How To PROTECT Your Business Against Cloud Failures скачать в хорошем качестве

How To PROTECT Your Business Against Cloud Failures

#cloudnative #aws #azure #cloudflare #outage #failure #cloudoutage #publiccloud #cloudoutages #cloudtherapist #cloudarchitecture #chaosengine #chaosengineering #platformengineering #genai #aiml #artificialintelligence #cloudops #agenticai How To Protect Your Business Against Cloud Failures and Outages? Welcome to the (slightly delayed) October 2025 episode of Cloud State Of Play. I hope you enjoy watching this special episode as much as Paul and I enjoyed making it for you. I had the opportunity to record this episode in a proper film studio, when I was interviewed by the Tech Industry Forum (TIF) for a separate video, so I cheekily asked if I could 'borrow' their studio and crew to record my own programme. To my pleasant surprise, they agreed, so here we are! Our 3 topics for this month are: 1 - The Fall and Rise of Oracle 2 - Gartner - Workloads Relationship To Infrastructure 3 - AWS Outage - WTF Happened? === 1 - The Fall and Rise of Oracle Based on report ("Bare Metal Jacket") from Arehte Research and recent Oracle activities with OpenAI, etc. Contact Louis from Arete Research, if you want a copy of their report: [email protected] Key Insights: • Oracle's rapid scaling of cloud infrastructure is raising questions over competitive dynamics in public cloud • We doubt Oracle can build the services, or the 3rd party eco-system needed to challenge Azure, AWS or GCP • We see Oracle as a bare metal GPU rental business – potentially at high scale, but with very different economics to Hyperscalers given a lack of service integration or attach to LLM’s • We continue to model Oracle getting ~10 GW of capacity by FY30 – driven primarily by training demand • However, we think the market is overvaluing this new revenue stream given the far lower ROIC vs Oracle's software business • Our DCF calculations imply a $255 FY26 target price for Oracle, we reiterate our neutral stance === 2 - Gartner - Workloads Relationship To Infrastructure Based on the LiN post from Erik Wahlstrom (Gartner Analyst) https://www.linkedin.com/posts/erik-w... === 3 - AWS Outage - WTF Happened? AWS Full Explanation: https://aws.amazon.com/message/101925/ Cloud Native Wisdom episode (@CloudNativeFM):    • #cloudnativewisdom014: AWS US-EAST-1 Outag...   UK Banks Hit By Outage - but why? https://www.finextra.com/newsarticle/... The BBC was more worried about Snapchat going down than enterprise services! https://www.bbc.co.uk/news/articles/c... --- The LiN Influencers, Shills and Access Media have been terrible in their reporting on this outage - have a read of these posts: My comment on Guy Massey's LiN post about "CFO says forget it!": https://www.linkedin.com/posts/guymas... Full Article on LiN: https://www.linkedin.com/pulse/octobe... His previous warning about Virginia Region East-1:   / guymassey_the-internet-has-a-single-point-...   David Linthicum is not getting away with it, either: https://www.linkedin.com/posts/davidl... https://www.linkedin.com/posts/davidl... === My sincere thanks and gratitude to David Terrar (CEO, Tech Industry Forum - TIF) for facilitating the recording of this episode and lending me the TIF virtual backdrop: https://techindustryforum.org/ --- Also thank you to Andrew McLean and Crew at Disruptive Live Studios - appreciate their kind support in recording and editing this episode for me: https://www.disruptive.live/ === Thanks to Paul Bevan, for his insights and participating in this special episode of Cloud State Of Play. All opinions expressed in this video are solely of the person who gave them and do not reflect opinions/stance/policy of any other person(s)/employer(s)/organisations/entities/vendors, etc. All copyrights are of their respective owners and are used here (in various formats) purely for reference purposes and under fair use policy. E&OE. === Starting Track: "Punkd" - HRK011901 (Videvo). Intro + Outro Track: "Know Myself" - Patrick Patrikios (YouTube Music Library).