Azure customers navigate... Read more »

Take a Network Break! We start with a Red Alert for SAP NetWeaver's Visual Composer Metadata Uploader, and then dive into a new endpoint discovery feature from Forward Networks, and Ericsson adding clientless ZTNA to its SASE offering. Aviatrix adds a Secure NAT Gateway for Microsoft Azure as a way to help Azure customers navigate... Read more »

Take a Network Break! We start with a Red Alert for SAP NetWeaver's Visual Composer Metadata Uploader, and then dive into a new endpoint discovery feature from Forward Networks, and Ericsson adding clientless ZTNA to its SASE offering. Aviatrix adds a Secure NAT Gateway for Microsoft Azure as a way to help Azure customers navigate... Read more »

Cloud native patterns and open source developments were on display at the KubeCon + CloudNativeCon Europe conference. The biannual gathering was showing how the container ecosystem continues to mature and analysts Jean Atelsek and William Fellows join host Eric Hanselman to explore their insights. The Cloud Native Computing Foundation (CNCF), part of the Linux Foundation, continues to expand the event and advance the maturity of the open source projects that are part of its purview. Day 2 operations have been gaining focus and the pre-conference FinOps X event was an indication of the emphasis on operational controls as it digs into infrastructure cost management. The opening “Day 0” events at KubeCon, which have been the forum for specialized project meetings, have become a key part of the conference, with over 6,000 attendees, almost half of the reported 13,000 total.  The Kubernetes container management project is now over ten years old and one of the other signs of technology evolution was the integration of the OpenInfra Foundation, which managed the OpenStack project and other infrastructure elements, into the Linux Foundation. Open source projects are gaining wider adoption and one of the messages from projects and vendors at KubeCon, was the hope that it could offer alternatives to enterprise infrastructure stalwart, VMware. The CNCF is expanding its investments in improving security across the projects under its umbrella. There was also continued development of platform engineering initiatives. Bounding the expanding world of open source projects to create consistent development and operational tool chains for enterprise is one more sign of maturity in the container world. More S&P Global Content: AWS, Microsoft Azure and Google Cloud enter the FinOps vortex For S&P Global subscribers: Kubernetes meets the AI moment in Europe with technology, security, investment Data management, GenAI, hybrid cloud are top Kubernetes workloads – Highlights from VotE: DevOps Kubernetes ecosystem tackles new technical and market challenges Kubernetes, serverless adoption evolve with cloud-native maturity – Highlights from VotE: DevOps Credits: Host/Author: Eric Hanselman Guests: Jean Atelsek, William Fellows Producer/Editor: Adam Kovalsky Published With Assistance From: Sophie Carr, Feranmi Adeoshun, Kyra Smith

Labor Department employees can now access two OpenAI models through the company's partnership with Microsoft Azure, making the agency the latest to integrate generative AI into its workflow. The two OpenAI models now available to Labor staff are GPT-4o and GPT-4o mini, according to documents viewed by FedScoop. The agency's platform for the OpenAI tech suggests that staff use the technology for specific applications, including a language translator, a “pros and cons analyzer,” and a memo writer. A large document analyzer and document comparison tool are also available in the interface. Along with that, the department has published a guide on the appropriate use of AI systems and cautions agency users that their role in properly using the generative AI tools is “crucial.” Staff are flagged with a warning before using the tool and are instructed to review outputs for accuracy. Previously, these kinds of generative AI tools had not been approved for Labor Department use and employees were warned not to enter federal information into the systems, a source within the agency told FedScoop. Two top officials at the Cybersecurity and Infrastructure Security Agency who worked with the private sector to manufacture secure products and technology are leaving the agency. Bob Lord, senior technical adviser and Lauren Zabierek, senior advisor at CISA, were two of the chief architects behind CISA's Secure by Design initiative, which garnered voluntary commitments from major vendors and manufacturers to build cybersecurity protections into their products at the design stage. On Monday in separate posts on LinkedIn, Lord and Zabierek both said they are departing the agency. Neither offered a rationale or motivation for the decision, with Lord simply calling it a “difficult decision” and Zabierek saying it was “not an easy choice.” The Daily Scoop Podcast is available every Monday-Friday afternoon. If you want to hear more of the latest from Washington, subscribe to The Daily Scoop Podcast  on Apple Podcasts, Soundcloud, Spotify and YouTube.

