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. Time Stamps: 0:00 - Welcome to the Rundown 1:29 - Clumio Backtrack Announced by Commvault 7:11 - Aryaka Unveils New Survey Report Exploring Network Security Trends in Manufacturing 11:16 - Techstrong Launches PlatformEngineering.com 15:25 - ISPs Say Their Customer Service is Great 20:23 - Red Hat Donates Tools to CNCF 23:56 - Cybercrime Costs Brits Billions of Bills 28:27 - Announcements from Supercomputing 2024 43:41 - The Weeks Ahead 45:40 - 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 #Rundow

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 C

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. Time Stamps: 0:00 - Welcome to the Rundown 1:19 - Can AMD Top NVIDIA? 3:50 - Quantum AI Isn't a Thing 7:13 - MinIO Introduces AIStor 12:23 - Amazon Employee Details Exposed in MoveIt Breach 15:20 - Marslink is Further Away than Starlink 18:19 - AI is writing Google's Code 22:05 - Amazon Won't Go Nuclear 26:41 - Is IT Security Too Stressful for the Money? 35:45 - The Weeks Ahead 37:23 - Thanks for Watching Hosts: Tom Hollingsworth: https://www.linkedin.com/in/networkingnerd/ Alastair Cooke: https://www.linkedin.com/in/alastaircooke/ Follow Gestalt IT Website: https://www.GestaltIT.com/ Twitter: https:

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. Hosts: Stephen Foskett: Foskett: https://www.linkedin.com/in/sfoskett/ Jack Poller: https://www.linkedin.com/in/jackpoller/ Follow Gestalt IT Website: https://www.GestaltIT.com/ Twitter: https://www.twitter.com/GestaltIT LinkedIn: https://www.linkedin.com/company/Gestalt-IT #Rundown, #AI, #CHIPsAct, #CyberSecurity, #PrivateCloud, @GestaltIT, @TechFieldDay, @TheFu

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. Time Stamps: 0:00 - Welcome to the Rundown 1:41 - Platform9 Launches Private Cloud Director 5:45 - xAI Builds The Biggest AI Supercomputer 9:53 - Evading Sanctions for Profit 15:34 - Satya Nadella Takes Pay Cut for Security Issues 19:06 - OpenAI in Talks with Broadcom for Custom Chips 24:13 - Salt Typhoon Sweeps Up Political Audio 28:40 - AMD and Intel Reach Historic Partnership 41:08 - The Weeks Ahead 44:34 - Thanks for W

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. Time Stamps: 0:00 - Welcome to the Rundown 1:36 - BMC Starts Two New Companies 4:06 - CEO Indicted for Fraud 7:10 - Microsoft goes agentic AI 10:37 - Amazon Teams Up with US Department of Justice 14:30 - Perplexity Is getting Sued by Media Giants 16:44 - Sophos Acuires Secureworks 20:00 - Exciting Developments from Open Compute Summit 31:41 - The W

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. Time Stamps: 0:00 - Welcome to the Rundown 2:57 - Chip Boom Continues with Record-Breaking Demand 5:47 - Accenture Pushes Agentic AI Built on NVIDIA 10:53 - AMD AI Chips to Challenge NVIDIA 13:22 - Geopolitics' Impact on Digital Infrastructure 16:53 - Cisco sells their stake in Rubrik 20:49 - CTERA's Data Intelligence Enhances GenAI with File Data 25:28 - Commvault Shift's Cyber Resilience for the AI Era 38:51 - The Weeks Ahead 40:21

A big cyberattack attributed to groups backed by the Chinese government has telecom providers worried. In this new report, investigators have determined that the group, known as Salt Typhoon, has had months-long access into the network infrastructures of companies like AT&T, Verizon, and Lumen Technologies. That access includes visibility over the infrastructure used for lawful intercept, which is the Internet version of tapping a phone. Per the report, the Salt Typhoon hackers appeared to be engaged in a data collection mission, trying to obtain as much data as possible from US businesses as well as those that they do business with. Time Stamps: 0:00 - Welcome to the Rundown 1:06 - Samsung Begins 1TB QLC 9th-Gen V-NAND Production 4:26 - Dust Bunnies on the Attack: Datacenter Maintenance Issues Pose Security Threats 7:41 - Equinix joint venture to spend $15B building 1.5GW of AI datacentres 11:28 - Cisco Teams Up With Coreweave 14:58 - Commercial Wordpress hosting stoush 18:51 - Oscium Acquires MetaGee

