Tag: AWS
-
Sucking Air Through Their Teeth, 50/50 success/failure, and Dell’s $43B AI Server Quarter – Related to your interests, Friday
Also: the improbable life, four years working at AWS, an AI-SDLC panel debate. Spotted by Dan Bettinger in Austin. Related to your interests Most generative AI and custom model projects will be a bust: Gartner – ‘Analyst firm Gartner thinks at least half of all generative AI projects “will overrun their budgeted costs due to…
-
Google Cloud Revenue Estimates, 2026
With that context, the key point is that GCP is now a $42 billion IaaS/PaaS business in our 2026 estimate and is growing in the mid-40% range. That’s a big move from where it was in 2020, when GCP was a mid–single-digit-billion-dollar business by our model. Google is still well behind the two leaders in absolute dollars – AWS…
-
Where are the enterprise AI apps? Part n + 1
Outside of programming, there’s still a dearth of enterprise AI apps, it seems. Palo Alto’s CEO: “Consumers are far outstripping enterprise for the moment, but we expect enterprise will surely and slowly get on that bandwagon,” he said on the company’s Q2 earnings call. … “Right now … tell me how many enterprise AI apps…
-
Relative to your interests, Tuesday
Codex App – OpenAI’s Claude Code competitor. U.S tech backlash grows as countries and startups seek alternatives – Big revealed preferences tests coming up here. Related, the investor angle: “Europe is hitting the kills witch on some U.S. tech.” AWS destiny: becoming the next Lumen – ‘The real problem is that developers don’t choose AWS…
-
The real problem is that developers don’t choose AWS anymore (because honestly, given a choice between AWS and a vendor who thinks deeply about developer experience, who would?). They choose Vercel, or Netlify, or whatever their AI coding assistant suggests when they type “deploy this.” Some charts/survey/data would be nice to see here. Still, I…
-
More of AWS’s all-in EU public cloud, write-up from Nick Patience: the ESC represents a total technical decoupling intended to satisfy the most cautious European customers and their regulators. By locating all data – including metadata, billing and identity management – entirely within the EU and staffed exclusively with EU residents (and eventually citizens), AWS…
-
Amazon Should Buy Anthropic, AI Doctors, Metaverse RIP
Original Content Amazon should buy Anthropic. I wasn’t really sure what hardned images were, let alone “distroless,” so Tony and I were lucky to get William on this week’s Tanzu Catsup to sort it out. We also discuss how it fits into platform engineering. If you can’t be bothered, here’s an excerpt on optimizing Helm…
-
After the Dream – Software Defined Talk #555
This week’s Software Defined Talk podcast: This week, we discuss Gemini powering Siri, AWS’s biggest competitor, and AWS strategy choices. Plus, when should your next meeting actually start? Watch the video (above), or if you prefer traditional podcasts, subscribe to it.
-
Relevant to your interests, Tuesday 3 + 4 – On the three day work week. AWS in 2026: The Year of Proving They Still Know How to Operate – “Internal documents reportedly show 69-81% ‘regretted attrition’–meaning the people leaving are the ones Amazon desperately wanted to keep. Where have the senior engineers who’ve been through…
-
Containers running in VMs 4ever
“IDC forecasts that nearly 85% of all containers will continue running inside VMs through 2028 because enterprises trust the virtualization layer for governance, security, and operational control.” 🔗 Why a Single Platform for VMs and Containers Is the Future of Modern IT
-
Amazon’s enterprise AI strategy, explained by Neil Ward-Dutton
Neil Ward-Dutton, an IDC analyst focused on AI, automation, data and analytics, said three announcements on the first day of the conference were of note. “AWS AI Factories is one,” he said. “These are AWS AI infrastructure and software stacks, built and managed by AWS, but deployed in customers’ own datacentres. “These are, at least…
-
Getting a slice of the Kubernete$ management pie
How big the Kubernetes market? TAM-time for managing Kubernetes: The container management market has grown more than 20% over the past year, with a market value of over $2.5 billion in 2024. The market is forecast to exceed $4.5 billion in constant currency by 2028, with a 17.6% compound annual growth rate (CAGR). Gartner, August,…
-
I think this means “thing you use to run and manage container based applications on public and/or private cloud.” Magic Quadrant for Distributed Hybrid Infrastructure. // You know, “multi-cloud.” // Anyhow, congrats to this year’s winners.
-
AWS CEO says AI replacing junior staff is ‘dumbest idea’ – ‘Amazon Web Services CEO Matt Garman has suggested firing junior workers because AI can do their jobs is “the dumbest thing I’ve ever heard.”’
-
Gartner Says Worldwide IaaS Public Cloud Services Market Grew 22.5% in 2024 –
-
Europe’s Sovereign Cloud Crossroads: Competitiveness vs Control – “Why has cloud sovereignty become such a pressing issue? Nearly three-quarters (72%) of cloud services are provided with AWS, Microsoft Azure and Google Cloud in Europe, and up to 90% of European data resides outside EU-controlled infrastructure – therefore creating serious geopolitical and jurisdictional challenges for the…
-
Amazon bought Whole Foods eight years ago — now it’s bringing it deeper into the fold – This still seems like a weird acquisition. Amazon doesn’t seem to divest things, but this feels like it’d be on the top of the list. Returning packages there is cool, but that could just be a partnership.
-
Re: Still a lot of private cloud, numbers of cloud repatriation (higher than I thought)
The Clouds You know, I’ve never really looked at the Flexera State of Cloud surveys. I think they’re accepted as legit, and they have many years of data to make those multi-year charts I like. Here’s a quick one my favorite question, “where are the apps?”: Sources: Flexera State of Cloud Report, 2018, 2019, 2020,…
-
PepsiCo taps AWS to accelerate digital transformation, AI adoption | CIO Dive – ”Enterprises across industries are facing ballooning cloud bills as AI adoption drives up costs. Nearly 3 in 4 IT pros blamed the AI boom for ‘unmanageable’ cloud bills last year.”
-
Heroku’s Strategic Refresh Signals Renewed Investment from Salesforce – Overview of “the new” Heroku, plus risks.
You must be logged in to post a comment.