You don't need an algorithm to know that AI is the hottest invements right now outside of frozen concentrated orange juice. Investors are seeing the mountain of money that Nvdia is making and giving startups all the funding they could hope for. While massive funding for startups in Silicon Valley is old news this recent wave has seen the huge investments coming in the very early stages instead of later rounds after a product has been developed and is ready to be put on the market. 2023 saw almost $22 billion in AI startup funding, with an average deal of $55 million per company, which is well above the $8 million startup average. Investors are starting to ask questions about revenue and startups are having a hard time answering. This and more on the Rundown. Time Stamps: 0:00 - Welcome to the Rundown 1:06 - NVIDIA Finally Acquires Run:ai 4:58 - Net Neutrality Restored by FCC 9:39 - Amazon to Build Data Centers in Indiana 12:44 - Hackers Spying on Governments says Cisco 16:39 - Ubuntu 24.04 LTS Noble Numbat Released by Canonical 21:04 - Broadcom Introduces Omnissa 24:41 - AI Startups Investment vs. Business Reality 36:44 - The Weeks Ahead 39:25 - Thanks for Watching Hosts: Tom Hollingsworth: https://www.twitter.com/NetworkingNerd Stephen Foskett: https://www.twitter.com/SFoskett Follow Gestalt IT Website: https://www.GestaltIT.com/ Twitter: https://www.twitter.com/GestaltIT LinkedIn: https://www.linkedin.com/company/Gestalt-IT Tags: #Rundown, #AIStartUps, #AI, @TechFieldDay, @GestaltIT, @SFoskett, @NetworkingNerd, @NVIDIA, @RunAILabs, @AWSCloud, @Canonical, #Ubuntu, #FTC, @Broudcom, @VMware,

In a landmark ruling from the US Federal Trade Commission, non-compete clauses in employment agreements are no longer valid and all existing non-compete clauses are null and void starting in 120 days. The government argues that non-competes stifle wages and reduce the talent pool for companies to draw from. Businesses counter that argument with the need to protect intellectual property. The ruling came after nearly 26,000 public comments. After the ruling was issued, the US Chamber of Commerce immediately filed suit, challenging the ruling and the standing of the FTC to decide it. Simliar action was expected from the National Labor Relations Board in the near future, with some saying the FTC action may have been a race to see who could get the news out the fastest. Time Stamps: 0:00 - Welcome to the Rundown 1:00 - Supermicro Shows New X14 Servers at Intel Vision 4:46 - PuTTY SSH Security Vulnerability 7:37 - Micron to Recieve $6 Billion in Chip Funding 12:05 - BMC Set to Acquire Netreo 15:04 - IBM Closes In on Acquiring HashiCorp 18:01 - Security Exploit Targeting VMware EXSi 21:31 - FTC Bans Non-Compete Clauses 32:32 - The Weeks Ahead 35:33 - Thanks for Watching Follow our Hosts on Social Media Tom Hollingsworth: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.twitter.com/NetworkingNerd⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Stephen Foskett: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.twitter.com/SFoskett⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  Follow Gestalt IT Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.GestaltIT.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.twitter.com/GestaltIT⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/Gestalt-IT⁠ Tags: #Rundown, #FTC, #IntelVision2024, #CHIPSAct, #NonCompeteClause, @TechFieldDay, @SFoskett, @NetworkingNerd, @TheFuturumGroup, @Supermicro, @Intel, @IntelBusiness, @MicronTech, @IBM, @HashiCorp, @VMware, @Veeam,

Our eyes were on Google Cloud Next last week, as the hyperscaler announced new ARM chips, lots of partnerships, and of course wall-to-wall AI. Google's Vertex AI Agent Builder allows no-code deployment of agents, Google Vids targets video editing, and the search giant is leaning into Retrieval-Augmented Generation or RAG. Time Stamps: 0:00 - Welcome to the Rundown 0:40 - BREAKING: The Futurum Group Acquires Techstrong Group 2:23 - Commvault Acquires Appranix 4:53 - IBM Invests in $150 Million Fundin Round for Cohesity 7:20 - Meta Introduces New Chips for AI Hyperscalers 10:08 - Zscaler Acquiring Airgap 12:51 - SK hynix Gets Packaging and Samsung Gets Their Share 17:13 - VMware's Perpetual License Support Extended 21:32 - Google Cloud Next 33:25 - The Weeks Ahead 35:38 - Thanks for Watching Hosts: Tom Hollingsworth: https://www.twitter.com/NetworkingNerd Stephen Foskett: https://www.twitter.com/SFoskett Follow Gestalt IT Website: https://www.GestaltIT.com/ Twitter: https://www.twitter.com/GestaltIT LinkedIn: https://www.linkedin.com/company/Gestalt-IT Tags: #Rundown, #GoogleCloudNext, #AIHyperscalers, @VMWare, @Broadcom, @Google, @GoogleCloud, @Commvault, @Appranix, @IBM, @Cohesity, @Meta, @Zscaler, @Airgap_it, @SKhynix, @Samsung, @TheFuturumGroup, @TechstrongGroup, @SFoskett, @NetworkingNerd, @GestaltIT, @TechFieldDay,

