Infrastructure Matters

Cohesity, Veritas and More on Changes in the CyberSecurity Market - Infrastructure Matters, Episode 30

In this episode of Infrastructure Matters, hosts Camberley Bates and Krista Macomber discuss Cohesity’s planned acquisition of Veritas NetBackup, NetBackup appliances and Alta SaaS, updates on Cybersecurity Policy including insights from Krista’s participation in a MarketScale Experts Talk, Cisco’s and Hitachi’s relationship, and Infleqtion’s quantum computing.

Infrastructure Matters on the road at Cloud Field Day - Infrastructure Matters, Episode 29

In this episode of Infrastructure Matters, hosts Steven Dickens and Camberley Bates are joined by Stephen Foskett and Keith Townsend, to discuss the evolving landscape of IT infrastructure, focusing on innovation and challenges in the field.

Talking Cybersecurity Research, IBM Earnings and VMware/Broadcom - Infrastructure Matters, Episode 28

In this episode of Infrastructure Matters, hosts Camberley Bates, Steven Dickens and Krista Macomber are joined by Paul Nashawaty to discuss cybersecurity research with Commvault, IBM earnings and VMware’s acquisition by Broadcom.

Tech Trends Uncovered: Cybersecurity Frontiers and Retail AI Innovations - Infrastructure Matters, Episode 27

In this episode of Infrastructure Matters, hosts Krista Macomber, Steven Dickens and Camberley Bates cover the latest from the NRF 2024 in NYC, perspectives from the MountainWest CyberSecurity Taskforce plus announcements from Hitachi Vantara, Hammerspace and Seagate.  
Their conversation covers:
The trends from the last 9 months in CyberSecurity, how  the bad actors are approaching multifactor authentication and new phishing attacks 
Insights from the Mountain West Cybersecurity Task Force 
A review of the National Retail Federation's Big Show and highlighting the use of AI and technology in the retail sector, including edge computing and AI-powered image sensing for inventory management
Management changes at Hitachi, including Octavian Tanase joining as the Chief Product Officer and the company's focus on data management and AI technology 
Announcements from Seagate's HAMR HDD technology and tape integration by Hammerspace for long-term data management and archiving
You can watch the video of our conversation below, and be sure to visit our YouTube Channel and subscribe so you don’t miss an episode.Listen to the audio here:Or grab the audio on your favorite audio platform below:
Disclosure: The Futurum Group is a research and advisory firm that engages or has engaged in research, analysis, and advisory services with many technology companies, including those mentioned in this webcast. The author does not hold any equity positions with any company mentioned in this webcast.
Analysis and opinions expressed herein are specific to the analyst individually and data and other information that might have been provided for validation, not those of The Futurum Group as a whole.

2024 Outlook - Infrastructure Matters, Episode 26

In this episode Infrastructure Matters, hosts Steven Dickens, Camberley Bates and Krista Macomber cover Google's egress fee drop as a potential trendsetter for other cloud providers, making repatriation and hybrid workloads more attractive. Additionally, they provide their key predictions for 2024, including:
Repatriation: Increased focus on workload placement based on cost and security, with egress fees playing a smaller role.
Cybersecurity: Remains a top priority, with AI playing a bigger role in detection and response.
AI adoption: Increased use of AI in data protection and security, particularly for training and automated responses.
Mergers and Acquisitions: Expect more major deals, impacting the vendor landscape and channel partners.
Generative AI: Growing concern about data security and protection implications, requiring best practices and processes.
Mainframe 60th anniversary: Potential influx of activity and press attention to the space, possibly with M&A and new announcements.
Data storage trends: Adoption of QLC SSDs, emergence of HTDs, and security built into primary storage.
Data protection and security: Continued focus on data privacy, quantum-resistant encryption, and cyber resiliency.
 
You can watch the video of our conversation below, and be sure to visit our YouTube Channel and subscribe so you don’t miss an episode.Listen to the audio here:Or grab the audio on your streaming platform of choice here:
Disclosure: The Futurum Group is a research and advisory firm that engages or has engaged in research, analysis, and advisory services with many technology companies, including those mentioned in this webcast. The author does not hold any equity positions with any company mentioned in this webcast.
Analysis and opinions expressed herein are specific to the analyst individually and data and other information that might have been provided for validation, not those of The Futurum Group as a whole.

A Conversation with Randy Kerns: A Look Back at 50 years in the Business - Infrastructure Matters, Episode 25

In this episode of the Infrastructure Matters, host Camberley Bates is joined by Randy Kerns for a look back at 50 years in the data infrastructure business. Randy Kerns started in this industry 50+ years ago and spent time developing systems at IBM, StorageTek, Tandem, Fujitsu, Sun Microsystems and at ProStor. He has mentored many engineers and analysts, plus helped marketing and sales muddle through messaging and positioning, helping to launch and position successful companies. We walk through what 50 years of changes have looked like, where we are going and hear some advice for the information architects of today. 
Topics include:
Why 50 years in the data storage industry? 
What were the key shifts and changes in the industry during Randy’s career?
How do current industry shifts affect data and information architects, and what advice does Randy have for them to stay relevant?
What do you expect the impact of AI to be on IT organizations?
And – come and join us and learn more at the upcoming Information and Data Management Strategies class, April 16 – 17 in Boulder Colorado! 
You can watch the video of our conversation below, and be sure to visit our YouTube Channel and subscribe so you don’t miss an episode.Listen to the audio here:Or grab the audio on your favorite audio platform below:
Disclosure: The Futurum Group is a research and advisory firm that engages or has engaged in research, analysis, and advisory services with many technology companies, including those mentioned in this webcast. The author does not hold any equity positions with any company mentioned in this webcast.
Analysis and opinions expressed herein are specific to the analyst individually and data and other information that might have been provided for validation, not those of The Futurum Group as a whole.

