The Information's TITV Nvidia’s Retreat of AWS-like Cloud Ambitions, SpaceX IPO and 2026 IPO Outlook | Dec 23, 2025
27 snips
Dec 23, 2025 
Amit Zaveri, Chief Product and Operating Officer at ServiceNow, discusses the company's $7.75 billion acquisition of Armis and their ambitious plans for data analytics. Wayne Ma, a reporter on NVIDIA, shares insights on the company's strategic retreat from competing with AWS, citing challenges like customer limitations and reliability issues. Cory Weinberg analyzes why recent tech IPOs have struggled, highlighting investor hesitance. Finally, Philip Johnston, CEO of StarCloud, explores the reality of space-based data centers and Elon Musk's potential SpaceX IPO narrative.
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Armis Bolsters ServiceNow's Security Stack
- ServiceNow acquired Armis to add exposure management and IoT/device security capabilities to its platform.
- Amit Zaveri said the deal accelerates ServiceNow's security growth and complements its existing billion-dollar security business.
Use M&A To Accelerate, Not Replace Growth
- Do not rely solely on M&A for growth; keep organic growth targets intact while using acquisitions to accelerate where strategic.
- Amit Zaveri said ServiceNow aims to preserve its 20% growth trajectory while adding targeted capabilities.
AI Expands Threats And Defensive Needs
- AI both creates new security attack surfaces and demands new defenses that provide visibility and control.
- Amit Zaveri emphasized investing in AI capabilities like an "AI Control Tower" to stay proactive against threats.