Infrastructure Matters

Is AI Augmenting or Replacing? CISO's Report on AI Attacks and the News on HPE, Azure, Microsoft and Google - Episode 82

How is AI impacting staff-IT company operations? CISO's say AI is attacking! Then, more on the VMware battles (KVM, VMware, Nutanix), and HPE Morpheus in the mix.  What is happening with Balkanization in the cloud? And a sneak peak at Dion's latest CIO Insight studies. 

Roundup on Tech Field Day for AI Infrastructure, Nutanix .NEXT, OpenAI, RSAC - Episode 81

Keith and Camberley cover the latest tech notions from the events of the last few weeks, including Tech Field Day on AI, IBM Think and Nutanix .NEXT. Then, reflections on VMware migrations, OpenAI country plans and investments in IBM Quantum. 

AI Disruption, Big Tech Gains and the $500 Billion Bet on Infrastructure - Episode 80

On this week’s episode of Infrastructure Matters, we unpack a flurry of headlines shaping the enterprise tech landscape. ServiceNow, SAP, and HPE all post solid earnings, while Google Cloud continues its impressive streak with a 28% year-over-year growth. Dion Hinchcliffe flags a sobering report from AlixPartners warning that over 100 public software firms are on the brink of disruption by AI-native challengers and hyperscalers. We also cover Oracle’s cloud security concerns, the EU’s massive $200B InvestAI initiative, and Nvidia’s jaw-dropping $500B U.S. AI infrastructure plans with partners TSMC and Foxconn. Plus, Dell refreshes its storage portfolio—from PowerEdge to PowerStore—to better serve emerging AI workloads, and we close with highlights from the latest DORA AI report.

Agents, Exits and Ecosystems: Cloud Shifts and Storage Surges This Week - Episode 79

In this week’s episode, we explore a flurry of announcements shaking up the enterprise infrastructure world. OpenAI rolls out o3 and the compact o4-mini, models built for high-performance reasoning and optimized agent use. Meanwhile, European enterprises are reportedly eyeing a hyperscaler exodus, signaling potential shifts in cloud strategy. Google Cloud counters with major momentum—launching its Distributed Cloud tailored for Gemini workloads and pushing forward with Firebase Studio, designed to streamline developer workflows. We also dive into Google’s newly released agent2agent protocol from Cloud Next, and the expanding Agent Space ecosystem. On the storage front, Dell makes key updates across its portfolio, Hammerspace secures a $100M round, and Microsoft partners with Western Digital and Iowa’s Critical Materials Recycling to recover rare earth elements from aging HDDs. Plus, AWS slashes S3 Express One Zone pricing—great news for performance-conscious IT leaders.

Making Decisions on Infrastructure in Light of Tariffs - Episode 78

The IM team tackles tariffs and decision making for the infrastructure gang, and what to consider and plan for on this bumpy ride. Plus we highlight news from Intel Vision with Gaudi and new data management tool Hydrolix. Lastly, LLM tackles the Turing Test and what it means. Check out Dion's CIO playbook on tariffs:
https://www.linkedin.com/feed/update/urn:li:activity:7313695623528996865/

Has the Token Economy Arrived? Decoding NVIDIA’s GTC and the Future of AI - Episode 77

On this episode of the Six Five Webcast – Infrastructure Matters, hosts Camberley Bates, Keith Townsend, and Dion Hinchcliffe dive into the highlights and key takeaways from the recent GTC Conference. Topics include NVIDIA’s strategies and dominance in the AI sector, the ongoing challenges of AI infrastructure, and the intriguing concept of a token economy as a measuring tool for AI costs.

The Latest from GTC: Announcements on Data Infrastructure and How the AI Markets are Shaping Up - Episode 76

On this episode of the Six Five Webcast – Infrastructure Matters, hosts Camberley Bates and Keith Townsend dive into the latest announcements and developments in data infrastructure and AI markets, ahead of GTC. Their discussion delves into new advancements and community engagement shaping the technology landscape.

Surprise: AI Drives Earnings Up and Down, Plus Agentic AI and Tariffs - Episode 75

On this episode of the Six Five Webcast – Infrastructure Matters, hosts Camberley Bates, Keith Townsend, and Dion Hinchcliffe dive into the pivotal role AI plays in driving business earnings, in addition to significant trends in the tech market, innovative advancements in AI, and the impact of global tariffs on the sector.

Infrastructure Matters Earnings Impact, AI and DNA, AI and Data Management - Episode 74

On this episode of the Six Five Webcast – Infrastructure Matters, hosts Camberley Bates, Keith Townsend, and Dion Hinchcliffe share a conversation on the significant impacts of recent earnings reports, advancements in AI, and the challenges of data management in corporate infrastructure.

Earnings Impact, AI and DNA, AI and Data Management - EP72

Lenovo and Cisco earnings, HPE Gen12 servers, and the implications of the Evo2 Model. What you don't want to hear about W3/Blockchain. Lastly, data management—can unified data systems solve the AI dilemma?