Coté

Dell’s AI Server Business Now Bigger Than VMware Used To Be - Maybe private AI will really be a thing: ‘“We are still in the early innings, and our AI opportunity with tier 2 CSPs, enterprise, and emerging sovereign customers is immense,” Jeff Clarke, Dell’s chief operating officer,  explained on the call with Wall Street analysts. “Our view is supported by an AI hardware and services TAM of $174 billion, up from $152 billion, growing at a 22 percent CAGR over the next few years. We are competing in all of the big AI deals and are winning significant deployments at scale."'

A Java Language Cumulative Feature Rollup - ‘I found myself asking myself the question, “What’s every new feature Java has introduced since the last time I really cared about new Java language features?”, and didn’t find an easy answer via Google. So, I decided to create that list.'

Does Market Share Still Matter? - “we find that the positive relationship between market share and profitability generally still holds, but that it weakens with greater digital transformation. This means that market share increases translate into lower profitability gains for highly digitalized compared to less-digitalized companies. Additionally, it implies that digital transformation benefits smaller firms in particular because it leads to greater relative profitability gains for them compared to larger firms by removing some of the limitations that traditionally hindered them from becoming more profitable.” // “This means that the more digitalized a company becomes, the less upper management should rely on and prioritize market share to grow profitability. And the smaller a company is, the more it should prioritize digital transformation to boost profitability."

How Platform Engineering Enables the 10,000-Dev Workforce - “60% of companies in the survey said they are releasing code on only a monthly or quarterly basis”

3 ways CIOs can turn strategy into execution - “Less than half of enterprises reach the majority of the strategic goals IT leaders set out to achieve, according to Gartner research."

How Lidl accidentally took on the big guns of cloud computing - A sort of community cloud for Germany and Austria? // “Its IT unit, Schwarz Digits — which became a standalone operating division in 2023 — has signed up clients including Germany’s biggest software group SAP, the country’s most successful football club Bayern Munich and the port of Hamburg. Last year, the unit generated €1.9bn in annual sales and it employs 7,500 staff."

Amazon’s CEO says their AI tool has saved them a crazy amount of time - This oddly specific, and a big deal if applicable to other organizations. // ‘The average time to upgrade an application to Java 17 plummeted from what’s typically 50 developer-days to just a few hours," he wrote. “We estimate this has saved us the equivalent of 4,500 developer-years of work (yes, that number is crazy but, real).” The AI is not only fast but seems pretty accurate, too, according to his post. Amazon developers shipped 79% of the AI-generated code reviews without any additional changes, Jassy wrote.'