Analysts and AWS watchers agree that the roughly 15,000 cuts are caused by ‘culture’, but there is disagreement about what that actually means.
The Cloudflare hiccup involved a sequencing change that confused some systems, and Cloudflare quickly walked it back, but the incident showcases enterprise network fragility in an uncomfortably concrete way.
The problem is that without Microsoft input, SAP systems will soon not deliver MS-level performance. But if an emergency only lasts a few weeks, analysts said, the plan might be viable.
Microsoft’s partnership with Nvidia and Anthropic continues the incestuous couplings that may force changes in how IT makes AI choices.
It’s not a matter of being better than Nvidia, because Nvidia chips are becoming virtually impossible to get.
The impact for enterprises in terms of chip availability, pricing and functionality is unclear, but it all-but kills worries about Intel’s near-term viability.
Oracle knew that a massive wave of orders was coming, but they refused to build out infrastructure until contracts were signed. They faced an impossible choice: Insufficient capacity or excess capacity.
Western Digital and Microsoft are testing new ways to recover precious materials from old hardware as trade tariffs and other geopolitical issues change the economics of recycling.
IT leaders should not expect favorable pricing negotiations any time soon, says one analyst.
Enterprise IT leaders are trying to figure out if they should plan data centers outside of the US, but the changing nature of global tariffs is making that into a no-win dilemma.
