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Boca Raton, FL
Joined February 2009
NVIDIA CEO Jensen Huang used GTC Berlin to outline an ambitious expansion of the chipmaker's European AI strategy, unveiling new infrastructure designs, agent security technology and partnerships that push the company beyond GPUs into the systems enterprises need to deploy AI at scale. Big picture: some of that technology won't arrive until early 2027, the performance claims still need validating in real-world use, and for European customers the open question is whether they can expand adoption and keep data sovereignty without deepening dependence on a single tech giant. Read the full article on what NVIDIA announced and what remains unproven: buff.ly/Cr5rDTk #NVIDIA #AI #GTCBerlin #SovereignAI #AIAgents
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The chairman and CEO of Everpure said today it's only a matter of time before IT architects must revisit how data is stored across the enterprise, because multiple copies of the same data sets create conflicting versions, and whenever an AI agent encounters those, the chances its output will be flawed only increase. Resolving that will require a data plane through which data becomes accessible to any application or AI agent, and as Giancarlo puts it, the relationship between data and the application needs to be inverted. Read the full article on why the data silos characterizing most IT environments will need to be greatly reduced: buff.ly/MtqWMQr #AgenticAI #DataManagement #AIAgents #Everpure
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Boomi has acquired Israeli data observability startup Elementary Data for a reported $45 million, extending its platform beyond connecting applications into verifying the data AI agents act on. A Forrester study Boomi commissioned found 86% of organizations have moved past agent pilots but only 34% trust the actions their agents take, and 77% of the least-ready ones are pushing into production anyway. Read the full article on why data reliability is becoming the gate before agents touch production: buff.ly/qGV088S #AI #AIAgents #Boomi #DataObservability #EnterpriseAI
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Asset management and identity access work show up repeatedly in this week's IT openings, with Anthropic, Databricks and Klaviyo all hiring around them. Two roles are fully remote, and the list runs from a $89,000 data center operations position at Lambda to a $290,000 IT lead role at Modal. See the openings and where they're based here: buff.ly/LGh34Pp #ITJobs #Jobs #TechJobs #Hiring #Careers
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Russia and Ukraine have escalated attacks on each other's data centers, turning commercial computing infrastructure into military targets alongside power plants and refineries. Ukrainian drones damaged three Yandex facilities and hit infrastructure tied to Sberbank, knocking out digital wallets, ride-hailing and cloud services for more than 50,000 businesses, while Yandex's three NVIDIA A100 supercomputers are hard to replace under Western sanctions. Read the full article on what these strikes mean for cloud and AI infrastructure worldwide: buff.ly/ECBSXaR #DataCenters #Ukraine #AIInfrastructure #CloudComputing
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A Red Hat engineering director bought a negative scanner that no longer supported Linux, so he turned Claude Code loose on the problem and had a recognizable scan working within hours and a near-perfect driver days later. The human still decides what to build and checks it on real hardware, but the slog of reverse-engineering undocumented drivers shrinks a lot, which makes this a genuine game changer for Linux desktop device developers. Get the full story on the toolkit and the ThinkPad camera fixes: buff.ly/TzbZJmF #Linux #AI #ClaudeCode #OpenSource
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Every new class of workload arrives with the claim that it's too performance-sensitive for a virtual machine, and AI on GPUs is just the latest, yet the overhead usually lands under 2% because the hypervisor isn't doing arithmetic in the data path. The real cost of bare metal was always operational, and with most customers running GPUs below 50% utilization, virtualization gives you live migration and GPU sharing for a couple of percent, which is the same trade we made for databases years ago. Read the full argument for why bare metal is the smaller case than most people assume: buff.ly/abOQcTm #AgenticAI #GPU #Virtualization #VMware
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Residents of a Pennsylvania township are still opposing a massive data center despite NorthPoint Development's offer of $10,000 per eligible household as part of a $165 million community benefits package for a hyperscale campus linked to AWS, with about 17% of residents living below the poverty line yet many arguing the payments would not cover property value declines, higher electricity costs and environmental damage. The payments would be limited to Hazle Township households while neighbors in Hazleton and Sugarloaf get nothing, and the standoff is part of a trend that saw local resistance disrupt at least 75 data center projects worth roughly $130 billion in the first quarter of 2026. Read the full article on the fight over Project Hazelnut and how hyperscalers are changing their approach: buff.ly/ATRYgLa #DataCenters #AgenticAI #AWS #AIPolicy
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This week's IT funding roundup covers five deals, with SWI Group's €800 million capital increase leading a slate that spans data center expansion, managed inference, optical switching, agent evaluation and modular chip design. The mix reflects where investor confidence sits right now, in the physical capacity, networking and software needed to put AI systems into production. Read the full article on the five deals to watch and what each signals for enterprise buyers: buff.ly/ztXHZ2g #EnterpriseIT #AgenticAI #DataCenters #Semiconductors
