As the tech tide recedes, all sectors feel the pinch

theCUBE Breaking Analysis + upcoming broadcasts [As the tech tide recedes, all sectors feel the pinch]( The recession has finally impacted the information technology market, as “virtually all tech companies have expressed caution on their respective earnings calls,” reports Dave Vellante in [this week’s Breaking Analysis column]( In the weaker climate, it’s even more important to analyze the data and know which firms can weather the storm and come out the other side stronger, according to Vellante. Feeling the pinch In his breaking analysis, titled “[As the tech tide recedes, all sectors feel the pinch,]( Vellante shares a high-level view of the spending squeeze across almost all sectors; highlights companies that are still showing strong momentum and relatively high spending velocity on their platforms; and reveals how one senior technology leader in the financial sector sees the competitive dynamics among Amazon Web Service, Snowflake and Databricks. Spending data has shown the “Big Four” of cloud, containers, artificial intelligence and robotic process automation riding high for months. But the latest figures from ETR show ML/AI and RPA spend decelerating.  “Our premise was they are more discretionary than other sectors,” Vellante states. “The Big Four is now the Big Two – cloud and containers.” Check out Vellante’s [full report]( and catch up with the entire Breaking Analysis column on [SiliconANGLE]( and [Wikibon](. You can also [watch Dave’s analysis on YouTube]( or listen as a [podcast](. [Read the full report]( [The future of procurement has changed]( Alliances within cloud ecosystems can be a distribution multiplier for some independent service vendors, as the major platform providers balance incentives with scale in today’s digital-first economy.   For Amazon Web Services, that balance could come in the form of a streamlined global partner network, now combined with the AWS Marketplace. How will software be bought and managed? “Marketplace, and the future of procurement -- how software will be bought, implemented and deployed -- has changed, ” according to theCUBE analyst John Furrier. In a one-on-one with Chris Grusz, director of business development for AWS Marketplace, Furrier drills into the latest developments from this massive ecosystem and how the confluence is driving growth. What began as a self-service, machine-image business evolved to incorporate more software-based solutions and support for containerized applications. Fast-forward a few years and AWS was able to design its Marketplace offers to coincide with ISVs’ private discounts, thanks to the co-selling capabilities of the AWS Partner Network. "We had these two organizations that were parallel. We said 'this is going to be better together," Grusz explained. "It's going to simplify, and we can use Marketplace private offers as part of that co-sell experience and really feed the automation layer for our ISVs."  Check out theCUBE's complete coverage of the news coming out of the “[AWS Marketplace Seller Conference]( and get full written coverage on the[SiliconANGLE event page here](. [An existential mission for robotics process automation]( “Go big or go home” is the mantra for robotics process automation leader UiPath Inc. as it makes the move from tool-set provider to enterprise automation platform. It’s “an existential mission” for the company, [according to]( theCUBE industry analysts David Nicholson and Dave Vellante, who covered the [UiPath Forward]( event live from Las Vegas last week as the company faces market uncertainties head on with new leadership. How UiPath can forge ahead The two Dave’s welcomed UiPath CEO [Daniel Dines]( to theCUBE’s livestreaming studio during the event, alongside the newly appointed co-CEO Robert Enslin. “We instantly clicked,” said Dines, who was looking for a partner to share the burdens of expanding UiPath’s customer base. The presence of Enslin, as well as new CFO Ashim Gupta, who brings financial and go-to-market expertise, delivering the “adult supervision” Vellante believes UiPath should have had before its initial public offering. “The IPO has not gone well, but they’ve hit a billion dollars in annual recurring revenue. There aren’t a lot of companies that have hit a billion dollars in ARR that quickly,” Vellante stated. But the one thing about UiPath is they’ve been very successful at penetrating customers … and the key is going to be to keep servicing the customers.” In case you missed [theCUBE’s live coverage]( there’s still time to [watch in full]( or choose your personal highlights on theCUBE’s [UiPath Forward website](. [Follow theCUBE's coverage here]( [Top News: Editors' Picks]( [Elon Musk reportedly offers to proceed with $44B Twitter acquisition and stock jumps]( - [Elon Musk has reportedly offered to proceed with his pending acquisition of Twitter Inc., which the Tesla Inc. chief executive previously sought to scrap.]