How is AI impacting staff-IT company operations? CISO's say AI is attacking! Then, more on the VMware battles (KVM, VMware, Nutanix), and HPE Morpheus in the mix. What is happening with Balkanization in the cloud? And a sneak peak at Dion's latest CIO Insight studies.

Keith and Camberley cover the latest tech notions from the events of the last few weeks, including Tech Field Day on AI, IBM Think and Nutanix .NEXT. Then, reflections on VMware migrations, OpenAI country plans and investments in IBM Quantum.

On this week’s episode of Infrastructure Matters, we unpack a flurry of headlines shaping the enterprise tech landscape. ServiceNow, SAP, and HPE all post solid earnings, while Google Cloud continues its impressive streak with a 28% year-over-year growth. Dion Hinchcliffe flags a sobering report from AlixPartners warning that over 100 public software firms are on the brink of disruption by AI-native challengers and hyperscalers. We also cover Oracle’s cloud security concerns, the EU’s massive $200B InvestAI initiative, and Nvidia’s jaw-dropping $500B U.S. AI infrastructure plans with partners TSMC and Foxconn. Plus, Dell refreshes its storage portfolio—from PowerEdge to PowerStore—to better serve emerging AI workloads, and we close with highlights from the latest DORA AI report.