Analyzing nuggets from Microsoft Ignite + Google Cloud Next

theCUBE Breaking Analysis + upcoming broadcasts [Analyzing nuggets from Microsoft Ignite and Google Cloud Next]( The past week was a big one for cloud providers, with market titans Google and Microsoft revealing new cloud visions during their annual conferences. In this week's [Breaking Analysis]( theCUBE industry analyst Dave Vellante  unpacks “the immense amount of content presented by the chief executives of Microsoft and Google Cloud” and evaluates their statements in light of survey data from Enterprise Technology Research. Keynote highlights “Doing more with less” was the key theme for Satya Nadella’s keynote address, as the Microsoft CEO outlined Azure’s strengths as a platform to support digital business. Alongside announcements of collaborations, new features and products, Vellante spots a handful of dubious claims in Nadella’s speech, enlisting the help of industry expert Sarbjeet Johal for a comprehensive breakdown. “We agree Microsoft is trusted and ubiquitous cloud – but don’t quite agree that is “the” one and only,” Vellante said about one keynote slide claiming that “Azure is the trusted ubiquitous computing platform for all organizations and workloads.” Ultimately Vellante challenges Microsoft to better back up such statements and ultimately questioning “what else in his excellent keynote was real and what was hyperbole.” Vellante then turns to Google Cloud Next and CEO Thomas Kurian’s keynote. The discussion of a “shared fate” security model (as opposed to Amazon Web Services Inc.’s shared responsibility model) where Google takes an active stake in its customers’ security posture “appears to be a clear shot across AWS’ bow,” Vellante states. Shifting cloud priorities Using ETR survey data, Vellante moves on to analyze the positions of Microsoft and Google within the four major cloud markets of infrastructure-as-a-service, business intelligence/analytics, database/data platforms, and collaboration software before wrapping his analysis with an overview of the cloud computing market.  Referring to the megatrend of building value on top of hyperscaler platforms, covered on theCUBE and SiliconANGLE as [the rise of supercloud]( Vellante states: “There’s little question in our minds that the next decade of cloud won’t be like the last and that building value on top of hyperscale infrastructure is fundamental to digital transformations.” 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]( We're live today! Join theCUBE at AnsibleFest Oct. 18-19, theCUBE will be in Chicago for the first in-person AnsibleFest since 2019. Join us for keynote analysis and firsthand insights from the Ansible community, streaming live from our roving news desk, theCUBE. [Read more]( siliconangle.com [What's next for Dell?]( what their CFO told us]( Dell Technologies has been in the front carriage of the roller-coaster ride that has been the past 40 years of information technology history. With the spin-out of VMware, the company is once more reimagining its place within the IT market.  During the recent “[Dell Technologies Summit 2022]( event, leaders from across Dell’s divisions joined Dave Vellante to answer the question “What’s next for Dell?” Read Dave Vellante’s [Breaking Analysis take]( on Dell’s post-VMware future. Plus, catch up on what Dell EVP and CFO Tom Sweet [had to say]( about Dell’s bullish market outlook, ISG President and GM Jeff Boudreau’s [plans for tackling]( multicloud complexity, Product Marketing SVP Sam Grocott’s [insider insights]( on Dell’s edge computing strategy, and Chief HR Officer Jenn Saavedra [speaking on]( how Dell is transforming its workplace culture to retain and  attract top talent. Watch the event videos on-demand via the [Dell Technologies Summit exclusive event site,]( or stream the entire event on [theCUBE’s YouTube channel](. [Catch up on demand!]( [What to expect at KubeCon + CloudNativeCon 2022]( The excitement is growing as theCUBE’s coverage of [KubeCon + CloudNativeCon 2022]( gets ready to kick off on Oct 26. [Join us]( for our seventh year attending the biggest event in the open-source community’s North American event calendar. We’ll be reporting on [the evolution of open source]( in the enterprise with a focus on container security, [reducing Kubernetes complexity]( and edge deployment, as well as looking at key use case examples, sharing behind the scenes stories, and checking the community’s reactions to breaking news and announcements. A fresh take on KubeCon 2022 In [her debut]( as a host for theCUBE, tech entrepreneur and member of the Forbes 30 Under 30 in Consumer Tech, Savannah Peterson will be joining theCUBE’s industry analysts, bringing her “Savvy Millennial'' POV to our exclusive interviews and analysis segments.[ ]( Join Peterson, Lisa Martin, John Furrier and the rest of theCUBE analyst team at KubeCon + CloudNativeCon, live from Detroit Oct. 26-28.  [Follow theCUBE's coverage here]( [Top News: Editors' Picks]( [Apple reportedly freezes deal to buy chips from China's YMTC amid export bans]( - [Apple Inc. is reported to have put on hold plans to use memory chips from Yangtze Memory Technologies Co. Ltd. in light of recent U.S. sanctions on exporting technology to Chinese companies.]( - [Citing multiple sources, Nikkei Asia reported today that the move by Apple is a sign that Washington’s crackdown is creating a chilling effect down the supply chain.]( - [Although restrictions on technology exports to China are not new, the latest round of bans first emerged with new restrictions on artificial intelligence chips in early September. Forward to early this month, and new widespread restrictions on the sales of chips and chip production equipment to China were announced.]( [Report: Intel to drop Mobileye IPO valuation to under $20B]( - [Intel Corp. is reported to be reducing its planned valuation for the initial public offering its Mobileye Global Inc. self-driving car unit amid an ongoing slump in public stock listings.]( - [The Wall Street Journal, citing people familiar with the matter, reported today that Mobileye, first reported in March to be going public at a $50 billion-plus valuation, has had its IPO valuation cut to under $20 billion. The most recent figure for Mobileye’s IPO was a valuation of $30 billion on Oct. 3.]( - [Intel is also said to be planning to sell fewer shares in the IPO than originally planned. The idea behind holding back Mobileye stock is claimed to be part of a plan by Intel and its advisers to drum up interest that will push up the shares after they start trading.]( [Coming up on theCUBE!]( Oct. 18: Part 2 of “A BluePrint for Trusted Infrastructure” Securing modern virtualized infrastructure requires more than bolt-on solutions. On Oct. 18, during episode two of the “[A Blueprint for Trusted Infrastructure]( event, experts from Dell Technologies' Infrastructure Group [join theCUBE]( to dive deeper into how Dell Trusted Infrastructure works.  [Register today]( to join the discussion on how servers, networking components and hyperconverged infrastructure can play a critical role in enterprise security. And you can [catch up]( on what happened during [episode one]( with theCUBE’s on-demand replays. Oct. 18-19: Live from AnsibleFest Automation is the secret to frictionless digital transformation, according to Red Hat. And the enterprise agrees, with Gartner [predicting that 70%]( of companies will have implemented some level of infrastructure and operations automation by 2025.  [Join theCUBE's]( coverage of [AnsibleFest on Oct. 18-19]( to hear breaking news from Red Hat’s Ansible Automation Platform team and gather insights from the open-source automation community. [Register now]( on theCUBE’s AnsibleFest event site. Oct. 20: Go 'Cloud Native at Scale' Building a cloud-native platform involves important strategic decisions. Get them wrong, and you risk complexity chaos, insecurity nightmares and spiraling costs. On Oct. 20 during theCUBE’s “[Cloud Native at Scale]( event, Kubernetes-as-a-service experts from Platform9 will provide CIOs and other IT execs with insights and best practices for cloud-native operations. [Mark your calendar]( for 9 AM PT on Oct. 20, and [watch live]( with theCUBE. 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