Gestalt It Rundown

We've been talking about the shortage of integrated circuits and the race to build more production capacity for over a year, but maybe there's more to this story. News out of Taiwan suggests that production capacity for mature ICs is exceeding demand, and price reductions are coming. Companies like SMIC in mainland China and smaller firms there and in Taiwan are dropping prices over 10% as demand falls. Given that the CHIPS Act was just passed in the United States and companies are making huge investments around the world, what's happening here? This and more on this week's episode of the Rundown. Head to GestaltIT.com for show notes.    Time Stamps: 0:00 - Welcome to the Rundown 0:51 - NetApp Cloud Exec Departs for Palantir 4:31 - Meta Can't Spare a Second 8:05 - Micron NAND is All About Layers 11:22 - Rogers Spending Big to Clean Config Woes 14:57 - SK Group Wants to Go Big on Chips 19:04 - Chipmakers in China Report Reduced Demand and Lower Pricing 27:13 - The Weeks Ahead 28:47 - Thanks

Attackers are starting to target the critical infrastructure that runs industrial and manufacturing facilities. That may not sound like a new thing but the speed and sophistication with which they're increasing their attacks is. Security firm Dragos hast noted in a recent post that there has been a significant increase in the number of people using password cracking tools on industrial equipment such as programmable logic controllers (PLCs). Where the real devilish genius comes into play is not tha these attackers are trying to corrupt them. Instead, they're converting these machines into nodes in large botnets to amplify attacks. And if you think it's hard to clean a malware infection from a PC try doing it on a PLC that can't be shut down. Dragos noted that while they only tested one particular kind of PLC many other samples had traces of malware infections. Stephen, is this going to cause issues for our already strained supply chain?   Time Stamps: 0:00 - Welcome to the Rundown 0:43 - MinIO Goes to

Apple has quietly added a new "Lockdown Mode" to iOS 16, iPadOS16, and macOS Ventura that allows users to restrict the channels often used by the most intrusive exploits and hacks. It's designed to protect journalists, dissidents, and others at risk of state-sponsored snooping. This and more on this week's Rundown. Head to GestaltIT.com for shownotes.   Time Stamps:   0:00 - Welcome to the Rundown 0:35 - Celona Calls Google on Their Own 5G 3:08 - StorCentric is Feeling Gravity's Pull 4:52 - Scale Computing Scales Up 6:15 - Broadcom's VMware Matchmaker Exits 7:45 - Chipmakers Ask USA to Show the Money 10:43 - Apple is Working on the Lockdown 17:25 - The Week Ahead 18:20 - Thanks for Watching   Follow our hosts on Social Media Tom Hollingsworth: https://www.twitter.com/NetworkingNerd Stephen Foskett: https://www.twitter.com/SFoskett Max Mortillaro: https://www.twitter.com/MaxMortillaro  Follow Gestalt IT Website: https://www.GestaltIT.com/ Twitter: https://www.twitter.com/GestaltIT

NIST has announced their selections for quantum-safe encryption algorithms. The competition has been running since 2016 when the standards body realized that quantum computing could potentially impact RSA-based public key encryption. The new encryption method, CRYSTALS-Kyber, as well as digital signature methods named CRYSTALS-Dilithium, FALCON, and SPHINCS+, are designed to be implemented in the coming years for highly senstive data that could come under attack from advanced threats as well as the inevitable future of a powerful factoring system like a quantum computer. Are we all going to have to get new key tokens now? Head to GestaltIT.com for show notes and more.    Time Stamps: 0:00 - Welcome to the Gestalt IT Rundown 0:36 - Samsung Starts 3nm Manufacturing 4:18 - Swimlane Goes Low Code and Nets $70 Million 7:17 - FedEx Closing all Data Centers by 2024 10:49 - Germany Looks to Stop Satellite Cyberattacks 13:33 - NIST Approves Quantum-Resistant Crypto 26:14 - The Weeks Ahead 27:22 - Tha

