#cloudcomputing

Remember these? Do you remember the Sun Microsystems' Sun Ray center? Even prior to Oracle taking Sun over? Talk about the opportunity of extending cloud computing into every home in the country. And, personally, I think Oracle blew it. As someone who was in that transition, they made us get rid of the Sun Rays and use Windows based laptops. Talk about a quantum leap backwards.

Key Advantages of Sun Ray

Stateless Architecture: The Sun Ray client contains no local operating system or persistent user data. If a device loses power or fails, user data remains safe on the server.

Zero Desktop Administration: Because no software runs locally, administrators do not need to patch, update, or configure individual desktop units. Firmware updates are pushed automatically from the server.

High Security: Processing occurs entirely on centralized servers (such as Sun/Oracle servers running Solaris or Linux). Users cannot corrupt or tamper with the local display endpoint, making it ideal for high-security or sensitive environments.

Hot-Desking Mobility: Users can unplug their smart card from one Sun Ray terminal, plug it into another anywhere on the network, and instantly resume their exact desktop session right where they left off.

Cost Efficiency: The hardware endpoints are simpler and cheaper than full traditional desktop workstations, and they do not need hardware upgrades when new applications roll out on the server side.

Quiet and Low Power: The physical desktop units operate silently, generate less heat, and consume minimal power compared to standard desktop PCs.

The misconception was it was Solaris only but it could support Windows or Linux clients as well.

I wonder what AI would say? Probably the same as most humans. Stupid! What Oracle knows about hardware would fit in a thimble and rattle.

Oracle is spending more on building data centres than it earns in a quarter
https://thenextweb.com/news/oracle-664bn-backlog-spending-ahead-of-revenue

Verizon cozies up to Google Cloud even more with Gemini integration.

https://www.fierce-network.com/wireless/verizon-cozies-google-cloud-even-more-gemini-integration

Since Dell ISG Engineering and Product people have never heard of it before, here's a little help.

The Cloud—what is it?

The cloud is a vast online storage space where people and businesses store their files and applications, accessible from anywhere with an internet connection. The cloud also offers services, such as computing power, databases, networking, and software applications.

The main purpose of the cloud is to provide on-demand access to computing resources and services over the internet. This includes a wide range of services such as servers, storage, databases, networking, software, analytics, and intelligence. The cloud empowers people and organizations to use these resources without having to manage physical servers or run software applications on their own computers.

State Street is implementing a workforce reduction as part of a strategic shift. The company anticipates significant severance costs through 2029. This move is tied to an overhaul of its operations utilizing cloud-computing resources. The financial giant aims to boost its profit margins through these changes. This initiative signals a significant operational transformation for the firm.

Boston, Massachusetts

https://www.bizjournals.com/boston/news/2026/07/16/state-street-plans-large-transformation-headcount.html

Sorry for the repost. Oracle brags about being a "security" company. They just laid off some of the best security experts in the industry. Oracle Unbreakable Security!!

Microsoft walked away from leasing Oracle data center over security concerns!!
https://www.businessinsider.com/microsoft-was-in-talks-to-lease-oracle-compute-capacity-2026-6?op=1

Microsoft was recently in talks with Oracle about leasing the company's cloud infrastructure, but the deal fell through due to security and compliance concerns, according to people familiar with the matter.

One of the people said that the deal could have been worth more than $3 billion.

The failed talks highlight a growing reality of the AI bo-m: even the world's largest technology companies are running short on computing power. As demand for AI services soars, cloud providers like Microsoft are increasingly competing not just for customers but for the infrastructure and capacity needed to run their own products.

That scramble is driving an unusual wave of partnerships, capacity-sharing agreements, and multibillion-dollar infrastructure deals as companies race to secure enough computing resources to support the next generation of AI.

Microsoft recently projected that its capital expenditures for the 2026 calendar year will reach $190 billion, largely to expand data center capacity. The company has already turned to Amazon to add capacity for its GitHub code development business to address recent outages.

Microsoft is seeking a deal or deals with other cloud providers to prioritize its own Azure cloud computing resources on customers, the people said. "We are shopping for capacity everywhere," one of the people said.

The plan was to move some Microsoft workloads to Oracle Cloud Infrastructure, but Oracle's public cloud did not have the Federal Risk and Authorization Management Program (FedRAMP), a standardized security framework that ensures cloud services are secure enough to handle U.S. government data. Oracle was not willing to add this framework, one of the people said.

https://www.businessinsider.com/microsoft-was-in-talks-to-lease-oracle-compute-capacity-2026-6?op=1

Microsoft was recently in talks with Oracle about leasing the company's cloud infrastructure, but the deal fell through due to security and compliance concerns, according to people familiar with the matter.

