The recent AI stock sell-off is seen as a healthy market rotation, with experts urging investors to focus on companies generating real profits from AI, such as Amazon and Microsoft, while warning that not all AI investments will deliver returns.
#YonhapInfomax #ArtificialIntelligence #TheFuturumGroup #Amazon #Microsoft #ProfitGrowth #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=104722
AI Sell-Off Seen as Healthy Rotation—Focus Shifts to Profit-Generating Companies

The recent AI stock sell-off is seen as a healthy market rotation, with experts urging investors to focus on companies generating real profits from AI, such as Amazon and Microsoft, while warning that not all AI investments will deliver returns.

Yonhap Infomax

Cooling at the Edge with DUG

Modern AI servers generate a lot of heat, but the industry is ready with revolutionary technologies like immersion cooling. This episode of Utilizing Tech features Micah Jordan from DUG, discussing specialized server solutions with Jeniece Wnorowski of Solidigm and Stephen Foskett. Although it sounds exotic, companies like DUG have been using immersion cooling for decades. Once they proved the value of the technology in their own datacenter, DUG began delivering immersion cooled containers wherever they are needed, especially at the edge. This uniform and efficient cooling allows servers to work harder while also extending their lifespan and reducing the risk of component failure. DUG’s containerized AI racks are being deployed around the world closer to users, lowering the latency and enabling rapid response to demands. DUG is working with partners like Hypertec to build, certify, and support immersion cooling for end customers, achieving higher density and lower energy consumption.

https://youtu.be/5_M82uH4U9E?si=8PPe8QKVui3mNisQ

Apple Podcasts || Spotify || More Audio Links || YouTube Channel

Guest:

Micah Jordan is an Account Executive at DUG. You can connect with Micah on LinkedIn and learn more about DUG on their website.

Podcast Information

Stephen Foskett is the Organizer of the Tech Field Day Event Series and President of the Tech Field Day business unit, part of The Futurum Group. Connect with Stephen on LinkedIn and follow him on X/Twitter, on Mastodon, or on Bluesky. Learn more about Tech Field Day and information on upcoming events on their website.

Jeniece Wnorowski is the Datacenter Product Marketing Manager and Head of Influencer Marketing at Solidigm. You can connect with Jeniece on LinkedIn and learn more about Solidigm and their AI efforts on their dedicated AI landing page or watch their Field Day presentations from their appearances at Tech Field Day.

Thank you for listening to Utilizing Tech Season 8: Utilizing AI at the Edge Presented by Solidigm. If you enjoyed this discussion, please subscribe in your favorite podcast application and consider leaving us a rating and a nice review on Apple Podcasts or Spotify. This podcast was brought to you by Solidigm and by Tech Field Day, part of The Futurum Group. For show notes and more episodes, head to our dedicated Utilizing Tech Website or find us on X/Twitter, on Bluesky, and Mastodon at Utilizing Tech.

#SFoskett #Solidigm #TeamDUG #TechFieldDay #TheFuturumGroup #UtilizingTech #AI #EdgeComputing #Sponsored #UT08x10

NVIDIA Reveals Rubin AI and Blackwell Ultra || Tech Field Day News Rundown: March 19, 2025

NVIDIA unveiled new AI-focused chips at its GTC conference, including the Blackwell Ultra series launching this year and the next-gen Vera Rubin GPUs set for 2026. CEO Jensen Huang emphasized the company’s shift to an annual release cycle, a departure from its previous biennial schedule. This move reflects NVIDIA’s response to the growing AI market and increasing competition. This and more on the Rundown.

https://youtu.be/49b4_OrMpvI

Apple Podcasts | Spotify | Overcast | Amazon Music | Audio | YouTube

2:29 – Taara Spun Out from Google’s Parent Company Alphabet

Alphabet has spun off Taara, its laser-based internet backbone provider, into an independent company focused on delivering high-speed connectivity to underserved regions. The newly formed company will continue developing its wireless optical communication technology, which aims to provide reliable internet without the need for traditional fiber infrastructure.

