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Mic drop

TDC crushed Q3 with Total ARR of $1.490 billion, an increase of 1%. 1.49 billion seconds is 47.2 years, that's an enormous figure when you really think about it. Up 11% in public cloud ARR! Hands off to each and everyone here who put their best foot forward and never stop believing in yourselves, this is a shared victory.

The direction of our cloud services is going to spearhead strong growth to 2026 onwards! We didn’t just turn the corner, we built the road. Mic dropped


F5’s Road to Recovery: Rebuilding Strength in the Multi-Cloud Era

F5 is poised for recovery as it doubles down on the technologies that power and protect today’s digital world. With businesses rapidly adopting hybrid and multi-cloud strategies, F5’s expertise in application delivery, security, and traffic management has never been more relevant. The company’s transition toward software and SaaS-based models ensures sustainable, recurring revenue while its Distributed Cloud platform expands reach beyond traditional load balancing into full-stack app security and observability. By embracing automation, AI-driven insights, and edge computing, F5 is positioning itself as a trusted leader in simplifying and securing complex application ecosystems—laying the groundwork for renewed growth and investor confidence in the years ahead.

Kudos to FLD and executives focusing on XC(SaaS) and not just sticking to legacy system.


Azure Outage

Any team that is in Azure is reporting 100% impact. All regions. Azure support helpless on the call. During peak season!

Man, sure am glad we decommissioned Chaska and Elk River and mandated the company go 100x to the cloud!!! What could go wrong?

What a disaster.


IBM stock drops to $274 - 5% - 12 points after Q325 earnings

https://www.cnbc.com/2025/10/22/ibm-q3-2025-earnings-report.html

Love how AK brags every qtr about the "huge and growing AI and hybrid cloud backlog". Yeah right! ISC forecasts by sales is TOTAL BS!!!!! Just put AI or cloud in the product title and bo-m the backlog goes to $1T. SMH!


Question to IT about our data center

About 10 years ago we launched 2 new data centers. When JF took over as a CEO, I heard someone in IT saying JF wants everything to go to external cloud.

In light of today’s AWS outage, what do IT people think of JF’s view and the danger of external cloud service?

Are we still using the 2 data centers?


HR does not exist

All our HR data is handle by AWS ....really?
Try to contact a human that works in AT&T HR you will never find ....anyone.
They subcontract all to apps or other companies.
We own nothing. Not even a server with our own data.
Good Idea, good implementation from our Bachelor in Arts Jeremy.
Let's hold all data for our network in Amazon Prime.


T-Mobile hit by AWS Outage

Along with Microsoft, Delta and others who rely on Bezos the Bozo for connectivity, T-Mobile is suffering with this AWS outage. There's quite a number of services in industry and government that rely on this backbone.

So glad T-Mobile outsourced a bunch of its connectivity. They can just point at Bozos.


Huge Global Outage

“We can confirm significant error rates for requests made to the DynamoDB endpoint in the US-EAST-1 Region. This issue also affects other AWS Services in the US-EAST-1 Region as well."

No failover? Come on.

The following AWS services have been affected by this issue:

AWS Global Accelerator
AWS VPCE PrivateLink
AWS Security Token Service
AWS Step Functions
AWS Systems Manager
Amazon CloudFront
Amazon DynamoDB
Amazon Elastic Compute Cloud
Amazon EventBridge
Amazon EventBridge Scheduler
Amazon GameLift Servers
Amazon Kinesis Data Streams
Amazon SageMaker
Amazon VPC Lattice


Status of Cloud Migration Program

The cloud migration program under AC, reporting to CIO, has shown limited tangible progress so far. Existing platform teams continue to maintain operational stability, while AC focuses on expanding his leadership circle and hiring new personnel.

Most of AC’s direct reports come from program or product management backgrounds, including several former Amazon leaders, with limited technical depth. A new principal engineer was recently hired, while experienced principal engineers were laid off, raising concerns about continuity and technical leadership.

Overall, the program’s measurable outcomes and strategic clarity remain uncertain.


Mainframe is in trouble

Commonwealth Bank, Australia's largest bank and in fact the largest company, has successfully migrated their core banking system off the mainframe onto SAP S/4 Hana on an AWS cloud system. They expect to retire their mainframe in 18 months, and it's now only processing credit card transactions.
If Comm Bank can successfully retire their mainframe, then anyone can do it. The argument for keeping the mainframe has always been it's crucial for high transaction high security environments, but this proves that is not the case.
It's only a matter of time before other FSI companies, and governments, follow the same path.


IBM cloud team

I was on HCL IBM Cloud Team. The project wasn't going well. IBM was wanting us to support 10 different companies that all wanted different forms of support and all wanted their tickets done differently. On top of this it was very high volume. Often on a call with one company and chat with different company simultaneously. I found it to be difficult. I was curious if HCL still has that project. When I gave notice, others were also quitting.


Cloud: Hitting all records, but...