One of the people said that the deal could have been worth more than $3 billion.

The failed talks highlight a growing reality of the AI bo-m: even the world's largest technology companies are running short on computing power. As demand for AI services soars, cloud providers like Microsoft are increasingly competing not just for customers but for the infrastructure and capacity needed to run their own products.

That scramble is driving an unusual wave of partnerships, capacity-sharing agreements, and multibillion-dollar infrastructure deals as companies race to secure enough computing resources to support the next generation of AI.

Microsoft recently projected that its capital expenditures for the 2026 calendar year will reach $190 billion, largely to expand data center capacity. The company has already turned to Amazon to add capacity for its GitHub code development business to address recent outages.

Microsoft is seeking a deal or deals with other cloud providers to prioritize its own Azure cloud computing resources on customers, the people said. "We are shopping for capacity everywhere," one of the people said.

The plan was to move some Microsoft workloads to Oracle Cloud Infrastructure, but Oracle's public cloud did not have the Federal Risk and Authorization Management Program (FedRAMP), a standardized security framework that ensures cloud services are secure enough to handle U.S. government data. Oracle was not willing to add this framework, one of the people said.

Oracle is making a major push into artificial intelligence, investing heavily across its cloud infrastructure, enterprise applications, and data platforms to position AI as a core part of its business strategy.

Oracle ran up hard into late 2024 on AI and cloud optimism, pushing valuation well above its historical range. As rates stay higher for longer, the market is rotating out of expensive AI-adjacent names and back toward near-term cash flow certainty.

At the same time, Oracle's cloud growth narrative is under scrutiny. OCI is growing, but not fast enough to justify premium multiples versus hyperscalers like AWS and Azure. Any hint of slower bookings, margin pressure from data center spend, or conservative guidance has been enough to trigger derisking.

Cloud Service team should be fired. What a terrible account system they designed or managed…. Why is so complicated… And people in the team are rude, lazy and ignorant

https://siliconangle.com/2026/02/10/teradata-tops-expectations-public-cloud-momentum-stock-surges/

We're crushing it!! Good work everyone ♥️

With the move to the cloud for all customers, will they get rid of all the VMware people ?

Just got the call from my boss. Not sure how many other folks are being impacted. Good news is that I still had some old school vacation banked up.

Neustar sold OneDev and OneTru to TU. OneDev 1.0 was a failure. Then They moved to OneDev 2.0. That too failed big time. Once that too failed, they moved the Neustar execs running these two to OneTru. OneTru is failing fast. Initially they wanted everything to be moved to OneTru AWS. Now they want to move to OneTru GCP when it is not close to production ready. Whenever the lips of SVPs and EVPs are moving, you know they are lying. The environment is absolutely toxic.

https://www.theregister.com/2025/10/30/ibm_cloud_experiencing_quantum_computer/

Remember what CEO AK said, quantum is the next "AI"... whatever that means!

What’s the opinion on this words from MD?

“ Over the past two years, we have built one of the most efficient, data-driven cloud environments in our history, cutting costs, boosting performance, and shrinking our carbon footprint at the same time.
Through smarter architecture, tighter governance, and cross-functional discipline, we've saved double digit millions and improved computing performance all while reinvesting those savings into new digital experiences that elevate how we serve athletes around the world. 🚀
This transformation isn't just about cost, it's about capability. It's about unlocking faster performance, smarter scaling, and stronger resilience. It's about building smarter, recovering faster and managing better through tagging, infrastructure-as-code, and managed platforms. Savings is one of the many outputs.”

Amazon.com Inc. plans to cut corporate jobs in several key departments, including logistics, payments, video games and the cloud-computing unit, according to people familiar with the matter.

https://www.latimes.com/business/story/2025-10-27/amazon-plans-to-cut-corporate-jobs-across-core-departments

Now we all know our executives are extremely incompetent, everyone knows that.
An underrated part of how incompetent they are, is the “modernization” effort to transition from on prem to being Microsoft’s bi--h on Azure’s pricing leash.
Now you see, Jensen Huang, Meta, innovative companies, buying and building these data centers,
We sold our house in 2009 after the crash, people won’t think about it now, but data centers are only increasing in value, and we sold at rock bottom as always.

