Roan Daley

IBM's making its most significant infrastructure acquisition since Red Hat, paying $11B for Confluent, solidifying a portfolio of 3 foundational open-source technologies in the process. My latest in Forbes looks at the deal: → IBM now controls three foundational open-source technologies: streaming (Confluent), containers (Red Hat), and infrastructure automation (HashiCorp) → Confluent provides real-time data delivery for AI models and autonomous agents operating across hybrid environments → Confluent's four deployment models address regulated industries that can't migrate entirely to public cloud TL;DR: the deal makes IBM the only major vendor offering an integrated stack specifically designed for enterprises operating across on-premises, private cloud, and public cloud environments. My full take, at the link. #IBM #Confluent #ApacheKafka #HybridCloud #EnterpriseAI #DataStreaming #CloudInfrastructure #TechMA #EnterpriseIT https://lnkd.in/eDQ7Mqgi

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Enterprise AI's dirty secret: legacy data architecture is silently throttling GPU utilization, slowing AI workflows, and burning millions in idle compute. Dell Technologies addresses all this with its Dell AI Data Platform: → The Real Problem: Data silos across legacy systems, departmental tools, and hybrid clouds undermine AI strategies, delaying innovation and creating compliance risks → Dell's Answer: A purpose-built, modular AI Data Platform that unifies file, block, and object storage with specialized data engines for federated SQL, Apache Spark processing, and unstructured search → Performance at Scale: PowerScale delivers linear scaling to multiple petabytes, Lightning File System provides 2x throughput vs. competitors, and ObjectScale supports multi-petabyte S3-compatible object storage → NVIDIA Partnership: Deep integration with NVIDIA's AI ecosystem, and Dell's own NVIDIA-based AI factory, ensures optimized performance across the entire infrastructure stack → Future-Ready Architecture: Container-native, open design that supports edge deployment, distributed intelligence, and emerging AI technologies without vendor lock-in TL;DR: Dell's differentiation lies in delivering enterprise-grade reliability and security while maintaining the openness and performance that modern AI workloads demand. This is a balance that general-purpose systems struggle to achieve. Read my latest Research Report (commissioned by Dell) for a detailed look at how Dell's AI Data Platform addresses the infrastructure gap holding back enterprise AI adoption. #ArtificialIntelligence #DataInfrastructure #EnterpriseAI #Dell #DataManagement #AIStrategy #MachineLearning #DataEngineering https://lnkd.in/eBtAvYSp

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🚫 Stop over-provisioning your Terraform infrastructure IBM Turbonomic has expanded its Application Resource Management capabilities to include workloads defined in GitHub and deployed using HashiCorp Terraform bringing continuous, real-time optimization to infrastructure defined as code. With this integration, Turbonomic continuously right-sizes VMs based on real application demand, not static assumptions—helping you cut costs, reduce risk, and maintain performance. 🔹 Continuous Optimization – Terraform-defined infrastructure is automatically optimized as application needs change 🔹 Code-Context Awareness – Resource actions are tied back to Terraform state for visibility and traceability 🔹 Lower Costs, Less Risk – Eliminate waste while protecting application performance If you’re looking to bridge the gap between provisioning and ongoing optimization, this is a game changer. #InfrastructureAsCode #Terraform #GitHub #DevOps #CloudOptimization https://lnkd.in/ecFUBmg6 Nick Jeffries Joe Ashton Dan Peacock Jake Chinery

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Over 15 years ago, Kyndryl and NetApp began building a partnership based on one simple idea: critical data deserves critical care.   Fast forward to today, hybrid cloud is no longer an emerging trend, it’s the foundation for business. And #AI? It’s redefining what’s possible.   Their new solution, will help modernize delivery with automation and AI, freeing up Kyndryl experts to unlock more innovation for customers. Benefiting from increased systems availability and reduced downtime, explore how the world’s infrastructure relies on #Kyndryl: https://lnkd.in/em_egYyd

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AWS Transform uses specialized AI agents to remove the heavy lifting and automate complex migration and modernization tasks for your VMware, mainframe, and .NET workloads, delivering completed transformation projects up to 4x faster. This new agentic AI service uses AWS advancements in foundational models, LLMs, machine learning, graph neural networks, automated reasoning, and AI infrastructure to deliver an entirely new migration and modernization experience for you.

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.OpenAI and Oracle strike $300B cloud computing deal to power AI http://bit.ly/46p5Hiq SiliconANGLE & theCUBE Mike Wheatley “Oracle may have been later to the cloud game than its hyperscaler rivals, but that isn’t necessarily a bad thing, because its more...” - #AIWars

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BlueField-4 helps organizations get the most out of their infrastructure, with performance, security, and flexibility that align to real operational needs.​ - IT teams appreciate offloading infrastructure tasks so core resources can focus on applications and analytics.​ - Security teams benefit from strong, hardware-based isolation and zero-trust architectures.​ - Developers value programmability and the ability to tailor BlueField-4 with software-defined services, making it easier to innovate and optimize for specific use cases.​ Together with Oracle’s Acceleron fabric, these technologies accelerate innovation, reduce bottlenecks, and transform AI from concept to reality. https://lnkd.in/gPyYydU6 #BlueField4 #NVIDIABlueField #AIInfrastructure #DataProcessing #SecureNetworking #AIFactories #ZeroTrust #AcceleratedComputing #CloudSecurity #ConnectX9

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Oracle commits a massive $40 billion to NVIDIA GPU purchases to kick off the first Project Stargate data center. Charles Araujo & I discuss how Oracle matches up with CoreWeave, OpenAI, and the Big 3 hyperscalers. https://lnkd.in/gWDAJBCZ

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What's new at IBM? Acquisitions & Investments HashiCorp Acquisition: IBM completed the acquisition of HashiCorp to create a comprehensive, end-to-end hybrid cloud platform. $150 Billion U.S. Investment: IBM announced a $150 billion investment over five years to accelerate technology and manufacturing in the United States, supporting economic growth and job creation. Product & Technology IBM z17 Mainframe: The company launched the new IBM z17, a fully AI-engineered mainframe designed to support new, advanced workloads beyond traditional transactions. The release of the IBM Power 11 Server. Hybrid Cloud & AI: IBM continues to expand its portfolio of tools for infrastructure management and is bringing its watsonx AI platform to Oracle Cloud Infrastructure. Collaborations & Partnerships Intel & AMD: IBM is collaborating with Intel to deploy Gaudi AI accelerators on IBM Cloud and with AMD on next-generation quantum-centric supercomputing architectures. NASA: IBM has partnered with NASA to develop Surya, an AI model to detect solar storms. Financial News Quarterly Results: IBM released its first-quarter and second-quarter 2025 financial results. Dividend Increase: The company's board approved an increase in the quarterly cash dividend for the 30th consecutive year.

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Red Hat and NVIDIA are collaborating to bring the stability of Red Hat Enterprise Linux to the NVIDIA Rubin platform. This means Day 0 support for gigascale AI factories and a roadmap for Red Hat OpenShift and Red Hat AI. It’s a huge step forward for open source in the AI space. Read the details.

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