In a historic move, key federal lawmakers, including Senate Commerce Committee Chair Maria Cantwell and House Energy and Commerce Committee Chair Cathy McMorris Rodgers unveiled a sweeping proposal aimed at granting consumers extensive rights to manage the use of their personal data by tech giants like Google, Meta, and TikTok. The proposed legislation, titled the American Privacy Rights Act, establishes a national baseline for data collection, usage, and transfer on the internet, allowing users to opt out of certain practices such as targeted advertising. The bipartisan agreement also addresses long-standing issues surrounding federal versus state laws and outlines enforcement mechanisms through civil lawsuits for violations. However, its prospects in Congress remain uncertain amidst looming deadlines and complex negotiations. Time Stamps: 0:00 - Welcome to the Rundown 2:47 - Amazon kills Just Walk Out Tech 4:56 - StorMagic and Acronis 7:01 - New CX Research from Contentsquare, Zendesk, and LivePerson 10:21 - Starburst Launches Managed Icehouse Implementation 13:45 - IPO Filed by Rubrik 15:48 - CHIPS Act Direct Funding Up to $6.6 Billion for TSMC 19:00 - New Online Privacy Protection Plan Revealed 24:45 - The Weeks Ahead 27:26 - Thanks for Watching Hosts: Stephen Foskett, Organizer of the Tech Field Day Event Series: https://www.linkedin.com/in/sfoskett/ Lisa Martin, Advisor at The Futurum Group: https://www.linkedin.com/in/luccazara/ Follow Gestalt IT Website: https://www.GestaltIT.com/ Twitter: https://www.twitter.com/GestaltIT LinkedIn: https://www.linkedin.com/company/Gestalt-IT Tags: #Rundown, #CHIPSAct, #ITNews, @TechFieldDay, @TheFuturumGroup, @GestaltIT, @SFoskett, @StorMagic, @Acronis, @RubrikInc,

The US and the UK have allied to make sure AI is developed safely. A new memorandum of understanding has laid out proposals for testing and information sharing to ensure that AI is being safely written and maintained to prevent harm to anyone using it. The ultimate goal, as stated by representatives from both governments, is harnessing the potential of AI while ensuring the risks are understood and mitigated. Time Stamps: 0:00 - Welcome to the Rundown 1:04 - Intel Reveals Foundry Operating Model 5:04 - Backdoor Found in Popular Linux Utility 9:36 - Testcontainers Cloud from Red Hat and Docker 12:41 - Keysight Acquires Spirent for $1.5 Billion 15:54 - AI to Drive Microsoft's Stargate 21:05 - Redis to use Dual Source-Available Licensing 25:33 - US and UK Join Forces for AI Safety 37:00 - The Weeks Ahead 39:26 - Thanks for Watching Follow our Hosts on Social Media Tom Hollingsworth: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.twitter.com/NetworkingNerd⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Stephen Foskett: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.twitter.com/SFoskett⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  Follow Gestalt IT Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.GestaltIT.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.twitter.com/GestaltIT⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/Gestalt-IT⁠ #Rundown, #AI,#AISafety, @Intel, @IntelBusiness, @Linux, @RedHat, @Docker, @Kwysight, @Spirent, @SpirentSecurity, @Microsoft, @Redis, @TechFieldDay, @SFoskett, @NetworkingNerd, @GestaltIT,