Microsoft has revamped its AI-powered Recall feature, shifting from automatic to opt-in use with enhanced security measures like full encryption and Windows Hello authentication, addressing privacy concerns. California Governor Gavin Newsom vetoed SB-1047, which aimed to regulate AI models, citing concerns that smaller models outside the regulation's scope might pose greater risks. Meanwhile, OpenAI is facing a leadership shakeup as CTO Mira Murati and other key executives depart, coinciding with a shift in the company's focus toward a more traditional startup model under Sam Altman's leadership. This and more on the Gestalt IT Rundown. Time Stamps: 0:00 - Welcome to the Rundown 0:58 - Rackspace Gets Attacked, Logically 4:09 - Hurricane Helene Disrupts Critical Supply Chain 8:34 - Tech Giants and Government Support Spark a New Nuclear Renaissance? 14:11 - F5 Launches NGINX One 17:34 - NIST Gives Tips on Passwords 22:20 - AI Safety Roundup 40:39 - The Weeks Ahead 42:37 - Thanks for Watching Hosts: Tom Hol

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. Time Stamps: 0:00 - Welcome to the Rundown 1:57 - Qualcomm to Buy Intel? 4:11 - Kioxia No Longer Planning IPO 6:42 - Announcements from Dreamforce 16:32 - Commvault Buys Clumio 20:07 - CISA Wants to Say Ciao to Ivanti EOL Units 22:47 - Veeam Acquires Alc

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 - Int

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 - Bro

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. Time Stamps: 0:00 - Welcome to the Rundown 1:40 - AnandTech Shuts its Doors 3:02 - Rumors Fly that Intel is Changing Course 6:43 - Cloud providers consuming all the GPUs for AI 9:54 - Hammerspace Pulls Out a Server 12:25 - AMD Is Ready to Take On NVIDIA 15:13 - California Readies an AI Kill Switch 18:05 - A Smaller VMware Explore Still Delivers News 28:02 - The Weeks Ahead 29:09 - Thanks for Watching Hosts: Stephen Foskett: https://www.linkedin.com/in/sfoskett/ Alastair Cooke: https://www.linkedin.com/in/alastaircoo

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

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 Plaintex

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. Time Stamps: 0:00 - Welcome to The Rundown 1:13 - IBM Storage Scale using Blue Vela AI supercomputer 4:46 - AMD Chips Hit with Sinkclose 8:24 - BMC Uses AI For Mainframe Operations 12:38 - NIST Finalizes Post-Quantum Cryptography Standards 17:00 - RedHat's OpenShift Gets GenAI 20:32 - Pliops Kalray Merger Falls Through 23:14 - Announcements and Takeaways from Black Hat 23:48 - HPE Leverages AI for Security 28:18 - Copilot Insecure by Design 33:36 - More from Black Hat 38:20 - The Weeks Ahead 40:00 - Thanks for Watching Hosts: Tom Hollingsworth: https://www.twitter.com/NetworkingNerd Stephen Foskett: https://www.twitter.com/SFoskett Follow Gestalt

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 -

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 Foske

Time Stamps: 0:00 - Welcome to the Rundown 1:03 - NVIDIA's B20 AI Chip 5:35 - Wiz Denies Google's $23 Billion 9:15 - AMD Acquires Silo AI 14:07 - BMC Announces Mainframe AI Integration 18:04 - Einstein Service Agent Released by Salesforce 22:18 - Swiss Government Mandates Open Source 26:58 - Crowdstrike Update Strikes Microsoft's Cloud Services 43:46 - The Weeks Ahead 46:11 - 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, @NVIDIA, @Google, @Wiz_io, @AMD, @Silo_AI, @StevenDickens3, @TheFuturumGroup, @BMC, @Salesforce, @Microsoft, @Crowdstrike, @SFoskett, @GestaltIT, @NetworkingNerd, @TechFieldDay,

Google is looking to make their biggest acquisition ever. According to a report in the Wall Street Journal on Sunday, Alphabet will be making a bid to purchase Wiz for $23 billion. Wiz has spent the past four years developing a cloud security platform that has detected some big problems in a number of providers, including one in Microsoft Bing. Google is finding itself increasingly under fire from a varity of attackers. The move comes as Google is facing antitrust charges from the Department of Justice and could have even called off a potential purchase of HubSpot. Time Stamps: 0:00 - Welcome to the Rundown 1:18 - Cerabyte's Laser Etched Petabyte-Scale Storage 7:02 - Veeam a Target in Malware Attack 9:00 - Mirantis Updates its Kubernetes Platform 12:27 - Snowflake Says Yay to MFA 15:29 - RAG Optimized by Qdrant BM42 Vector Search Algorithm 18:56 - Google Looking to Make Magic with Wiz 26:18 - The Weeks Ahead 28:12 - Thanks for Watching Hosts: Tom Hollingsworth: https://www.linkedin.com/in/networkingnerd/