In this episode of the Azure Podcast, host Evan Basalik dives into the world of Azure ExpressRoute with special guest Duong Au. They discuss the benefits of ExpressRoute, its resiliency features, and the new validation tools available to ensure robust connectivity. Tune in to learn about the latest updates, practical applications, and how to optimize your network setup for maximum reliability. Media file: https://azpodcast.blob.core.windows.net/episodes/Episode517.mp3 YouTube: https://youtu.be/o_-NfWnYtxg Resources: Email to sign up for preview of the resiliency validation: exr-resiliency@microsoft.com Resiliency Validation: Azure ExpressRoute Gateway Resiliency Validation (preview) | Microsoft Learn   Resiliency Insights: Resiliency Insights for ExpressRoute virtual network gateway (preview) | Microsoft Learn   Other updates: SQL Server on Azure VM I/O Performance Analysis - Azure updates | Microsoft Azure   Enhancements to Carbon Optimization APIs - Azure updates | Microsoft Azure 

CoreWeave has successfully launched its initial public offering (IPO), pricing shares at $40 and raising $1.5 billion, marking the largest tech offering in the U.S. since 2021. Despite initially targeting a higher share price, the final valuation of approximately $19 billion reflects a significant reduction in investor sentiment towards AI infrastructure. This IPO indicates a cautious optimism in the market, as CoreWeave capitalizes on the ongoing demand for GPU resources essential for AI development, particularly among smaller developers who cannot afford hyperscaler contracts. However, the reduced pricing raises questions about the sustainability of AI workload demand and the reliance on NVIDIA's supply chain.In the realm of AI communication, PwC has introduced AgentOS, a platform designed to enhance collaboration among AI agents within enterprises. After observing that many AI agents operate independently, PwC aims to create a more integrated environment that allows these agents to work together effectively. The platform supports major systems from companies like Anthropic, Google Cloud, and Microsoft Azure, enabling organizations to automate complex tasks more efficiently. This initiative highlights the current fragmentation in enterprise AI deployments and the need for improved interoperability among AI systems.Intel has also made strides in AI adoption with the launch of new initiatives targeting edge computing in industries such as retail and manufacturing. Their new offerings, including Intel Edge Systems and Edge AI Suites, aim to facilitate the integration of AI into existing infrastructures while addressing cost and performance challenges. By collaborating with partners like Cisco, Intel seeks to enhance real-time analytics and data privacy, emphasizing the importance of AI in low-power environments. These developments reflect a broader trend towards the evolution of AI infrastructure and its application across various sectors.As Microsoft celebrates its 50th anniversary, it highlights the economic opportunities generated through its extensive partner ecosystem. A recent survey indicates that for every dollar Microsoft earns, its partners earn significantly more, showcasing the value of collaboration in driving innovation. However, as Windows 10 approaches its end of support, small and medium-sized businesses face challenges in managing their IT infrastructure, particularly concerning legacy systems and cybersecurity vulnerabilities. The transition away from outdated operating systems presents a significant opportunity for IT service providers to offer essential services in asset management and endpoint protection, ensuring that businesses can navigate this complex landscape securely. Four things to know today 00:00 CoreWeave IPO Taps the Brakes on AI Hype—Still Pulls in $1.5B Backing for GPU-Powered Growth03:40 AI Agents Start Talking, Retail Shelves Get Smarter, and Accents Get a Makeover—Here Comes the New AI Stack07:48 Microsoft's Still Making Money for Everyone—But Windows 10's Exit Could Cost SMBs Big10:59 From Hotel Tasks to Missile Warnings, Who's Watching the AI? A Deep Dive Into Control and Risk  Supported by:  https://www.huntress.com/mspradio/https://getflexpoint.com/msp-radio/  Event: : https://www.nerdiocon.com/ All our Sponsors: https://businessof.tech/sponsors/ Do you want the show on your podcast app or the written versions of the stories? Subscribe to the Business of Tech: https://www.businessof.tech/subscribe/Looking for a link from the stories? The entire script of the show, with links to articles, are posted in each story on https://www.businessof.tech/ Support the show on Patreon: https://patreon.com/mspradio/ Want to be a guest on Business of Tech: Daily 10-Minute IT Services Insights? Send Dave Sobel a message on PodMatch, here: https://www.podmatch.com/hostdetailpreview/businessoftech Want our stuff? Cool Merch? Wear “Why Do We Care?” - Visit https://mspradio.myspreadshop.com Follow us on:LinkedIn: https://www.linkedin.com/company/28908079/YouTube: https://youtube.com/mspradio/Facebook: https://www.facebook.com/mspradionews/Instagram: https://www.instagram.com/mspradio/TikTok: https://www.tiktok.com/@businessoftechBluesky: https://bsky.app/profile/businessof.tech