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Gartner projects that more than 80% of neocloud providers will cease independent operations by 2030, as the gap between massive capital expenditures and actual AI revenue leaves over $3.5 trillion exposed to impairment risk. To justify announced spending and hit a standard 12% return on invested capital, AI data center owners would need $8.5 trillion in cumulative revenue through 2030, yet Gartner expects actual attributable AI revenues to reach no more than $3.6 trillion. See what the shortfall means for the providers carrying the debt: buff.ly/w9YkJEE #AI #Neoclouds #Gartner #AIInfrastructure
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Nscale is racing toward a $35 billion IPO while its flagship site just north of the Arctic Circle runs six months late after cooling leaks, regulatory hurdles and an on-site fire, with only 6.4 MW of a planned 30 MW operational and a three-story floating hotel towed in to house the construction crews. In Essex, the site billed as the UK's largest AI supercomputer was still a scaffolding yard in March and now needs 90 MW, one of 315 data centers stuck in Ofgem's connection queue representing 73 GW of demand against a national capacity of 45 GW. Read the full article on whether Nscale's $103 billion in contracts is a revenue annuity or a temporary windfall: buff.ly/EGdv8hs #AI #DataCenters #Nscale #AIInfrastructure
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New York City and NYU are partnering to build a quantum fabrication facility at 770 Broadway, with the city putting in $29.2 million and taking three board seats plus 15% of the proceeds from any intellectual property that comes out of it. NYU is investing $255 million across construction and a decade of operation, and the deal is the first to emerge from a reimagined Economic Development Corporation where the public sector gets a stake in the private initiative it funds. See how the arrangement works and who gets access to the fab: buff.ly/seUzUzn #QuantumComputing #NYC #NYU #QuantumTechnology
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Large electricity customers, primarily data centers, have requested more than 700 gigawatts of power across major sections of the U.S., more than 10 times what data centers currently consume, and only about 23% of those disclosed requests qualify as high-confidence projects. Developers often submit requests to several utilities while evaluating sites, so a single planned data center can appear multiple times in regional forecasts, and Exelon's high-probability pipeline fell from 18 gigawatts to 11 once it started requiring financial commitments and collateral. Read the full article on how utilities are separating real projects from phantom ones: buff.ly/gXuW4XN #DataCenters #AI #Energy #Grid #Utilities
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Most CIOs have a cloud strategy, but very few have a strategy for keeping it simple, and that gap shows up where enterprises can least afford it, in cost, risk and the friction that slows teams down. S&P Global found 42% of companies abandoned most of their AI initiatives in 2025, up from 17% the year before, and the failure pattern points consistently to the data infrastructure beneath the models rather than the models themselves. See why the answer isn't fewer clouds but a common data layer that lets teams see, govern and protect data wherever workloads run: buff.ly/t4ZBtzh #CloudComputing #DataManagement #AI #CIO
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The National Science Foundation has announced the founding members of its new X-Labs Consortium, a $300 million commitment of physical space, instrument access and expertise from partners like the Occam Foundry and Florida Quantum, backed by $1.5 billion meant to carry new technologies from early development to something private enterprise can scale. X-Labs is being positioned as an independent conduit around the bottlenecks associated with universities and industry facilities, and beyond quantum the NSF has stood up an Office of Metascience to pursue super intelligence and prizes in energy, biotechnology and finance. Read the full article on how the initiative takes shape: buff.ly/AhUMCus #QuantumComputing #NSF #Xlabs #SciencePolicy
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If one application is compromised, how much of your company goes with it? We ask how many vulnerabilities were found and how quickly patches are applied, but those questions leave a business owner wondering whether one bad afternoon can shut down the company, and the answer depends on what the compromised system can reach. That is why Aviatrix and IonQ are both connecting containment with cryptographic protection, because a restriction already in place can prevent a connection while the security team is still figuring out what happened. Read the full piece on why containment deserves more of the budget conversation: buff.ly/qBC918W #Cybersecurity #ZeroTrust #Containment #QuantumSecurity
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SnapLogic has added agentic AI to its Intelligent Modernizer engine so that AI agents can reverse engineer the metadata of legacy middleware platforms, analyze workloads and generate pipelines without requiring a purpose-built connector for every source. Platform and application providers have long counted on migration costs being too high to justify moving, which is why so much of IT budget goes to maintaining legacy systems instead of innovating, and reducing those costs could mean far more organizations finally make the move. Read the full article on how agentic AI could break the lock-in legacy vendors depend on: buff.ly/IFdeU2w #AI #AIAgents #SnapLogic #LegacyModernization
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