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This is coming from a guy who used to work at Qualcomm. Qualcomm's third attempt at data centers... apparently the first two weren't enough to teach us that data centers are harder than Investor Day slides.
https://www.cnbc.com/video/2026/11/04/qualcomms-data-center-business-barely-offsetting-losses-in-smartphones-seaports-jay-goldberg.html
We've all gotten a ton of training to complete by the end of the year. Now I know how to spend the recharge period.
At least there's time to do it.
But one thing I noticed when doing the Data Privacy training (or whatever it's called; has to do with data stewardship), nearly all the scenarios they present show the main character as being pressured by management to cut corners. And the lowly person at the bottom has to push back and follow the right protocol and procedures.
So, that is putting quite the onus on the report to push back against managers (unrealistic). And aren't managers supposed to be holding the line against this kind of behavior? It's very odd.
https://youtu.be/2Q1UG9wYgc0?is=6ndF0M5KPe2Mmy6c
This has been a long and exhausting week. Not having access to clear sales numbers is frustrating enough, but what's even more frustrating is finally getting access to data and still not being able to make sense of it.
We've been given Power BI, but nobody can explain what we're actually looking at. Sales data is dumped into the system, yet there is no clear way to understand where the numbers come from, what they represent, or how they were calculated. Reps are showing anywhere from 30% to 55%, with some approaching 60%, but it's the end of October and nobody on my team, or any team I've spoken with, can explain what those percentages actually mean.
For years, we've relied on Tableau. It wasn't perfect, but it allowed us to compare current-year performance against prior-year performance and understand what was driving the business. That visibility is gone.
Instead, we've been handed Power BI, which currently feels less like a sales management tool and more like a dumping ground for disconnected data. The most concerning part is that even managers are struggling to explain what we're seeing.
It's hard to have confidence in targets, forecasts, or performance metrics when nobody can clearly explain the underlying numbers. At some point, leadership has to provide more than data. They need to provide clarity.
Right now, it feels like confusion has replaced transparency, and that's a big part of why so many employees believe this company is a mess. I feel like everyone is just holding on, pretending to care, looking busy, and no one really cares , because there has been Zero significant wins.
What is the company strategy again? :( I guess No one was listening last week to MH and Mr. Apple.
A new "Seed-to-Sale" tracking system in New Mexico has created significant problems for the ca--abis industry. The transition from the old Biotrack System to the new platform in September caused widespread disruption. Businesses faced a crisis with data reconciliation and a lack of an active system for several days. This disruption led to increased manual data entry and labor costs for operators. Some companies were forced to implement layoffs to remain solvent during the transition period.
Santa Fe, New Mexico
https://www.mmjdaily.com/article/9885798/new-mexico-seed-to-sale-system-drew-layoffs-and-data-errors-industry-leaders-tell-lawmakers/
Gotta pay for your own electricity and LAYOFFS!
Did you ever stop to reflect on your wins? Did you collect the data somewhere? If not, do it and make sure you have it stored away somewhere you can access it even if you leave the company.
I'm applying for jobs and if there's one thing I wish I would have done it's exactly that. Being able to add data to your resume or answer in interviews with real numbers of how you increase from X to Y is golden. A lot of recruiters want to see real and tangible outcomes rather than generic statements that just about anyone can make whether they are real or not.
If there's anything I wish I could do as far as looking through old data from my system it's having a look at what I've jotted down in self-assessment as well as pulling a few reports on what I accomplished.
If you're still there but don't know for how long. Take a moment to document these things while you still have access to them, it'll make life easier on the other side.
Every group is bloated, and it’s ridiculously easy to coast by working just 20 hours a week. Data engineering has to be the biggest cheat code of them all. You basically just work with existing tools while pulling in close to top-level pay.
I just learned that AK renamed her org to data and AI. They do neither.
Just a bunch of IT project managers and scrum masters. What a sad evolution from what used to be a good data engineering and data science and analytics org before 2020.
Everyone either quit or moved out of IT.
Not sure if this helps but here it goes anyway, for folks in IT it may be useful gauge - this was filed with the Department of Labor, source listed:
https://h1bhq.com/search?employerSlug=kraft-foods-group-brands-llc&pageSize=25
In 2025, there were about 150 Wells Fargo H1B visa records in this Department of Labor dataset (it's public). Through the end of August 2026, there are already 335 - more than double last year's total. Average listed salary is about $150 (so it's not 'cheap labor' as many think) but some salaries are as low as $88K to $224K.