Read More: Alphabet spins off laser-based Internet backbone provider Taara

6:41 – Intel Names Lip-Bu Tan as New CEO

Intel has appointed Lip-Bu Tan as its new CEO, succeeding Pat Gelsinger who stepped down in December 2024. Tan, formerly CEO of Cadence Design Systems and an Intel board member, aims to revitalize the company by streamlining operations and focusing on advanced chip manufacturing, including AI server chips, to better compete with industry leaders like TSMC. Following the announcement, Intel’s stock surged nearly 8%, reflecting investor optimism about Tan’s strategic vision.

Read More: Intel Names Lip-Bu Tan as New CEO

12:38 – DevOps Gets Empowered by Semaphore Going Open Source

Semaphore has open-sourced its core CI/CD platform under the Apache 2.0 license, aiming to provide developers with greater flexibility and transparency. This move addresses the limitations of existing CI/CD solutions by combining enterprise-grade reliability with the customizability of open-source software. By making its codebase publicly accessible, Semaphore empowers developers to explore, modify, and enhance the platform to suit their unique requirements, fostering a community-driven approach to innovation.

Read More: Semaphore Goes Open Source: A New Dawn for DevOps Professionals

16:38 – Microsoft’s New Quantum Chip Greeted with Major Skepticism

Microsoft’s recent announcement of its Majorana 1 quantum chip, claimed to be a significant advancement in quantum computing, has been met with skepticism from the scientific community. Experts question the validity of Microsoft’s findings, citing a lack of peer-reviewed evidence and unproven underlying physics, leading to concerns about the legitimacy of the breakthrough.

Read More: Microsoft’s New Quantum Chip Greeted with Major Skepticism

22:04 – Solo.io Launches Kagent for Agentic AI-Driven Cloud Ops

Solo.io has launched Kagent, an open-source agentic AI framework designed to automate cloud-native operations within Kubernetes environments. Built on Microsoft’s AutoGen, Kagent integrates with existing tools to streamline tasks like configuration, troubleshooting, and network security, enabling DevOps teams to leverage AI-driven automation.

Read More: Solo.io’s Kagent Brings Agentic AI to Cloud-Native Operations

25:37 – Amazon, Google, and Meta Nuclear Datacenters by 2050

Amazon, Google, and Meta are investing heavily in nuclear energy as part of their strategy to achieve net-zero carbon emissions by 2050. These tech giants plan to power their operations with 100% renewable energy, with nuclear energy playing a key role in meeting their ambitious sustainability goals. Alongside nuclear, they are exploring advanced technologies like carbon capture to reduce their environmental impact and address the urgency of climate change.

Read More: Amazon, Google, Meta Are Going Super Nuclear by 2050

29:38 – NVIDIA Reveals Rubin AI and Blackwell Ultra

Nvidia unveiled new AI-focused chips at its GTC conference, including the Blackwell Ultra series launching this year and the next-gen Vera Rubin GPUs set for 2026. CEO Jensen Huang emphasized the company’s shift to an annual release cycle, a departure from its previous biennial schedule. This move reflects Nvidia’s response to the growing AI market and increasing competition.

Read More: Nvidia announces Blackwell Ultra and Rubin AI chips

40:58 – The Weeks Ahead

Upcoming Tech Field Day Events

Networking Field Day 37 – March 19 – 20

Tech Field Day Extra with HPE – April 8

AI Infrastructure Field Day 2 – April 23 – 24

Mobility Field Day 13 – May 7 – 8

Security Field Day 13 – May 29 – 30

Host Information

Stephen Foskett is the President of the Tech Field Day Business Unit and Organizer of the Tech Field Day Event Series, now part of The Futurum Group. Connect with Stephen on LinkedIn or on X/Twitter.

Alastair Cooke is a Tech Field Day Event Lead, now part of The Futurum Group. You can connect with Alastair on LinkedIn or on X/Twitter and you can read more of his research notes and insights on The Futurum Group’s website.

Gestalt IT and Tech Field Day are now part of The Futurum Group.

The Gestalt IT Rundown is your look at the IT news of the week. Be sure to subscribe to Gestalt IT on YouTube for even more weekly video content.

