CHIPS Act to Train Workers to Avoid Labor Shortages | The Gestalt IT Rundown: July 3, 2024

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 - Thanks for Watching Hosts: Stephen Foskett: https://www.linkedin.com/in/sfoskett/ Alan Shimel: https://www.linkedin.com/in/alanshimel/ Follow Gestalt IT Website: https://www.GestaltIT.com/ Twitter: https://www.twitter.com/GestaltIT LinkedIn: https://www.linkedin.com/company/Gestalt-IT #Rundown, #CommvaultShift, #AgenticAI, @Accenture, @NVIDIA, @AMD, @GarethEdwards86, @RubrikInc, @Cisco, @CTERA, @Commvault, @TheSixFiveMedia, @TheFuturumGroup, @SFoskett, @GestaltIT, @TechFieldDay, @TechstrongTV, @AShimmy,

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 MetaGeek 22:24 - Nation State Actors Tap the Taps 31:12 - The Weeks Ahead 33:09 - 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://www.twitter.com/GestaltIT LinkedIn: https://www.linkedin.com/company/Gestalt-IT #Rundown, #Datacenter, #AI, #CyberSecurity, @GestaltIT, @NetworkingNerd, @DemitasseNZ, @TheFuturumGroup, @TechFieldDay, @Samsung, @Oscium, @MetaGeek, @Wordpress, @Cisco, @Coreweave, @Equinix,

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 Hollingsworth: https://www.linkedin.com/in/networkingnerd/ 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, #Cybersecurity, #AISafety, #AI, @GestaltIT, @TheFuturumGroup, @TechFieldDay, @NetworkingNerd, @Poller, @Rackspace, @NGINX, @NIST, @OpenAI, @Microsoft,

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 Alcion 25:29 - Qiskit and IBM's New Quantum Innovations 34:27 - The Weeks Ahead 35:48 - Thanks for Watching Hosts: Stephen Foskett: https://www.linkedin.com/in/sfoskett/ Bob Sutor: https://www.linkedin.com/in/bobsutor/ Follow Gestalt IT Website: https://www.GestaltIT.com/ Twitter: https://www.twitter.com/GestaltIT LinkedIn: https://www.linkedin.com/company/Gestalt-IT #Rundown, #QuantumComputing, #Qiskit, #Dreamforce, @IBM, @Veeam, @Alcion, @Commvault, @Clumio, @Salesforce, @Qualcomm, @Intel, @IntelBusiness, @SFoskett, @GestaltIT, @TechFieldDay, @TheFuturumGroup,

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/ Follow Gestalt IT Website: https://www.GestaltIT.com/ Twitter: https://www.twitter.com/GestaltIT LinkedIn: https://www.linkedin.com/company/Gestalt-IT 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/ Follow Gestalt IT Website: https://www.GestaltIT.com/ Twitter: https://www.twitter.com/GestaltIT LinkedIn: https://www.linkedin.com/company/Gestalt-IT 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. 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/alastaircooke/ Follow Gestalt IT Website: https://www.GestaltIT.com/ Twitter: https://www.twitter.com/GestaltIT LinkedIn: https://www.linkedin.com/company/Gestalt-IT #Rundown, #VMwareExplore, #AI, @VMware, @Broadcom, @AMD, @NVIDIA, @Intel, @IntelBusiness, @AnandTech, @DemitesseNZ, @SFoskett, @GestaltIT, @TechFieldDay, @TheFuturumGroup,

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.com/GestaltIT 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. 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 Website: https://www.GestaltIT.com/ Twitter: https://www.twitter.com/GestaltIT LinkedIn: https://www.linkedin.com/company/Gestalt-IT Tags: #Rundown, #BlackHat2024, #Copilot, #AI, @IBM, @AMD, @BMCSoftware, @RedHat, @OpenShift, @Pliops, @Karlay, @HPE, @Microsoft, @NetworkingNerd, @SFoskett, @GestaltIT, @TheFuturumGroup, @TechstrongTV,