Sarbjeet Johal
@sarbjeetjohal
30 yrs in #SiliconValley #Cloud, #Analyst, #GTM, #Coder, Economist, Storyteller, Speaker, Investor. EX: @OracleCloud @Rackspace @VMWare #DelEMC @VISA
AWS Summit NYC, Analysts’ Take: It was great to sit with @dvellante last evening during #AWSSummitNYC to talk about the announcements made by @awscloud this week, how AWS is progressing their agenda wrt market needs and the implications of the latest moves. This clip pertains…
Tariffs are hurting many businesses and helping some. @Amazon is gaining as their cheaper alternate, Chinese outlets and drop-sippers trim down. AMAZON is up around 8.5% in last one month.
This is a deep discussion about all things AWS from @NYSE during #AWSSummitNYC, last week! Thanks @RealStrech and @furrier! The best coverage of tech events is on @theCUBE. Period!
New Video 🎥 and Article 📰 : At the recent AWS Summit in New York, and theCUBE + NYSE Wired perch, one theme was loud and clear: AI agents and data platforms are reshaping the enterprise stack. 🧠 AWS showcased how Bedrock Agent Code, Nova models, S3 vector buckets, and…
Just in time for @Google and @Tesla earnings tomorrow, Ray Wang, @rwang0 gives his bold and throught provoking remarks on Bloomberg. Here is a small clip from that discussion 👇🏽 Link to full segment: bloomberg.com/news/videos/20…
Whoa 😳! It’s music to Jensen’s ears! cc @dvellante @Craw @furrier @hasantoxr @RealStrech @efipm @cleartechtoday @AkwyZ
The @xAI goal is 50 million in units of H100 equivalent-AI compute (but much better power-efficiency) online within 5 years
One of my industry friends and a prolific technology educator, @SaiyamPathak took a stab at #Kiro (pronounced as kee-ro), @awscloud’s native IDE for writing software in Agentic era. He kinda liked it. A must watch, IMO. Kiro hasn’t been out even for a month and developers are…
Interesting, you talked about Kiro and yesterday only I dropped a video on Kiro youtu.be/V3lA2IkpiIE?si…
Don’t @satyanadella say ENGLISH?
If you could swap programming languages for a bit, which one would you try? 👩🏫
A glimpse of cabling in modern AI data centers. @xai @nvidia #GB200
Cable pr0n of @xAI GB200 servers at Colossus 2
GM crushing me today! Down 7% after earnings this morning. GM reports $1.1 billion tariff impact as automaker works to 'greatly reduce' exposure. A CNBC report from @amccadd: cnbc.com/2025/07/22/gen…
Clout wars: Jensen Huang eclipses Elon Musk and Tim Cook in Washington. A CNBC story: cnb.cx/44PCSdS
May 8, 2025, at @NYSE WIRED - @TheCube studio with @dvellante and Simon Chan of @FirsthandVC. cc @furrier @RealStrech @bjbaumann2014
Current AI FOMO is much bigger than the Cloud FOMO of the past.... Gartner is predicting a 7.9% increase in global IT spending to $5.43 trillion in 2025.
Amazon quietly plans to offer customers a convenient new service 📡 Amazon is planning to roll out three different tiers of satellite internet service: one that delivers speeds of up to 100 megabits per second, another with a standard antenna and downlink speeds up to 400 mgbs…
AWS Summit NYC: During the big pivot to AI, even B2C vendors like Facebook/Meta have been enticing enterprise developers to use their Large Language Models, tools, terminology, and that is convoluting the B2B vendors' messaging to their customer-base. This snippet is a part of my…
'NYSE Elite Tech 100' Index will debut later this month (July 2025). NYSE Elite Tech 100 Index is designed to offer a more precise solution for investors looking for a purer technology leaders benchmark. The new index will include companies listed on all U.S. exchanges,…
Amazing! Rightscale was building the elasticity layer of the Cloud. We at Rackspace (#2 Cloud back then) wanted to buy Rightscale. Rightscale didn’t buzz. The fact is, when you are just a part of the solution, you can’t stay independent for long and there’s a limited time-range…