#AI #NVIDIAGTC #Rundown #AWSCloud #DemitasseNZ #GestaltIT #Google #GoogleCloud #Intel #IntelBusiness #Meta #Microsoft #Nvidia #SFoskett #TechFieldDay #TechstrongTV #TheFuturumGroup

https://wp.me/p4YpUP-n5B

NVIDIA Reveals Rubin AI and Blackwell Ultra || Tech Field Day News Rundown: March 19, 2025

YouTube

OpenAI Not For Sale as They Prepare Proprietary Chip | The Gestalt IT Rundown: February 12, 2025

A group of investors, led by Elon Musk’s startup xAI and other backers, has made a $97.4 billion bid to take control of OpenAI, aiming to refocus the organization on open-source AI and safety amid rising tensions between Musk and OpenAI CEO Sam Altman over its shift to a for-profit model. Meanwhile, OpenAI is advancing its AI hardware strategy with plans to launch a custom-designed AI chip in 2024, fabricated by TSMC using 3-nanometer technology to reduce reliance on Nvidia. Initially deployed on a limited scale, the chip is designed to optimize AI model performance, with OpenAI’s expanding chip team already working on future iterations with enhanced capabilities. This and more on The Rundown.

https://youtu.be/Ng59i8nmVI4

Apple Podcasts | Spotify | Overcast | Amazon Music | Audio | YouTube

2:44 – Turn/River Capital Acquires SolarWinds

With its $4.4 billion acquisition of SolarWinds, Turn/River Capital seeks to take the IT management software firm private, allowing it to focus on long-term growth without the pressure of quarterly earnings. This deal aligns with a broader surge in private-equity buyouts in the software sector, driven by declining borrowing costs, and comes after SolarWinds’ turbulent past, including a major 2020 cyberattack that compromised government and corporate clients.

Read More: SolarWinds To Be Acquired By Turn/River Capital In $4.4B All-Cash Deal

Read More: Turn/River’s $4.4 Billion Acquisition of SolarWinds Could Signal More IT-Related Deals

5:21 – WEKA Restructure to Focus on AI

WEKA is restructuring its go-to-market functions to align with the rapid growth of generative AI, following a strong 2024 in which it raised $140 million in funding and surpassed $100 million in annual recurring revenue. CEO Liran Zvibel emphasizes that this strategic shift will position the company for long-term success, with plans to expand headcount by approximately 120 employees to support large-scale enterprise AI and GPU acceleration deployments.

Read More: WEKA restructures for the GenAI era

9:23 – Cisco One Silicon Shows Big at Cisco Live EMEA

Cisco Live EMEA is happening this week and Cisco has had some big announcements. The biggest news comes with investments in new service provider hardware and data center infrastructure as well. The moves appear to be positioned to help Cisco customers take advantage of AI while also offering a custom advantage. The newest platforms are all powered by Cisco’s Silicon One chips. The newest A-series and K-series CPUs help offload processing to the edge and give Cisco an opportunity to challenge merchant silicon vendors in the space. For more on this we’re going on site to Tom Hollingsworth in Amsterdam at Cisco Live for more.

Read More: Tech Field Day Extra at Cisco Live EMEA Day One

12:50 – Hammerspace is Changing the AI Training Game

Hammerspace is challenging conventional reliance on object storage for AI workloads by advocating for universal, protocol-agnostic data access instead. The company has emphasized the importance of intelligent data orchestration across various storage types, ensuring seamless access to relevant datasets without disruptive migrations. As AI adoption continues to grow, Hammerspace highlights the need for metadata-driven automation and hybrid access models to optimize performance and scalability in enterprise environments.

Read More: Hammerspace challenges object storage norms for AI

17:31 – French President to Invest $112B in AI

French President Emmanuel Macron announced $112 billion in private investments for the AI ecosystem, with funds expected to be deployed in the coming years, coinciding with Paris hosting the Artificial Intelligence Action Summit. This investment will primarily focus on AI data centers, with the country positioning itself as an ideal location for AI infrastructure due to its low-carbon electricity and stable grid, which Macron emphasized as a competitive advantage for attracting global investments.

Read More: Macron unveils $112B AI investment package, France’s answer to US’ Stargate

22:36 – Huawei Shows Revenue Growth Despite Ban

Huawei expects to meet its 2024 revenue target of ¥860 billion ($118.25 billion), marking 22% growth compared to 2023. Despite sanctions, its ICT business remains strong, its consumer sector is growing, and its smart car solutions are expanding quickly. This success is notable considering Huawei’s challenges, including the sale of its Honor brand and the difficult economic environment in China.

