Gestalt IT Rundown

We're happy to have Dr. Bob Sutor joining us this week on the Rundown, since he covers quantum and advanced computing for The Futurum Group. IBM made two important announcements in the quantum space this week. The first announcement was Qiskit, a quantum SDK that runs on Python for quantum computers. This promises to bring quantum compute to a more mainstream audience and converting the underlying code to Rust. This solution is much faster than competing solutions from Google, Amazon, and Quantinuuum. IBM is also putting together an app store for quantum applications and runtime functions, including from third-party developers. This matches the moves that we have seen in areas like cloud and AI, and serves to push IBM as the leader in quantum computing.

We have talked at length this year about Intel's efforts to turn the ship and add more profitability to the ledger. One of the crown jewels in that portfolio is the foundry business. It has been the recipient of a large amount of government funding through the CHIPS Act. But it is also playing catch up with TSMC and others. New broke yesterday that Intel has announced that the foundry business will be spun off into separate susidiary entity. The new unit will have it's own board and be free to seek outside funding, perhaps even going public at some point. Intel stock jumped 8% in after hours trading on the news. This follows a long string of changes for the company during Pat Gelsinger's tenure.

Time Stamps:

0:00 - Welcome to the Rundown

0:55 - OpenAI and o1

3:22 - Fortinet Suffers Data Breach (Again)

6:18 - Salesforce, NVIDIA get together to develop AI-powered avatars.

9:35 - Mastercard Acquires RecordedFuture

12:17 - HPE Pursues $4 Billion in Damages

14:36 - Kubecost Acquired by IBM

18:56 - Intel Foundry Business To Become Subsidiary

28:59 - The Weeks Ahead

30:41 - Thanks for Watching

Hosts:

Tom Hollingsworth: https://www.linkedin.com/in/networkingnerd/

Jon Swartz: https://www.linkedin.com/in/jonswartz/

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Tags: #Rundown, #AI, #CyberSecurity, #GenAI, #Security, @OpenAI, @Fortinet, @NVIDIA, @Mastercard, @RecordedFuture, @HPE, @Kubecost, @IBM, @Intel, @IntelBusiness, @NetworkingNerd, @JSwartz, @GestaltIT, @TheFuturumGroup, @TechstrongGroup, @TechFieldDay,

AT&T has decided enough is enough. They have filed a lawsuit over the tactics they claim are putting first responders and critical government services at risk. AT&T is claiming breach of contract because of the new support policy enacted by Broadcom after the VMware acquisition. The key point comes in an amendment in their support agreement that says that AT&T can renew their current support contracts for up to two more years provided they do so before the expiration of their current contract. They are exercising that option now but VMware by Broadcom is not honoring the renewal. AT&T stated they don't have an issue with the business model change, just that it affects them right now and is making them pay more.

Time Stamps:

0:00 - Welcome to the Rundown

1:05 - Juniper Enhanced Data Center Networking with AI

4:01 - AWS and Oracle Team Up

8:36 - Feds Force Focus on Fixing Flaws in BGP

12:40 - Broadcom Earnings Show Issues with Chips

19:09 - Airvine Debuts Concrete-Proof Ethernet

23:20 - Broadcom Sued by AT&T

34:17 - The Weeks Ahead

36:15 - Thanks for Watching

Hosts:

Tom Hollingsworth: https://www.linkedin.com/in/networkingnerd/

Ron Westfall, Research Director at The Futurum Group: https://www.linkedin.com/in/ron-westfall-b7679a/

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Tags: #Rundown, #Networking, #BGP, @NetworkingNerd, @RonWestfallDX, @TheFuturumGroup, @TechFieldDay, @GestaltIT, @ATT, @Broadcom, @VMware, @AWSCloud, @OracleCloud, @Oracle, @WaveCore, @JuniperNetworks,

This year, at the smallest VMware conference in many years, Broadcom made some important announcements. As we've previously discussed, VMware Cloud Foundation 9 was detailed, along with Tanzu Platform 10, an enhanced Edge Orchestrator platform, VeloCloud Software-Defined Edge, and more. Although we miss the community coming together at VMworld every year, this smaller VMware Explore conference is very much in line with the direction taken by Broadcom since their acquisition of the company.