( - [According to the sources, Musk offered to purchase Twitter for $54.20 per share, the price set in his original acquisition proposal. The offer values the social network at $44 billion. Shares of Twitter jumped more than 12% on the news yesterday before trading was temporarily halted, and they closed up more than 22%.]( - [The deal first faced obstacles in May, with Musk putting the deal on hold under accusations of Twitter being in "material breach of multiple provisions" of the acquisition agreement. In response, Twitter filed a lawsuit with the Court of Chancery of the State of Delaware](. The case is ongoing. [Samsung announces plans to mass-produce 1.4-nanometer chips by 2027]( - [Samsung Electronics Co. Ltd. has announced an aggressive roadmap for its most advanced chips, saying it will deliver transistors measuring just 1.4 nanometers across by 2027.]( - [The new roadmap suggests Samsung will at least match the pace of development of its rival Taiwan Semiconductor Manufacturing Co., which is also set to begin production of three-nanometer chips later this year. By 2025, TSMC also plans to shift to a two-nanometer process. Beyond that date, it hasn’t announced any plans.]( - [TSMC is far and away the biggest player in the industry, expected to command market share of around 64% this year, according to a forecast by International Business Strategies. However, in terms of the most advanced chips that are made using a five-nanometer or smaller process, TSMC’s share of the market extends to 90%, with Samsung making up the remaining 10% of sales.]( IBM merges its data storage with Red Hat's: Experts weigh in IBM Corp. is making big changes to its data storage services, revealing plans to bring Red Hat Inc.'s storage products and associates under the "IBM Storage" umbrella. Industry watchers were united in their belief the changes would benefit customers. [Read more]( siliconangle.com [The view from within the CIO's ecosystem]( Oct. 11: Join theCUBE at IFS Unleashed Every organization wants to unleash its full potential and differentiate through service, but most don’t know how. On Oct. 11, theCUBE will feature use-case examples on maximizing efficiency and keeping customer satisfaction levels high at[the IFS Unleashed event]( Join theCUBE’s exclusive[IFS Unleashed coverage]( and tune in on Oct. 11 to hear use-case examples for supply-chain security, how IFS is managing scaling challenges, and the latest innovations in industrial and financial systems, service management and enterprise resource planning software. Oct. 12: Smoothing the path to hybrid cloud Hybrid has become the default cloud model, and companies that haven’t already adopted a hybrid cloud strategy probably need to do so as soon as possible. On Oct. 12, theCUBE presents a special event: “[Accelerate Hybrid Cloud With Nutanix and Microsoft]( Learn about the importance of the Microsoft-Nutanix partnership and how the Nutanix Cloud Clusters on Azure solution helps organizations simplify and accelerate their hybrid cloud experience.[Add this free event]( to your calendar today! Oct. 13: The data security disconnect There’s a major disconnect between data protection plans and[the reality]( of the threat landscape, according to new survey findings from IDC. On Oct. 13, Druva joins theCUBE to discuss “[Why Ransomware Isn’t Your Only Problem]( in a special event focused on the tools, solutions and best practices for strengthening an organization’s data resiliency.[ ]( [Add the date]( to your calendar, and join IDC's Research VP Phil Goodwin and Druva's data-resiliency experts at the free event. [Follow theCUBE's upcoming broadcasts!]( SiliconANGLE Media Inc. | [SiliconANGLE.com]( [View as Webpage]( [[Twitter] ]( [[YouTube] ]( [[LinkedIn] ]( SiliconANGLE Media Inc | 5 Mount Royal, Suite 280, Marlborough, MA 01752 [Unsubscribe {EMAIL}]( [Update Profile]( | [Constant Contact Data Notice]( Sent by communication@siliconangle.com powered by [Trusted Email from Constant Contact - Try it FREE today.]( [Try email marketing for free today!](