We're looking back at our reporting on the biggest enterprise IT stories of 2024 and telling you the trends that will be discussion points well into 2025. We're reconsidering Broadcom's moves with VMware, the fall of Intel, HPE's acquisition of Juniper, that fab CHIPS act, the evolution of data protection companies to security, power-hungry GPUs, Co-Pilot PCs, lots of AI infrastructure, a whole lot of hacks, including Snowflake and Salt Typhoon, and the government's actions against big tech. 

Time Stamps:

0:00 - Programming Note

1:10 - Welcome to the Rundown

2:04 - The Fall of Intel

10:09 - Broadcom and VMware

20:53 - That's HPE's Juniper Buy!

26:59 - Fabulous Fabs and CHIPS!

34:37 - Transforming Data Protection

41:29 - Nuking GPUs in Pennsylvania

46:09 - My Co-Pilot is a Dog

52:44 - AI Infrastructure Baby!

1:00:10 - It's Snowing Data (Breaches)

1:03:25 - Crowd Strikes Back

1:07:14 - Salt Typhoon

1:10:18 - DOJ Gonna DOJ

1:14:53 - Thanks for Joining Us in 2024

Hosts:

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

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

Alastair Cooke: https://www.linkedin.com/in/alastaircooke/

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The big story this week is the continued fallout from Salt Typhoon. The US government is feeling the heat from the exposure of so many telecom companies and they want answers. FCC Chairwoman Jessica Rosenworcel has announced a proposed set of rules that would require companies that participate in the Communications Assistance for Law Enforcement Act (CALEA) to have a yearly requirement to certify their cybersecurity risk management plans to prevent hackers from getting in. Senator Ron Wyden of Oregon has gone even further and proposed a draft bill to secure telecom networks with the FCC implementing specific requirements instead of simple certifications.

Hosts:

The biggest news of the holiday weekend dropped on Monday. Pat Gelsinger has retired from Intel, effective immediately. David Zinsner, CFO, and Michelle Johnston Holthaus, newly named CEO of the Intel Product subunit, have been named as Co-CEOs while the board searches for a permanent member. Gelsinger has been the CEO since 2021. He has been focused on returning Intel to dominance in the chip market while also facing headwinds from industry transitions to mobile and AI computing. Intel stock prices rose on the news. This and more on The Gestalt IT Rundown.

The week before Thanksgiving is always busy and this year was packed with great conferences. Super Computing 24 took place in Atlanta and there was plenty to discuss with over 17,000 attendees learning about the latest technology. Let's dive in to a few key announcements.

The US Department of Justice is looking at two big IT companies, potentially making waves in the enterprise IT space. They are asking a federal judge to force Google to sell or spin off its Chrome browser, arguing that integration with Google's other products, particularly Android, Search, and the Play store, is anti-competitive. At the same time, the DOJ is also looking at the proposed acquisition of Juniper Networks by Hewlett Packard Enterprise.

Time Stamps:

0:00 - Welcome to the Rundown

2:09 - NIST Can Hear When Your Battery is Going to Catch Fire

4:48 - StarTree Cloud Powers Real-Time Data

9:44 - Itential Debuts Automation Service at Networking Field Day

17:11 - SentinelOne reports on The State of Cloud Ransomware in 2024

21:38 - Cyber Defense Agencies reveal Most Exploited Vulnerabilities in 2023

25:34 - Lightbend Launches Akka 3

29:40 - US Antitrust Actions Challenge Tech Deals

38:44 - The Weeks Ahead

39:28 - Thanks for Watching

Hosts:

Stephen Foskett: https://www.linkedin.com/in/sfoskett/

Alastair Cooke: https://www.linkedin.com/in/alastaircooke/

Follow Gestalt IT

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

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

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

Tags: #Rundown, #Ransomware, #Cybersecurity, @Lightbend @NIST, @StartreeData @RonWestfallDX, @Google, @JuniperNetworks, @HPE, @SFoskett, @DemitasseNZ, @TheFuturumGroup, @GestaltIT, @TechFieldDay,

Pay rates for IT security professionals are rising faster than inflation, but burnout and stress are growing faster. A survey of UK security professionals revealed the fast pace of modern security and the risk of unknown failure is causing skilled practitioners to leave the field. Would yet more pay fix the problem, or is there another way to address IT security staff retention? This and more on the Rundown.

Another Trump presidency could bring significant implications for enterprise tech, particularly through a focus on deregulation, increased M&A, and expanded Big Tech investments. this also extends to advancements in military technology, Israel’s influence on cybersecurity, the impact of initiatives like StarLink and rural broadband on connectivity, nuclear energy, AI, the CHIPS Act, and the expanding space industry. Altogether, these insights suggest that a pro-deregulation agenda, aiming to remove ten regulations for each new one introduced, could profoundly shape the future of enterprise technology. This and more on the Gestalt IT Rundown.

Hatfields and McCoys. Lakers and Celtics. GIF versus GIF. The rivalries of our time are always storied. One of the biggest seems to be cooling, however. AMD and Intel have announced a new partnership aimed at countering the surge of ARM-based designs. The companies are trying to standardize aspects of the x86 instruction set in order to make it easier for ISVs to write code that runs on both Intel and AMD chips without a fragmented code base that reduces performance and encourages developers to move to a more unified architecture like ARM. This and more on this week's Gestalt IT Rundown.

At Open Compute Summit this past week, key trends shaping the future of computing and infrastructure were discussed. One major concern is the global data center energy consumption, which is projected to triple by 2030, highlighting the urgent need for more efficient energy solutions. As technology advances, the shift from a 3nm process to a 2nm process is proving costly, with design costs estimated to reach a staggering $725 million, according to ARM. In response to both power demands and design challenges, liquid cooling is gaining momentum, emerging as a vital technology to improve efficiency and manage the increasing heat output from advanced computing systems.

At Commvault SHIFT 2024, The Futurum Group's Daniel Newman and Patrick Moorhead sat with CEO Sanjay Mirchandani, who discussed Commvault's strategic pivot towards a cloud-first approach in cyber resilience. This shift involves key acquisitions, such as Appranix and Clumio, and new partnerships with AWS and Google, aimed at enhancing cloud data protection and recovery. Mirchandani also introduced the concept of "Continuous Business," highlighting its distinction from traditional business continuity by emphasizing ongoing readiness and adaptability in a dynamic digital landscape.