The Cloudcast
Cloud News of the Month - September 2024
Oct 2, 2024
Brian Gracely, Aaron Delp, and Brandon Whichard dive into the biggest cloud and AI stories from September 2024. They discuss the mixed results of AI regulation and OpenAI's financial struggles, revealing only three of its original founders remain. Excitingly, Google is debuting new AI tools, prompting Aaron to reconsider his search choices. The conversation also covers Intel's unexpected surge in cloud computing and the resurgence of infrastructure as code fueled by AI advancements, showcasing the tech landscape's dynamic shifts.
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Quick takeaways
- Intel faces significant challenges, including potential takeovers and layoffs, while trying to adapt towards foundry business amidst market pressures.
- Docker's substantial subscription price increase reflects a successful shift in business model, capitalizing on loyal customers and a trend towards bundled software services.
Deep dives
Intel's Continued Dominance and Challenges
Intel remains a dominant player in the tech industry, generating significant interest and headlines. Despite its historical significance, the company faces challenges, including potential takeover rumors from Qualcomm and ARM, signaling a decline from its previous glory. Layoffs and the sale of real estate suggest internal turmoil while efforts to pivot towards the foundry business highlight ongoing adaptations. The future may see a restructuring of Intel as it grapples with market pressures and strategic realignment.
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