The artificial intelligence community is buzzing about the just-released ML Commons MLPerf Training v2.0 results, which were announced today. NVIDIA, Intel Habana, Google, and Graphcore all submitted at least partial results, and everyone is crowing about their performance. NVIDIA is the only one to cover the field, and has a strong showing despite still relying on their A100 GPUs. Intel's Habana Gaudi 2 also shows great performance per watt in the tests they submitted, with the Graphcore Bow IPU and Google TPUv4 trailing somewhat. How do we make sense of all this ML training hardware? Head to GestaltIT.com for shownotes.    Time Stamps: 0:00 - Welcome to The Rundown 0:47 - AMD Extorted by Ransomware Gang 3:08 - HPE Adds GreenLake Storage Services 5:07 - Tempered Networks Picked Up By Johnson Controls 8:23 - HPE Arms ProLiant 10:58 - IBM Settles Age Discrimination Case 14:05 - VMware Adds vSphere+ and vSAN+ 20:28 - ML Commons Unveils MLPerf Training v2.0 30:08 - The Week Ahead 32:15 - Than

The last two weeks have been filled with conferences. RSA happened June 6-9 and Cisco Live was June 12-16. There were also gatherings for Splunk, Juniper, and others around the same time in San Francisco and Las Vegas. While the general mood of the conferences seemed to be focused on how good it was to get people back in person the reality of what that looks like a world still affected by a global pandemic came into focus after everyone started getting back home. RSA, according to reports, has seen reported COVID infections as high as 20% of attendees based on informal polling numbers. Cisco Live, which boasted over 16,000 people in Vegas, is seeing similar numbers. While I was able to make it through the conference without testing positive many others that I was interacting with didn't. Which calls into question the practice of having live in-person events during the pandemic. This and more on this week's Rundown. Head over to gestaltit.com for show notes.    Time Stamps:   0:00 - Welcome to t

Pure Storage held their annual Accelerate event in Los Angeles last week. The key new introduction was the next generation of their FlashBlade scale-out storage solution. They claim that it is "disaggregated" because CPU and storage can be mixed and matched, and that it scales past a petabyte. Pure also went GA with Portworx Data Services, which brings the company into the market for database as a service. This and more on the Rundown. Head to GestaltIT.com for show notes.    Time Stamps:   0:00 - Welcome to the Rundown 0:44 - Intel releasing Next Gen Process Node 3:17 - AMD Outlines Roadmap to the Future 6:28 - Cloudflare Faces the Second Largest DDOS Ever 8:46 - Cisco Aiming for a Simple, Unified Network 11:38 - HYCU Secures $53 Million More 13:32 - Pure Storage Revs Up FlashBlade and Portworx 19:17 - Apple is attempting to kill the Password 25:30 - The Weeks Ahead 27:12 - Thanks for Watching   Follow our hosts on Social Media Tom Hollingsworth: https://www.twitter.com/NetworkingNerd Ste

IBM finally lost a court case this week and nows owes BMC $1.6 billion. Why? Well, the reasoning is that IBM stole one of BMC's biggest customers - AT&T. IBM had been providing service on behalf of BMC for a number of years and had a very specific agreement that they wouldn't try to convince BMC customers to go directly to IBM. In this particular case BMC says that IBM violated that agreement back in 2015. IBM countered by saying that this whole thing was AT&T's decision and IBM in no way did anything to encourage it. The judge didn't see it that way and now IBM is going to appeal this little fine. All this and more on this week's Rundown. Head to gestaltit.com for show notes.    Time Stamps: 0:00 - Welcome to the Rundown 0:47 - Clumio Introduces Low-Cost Ransomware Recovery 2:56 - Datacenter Switching Market Grows in Q1 5:46 - NetApp Ups Multicloud Subscription Offerings 8:17 - IBM Acquiring Randori for XDR 11:40 - Oracle closes deal to buy Cerner for $28B 15:17 - IBM owes $1.6 billi