Google Cloud has laid off employees despite record-breaking financial results. Workers in user experience and design roles were among those affected, with several posting about the cuts on LinkedIn. Notifications were sent via email earlier this week.

The layoffs come as Google Cloud reported $13.6 billion in Q2 2025 revenue, up 32 percent year-over-year, with operating income hitting $2.8 billion, up 33 percent. The company holds 13 percent global cloud infrastructure market share, ranking third behind AWS (30 percent) and Microsoft (20 percent).

CEO Thomas Kurian recently emphasized the company’s $106 billion backlog and focus on operating discipline, saying Google Cloud is outpacing AWS and Microsoft in revenue growth.

The layoffs add to a broader industry trend, with more than 90,000 tech workers losing jobs in 2025 so far.


Loosing good players

I found out many Cloud Engineering middle management people left OpenText because of uncertainty and mechanical behaviours of leadership. Out of curious, when i started talking to people over coffee , I learnt that IT under Chan*** have let go many long time, accomplished, hard working managers and that is making left out team quite delusional. I used to work for one the manager, who used to out 10 hrs a day even in weekends. This is ridiculous. No value for hard work n productive. Leadership is just a power mongers and replacing with their pets from other stores.


IBM Cloud to end free human support, suggests customers use enhanced AI instead

https://www.theregister.com/2025/09/04/ibm_cloud_basic_support_changes/

Shift to self-service will apparently improve support, presumably Big Blue's bottom line too

Thu 4 Sep 2025 // 03:32 UTC
IBM Cloud will update the services it provides under its Basic Support tier, which will move to a self-service model in January 2026.

The Basic Support tier is free to all IBM Cloud customers. Big Blue describes it as “Basic business protection that is included with your IBM Cloud Pay-As-You-Go or Subscription account.” The service is well-named as it includes the ability to raise cases with IBM’s support team 24x7, but doesn’t include a guaranteed initial response time or a dedicated account manager.

In an email sent to customers, IBM advises the changes coming next year mean Basic Support users will lose the opportunity to “open or escalate technical support cases through the portal or APIs” but can “self-report service issues (e.g., hardware or backup failures) via the Cloud Console” and “open Billing and Account cases in the IBM Cloud Support Portal.”

The email advises customers that wish to stay on the Basic Support tier that they can continue using the watsonx-powered IBM Cloud AI Assistant that Big Blue upgraded earlier this year. The ancient IT company also promises that, come January 2026, it will launch a tool called “Report an Issue” that offers “faster issue routing”, and that an expanded library of support documentation will “provide deeper self-help content.”

The missive also suggests “If your organization needs technical support, faster response times, or severity-level control, we recommend upgrading to a paid support plan.” Prices start at $200/month.

IBM opens its email by stating “This no-cost support level will shift to a self-service model to align with industry standards and improve your support experience.”

We leave it to IBM customers to judge the veracity of the second assertion, but IBM isn’t remiss with the claim that its future low-end support offering is close to industry standards. The basic support tier offered by AWS and Google Cloud includes access to community forums, online docs, and help with billing. Microsoft’s basic tier adds an “Azure Advisor” that suggests ways to optimize use of its cloud based on consumption patterns.

The big difference here is that AWS, Azure, and Google are the world’s three leading hyperscale clouds, with 30 percent, 20 percent, and 13 percent market share respectively according to recent data from Synergy Research Group. IBM Cloud has two-to-four percent market share, a position that could mean it needs to cut costs by reducing free services, or that it’s just not interested in serving the kind of users that want free support.

If Big Blue has decided to ditch small cloudy customers, it’s not alone: China’s Tencent chose to stop working with customers who only use basic cloud services because they weren't profitable.


Oracle is undertaking significant layoffs..October 2025

Oracle is undertaking significant layoffs, impacting hundreds of employees across its Bay Area (Redwood City, Pleasanton, Santa Clara) and Seattle offices, with effects expected to take place in October 2025. These cuts, focused primarily on cloud-related positions, are part of a broader restructuring to reduce costs and improve efficiency as the company invests heavily in artificial intelligence

Details of the Layoffs

Bay Area: A total of 188 employees are being laid off in Redwood City (143) and Pleasanton (45), with an additional 101 employees cut in Santa Clara. 

Seattle: 161 employees are being laid off from the company's Seattle operations.
Global Impact: The cuts are also affecting employees in India and Canada.
Timing: The layoffs are set to take effect in mid-October 2025.
Affected Roles: The cuts primarily affect positions within Oracle's Cloud Infrastructure (OCI) unit, including software developers, managers, technical support analysts, project managers, and roles in media services and sovereign cloud efforts


Oracle or OCI brand value / currency..

Hey,
After spending 24+ yrs at Oracle (recent 6~ yrs at OCI), is there any brand value for it? I do not find many recruiters reaching out on LinkedIn. Attempt to submit resume applying to jobs result in no response.

How does one go about improving response rate, get an attempt at interviews? Pl suggest.


