As Amazon starts spending more in annual CapEx than any company in history, CEO Andy Jassy has some very precise ideas about how that unprecedented $200-billion investment will pay off for AWS, which is the beneficiary of the vast majority of those funds.... See more
Welcome to the Cloud Wars Minute — your daily cloud news and commentary show. Each episode provides insights and perspectives around the “reimagination machine” that is the cloud. In today’s Cloud Wars Minute, I analyze how AI inferencing and custom chips... See more
. Not a lot going on at the moment in my life, just the usual day to day action, reactions, and observations that is the slow steady passing of time from today to tomorrow. Certainly, there is a tremendous amount going on in the world but I am far from in... See more
Looking to radically distance his company from the enterprise-apps sector, ServiceNow CEO Bill McDermott said last week that AI is eating “features and functions” companies as ServiceNow steps in to displace them by connecting customers’ modernized workfl... See more
Welcome to the Cloud Wars Minute — your daily cloud news and commentary show. Each episode provides insights and perspectives around the “reimagination machine” that is the cloud. In today’s Cloud Wars Minute, I explore why Bill McDermott says ServiceNow ... See more