This week kicked off the annual Hot Chips conference and AI has once again dominated the conversation. There were a lot of stories to talk about, from wafer scale chips to silicon photonics, Cerebras' giant leap into AI Inferencing, Microsoft Azure's MAIA 100 AI Accelerator, IBM's On-Chip DPU, Broadcom's AI Compute ASIC, Intel's Guadi 3, and more. Let's dive in on this episode of The Rundown.

Time Stamps:

0:00 - Welcome to The Rundown

0:54 - Kioxa Files for IPO

4:18 - Cisco to Acquire Robust Intelligence

7:46 - NVIDIA Previews Blackwell Datacenter GPUs

11:56 - Apica Ascent adds Multiple Agent Central Telemetry Data Management

13:37 - VMware Reveals VCF9

17:51 - Veeam Overtakes Veritas in Market Share

20:58 - Announcements from Hot Chips

40:57 - The Weeks Ahead

43:29 - Thanks for Watching

Hosts: Tom Hollingsworth: https://www.twitter.com/NetworkingNerd

Stephen Foskett: https://www.twitter.com/SFoskett

Follow Gestalt IT

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LinkedIn: https://www.linkedin.com/company/Gestalt-IT

Tags: #Rundown, #HotChips2024, #AI, @Kioxa, @Cisco, @RobustHQ, @NVIDIA, #Blackwell, @Apica, @VMware, @Boradcom, @VeritasTechLLC, @Veeam, @Cerebras, @Microsoft, @Azure, @IBM, @Intel, @IntelBusiness, @SFoskett, @NetworkingNerd, @GestaltIT, @TheFuturumGroup,

Our big story this week is from AMD. They're opening up their wallet to the tune of nearly $5 billion to buy ZT Systems. The two companies have had a preexisting partnership, with ZT having collaborated on the EPYC processor lines. ZT's biggest customers are AWS and Azure, as ZT specializes in hyperscale AI systems that are bought by the rack. This move follows a very recent acquisition of Silo AI, which we covered on the Rundown, as well as their last big acquisition of Xilinx. There's a lot to unpack here and the Futurum Group has had some amazing coverage of this deal so far. Stephen, let's start with you. What does ZT Systems have that makes them so attractive to AMD.

Time Stamps:

0:00 - Welcome to the Rundown

1:48 - Morpheus Data Acquired by HPE

5:31 - Launchable Acquired by CloudBees

8:26 - Kioxia Reveals Broadband SSD

12:43 - DigiCert to Acquire Vercara to Expand Security Portfolio

16:25 - Western Digital Races Past NetApp with All-Flash OpenFlex

20:11 - Massive Data Leak From Plaintext Passwords

24:34 - ZT Systems to be Acquired by AMD

40:15 - The Weeks Ahead

42:19 - Thanks for Watching

Hosts:

Tom Hollingsworth: https://www.twitter.com/NetworkingNerd

Stephen Foskett: https://www.twitter.com/SFoskett

Follow Gestalt IT

Website: https://www.GestaltIT.com/

Twitter: https://www.twitter.com/GestaltIT

LinkedIn: https://www.linkedin.com/company/Gestalt-IT

Tags: #Rundown, #CyberSecurity, #EPYC, @AMD, @ZTSystems, @WesternDigital, @NetApp, @DigiCert, @Vercara, @Kioxia, @Launchable, @CloudBees, @MorpheusData, @HPE, @GestaltIT, @TechFieldDay, @TheFuturmGroup, @Sfoskett, @NetworkingNerd,

Black Hat was last week and Hacker Summer Camp never fails to disappoint. There were some big takeaways from the show, such as Moxie Marlinspike telling DevOps they're the problem with security as well as a whole host of exploits, like the ones we've covered above. However, AI is king in 2024 and we knew everyone was going to be talking about it.

