Coté

Tag: cloud

  • Big Tech’s PR Playbook for Overcoming Data Center Opponents

    The data center industry has imported tobacco and fossil fuel influence tactics: opaque nonprofit front groups sharing website templates and ad IDs, super PAC-funded influencers and sockpuppet accounts, and community forums engineered to keep residents off the microphone. It works because property tax limits have left municipalities dependent on exactly this kind of capital, and…

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  • Inside Nadella’s hardest year: Is Microsoft’s North Star also a noose?

    Microsoft’s early AI bet has become a threat to its own foundations: M365 is being bypassed by chat interfaces, GitHub is losing developers to Cursor and Claude Code, and Azure customers are getting the compute left over after Microsoft feeds its own AI products. Meanwhile $190B in capex, a stock down 24%, capacity shopping from…

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  • Question of sovereignty – debating what it means to keep control in the AI age

    This is a summary of Europe’s growing focus on AI and cloud sovereignty as a response to U.S. political volatility, vendor lock-in, and the operational risks posed by AI dependency. Summarized by AI. 🔗 Question of sovereignty – debating what it means to keep control in the AI age

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  • Europe’s Cloud Sovereignty Push Risks Driving Fragmentation, Not Security

    Argues the European Commission’s push to reduce dependence on foreign technology providers, aimed at preventing a foreign kill switch, risks producing a fragmented market, more confusion, and even greater consolidation among the major providers. Summarized by AI. 🔗 Europe’s Cloud Sovereignty Push Risks Driving Fragmentation, Not Security

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  • EU Unveils Sweeping Tech Sovereignty Push, Balancing Autonomy with Openness

    The EU’s first full-spectrum digital sovereignty plan tightens cloud and chip controls while attempting to boost domestic capacity and maintain selective openness. Summarized by AI. 🔗 EU Unveils Sweeping Tech Sovereignty Push, Balancing Autonomy with Openness

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  • Google Cloud Next 2026: The Agent Era and the Full AI Stack

    Google Cloud’s 63% YoY growth and full-stack position (TPUs, Gemini, data, apps) make it the best-packaged hyperscaler for the agent era, with a new Gemini Enterprise Agent Platform replacing Vertex AI and a Knowledge Catalog reviving ontology as a machine-learning problem. The cheap-token era is ending, agents are driving zettabyte-scale data and new identity/security problems,…

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  • Dell Bulks Up Hardware As AI Infrastructure Shifts To On-Premises

    Dell’s 2026 pitch: 67% of AI workloads already run off-cloud, agentic AI and sovereign demand are dragging infrastructure back on-prem, and the AI Factory now hosts Gemini, Codex, Palantir, Grok, and a hardened OpenClaw fork on Dell iron with a three-month break-even claim against public cloud APIs. Summarized by AI. 🔗 Dell Bulks Up Hardware…

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  • 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…

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  • You Can Feel It Coming – Software Defined Talk

    This week, we discuss personal AI hype cycles, bottoms-up adoption, and “The Modern Stack” simplifying cloud. Plus, thoughts on new cars and the dogs that ride in them. See the traditional podcast listing for links and more.

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  • AI Is Normal Now – The Enterprise Is Not

    AI Is Normal Now – The Enterprise Is Not

    Original Content Enterprise AI needs new apps, enterprise AI doesn’t need new platforms – I’ve been circling a theme this week after reading “AI as a Normal Technology” (Spring, 2025). This is some stream of conscious on it. Enterprises are gonna enterprise-y, especially with AI. Also available in LinkedIn, if you prefer that kind of…

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  • Large enterprises continue to run a hybrid model for the foreseeable future. After more than 15 years of cloud migration, just over 54% of production workloads have been moved to the public cloud.” IDC, November 2025 survey 🔗 Enterprises Continue to Leverage Both Private and Public Cloud as Data Grows

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  • Related to your interests, Saturday

    Related to your interests, Saturday

    Your Life is the Sum Total of 2,000 Mondays – “If your life is going to be 80% Mondays and their equivalents, the design specifications for Monday matter more than the design specifications for your vacation.” The State Of GenAI And Consumers For 2026 – As agentic AI ascends, companies are grappling with control –…

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  • Relevant to your interests, Wednesday

    How the 1944 CIA Sabotage Manual Accidentally Became Your Software Acquisition Playbook – as always, have less meeting. Stellan Skarsgård: ‘Don’t try to be perfect. Tell your children: I’m sorry, I’m a piece of crap, but I love you’ – “I believe that art is important because it allows you to see the world through…

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  • This week’s Software Defined Talk: This week, we discuss the end of Cloud 1.0, AI agents fixing old apps, and Chainguard vs. Docker images. Plus, the mystery of Dutch broth is finally solved. I recommend the traditional podcast format.

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  • 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…

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  • The curse of enterprise maturity

    Enterprises have a habit of “professionalizing” consumer tech by adding control – security, compliance, cost management, approved architectures. All reasonable. And often exactly what kills the thing. Heroku and early cloud worked because they removed friction: no tickets, no permission, no approved stack. Developers could move fast, make local tradeoffs, and live with the consequences.…

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  • “The question that actually determines success is simpler—and almost never asked: Are we ready to operate a private cloud as a product for the next 3–5 years?” 🔗 Before You Build a Private Cloud, Ask This One Question

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  • As we continue to accelerate the pace of digital innovation across our global operations in an uncertain world, maintaining control over data locality and security is paramount,” said Daniele Tonella, Chief Technology Officer, ING. “VMware Cloud Foundation 9 will provide us with the unified, enterprise-grade private cloud platform necessary to achieve multi-region consistency, enhance workload…

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  • Make it so the robots can use your shit, or you might be irrelevant. At least, less so. Platforms, tools or frameworks that are hard for large language models (LLMs) and agents to use will start feeling less powerful and require more manual intervention. In contrast, tools that are simple for agents to integrate with…

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  • “If the people building the tech are terrified of it, maybe we should listen to their fears rather than their sales pitch.” Ten Blue Links, “Pop goes the bubble” edition

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