You can see all salaries here - I filtered on Wells and you can filter by year.
https://h1bhq.com/search?employerSlug=wells-fargo-bank-n-a&pageSize=25
An impossibly defined unicorn job.
https://jobs.citi.com/job/jersey-city/investor-services-technology-data-solutions-senior-vice-president/287/97130417600
One SVP for at least advanced roles, which do not go together:
Can some say one thing they have delivered of value in last 5 years
Cisco employee count
2023 | 84,900 | ███████████████████
2024 | 90,400 | █████████████████████
2025 | 86,200 | ████████████████████
2026 | 82,400 | ██████████████████
Change:
2023 -> 2024 +6.48%
2024 -> 2025 -4.65%
2025 -> 2026 -4.41%
Source:
https://www.macrotrends.net/stocks/charts/CSCO/cisco/number-of-employees
Am I reading this correct? Am I just stupid? We spent however much money developing Aviator so we can provide agentic AI to companies because we're like an AI company (allegedly) right?? So why are we now partnering with an AI company to bring secure data to governments and all of the sudden bringing only data to the table?? Wasn't the whole point being building AI agents that conform to whatever standards is needed so governments can use them? Now we're just the data source for the AI agent that can be changed at will.
Also, ok sure we have products that this makes sense for. But what about the rest of the products? What about Microfocus products? What data can we provide from for ex. ITOM to feed into agentic AI? A bunch of our products dont even fit the bill here. So where do they fit in the AI data future?
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
What exactly do these guys do? They're always in POC mode, churning out white papers that nobody really reads. Do they actually add any value?.
Link for full data set is below. I am listing 2026 only, there is more data here, you can filter on year, I think there is 800 visas issued.
# Fiserv Solutions, LLC — FY2026 H1B/LCA Salary Summary
## Example Salary Ranges
Fiserv's FY2026 LCA data shows many experienced technology positions in roughly the $130K–$210K range, with higher-level engineering and management positions exceeding $200K. The overall average lower-bound salary is about $137K.
https://h1bhq.com/search?employerSlug=FISERV-solutions-llc
Said he's joining LSEG as their CIO of data and analytics which is the biggest revenue generating arm of LSEG. Good for him
A New York Fed survey reveals that 61% of service firms now utilize AI, a significant increase from previous years. Despite this widespread adoption, AI-related layoffs remain rare, with retraining being the primary adjustment for affected workers. Meanwhile, Gartner forecasts a substantial rise in data center power consumption, driven by AI servers accounting for nearly a third of the load. The European Union is implementing transparency rules for AI systems, while New York City has banned student AI use through eighth grade. These developments highlight the rapid integration of AI across various sectors and the evolving regulatory landscape.
New York
https://buttondown.com/aifootprint/archive/ai-footprint-ny-fed-ai-adoption-gartner-dc-power/
Except data delays have often been because of new reporting metrics being added
Oracle has been adding backdoor to their flagship Oracle Database for decades, whenever a patch is released to secure some kind of authentication hole or other security hole to bypass authentication, Oracle always add more security hole, they have been consistent to ensure someone can authenticate into Oracle products and do stuff like change database, delete database, these will be revealed in the coming month to serve one putpose: Force worldwide banning of Oracle products so the company collapse and take down the whole AI bubble
If you work for Oracle, leave ASAP!
Tracking participants count #general Slack channel in Oracle One workspace, as the fastest available proxy indication of ongoing layoffs.
Limitations of these stats are covered in detail in comments.
I will post daily in comments on the count change and running current month total.
There is a troll trying to impersonate me and post fake Slack stats; protection measures are covered in the first comment.
My public key used to prove identity: ssh-ed25519 AAAAC3NzaC1lZDI1NTE5AAAAIPh3BL62QOGXk95TzS980uSckZd1M5YPGqouR0iHWumB slack-stats
CDO and his cdo s are a joke with no real transformation experience. They replaced one sales guy with another from non banking space. All believe in hero culture no collaboration or empowerment. Frontier banks lead with good data. This team is not it.
Sorry I'm late to posting. I'm the same person who shared OIM database activity from the last RIF. Just seeing the anxiety here is making me sick and sorry for everyone affected. The last detail I can add is that additions to the enqueue table have seemed to stop. Not saying there won't be any more additions, but the activity in that enqueue table which is triggered during these RIFs has stopped. I hope those affected will be alright. Please rest and take care of yourself.
What’s the new one show? The old one showed very minimal data points.
let's get it on!
This could give Vz a huge leg up in PA.
AI/data center gets built ...needs connectivity ... Verizon sells connectivity ... Verizon has to build/maintain the network ...employees do the work.
For Verizon, potential work includes:
Fiber construction — new fiber routes into data centers.
Dark-fiber connections — lighting existing unused fiber or leasing strands.
Optical transport — installing/maintaining DWDM, ROADM and high-capacity equipment.
Central-office work — installing racks, shelves, power equipment, fiber panels and transport equipment.
Circuit provisioning — turning up high-capacity connections.
Testing — OTDR testing, fiber certification and optical testing.
Maintenance — troubleshooting fiber, optics, power and transmission equipment.
Network upgrades — increasing capacity as data-center traffic grows.
Data-center interconnects — connecting one data center to another over Verizon's network.
Enterprise services — businesses located at or around those facilities need dedicated connectivity.