• Title: SAP restructures Palo Alto office, cuts 82 roles - Silicon Valley Business Journal
  • Description: SAP is laying off 82 employees at its Palo Alto office as part of a global restructuring. The company is reallocating resources towards new technologies like AI and cloud computing. This layoff is part of a plan to continuously optimize its workforce, affecting 1% to 2% of employees worldwide.
  • Source: Silicon Valley Business Journal
  • URL: https://www.bizjournals.com/sanjose/news/2025/10/07/sap-layoff-palo-alto.html

• Title: SAP America lays off dozens at Palo Alto research center
  • Description: SAP America, the U.S. branch of the German software company, is permanently cutting 82 jobs at its research facility in Palo Alto. This was officially reported in a state-required Worker Adjustment and Retraining Notification (WARN) filing. The layoffs will take effect on November 21.
  • Source: KRON4
  • URL: https://www.kron4.com/news/technology-ai/sap-america-lays-off-dozens-at-palo-alto-research-center/

• Title: SAP cuts dozens of Bay Area jobs as part of new layoff strategy
  • Description: SAP is laying off 82 employees in Palo Alto as part of a broader, multiyear restructuring effort. The company is shifting away from large-scale reductions in favor of a "continuous optimization" strategy, which involves smaller, annual job cuts. This approach is likened by a CFO to "brushing your teeth," and is intended to streamline operations and focus on emerging technologies.
  • Source: San Francisco Chronicle (hosted on MSN.com)
  • URL: https://www.msn.com/en-us/money/human-resources/sap-cuts-dozens-of-bay-area-jobs-as-part-of-new-layoff-strategy/ar-AA1O2vhJ?ocid=BingNewsVerp

• Title: SAP America lays off dozens at Palo Alto research center
  • Description: An international software and IT company, SAP, is reducing its workforce at its Bay Area facility. Eighty-two workers at the Palo Alto research lab will be permanently laid off. This is a strategic move to focus on new areas, including AI and cloud computing, which are key to the company's future.
  • Source: KRON4
  • URL: https://www.kron4.com/news/technology-ai/sap-america-lays-off-dozens-at-palo-alto-research-center/

• Title: Tech companies plan hundreds of Bay Area job cuts in fresh layoffs
  • Description: Several tech companies are planning hundreds of job cuts across the Bay Area, adding to the region's employment uncertainty. The article mentions the SAP layoffs and other reductions at companies like Google. These cuts are attributed to various factors including tariff issues, China's economic woes, and high business costs in California.
  • Source: The Mercury News
  • URL: https://www.mercurynews.com/2025/10/08/economy-jobs-tech-bay-area-google-layoff-work-chips-oracle-web-internet/

• Title: SAP cuts dozens of Bay Area jobs as part of new layoff strategy
  • Description: SAP has laid off 82 employees in Palo Alto as part of a global strategic shift. The company is moving toward a model of consistent, smaller annual workforce reductions to keep pace with industry changes driven by AI and cloud technology. This new approach has drawn criticism from employee representatives, who worry about its long-term impact.
  • Source: San Francisco Chronicle
  • URL: https://www.sfchronicle.com/tech/article/sap-layoffs-palo-alto-21089194.php

We need the Vintage engineer! STAT!

Summary

Teradata Corporation continues to face persistent declines in revenue, earnings, and FCF, reinforcing the value-trap case for the stock despite trading at just 10x forward P/E.

Total revenue is expected to decline for the seventh straight quarter in 3Q on a YoY basis (excluding the nearly flat growth in 3Q FY2024), driven by deals that.

Low-end cloud migrations are largely complete, but the company is struggling to win over large cloud customers, as shown by the declines in recurring revenue.

Cloud ARR is expected to grow 14% to 18% YoY for FY2025, showing no growth acceleration in 2H FY2025.

Large deal delays and slow customer adoption highlight execution issues, with TDC losing market share to cloud competitors such as MSFT, GOOGL, SNOW, and Databricks.

If only the revolving door of CEO's and senior executives of Dixie had little forethought and understanding of where the industry was going!

Look at the Oracle results and Ellison's strategy - they built DC's anticipating the AI demand. Here we sold all the DC's and ripped them off from our asset list.

They never had strategy other than paying themselves off, by selling what was left!

Yeah, we’re sc--wed.

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.

I find it interesting that we’re transitioning to Microsoft Suite after recently moving to Google. Does anyone know why this change is specific to Citrix and not the other business units?

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?

IN MEXICO ORACLE IS DOING LAYOFFS TO OCI TEAMS

Why we have so many incompetent and unqualified people in Sr leadership role in Technology ? Cloud program is a joke with PC , AC etc.. they just got surrounded or shielded by people who should not be in the employment. Is it same everywhere ?

https://www.sdxcentral.com/news/att-cto-touts-millions-of-5g-sa-connections/