NVIDIA GTC event was the big story last week, both on the Rundown and in the tech industry generally. NVIDIA is clearly the company to beat in AI and HPC and this has the entire industry on its toes. Every company in tech is emphasizing their partnership and joint offerings with NVIDIA. But there's a reaction from their competitors, too, with Google, Qualcomm, and Intel announcing their intent to undermine NVIDIA's dominance. Time Stamps: 0:00 - Welcome to the Rundown 1:08 - New RISC-V Devices Revealed at KubeCon by Scaleway 4:21 - FCC Increases Broadband Benchmark 5:59 - Edge and Rancher Portfolio Updates by SUSE 11:10 - SIOS Lifekeeper for HA 14:28 - A Cautious Outlook on SoftIron's HyperCloud 18:57 - AMD and Intel Chips Blocked by China 22:25 - Revisiting the Impact of NVIDIA GTC 40:26 - The Weeks Ahead 43:43 - Thanks for Watching Follow our Hosts on Social Media Tom Hollingsworth: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.twitter.com/NetworkingNerd⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Stephen Foskett: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.twitter.com/SFoskett⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  Follow Gestalt IT Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.GestaltIT.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.twitter.com/GestaltIT⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/Gestalt-IT⁠ Tags: #Rundown, #KubeCon, #NVIDIAGTC, @NVIDIA, @Scaleaway, @FCC, @SUSE, @SIOS, @SoftIron, @IntelBusiness, @Intel, @AMD, @PureStorage, @TheFuturumGroup, @WEKAIO, @Google, @Oracle, @Qualcomm, @TechFieldDay, @GestaltIT, @SFoskett, @NetworkingNerd,

This week is NVIDIA GTC, or as Futurum Group CEO Daniel Newman called it "the Woodstock of AI". There's been a lot of discussion about the ascendant NVIDIA and how they plan on capitalizing on a hot market. NVIDIA unveiled Blackwell, their newest architecture. The chip was named after American mathematician David Blackwell and math is most definitely the strong suit of this product line. It has 208 billion transistors to power a second-generation transformer engine for accelerating inferencing. There is also support for fifth-generation NVLink and NVLink Switch connectivity for GPU clusters with speeds of up to 1.8 terabytes per second of bidirectional throughput, which means Blackwell could process the entire bandwidth of the Internet in just 11 units. Blackwell is being integrated into The GB100 and GB200 superchip systems which focus on Tensor core performance and can be combined into new clusters of water-cooled units of up to 72 Blackwell GPUs. Time Stamps: 0:00 - Welcome to the Rundown 1:18 - CHIPS Act Package is Worth $19.5 Billion 6:12 - Zscaler Acquires Zero-Trust AI Pioneer Avalor 9:05 - Broadcom and Astera Labs Competing in PCIe and Retimer Space 13:03 - Broadcom Announces First Co-Packaged Optics for Scalable AI Systems 17:35 - Mustafa Suleyman to Lead Copilot for Microsoft 21:50 - Selector AIOps Solution Integrates GenAI 25:22 - NVIDIA GTC News and NVIDIA Blackwell Systems 39:52 - The Weeks Ahead 42:22 - Thanks for Watching Follow our Hosts on Social Media Tom Hollingsworth: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.twitter.com/NetworkingNerd⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Stephen Foskett: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.twitter.com/SFoskett⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  Follow Gestalt IT Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.GestaltIT.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.twitter.com/GestaltIT⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/Gestalt-IT⁠ #Rundown, #NVIDIAGTC, #NVIDIABlackwell, #AI, #CHIPSAct, #Security, #PCIe, #CXL, #Networking, #Copilot, #GenAI, #XFD11, #EFD3, #MFD11, #ADFD1, @GestaltIT, @SFoskett, @NetworkingNerd, @TheFuturumGroup, @TechFieldDay, @NVIDIA, @Microsoft, @SelectorAI, @Broadcom, @ZScaler, @AsteraLabs, @Intel, @IntelBusiness,

Yesterday VAST Data announced what they are calling the AI Factory, and we got a detailed look at this during a Tech Field Day Showcase. VAST is collaborating with NVIDIA, Supermicro, and Run:ai to demonstrate their ability to operationalize AI at scale. Highlighting their rapid growth and partnerships, VAST Data's architecture supports new capabilities like VAST DataBase and VAST DataEngine. Discussions cover integrating VAST Data with NVIDIA BlueField-3 DPUs, optimizing for Supermicro hyperscale servers, and running full-stack AI operations with Run:ai. The showcase emphasized the benefits of DPUs, power savings, and strategic partnerships. It also explored the complexities of deploying AI at scale, emphasizing the integration of data processes and the role of Run:ai in managing GPU resources. Time Stamps: 0:00 - Welcome to the Rundown 1:04 - $1 Billion Invested by SK Hynix into AI Chip Tech 4:27 - Kubernetes Distributed Cloud Firewall Revealed by Aviatrix 8:24 - Azure Native Qumulo Cold Announced 11:26 - Russian Military WebEx Meeting Leak Confirmed by German Officials 16:11 - HP Shows Off the AI PC at Amplify 23:11 - Internet Cables in the Red Sea Seemingly Damaged 28:18 - VAST Data Announcements from the Tech Field Day Showcase 42:14 - The Weeks Ahead 44:51 - Thanks for Watching Follow our Hosts on Social Media Tom Hollingsworth: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.twitter.com/NetworkingNerd⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Stephen Foskett: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.twitter.com/SFoskett⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  Follow Gestalt IT Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.GestaltIT.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.twitter.com/GestaltIT⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/Gestalt-IT⁠ Tags: #Rundown, #AI, #TFDShowcase, #Cloud, #Kubernetes, #Security, #HPAmplify, #Networking, @VAST_Data, @TheFuturumGroup, @Cisco, @Azure, @Microsoft, @Qumulo, @TechFieldDay, @GestaltIT, @SFoskett, @NetworkingNerd,