Read More: Huawei revenue growing fast, suggesting China’s scoffing at sanctions

26:49 – Sam Altman Says OpenAI is Not for Sale

A group of investors has made a $97.4 billion offer to take control of OpenAI, aiming to restore the organization’s focus on open-source AI and safety. The investors are led by Elon Musk’s startup xAI and several other backers. Tensions between Musk and OpenAI’s CEO Sam Altman have escalated as Musk challenges OpenAI’s shift to a for-profit model and its current management.

Read More: Musk-led investor group offers $97.4 billion for OpenAI — Altman declines

33:06 – OpenAI to Take On NVIDIA with Proprietary Chip

OpenAI is preparing to launch its own AI chip in 2024, aiming to reduce its reliance on Nvidia. The custom-designed chip, to be fabricated by TSMC using 3-nanometer technology, will focus on running AI models and will initially be deployed on a limited scale. OpenAI’s chip team, which has recently doubled in size, is also working on future versions with enhanced capabilities.

Read More: OpenAI is reportedly getting closer to launching its in-house chip

38:13 – The Weeks Ahead

Cloud Field Day 22 – February 19 – 20

Networking Field Day 37 – March 19 – 20

Gestalt IT and Tech Field Day are now part of The Futurum Group.

The Gestalt IT Rundown is your look at the IT news of the week. Be sure to subscribe to Gestalt IT on YouTube for even more weekly video content.

#AI #ITNews #Rundown #Cisco #CiscoNetworking #DemitasseNZ #GestaltIT #HammerspaceInc #Huawei #OpenAI #SFoskett #SolarWinds #TechFieldDay #TechstrongTV #TheFuturumGroup #WekaIO

https://wp.me/p4YpUP-mUe

OpenAI Not For Sale as They Prepare Proprietary Chip | The Gestalt IT Rundown: February 12, 2025

YouTube

I just completed the first pass on our landmark study on the #CEO and #AI.

Many useful + actionable insights. You'll see more here and in the work itself.

We will surface the insights in a major report coming out next month!

#CEOPerspectives #TheFuturumGroup #Kearney

#SymLink: Meter is transforming IT by simplifying network management with integrated solutions that allow professionals to focus on strategic growth. #RonWestfallDX #Meter #NFD36 #TheFuturumGroup
https://futurumgroup.com/insights/nfd36-meter-ready-to-transform-internet-infrastructure-for-it-pros/
NFD36: Meter Ready to Transform Internet Infrastructure for IT Pros

Meter is committed to delivering a modern networking solution—built to be consistent, accessible, and interconnected across the entire stack.

The Futurum Group

US Antitrust Actions Challenge Tech Deals | The Gestalt IT Rundown: November 20, 2024

The US Department of Justice is looking at two big IT companies, potentially making waves in the enterprise IT space. They are asking a federal judge to force Google to sell or spin off its Chrome browser, arguing that integration with Google’s other products, particularly Android, Search, and the Play store, is anti-competitive. At the same time, the DOJ is also looking at the proposed acquisition of Juniper Networks by Hewlett Packard Enterprise.

https://youtu.be/-X7dbN26PSA

Apple Podcasts | Spotify | Overcast | Amazon Music | Audio | YouTube

2:09 – NIST Can Hear When Your Battery is Going to Catch Fire

Researchers at NIST, the National Institute of Standards and Technology, have trained an AI to detect the sound of a Lithium battery that is about to catch fire. The characteristic sound of the safety valve releasing excess gas pressure is a precursor to an unstoppable fire erupting.

Read More: AI Can ‘Hear’ When a Lithium Battery Is About to Catch Fire

4:48 – StarTree Cloud Powers Real-Time Data

StarTree Cloud, built on Apache Pinot, now includes more real-time data warehouse features including pauseless ingestion, ML-driven query optimization, schema evolution for dynamic data, and role-based access control. StarTree’s massive-scale real-time data warehouse is finding big corporate customers, and these new features ought to attract even more.