Intel has some new codenames in the works for their high performance computing lines. The new AI GPU is code named Rialto Bridge and the next generation flexible architecure past 2023 will be Falcon Shores. The Falcon Shores lineup continues the chiplet idea, with x86 and Xe cores mated together to create a very configurable solution somewhat akin to the Apple M1 with CPU and GPU running together with high-speed memory. Speaking of GPUs, Intel also showed of the Ponte Vecchio. This and more on this week's Rundown. Head to GestaltIT.com for show notes.   Time Stamps: 0:00 - Welcome to the Rundown 0:32 - New Supercomputer Hopped up by NVIDIA 4:25 - Exploiting MS Office Diagnostically 7:13 - Ampere Brings out new ARM Server CPU 12:25 - Let's Encrypt Trying to Release IPv4 Addresses 16:16 - New Frontier for Supercomputing Speed 22:00 - Venture Capitalists Issue Warning About Funding 30:04 - Intel Announces Newest HPC Lineups at ISC 2022 37:04 - The Weeks Ahead 38:32 - Thanks for Watching Follow our

The biggest shock to the virtualization community in months hit this past weekend when the press noted that chip giant Broadcom is in talks to purchase VMware. The former stepchild of Dell and EMC was spun off less than a year ago into a separate company. The news mentioned that Broadcom has been looking to expand their software portfolio and VMware would join CA and Symantec in the Broadcom suite. Community reaction to the news was largely negative, with many analysts weighing in on the potential for disaster for VMware customers. This and more on this week's Rundown. Time Stamps: 0:00 - Welcome to the Rundown 0:47 - NetApp Acquires Instaclustr 4:59 - Cisco's Drawn and Quartered Results 9:20 - DigitalBridge Makes a Switch at Switch 12:45 - DigitalBridge Makes a Switch at Switch 16:34 - The Value for Amazon Graviton3   21:27 - Broadcom Looking to Buy VMware?   27:56 - Mysterious Firm Looks to Buy Stake in ARM China? 35:08 - The Week Ahead   36:46 - Thanks for Watching! Follow our hosts on

Intel is ready to ramp up the market for add-on cards. Their roadmap for Infrastructure Processing Units, which is what Intel calls a DPU, are focusing on a combination of ASICs and FPGAs. The ASIC model is a high-performance unit with very specific uses. The FPGA model is more programmable at the cost of peak output. The road map also lays out the future of Intel's plans for the next three years, maxing out at a unit capable of 800 Gbps by 2025. One of the keys to getting this kind of performance is writing software for the unit. Intel has launched the Infastructure Programmer Development Kit, or IPDK, which parallels their development of the similar DPDK for networks. All this and more on this week's Rundown. Head to GestaltIT.com/ for show notes.    Time Stamps: 0:00 - Welcome to the Rundown 0:48 - Panzura Plays Phoenix 2:59 - Oracle Owes HPE $3 Billion over Itanium 6:31 - Pure Picks Snowflake for Co-Io Clouds 9:21 - Intel Shareholders Don't Like Gelsinger's Pay 14:17 - Intel Plans for 800

Dell Technologies World happened last week and while the response online was somewhat muted compared to years past, there was one thing that stood out to several analysts in the audience. Per an article from Chris Mellor, some of the spotlight fell on Chuck Whitten, the current COO of Dell and the person that many have tapped as the heir-apparent to Michael Dell. Dell is in much better shape today than it was when it acquired EMC and spent a truckload of cash and stock to do it. Rumors are swirling that Michael Dell is set to depart sometime in the next 12-18 months. This and more on this week's Rundown. Head to GestaltIT.com for show notes.    Time Stamps: 0:00 - Welcome to the Rundown 1:01 - Oracle Class-Action Suit Ramps Up 3:33 - Cisco's Memory Issues 6:06 - Cisco Can See the Future with AI 8:03 - FIDO Alliance Gains Big Names 11:38 - A Look at Dell's Future 17:22 - White House Wants Quantum-Proof Encryption 22:40 - The Week Ahead 23:54 - Thanks for Watching!   Follow our hosts on Social Me

