Episode Details

This week we discuss Snowflake’s IPO, Forrester’s Multicloud Container Wave and Nvidia buying ARM. Plus, an extensive discussion of what constitutes a breakfast taco.

The Rundown

• IPOs
  • Snowflake shares more than double. It's the biggest software IPO ever
    • Worth more than VMware.
  • Sumo Logic's IPO prices above the expected range
  • Tech investors await IPO bonanza next week, highlighted by Snowflake and Unity, even as market looks shaky
• Multicloud
  • Red Hat Named a Leader in Forrester Multicloud Container Development Platforms Wave
  • VMware Bets On Enterprises Wanting Kubernetes And Virtualization Mashup
  • Simplify Your Approach to Application Modernization with 4 Simple Editions for the Tanzu Portfolio
  • Tiffany’s overview of VMware Tanzu kubernetes stuff.
• ARM
  • SoftBank is reportedly preparing to sell ARM to Nvidia for more than $40 billion
  • Arm co-founder starts ‘Save Arm’ campaign to keep independence amid $40B Nvidia deal
  • Nvidia’s Integration Dreams
  • It’s Official- NVIDIA Acquires Arm For $40B To Create What Could Be A Computing Juggernaut
  • SiPearl Lets Rhea Design Leak: 72x Zeus Cores, 4x HBM2E, 4-6 DDR5
  • AWS is bursting with pride for its Arm CPU cores – so much it’s put them behind a burstable instance type

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