Read More: Real-Time Analytics Summit 2025

9:44 – Itential Debuts Automation Service at Networking Field Day

Itential has launched its Automation Service to streamline and standardize network automation, allowing NetDevOps teams to securely create, share, and execute automations at scale. The service features a dynamic Automation Gateway that integrates tools like Python, Ansible, and OpenTofu, enabling developers to build automations while empowering teams to use them without coding expertise. With capabilities like role-based access control, Git synchronization, and reusable service frameworks, Itential aims to simplify automation management, reduce script proliferation, and foster agility across hybrid cloud infrastructures. Let’s kick it over to The Futurum Group’s Ron Westfall for more.

Read More: NFD36: Itential Ups Network Automation Intentions with Automation Service Debut

Read More: Itential Presents at Networking Field Day 36

Read More: Intential’s Automation-as-a-Service Solution for Operationalizing and Standardizing Infrastructure Automation

17:11 – SentinelOne reports on The State of Cloud Ransomware in 2024

SentinelOne has reported that cloud services are not immune to ransomware and are specifically targeted by ransomware groups. Poorly secured cloud accounts can allow attackers to use cloud-native encryption services to encrypt cloud data. Alternatively, cloud storage can be the destination for data exfiltration, copying stolen data from the victim network.

Read More: The State of Cloud Ransomware in 2024

21:38 – Cyber Defense Agencies reveal Most Exploited Vulnerabilities in 2023

Cybersecurity agencies from the US, UK, Canada, Australia, and New Zealand jointly released an advisory highlighting the most exploited vulnerabilities of 2023, emphasizing a rise in zero-day attacks targeting high-priority systems. The report incluudes recommendations for dealing with this new world, but it’s very hard to prepare for zero-day exploits.

Read More: 2023 Top Routinely Exploited VulnerabilitiesThe State of Cloud Ransomware in 2024

25:34 – Lightbend Launches Akka 3

Lightbend has rebranded as Akka with the launch of Akka 3, a platform for building elastic, agile, and resilient apps with a simple SDK and support for Serverless and Bring-Your-Own-Cloud environments. Akka introduces industry-firsts like cross-cloud app migration, multi-master replication for failover-free operations, and guarantees against app reliability issues. Already powering major enterprises, Akka 3 redefines app development by focusing on responsiveness and SLAs, independent of infrastructure.

Read More: Lightbend launches Akka 3 to make it easy to build and run apps that react to change; rebrands company as Akka

29:40 – US Antitrust Actions Challenge Tech Deals

The US Department of Justice is looking at two big IT companies, potentially making waves in the enterprise IT space. They are asking a federal judge to force Google to sell or spin off its Chrome browser, arguing that integration with Google’s other products, particularly Android, Search, and the Play store, is anti-competitive. At the same time, the DOJ is also looking at the proposed acquisition of Juniper Networks by Hewlett Packard Enterprise.

DOJ will attempt to Break Up Google

The Department of Justice plans to ask a federal judge to require Google to sell its Chrome browser, arguing that its integration with Google’s other products sustains an illegal search monopoly and limits competition. Additional proposals include separating Android from Search and Google Play, enhancing advertiser control, limiting AI content use, and banning exclusive contracts central to the antitrust case.

Read More: US lawyers will reportedly try to force Google to sell Chrome and unbundle Android

Juniper Networks Sees Drops as DOJ Reviews HPE Deal

Juniper Networks shares fell 5% amid reports that the DOJ may soon decide whether to approve or block its $14 billion acquisition by Hewlett Packard Enterprise (HPE). While HPE expects the deal to close by early 2025, recent DOJ scrutiny and trader speculation have raised concerns about potential regulatory hurdles.

Read More: Juniper Networks falls amid reports on DOJ review of HPE deal (update)

38:44 – The Weeks Ahead

Mobility Field Day 12 – November 20 – 21

AI Field Day 6 – January 29 – 30

Gestalt IT and Tech Field Day are now part of The Futurum Group.

The Gestalt IT Rundown is your look at the IT news of the week. Be sure to subscribe to Gestalt IT on YouTube for even more weekly video content.