2024 Trends and CIO Strategic Focus Areas - Infrastructure Matters, Episode 24

n this episode of Infrastructure Matters, hosts Camberley Bates, Steven Dickens and Krista Macomber summarize the key trends going into 2024 and what is top of mind for the CIOs.
We highlight two critical CIO imperatives, staffing and security, what investments are being made and their importance in light of new technologies, such as AI. 
We cover the challenges facing staffing, especially in light of AI engineering and Platform Engineering plus the continued support of hybrid IT environments.
Security will continue to be a major concern, and expect continued investment in observability and AI technologies
We will see investments in infrastructure with a focus on AI-driven operations and observability to address the growing complexity of managing various platforms.
We cover the trends in data for AI and the need for effective data pipelines and data curation. 
We discussed the impact of sustainability and if current requirements will have a role in infrastructure investments. 
And finally we cover the latest in PCAI coming off the announcement from Intel AI Everywhere announcements. 
You can watch the video of our conversation below, and be sure to visit our YouTube Channel and subscribe so you don’t miss an episode.Listen to the audio here:Or grab the audio on your favourite audio platform below:
Disclosure: The Futurum Group is a research and advisory firm that engages or has engaged in research, analysis, and advisory services with many technology companies, including those mentioned in this webcast. The author does not hold any equity positions with any company mentioned in this webcast.
Analysis and opinions expressed herein are specific to the analyst individually and data and other information that might have been provided for validation, not those of The Futurum Group as a whole.

Talking AI GPUs and Ransomware Detection - Infrastructure Matters, Episode 23

In this episode of Infrastructure Matters, hosts Krista Macomber, Steven Dickens and Camberley Bates discuss AI GPUs and ransomware detection. 
Key topics covered include:
Insights from Marvell’s Analyst Day:Focus shift from commercial to enterprise and hyperscale markets.
Growth driven by networking for AI workloads (800 PAM4) and custom compute for hyperscalers.
Highlighting the complexity of AI datacenters and their similarities to custom car environments.
Discussion of Custom Silicon:Competition heating up with announcements from Google (TPU v5p), AMD (MI300X), and others.
Public cloud options like AWS Graviton and Inferentia offering more choice.
Potential for on-prem deployments alongside cloud adoption.
Upcoming Report on Ransomware Scanning and Analytics:Integrating scanning and detection within data protection tools.
Identifying ransomware based on file signatures and anomaly detection.
Machine learning and AI playing a crucial role in future development.
Broadcom and VMware:Broadcom spinning off Carbon Black and End-User Computing (Horizon) business.
Focus on VCF (VMware Cloud Foundation) technology.
OpenText and Rocket Software:OpenText selling AMC business (mainframe modernization) to Rocket.
Debt reduction and strategic focus for OpenText.
Growth and customer optionality for Rocket.
 
You can watch the video of our conversation below, and be sure to visit our YouTube Channel and subscribe so you don’t miss an episode.Listen to the audio here:Or grab the audio on your favorite audio platform below:
Disclosure: The Futurum Group is a research and advisory firm that engages or has engaged in research, analysis, and advisory services with many technology companies, including those mentioned in this webcast. The author does not hold any equity positions with any company mentioned in this webcast.
Analysis and opinions expressed herein are specific to the analyst individually and data and other information that might have been provided for validation, not those of The Futurum Group as a whole.

Recapping AWS re:Invent - Infrastructure Matters, Episode 22

In this episode of Infrastructure Matters, Krista Macomber, Camberley Bates, and Steven Dickens discuss key takeaways from AWS re:Invent 2023, including the cloud juggernaut’s pragmatic approach to cloud computing, focusing on AI, hybrid solutions, and cost optimization. It is also investing heavily in new features and services, and partnering with other companies to expand their reach.
Key themes include:
Gen AI: AWS made a big push towards AI with announcements like Q, a helpful service for developers and cloud admins, custom silicon updates for Graviton and Trainium, and a focus on the AI layered cake.
Hybrid is here: AWS acknowledged the hybrid cloud reality with announcements like S3 Express One Zone, an S3 offering for high performance computing, and AWSM2, a managed mainframe migration service.
Cost optimization: With the economic headwinds, AWS emphasized cost optimization with announcements like the DB2 offering on AWS, which allows customers to run their legacy workloads in the cloud.
You can watch the video of our conversation below, and be sure to visit our YouTube Channel and subscribe so you don’t miss an episode.Listen to the audio here:Or grab the audio on your favorite audio platform below:
Disclosure: The Futurum Group is a research and advisory firm that engages or has engaged in research, analysis, and advisory services with many technology companies, including those mentioned in this webcast. The author does not hold any equity positions with any company mentioned in this webcast.
Analysis and opinions expressed herein are specific to the analyst individually and data and other information that might have been provided for validation, not those of The Futurum Group as a whole.

AI Systems and Data Protection Market Development - Infrastructure Matters, Episode 21

In this episode of Infrastructure Matters, hosts Krista Macomber, Steven Dickens and Camberely Bates discuss announcements and insights from a number of recent vendor and industry events, including Microsoft Ignite, SuperComputing ’23, and Veeam’s Analyst Summit.