Verizon has a lot of existing dark fiber in Pennsylvania, that's potentially a huge advantage. Verizon also has existing facilities .
Average hours report is broken and they apparently can’t fix it.
So enjoy WFH for the rest of August. If anyone asks why you weren’t in the office, just point to the inaccurate report.
All you need to say is “I was there.”
Can’t argue with the bad data when they’ve already admitted it’s bad.
Funny how we’re expected to trust these reports when they want to enforce RTO or terminate headcount, but when the report doesn’t work, suddenly nobody can figure out how to fix it.
5x RTO: powered by a spreadsheet that doesn’t know where anyone was. Pure genius!
Maybe this Sunday was a deadline for some teams? I'm seeing more deactivations being enqueued in the OIM management databases.
https://georgenoble.substack.com/p/pov-openai-anthropic-nvidia-and-oracle?utm_campaign=post-expanded-share&utm_medium=web
Zillow has reached a new data licensing agreement with Realtracs, an MLS serving agents in six southeastern states. This deal addresses concerns regarding Zillow's use of broker-created data in AI models and market analytics. The agreement includes specific provisions for flagging when an agent triggers listing suppression thresholds. Realtracs had previously identified Zillow as a non-compliant vendor, leading to extended negotiations. This resolution marks an end to a period of stand-off over access to listing data.
Nashville, Tennessee
https://www.onlinemarketplaces.com/articles/zillow-signs-realtracs-data-deal-while-chicago-feed-fight-grinds-on/
USAA’s $250 million contract with IBM to build a Data and AI Center of Excellence (thx AU) is a textbook insider siphon built on premeditated sabotage. Upon taking office, Granddaddy systematically gutted USAA’s internal AI program, creating fake fires to liquidating internal talent to manufacture an operational void. He then hand-picked his personal buddy of 20 years from IBM, Frank, positioning him onto the USAA account just in time to open a $250 million financial pipeline straight to his companion. This was not a strategic vendor selection—it was the deliberate destruction of enterprise assets to funnel a quarter-billion dollars of member money to a personal crony. Never mind the fact that IBM already failed multiple times at effectively deploying AI and we wasted millions of dollars in the process. Now we are losing our brightest data scientists. Can’t wait for the next TH to hear about Granddaddy’s new Ferrari. AU must new kneepads by now.
In the contemporary landscape of Large Language Models (LLMs) and proliferating open-source options, the functional reality of many specialized AI teams has shifted dramatically. What exactly is this role today? Rather than serving as core creators or conducting fundamental research in mathematics or physics, many data scientists operate primarily as system integrators. Their day-to-day operational scope is frequently limited to downloading pre-existing, open-source models from repositories like Hugging Face or Nvidia and deploying them into production environments like AWS. Alternatively, they rely heavily on established agentic frameworks to orchestrate API calls to external LLMs and construct basic operational workflows.
This shift has led many to argue that the "data scientist" title itself has become an operational mismatch, with some suggesting these positions should be renamed to DevOps or Integration Engineers. The criticism stems from a perception that the role has drifted away from true scientific exploration, often resulting in the production of derivative white papers copied from open GitHub repositories or other public sources. With the advent of advanced generative AI and agentic systems, standard software engineering and technology teams are often better equipped to manage, optimize, and scale these integration tasks more efficiently, making the traditional, siloed data science function increasingly redundant.
https://arstechnica.com/tech-policy/2026/06/verizon-sent-man-a-refurbished-phone-with-mdm-then-deleted-his-data-remotely/
Which campuses had already received notices and what are the packages, which grade levels were targeted?
From the earnings release:
Software — revenues of $7.8 billion, up 5 percent:
$M
Hybrid Cloud 1,998
Automation 1,951
Data 1,782
Transaction Processing 2,030
Obviously Hybrid Cloud = Red Hat and Transaction Processing = all the old legacy mainframe SW like IMS, CICS, TPF, etc. But where do some of the other recent large SW acquisitions go? I assume Turbonomic and Apptio go under Automation? Datastax and Confluent go under Data? Where does Hashicorp go?
My sense is that pretty much ALL of the reported SW growth is coming from those 6 relatively recent acquisitions, not anything actually developed at IBM. But I'm curious which of those acquisitions are contributing most.
So how’s the troops enjoying the whacked out new OT Salesforce?
Apart from being unable to quote easily or quickly, needing multiple approvals for list price quotes, an inability to intelligently search for products, processing orders literally like pulling teeth and the data being FUBAR if you are authorised to view it. On a sales tool that we never train people on that’s the backbone of a sales organisation.
it’s all going rather swimmingly don't you think?
Can anyone in the know (VBG I guess?) comment on what Dan said about data centers and selling fiber today? Is this a viable business?
This guy is so full of it. Now he’s saying he’s going to transform central offices to data centers he’s full of it and no one believes him. Stock will go back down next week