January 17, 2024

243: WHOIS The Cloud Pod? We’ll Never Know

30 minutes

Welcome to episode 243 of the Cloud Pod podcast – where the forecast is always cloudy! It’s a bit of a slow new week, but we’re not hitting the snooze button! This week Justin, Matthew and Ryan are discussing more changes over at Broadcom after VMware buyout last year, HPE buying out Juniper Networks, why all the venture capital money seems to be going into trying to take down Nvidia, and changes to WHOIS lookup over at AWS certificate manager. Plus we’ll find out exactly what that special something is that makes Justin the perfect executive.

Titles we almost went with this week:

New Years Happened and there is no Good New News

The Cloud Pod Was Always Security Challenged

Azure Shows the Health of Their Business by Springing into Discounts

Network Gear Powers AI – Who Knew?

A big thanks to this week’s sponsor:

We’re sponsorless this week! Interested in sponsoring us and having access to a very niche market of cloud engineers? We’d love to talk to you. Send us an email or hit us up on our Slack Channel.

Follow Up

01:48 More news from Broadcom – and this time they’re coming after the cloud. Broadcom ditches VMware Cloud Service Providers

Remember in November when Broadcom bought VMware for $61 billion dollars? Well, the reorganization from that purchase is continuing.

Broadcom is reportedly ditching the majority of their VMware Cloud Service Providers as part of the shakeup of the partner program.

Notable companies in the CSP program include Oracle, Azure, Rackspace, and Google. These larger companies most likely won’t be impacted (yet.)

It’s suspected that they will get moved over to a new partner program, but Broadcom is culling it down to only the largest partners to remain in the program.

There are lots of smaller cloud players who are in the CSP who will likely be impacted and should keep an eye on this over the next few months.

https://cloud.vmware.com/providers/search-result

It’s a bad look for Broadcom, as they told the EU that acquiring VMware would increase competition in the cloud space – but cutting partners out of the program seems to be a consolidation to me.

03:29 Ryan – “I wonder if this is just going to be like new sales or something. Cause that seems very short notice if you’re on VMware as on one of these smaller cloud providers, that seems incredibly risky.”

03:45 Matthew – “I feel like they have to have something lined up. Or let me rephrase that. I would assume slash hope they have something lined up because otherwise they’re gonna really piss off a lot of people.”

General News

04:40 Hewlett Packard Enterprise buying Juniper Networks in deal valued at about $14 billion

HPE is buying Juniper Networks in an all cash deal valued at $14B, which will double the HPE networking business.

HPE will be paying $40 per share, prior day close was 30.19.

The transaction will strengthen HPE’s position at the nexus of accelerating macro-AI trends, expand their

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By Justin Brodley, Jonathan Baker, Ryan Lucas and Matthew Kohn

4.9

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