#CyberSecurity #Ransomware #Rundown #Security #DemitasseNZ #GestaltIT #Google #HPE #JuniperNetworks #LightbendNIST #SFoskett #StartreeDataRonWestfallDX #TechFieldDay #TheFuturumGroup

https://wp.me/p4YpUP-mNI

US Antitrust Actions Challenge Tech Deals | The Gestalt IT Rundown: November 20, 2024

The US Department of Justice is looking at two big IT companies, potentially making waves in the enterprise IT space. They are asking a federal judge to forc...

YouTube
#SymLink: Itential's new Automation Service enhances NetDevOps efficiency by streamlining automation with advanced security and governance features. #RonWestfallDX #Itential #NFD36 #TheFuturumGroup
https://futurumgroup.com/insights/nfd36-itential-ups-network-automation-intentions-with-automation-service-debut/
NFD36: Itential Ups Network Automation Intentions with Automation Service Debut

Itential's Automation Service enables NetDevOps teams to streamline operations and standardize automation across their infrastructure.

The Futurum Group
#SymLink: Platform9's Private Cloud Director offers a scalable, KVM-based virtualization platform for easy integration and management of on-premises private clouds. #DemitasseNZ #Platform9Sys #CFD21 #TheFuturumGroup
https://futurumgroup.com/insights/platform9-delivers-on-premises-private-cloud-as-a-service/
Platform9 Delivers On-Premises Private Cloud as a Service

Platform9 Private Cloud Director delivers VM migration and on-premises private cloud as a service for organizations hurt by licensing changes

The Futurum Group

Exploring the Future of App Development at AppDev Field Day from KubeCon and CloudNativeCon

From IT operations, platform engineering, and DevOps to application development, we’re considering the complete software lifecycle. That’s the focus at the next Tech Field Day event, AppDev Field Day, which we’re co-locating with the incredible KubeCon + CloudNativeCon, thanks to our partners at the Cloud Native Computing Foundation and TechStrong TV. We’ll be coming to you live and direct from Salt Lake City on November 12th and 13th. Tune in live on LinkedIn, DevOps.com, Techstrong TV, and check out the Tech Field Day website for the complete schedule.

https://youtu.be/ITbBsESAJIo

Tech Field Day has partnered with Mitch Ashley of the Futurum Group to organize the AppDev Field Day event. We’re kicking off our next event in this series next week, broadcasting live from Salt Lake City on Techstrong TV.

Event Schedule

We’ll kick things off at AppDev Field Day on Tuesday at 1:00 MT, 12:00 PT with SOUTHWORKS. They’ll explore the future of cloud migration and multi-cloud strategies, demonstrating how SOUTHWORKS leverages CNCF technologies to help customers realize the potential of multi-cloud.

At 2:30 MT, we’re welcoming Heroku, a Salesforce company, to AppDev Field Day. Heroku will showcase its evolving platform capabilities, including new developments in Cloud Native Buildpacks and OpenTelemetry, while reflecting on a decade of container-driven transformation in application development.

On Wednesday at 12:00 MT, 11:00 PT, we’ll be introduced to Codiac, a new company that simplifies container and cluster management, allowing organizations to focus on software development and applications.

Watch AppDev Field Day Live

All of our sessions are broadcast live on LinkedIn and Techstrong TV, as well as the Tech Field Day website and partner sites including DevOps.com. The presentations are recorded and shared on the Tech Field Day YouTube channel as well as on TechStrong TV. We welcome participation on X/Twitter or Mastodon using #ADFD2, as well as on LinkedIn.

You can learn more about the event and our panel of independent technical influencers on the Tech field Day website as well. Each of our delegates has their own blog, podcast, or social media platform where they share their thoughts on enterprise technology.

Thank you for joining AppDev Field Day live on November 12th and 13th on our social media channels. Subscribe to our YouTube channel and follow us on X/Twitter, Mastodon, or LinkedIn for more Field Day updates.

#ADFD2 #CloudNativeCon #KubeCon #CodiacIO #GestaltIT #Heroku #MitchellAshley #SFoskett #SOUTHWORKS #TechFieldDay #TheFuturumGroup #ADFD2

https://wp.me/p4YpUP-mLZ

AppDev Field Day 2 - Tech Field Day

Tech Field Day