Last week saw the release of a big new report from the Futurum Group around cybersecurity. The research says that the market is going to grow by 11.6% per year for the rest of the decade. By then it should be worth almost $300 billion. Fernando Montenegro states that cybersecurity is a cornerston...

The demand for AI services is driving more growth in public cloud platforms, Amazon, Microsoft, and Google have all continued investment in the public cloud platforms to keep up with generative AI. Andy Jassy highlighted triple-digit growth in AI revenues, Microsoft has committed to 40% more capa...

Intel is still looking to smooth out their operations under new CEO Lip-Bu Tan. The announcement came last week that Intel is going to be cutting more positions. Initial reports rumored that it could be as much 20,000 employees but CFO David Zinsner refuted that number last Friday. Instead, each ...

Half a century is a long time for an IT business, and Microsoft is justified in making a lot of noise to celebrate its fiftieth anniversary. The celebration brought together three Microsoft CEOs: Gates, Balmer, and Nadella. Microsoft CoPilot isn’t quite as old as the company, but it was still at...

At Intel Vision 2025, CEO Lip-Bu Tan emphasized a customer-centric strategy, focusing on advancements in AI PCs, Gaudi 3 accelerators, and the 18A process node. He introduced the concept of “Physical AI,” highlighting Intel’s commitment to integrating AI into hardware solutions across various sec...

Half a century is a long time for an IT business, and Microsoft is justified in making a lot of noise to celebrate its fiftieth anniversary. The celebration brought together three Microsoft CEOs: Gates, Balmer, and Nadella. Microsoft CoPilot isn’t quite as old as the company, but it was still at...

During the keynote for Intel VIsion 2025, new CEO Lip-Bu Tan told the attendees about his vision for the return of Intel. He said that intel needs to attract engineering talent, fix the balance sheet issues, and look at manufacturing processes. One of the biggest ways to take care of those last t...

This week has been a big one for messaging privacy. The news broke on Monday that the Editor-in-Chief for The Atlantic magazine was accidentally added to a Signal group where members of the US government were talking about highly classified military actions. The report kicked off a firestorm of C...

Visit ⁠⁠Episode Post for Show Notes⁠

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 it...

Visit ⁠⁠Episode Post for Show Notes⁠

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 it...