Although Dell skipped inviting influencers to Dell Tech World this year, the company announced that they are expanding their APEX on-premises and public cloud cyber resilience services with a partnership with Snowflake. They also upgraded their PowerMax, PowerStore, and PowerScale storage offerings and PowerFlex HCI solution. Dell is also ramping up Project Alpine, which would follow competitors like NetApp and Pure Storage into the major public cloud providers. Head over to http://www.GestaltIT.com for show notes.   Time Stamps: 0:00 - Welcome to the Rundown 0:54 - Elliot Pushed Western Digital to Split 2:30 - Synopsys to Acquire WhiteHat Security 4:00 - Nasuni Buys DBM Cloud Replication Tech 5:38 - AMD Wants TSMC 3nm Wafers Too 8:23 - Dell Brings APEX, Storage, and Alpine to Dell Technologies World 20:53 - The Week Ahead 20:55 - Thanks for Watching Follow our hosts on Social Media Tom Hollingsworth: https://www.twitter.com/NetworkingNerd Stephen Foskett: https://www.twitter.com/SFoskett Max Mortillaro:

Vice got their hands on a leaked memo from Facebook that sheds light on some troubling privacy issues on the platform. Per the memo, Facebook is worried about the growing number of user privacy regulations around the world because the company cannot say where the user data they collect goes exactly or what the companies that collect it are doing with it. Facebook admits the problem is that the systems have open borders and very little regulation. It's like pouring ink into a lake and trying to get the ink back into the bottle. The memo comes from the Facebook Ad and Business Product team privacy group. They say they don't have adequate control and can't say that they can't confidently say that no one can use specific data for specific purposes, which runs counter to explicit regulations like GDPR and CCPA. This sounds like a nightmare scenario for privacy advocates. All this and more on this week's Rundown. For show notes, head to http://www.gestaltit.com/  Time Stamps: 0:00 - Welcome to the Rundown 0:47

It appears just when you think you’re muted you’re really not!? Some individuals found that a ton of popular video conferencing apps fail to disable device microphones & these apps have the ability to access audio data. So Stephen how do you feel knowing that Skynet could be listening to what were saying!? All this and more on this week's Rundown. For show notes, head over to http://www.gestaltit.com/.

It's been a very busy week for companies getting acquired! We thought it would be best to collect them all together so we could give you a quick overview of what this means for the companies involved. This and more on this week's Rundown. For show notes and more, head to http://www.gestaltit.com/

Fresh off an appearance on stage during Aruba Atmosphere, Pensando is now off the market thanks to AMD. The other big chipmaker in the space is picking up the DPU maker for $1.9 billion. The move is designed to compete directly against NVIDIA's Bluefield DPU offerings as well as Intel's nacent IPU solution. In addition, this allows them to broaden their horizons as a maker of more than just CPUs according to our own Stephen Foskett. All this and more on this week's Rundown. For show notes please visit: https://gestaltit.com/

Aruba introduced location-aware Wi-Fi access points for precise indoor location and is partnering with third parties like Tile to create a new OpenLocate service. We discuss these stories and more on this week’s Rundown. For show notes please visit https://gestaltit.com/

Jensen Huang is back with another NVIDIA GTC keynote, launching the next-generation Hopper GPU architecture and a raft of new products for cloud, HPC, datacenter, automotive, and beyond. We discuss this story and more on this week's Rundown. For show notes please visit: https://gestaltit.com/

In a new directive from the US Congress, companies that are critical to the national interest will face new rules about whether or not they have been hacked or paid to remove ransomware. We discuss this story and more on this week's Rundown.   For show notes please visit: https://gestaltit.com/