The Cloudcast AI & Cloud Trends for August 2025
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Sep 3, 2025 Brandon Whichard, co-host of Software Defined Talk and tech expert, discusses the latest in AI and cloud trends. He examines the evolving U.S. chip manufacturing landscape, highlighting Intel's challenges and layoffs. The conversation shifts to Oracle's surprising rise in AI compute, supported by major players like OpenAI. They also dive into tech acquisitions and their implications, all while mixing in some fun college football predictions. It's a blend of serious insights and light-hearted banter, making for an engaging listen!
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Football Tailgates Kick Off The Show
- The hosts open with football and tailgate banter, setting an informal tone for the episode.
- Brian, Aaron, and Brandon use personal stories to segue into heavier tech topics.
Changing View Of Pat Gelsinger
- Brian recounts his changed view of Pat Gelsinger after Intel's CEO actions and compensation.
- He uses the example to introduce broader questions about Intel's strategy and national chip policy.
Intel Layoffs Threaten Linux Contributions
- Intel layoffs affected Linux kernel contributors, which could have outsized effects on the broader open-source ecosystem.
- Brian warns that losing Intel engineers is a significant near-term risk for Linux development.