IBM can’t afford an unreliable cloud

https://www.infoworld.com/article/4041727/ibm-cant-afford-an-unreliable-cloud.html

The article discussed "IBM Cloud experienced its fourth major outage since May,"

"These outages couldn’t come at a worse time for IBM. With healthcare, finance, manufacturing, and other industries increasingly depending on AI-driven technologies, companies are focused on cloud reliability. AI workloads require real-time data processing, continuity, and reliable scaling to work effectively. For most organizations, disruptions caused by control-plane failures could lead to catastrophic AI system failures."

"IBM has reached a critical juncture. In today’s competitive market, cloud reliability is the baseline expectation, not a value-added bonus. IBM’s repeated failures—particularly at the control-plane level—fundamentally undermine its positioning as a trusted enterprise cloud partner. For many customers, these outages may serve as the final justification to migrate workloads elsewhere."

"To recover, IBM must focus on transforming its control-plane architecture, ensuring transparency, and reaffirming its commitment to reliability through clear, actionable changes. Meanwhile, enterprises should see this as a reminder that resilience must be built into their cloud strategies to safeguard their operations, regardless of provider."

MY OPINION: I don't think that AK knows Cloud. It is supposed to be his background, but I think he is mediocre, but of course, a good politician and how he got the big gig.

Here's why I say this: If anything should not fail is CLOUD. This is where he can show whether he deserved the big job or not. If he can't get his domain of expertise right, then what can investors expect in terms of Quantum, AI, etc?

He was working on this cr-p years before he got the big job.

Investors: Hey, AK, if you can't figure Cloud out after all these years, how can we trust you with the rest?


Amount

FIS Acquires Amount - Thoughts?

They are so pathetic where they refuse to build internal initiatives toward Cloud and AI, they acquire yet another company just to pull them down and leave them in limbo just like they are doing to Dragonfly right now. This company doesn't know how to do acquisitions let alone proper assimilation into something that's actually meaningful. This leadership team is one of the worst I've ever seen in any organization. Entirely clueless.


Hurricane Season

For those of us still in South Florida, hurricane season is here ! The Forecasters are predicting some big storms this fall with a couple of potential direct monster hits to Florida east coast. How many days will Boca be closed with the storms and it makes no sense to have a critical facility for disaster recovery in hurricane alley. Can’t get everything moved to the cloud fast enough before the layoffs storms hit.


EMEA?

Is this confirmed?

Coming soon, should be done by August end. Same quotas. Lists submitted weeks ago. Few APAC countries first, then EMEA. That said OCIs timeline will be a bit different than GBUs, OHAI and so on.
OP: @a5+1k2mw425c


What New Products Has Teradata Released In The Past Five Years?

Have there been any, other than minor updates? And don't say "Vantage" since that was just a marketing name for the 19th version of the on-prem Teradata Database. Go back 10 years? There is ZERO INNOVATION. We are milking a slowly dying cash cow, surviving by migrating a few customers to cloud, with no new vision or new products. The CPO should be fired, along with the part-time CTO who has been there for 20 years with nothing to show for his time. They blame sales and tell us to "sell what is on the truck" while no new products are loaded on the truck. But hey, let's grow ARR by 3%. More layoffs are coming in August. #Cloud-First!

TalentedMushroom is a cloud denier. I thought I was living in 2011 when I read it. With this lack of vision you could be the next TDC CTO. News flash - many companies have already moved their mission critical workloads to cloud. #Cloud-Second

Join us to learn how you to can embrace hybrid cloud by buying dedicated hardware from Dell which we will colo for you in one of our DC’s

Business are reassessing their #cloud strategies and realizing the need to manage a #hybridcloud infrastructure to support critical business functions - VMware virtualized environments is key to this strategy.

Join us for a webinar with Dell Technologies covering future challenges of managing hybrid cloud.

Oracle president Thomas Kurian says Oracle Cloud is at the front of today’s #cloud market. But how does that help customers adopt tomorrow’s technologies? http://ora.cl/3ai7D

TK

IBM Layoff Epidemic Spreads Worldwide

Last month, I reported on a wave of IBM layoffs hitting U.S. facilities. Cuts were happening all across the country, and one source told me he’d been informed that one-third of the U.S. workforce would be affected. IBM quickly denied that number, and other reports put the numbers of those severed in the 20 to 25 percent range—something like 18,000 to 25,000 in the United States.

(We’ll never be able to know the exact percentage, simply because IBM no longer releases a U.S. headcount; worldwide, as of the end of 2015, the company had approximately 378,000 employees.)

At the time, U.S. employees suspected that what the company called “workforce rebalancing,” in order to “aggressively” focus on cognitive and cloud computing, had less to do with focusing on cloud and cognitive and more to do with moving jobs to countries like India, Brazil, and Costa Rica

http://spectrum.ieee.org/view-from-the-valley/at-work/tech-careers/ibm-layoff-epidemic-spreads-worldwide


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