Geopolitics and cloud infrastructure collide in this eye-opening episode where we explore how escalating tariff wars are throwing data center construction plans into complete disarray. Tech giants planning massive cloud and AI expansions now face skyrocketing costs and unprecedented uncertainty as raw materials fall under new tariffs – creating a situation reminiscent of the COVID building materials crisis but on a vastly larger scale.
Meanwhile, European cloud providers aren't sitting idle. We dive into the fascinating "Fulcrum Project," a bold initiative creating what they're calling "Trump-proof" cloud services. This ambitious federation of smaller European providers aims to redefine data sovereignty beyond just data location to who actually controls the cloud provider. With initial funding of one million euros, they're targeting SMBs who want local alternatives to hyperscalers that might be subject to foreign regulations.
Security concerns dominate our discussion as we unpack Oracle's problematic handling of a significant cloud breach. Despite clear evidence from both attackers selling the stolen data and customers confirming their data was compromised, Oracle initially denied any breach occurred. This stark contrast between transparent security practices and corporate denial offers valuable lessons for organizations facing similar challenges.
We also highlight a concerning surge in threat actors scanning for vulnerabilities in Juniper, Cisco, and Palo Alto network devices, with one vendor reporting 24,000 unique IP addresses attempting to access their portals within a month. Plus, we try to make sense of AWS's puzzling new Route Server offering, which resembles Azure's Route Server but fits awkwardly within AWS's existing architecture – leaving us scratching our heads about its intended use cases.
Join us for these critical insights and share your thoughts on what cloud networking stories we should cover next time!
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