NetApp is updaing their ransomware protection solutions. They've made some new additions to their Automated Ransomware Protection (ARP) platform to address new attack vectors and improve logic for attack detection, including new methods like partial file encryption. NetApp is claiming a 99% precision in detection of ransomware attacks. They have also announced the availability of their Ransomware Recovery Guarantee for Keystone, their storage-as-a-service offering. These announcements come as part of a larger package including updates to SnapCenter and BlueXP Disaster Recovery. Time Stamps: 0:00 - Welcome to the Rundown 1:10 - Huawei Developing Magneto Electric Drives 5:25 - Ransomware Still Spreads after Lockbit Server Shutdown 8:29 - AWS Announces Unrestricted Free Data Transfers 12:06 - Viavi Acquiring Spirent 15:33 - Nutanix to Acquire D2iQ 18:33 - IBM's AI-Powered Storage Security 23:10 - NetApp Improves their Cybersecurity 36:20 - The Weeks Ahead 38:21 - Thanks for Watching Follow our Hosts on Social Media Tom Hollingsworth: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.twitter.com/NetworkingNerd⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Stephen Foskett: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.twitter.com/SFoskett⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  Follow Gestalt IT Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.GestaltIT.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.twitter.com/GestaltIT⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/Gestalt-IT⁠ Tags: #Rundown, #AI, #Storage, #Security, #Ransomware, #AWS, @GestaltIT, @SFoskett, @NetworkingNerd, @TechFieldDay, @TheFuturumGroup, @LockbitTech, @AWSCloud, @ViaviSolutions, @Spirent, @D2iQ, @NetApp, @IBM, #XFD11, #EFD3, #MFD11,

In a series of bold moves, Broadcom has restructured VMware shifting to subscription-only licenses across all offerings. Broadcom CEO Hock Tan wants VMware to focus on resiliency, developer efficiency, and infrastructure efficiency. Tan outlines three key strategies: radical simplification, substantial R&D investment for on-premises to private cloud solutions, and enhancing the ecosystem. The discontinuation of products, including Aria SaaS and Carbon Black, and divesture of EUC is part of a plan to streamline VMware's portfolio into bundled suites. Reactions are decidedly mixed, but we are starting to see the strategy come together. Time Stamps: 0:00 Welcome to the Rundown 2:09 - Google Announces Gemini Features at MWC 3:49 Anticipation is Building as Intel Previews Clearwater Forest 7:55 - NVIDIA's AI Data Center Boom 10:55 - Hammerspace AI Training File System is Fast, but How Fast? 15:14 - Juniper Networks Gets Sued over Buyout 18:41 - Mobile World Congress is All About AI and 5G 24:57 - The Continuing Transformation of VMware by Broadcom 38:11 - The Weeks Ahead 40:26 - Thanks for Watching Hosts: Stephen Foskett: https://www.linkedin.com/in/sfoskett/ Ned Bellavance: https://www.linkedin.com/in/ned-bellavance/ Follow Gestalt IT Website: https://www.GestaltIT.com/ Twitter: https://www.twitter.com/GestaltIT LinkedIn: https://www.linkedin.com/company/Gestalt-IT Tags: #Rundown, #AI, #Gemini, #ClearwaterForest, #DataCenter, #AIFD4, #VMware, #NFD34, #XFD11, #UtilizingAI, @GestaltIT, @SFoskett, @Ned1313, @Google, @IntelBusiness, @NVIDIA, @Hammerspace_Inc, @JuniperNetworks, @HPE, @UtilizingTech, @TechFieldDay,