earnings
Nutanix CEO sees some cloud repatriation as well as VMware refugees, as rumours of an $8 million > $100 million renewal circulate.
"The number of IT resources that are available to do manual processing of IT workloads is constrained and sophisticated observability and application security [is becoming] more critical..."
"You can ask Amazon Q for Data Integration to ‘read JSON files from S3, join on ‘accountid’, and load into DynamoDB’ and in response, it will return an end-to-end data integration job that can perform that action"
Nadella: "We now have 53,000 Azure AI customers – over one-third are new to Azure over the past 12 months"
“If Oracle Database just disappeared at companies, the whole planet would come to a standstill”
“I think that willingness to let a third-party run it where they don't necessarily have the direct operational control. It's just a much higher bar…”