It's not a great day for Intel and some 15,000 workers. In the earning call last week the CPU giant revealed that while they hit their revenue target numbers this past quarter there are storm clouds on the horizon. Challenges from AI companies as well as issues with some of their most recent chip designs has Pat Gelsinger looking to cut costs. The way that was expressed to the industry was through massive layoffs. Intel is shedding 15% of their overall workforce and suspending the payment of dividends through the end of the year. Analysts, including our own Daniel Newman, have said that Intel is facing some headwinds and they have projects on the table that they need to deliver upon. This is a pretty big story so I'm going to let you start, Jon.

Time Stamps:

0:00 - Welcome to the Rundown

1:16 - Delta Unhappy with Crowdstrike

3:54 - European Commission Approves HPE's Juniper Networks Acquisition

8:04 - Google Loses Antitrust Suit

12:03 - US DoJ Says Crawl to NVIDIA's Run:ai Acquisition

17:32 - Intel's Mass Layoffs 26:41 - The Weeks Ahead

28:42 - Thanks for Watching

Hosts:

Tom Hollingsworth: https://www.linkedin.com/in/networkingnerd/

Jon Swartz: https://www.linkedin.com/in/jonswartz/

Follow Gestalt IT

Website: https://www.GestaltIT.com/

Twitter: https://www.twitter.com/GestaltIT

LinkedIn: https://www.linkedin.com/company/Gestalt-IT

Tags: #Rundown, #@Delta,CyberSecurity, #europeancommission. @Crowdstrike, @JuniperNetworks, @HPE, @Google, @Intel, @IntelBusiness, @NetworkingNerd, @GestaltIT, @TheFuturumGroup, @TechstrongTV,

Microsoft has released an accountability notice after the big Crowdstrike outage. According to the release, Microsoft is going to change and innovate in the area of end-to-end resilience. This includes things like VBS enclaves, which require no kernel mode drivers, as well as Azure Attestation, which determines secure boot posture. The messaging indicates that Microsoft sees kernel access is their biggest issue and they are going to try and develop new tools that eliminate the need for it.

Time Stamps:

0:00 - Welcome to the Rundown

1:24 - SK hynix Considers US IPO for Solidigm

6:37 - Marvell Teralynx Leaps into Production

10:54 - Marvell Structures DDR4 With CXL 2.0

15:08 - Secure Boot Totally Insecure

20:46 - VMware Takes Group Authentication Exploit to New Highs

26:02 - DigiCert Underscores Certificate Revocation Woes

30:40 - Microsoft's Resiliency Notice And Path Forward

44:43 - The Weeks Ahead

46:29 - Thanks for Watching!

Hosts:

Tom Hollingsworth: https://www.twitter.com/NetworkingNerd

Stephen Foskett: https://www.twitter.com/SFoskett

Follow Gestalt IT

Website: https://www.GestaltIT.com/

Twitter: https://www.twitter.com/GestaltIT

LinkedIn: https://www.linkedin.com/company/Gestalt-IT

Tags: #Rundown, #MicrosoftCrash, #CrowdstrikeUpdate, @Microsoft, @Solidigm, @SKHynix, @RonWestfallDX, @TheFuturumGroup, @MarvellTech, @VMware, @DigiCert, @TechFieldDay, @GestaltIT, @SFoskett, @NetworkingNerd,

Time Stamps:

Hosts:

Follow Gestalt IT

Tags: #Rundown, #MicrosoftCrash, #CrowdstrikeUpdate, @NVIDIA, @Google, @Wiz_io, @AMD, @Silo_AI, @StevenDickens3, @TheFuturumGroup, @BMC, @Salesforce, @Microsoft, @Crowdstrike, @SFoskett, @GestaltIT, @NetworkingNerd, @TechFieldDay,