At Commvault SHIFT 2024, The Futurum Group’s Daniel Newman and Patrick Moorhead sat with CEO Sanjay Mirchandani, who discussed Commvault’s strategic pivot towards a cloud-first approach in cyber resilience. This shift involves key acquisitions, such as Appranix and Clumio, and new partnerships with AWS and Google, aimed at enhancing cloud data protection and recovery. Mirchandani also introduced the concept of “Continuous Business,” highlighting its distinction from traditional business continuity by emphasizing ongoing readiness and adaptability in a dynamic digital landscape.
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2:57 – Chip Boom Continues with Record-Breaking Demand
Global semiconductor sales jumped 20.6% year-on-year in August 2024, reaching $53.1 billion, with the Americas leading the growth at 43.9%, driven by AI, cloud computing, and automotive demand. Despite the strong recovery, supply chain disruptions and ongoing US-China geopolitical tensions pose significant risks to the industry. While export controls and national security concerns remain, the sector is expected to continue rebounding due to persistent demand across multiple sectors.
Read More: Global semiconductor sales up 20.6% to record $53.1B as trade wars rage on
5:47 – Accenture Pushes Agentic AI Built on NVIDIA
Accenture is positioning itself at the forefront of the emerging agentic AI wave by expanding its partnership with Nvidia to leverage advanced AI capabilities within its operations. The company is launching the Accenture Nvidia Business Group, which will employ an “army of agents” to tackle complex workflows, enhance efficiency, and deliver customized solutions for clients. While agentic AI presents significant opportunities for innovation, Accenture acknowledges the challenges of data security, ethical considerations, and the necessity for human oversight as these systems become increasingly autonomous.
Read More: Accenture Melds Smarts and Wares with NVIDIA for Agentic AI Push
10:53 – AMD AI Chips to Challenge NVIDIA
AMD announced the release of its MI325X AI accelerator in 2025, followed by the MI350 series, which will feature 256GB of memory and 6TBps throughput, surpassing NVIDIA’s H200 series. Additionally, the company introduced the AMD Pensando Pollara 400 Ethernet accelerator and a new 5th Gen EPYC processor that improves performance by up to 17%, while CEO Dr. Lisa Su stressed the importance of leveraging open-source software and building an ecosystem around the ROCm stack to compete effectively in the market. For more on this story, let’s bring in Techstrong.ai’s Mike Vizard to discuss what this means.
Read More: AMD Extends AI Accelerator Lineup to Challenge NVIDIA
13:22 – Geopolitics’ Impact on Digital Infrastructure
In his latest column on Every.to, Gareth Edwards explores the British government’s decision to transfer sovereignty of the Chagos Islands to Mauritius, an event that will lead to the retirement of the widely used .io domain suffix in the tech and gaming industries. This geopolitical shift highlights the interconnectedness of global politics and digital infrastructure, as the Internet Assigned Numbers Authority (IANA) prepares to eliminate the “IO” country code, impacting numerous existing websites. Citing historical precedents like the fall of the Soviet Union and the breakup of Yugoslavia, Edwards cautions tech founders to consider the implications of their domain name choices, as real-world events can significantly affect the digital landscape.
Read More: The Disappearance of an Internet Domain
16:53 – Cisco sells their stake in Rubrik
Cisco has sold its nearly $6 million stake in cybersecurity firm Rubrik, following the company’s April IPO. Despite the sale, the two companies maintain a strategic partnership, with Rubrik joining Cisco’s SolutionsPlus program in August, making its products available on Cisco’s Global Price List.
Read More: Cisco sells stake in cybersecurity firm Rubrik – report
20:49 – CTERA’s Data Intelligence Enhances GenAI with File Data
CTERA has launched its Data Intelligence offering, designed to enhance retrieval-augmented generation, or RAG, by linking cloud file services data to chosen GenAI models, providing real-time private context to improve response accuracy. CEO Oded Nagel highlighted that the service enables organizations to securely integrate their proprietary data with AI, delivering relevant insights while maintaining data privacy, through features such as semantic engines, identity-based access, and customizable virtual assistants. CTERA’s solution supports both on-premises and cloud deployments, addressing challenges related to unstructured data and facilitating effective AI interactions within enterprise environments.
Read More: CTERA launches Data Intelligence to link file data to AI models
25:28 – Commvault Shift’s Cyber Resilience for the AI Era
At Commvault SHIFT 2024, The Futurum Group’s Daniel Newman and Patrick Moorhead sat with CEO Sanjay Mirchandani, who discussed Commvault’s strategic pivot towards a cloud-first approach in cyber resilience. This shift involves key acquisitions, such as Appranix and Clumio, and new partnerships with AWS and Google, aimed at enhancing cloud data protection and recovery. Mirchandani also introduced the concept of “Continuous Business,” highlighting its distinction from traditional business continuity by emphasizing ongoing readiness and adaptability in a dynamic digital landscape.
Read More: Shifting to Cloud-First Cyber Resilience with Commvault
Gestalt IT Live Blog: Commvault Shift 2024 Live Blog
As we discussed on the September 25th episode of The Rundown, Commvault announced the acquisition of Clumio. This integration, which will launch later this year, aims to accelerate Commvault’s vision of a resilient, cloud-first enterprise by leveraging Clumio’s expertise in AWS to bolster cyber recovery and resilience for customers and partners.
Read More: Commvault Acquires Clumio and Extends Cloud Resilience Capabilities on AWS
Commvault announced significant updates including full availability of its Commvault Cloud platform on AWS, support for Google Workspace protection, and a partnership with Pure Storage to help financial customers comply with the EU’s Digital Operational Resilience Act (DORA), which comes into effect in January 2025. The new offerings, such as Cloud Rewind and the Cyber Resilience Dashboard, aim to enhance cyber resilience by enabling rapid recovery from cyber incidents while ensuring that applications and data are restored efficiently and securely across multiple cloud environments.
Read More: Commvault expands cloud and cyber resilience solutions, including Cloud Rewind
38:51 – The Weeks Ahead
Security Field Day 12 – October 16 – 17
Cloud Field Day 21 – October 23 – 24
Networking Field Day 36 – November 6 – 7
Gestalt IT and Tech Field Day are now part of The Futurum Group.
The Gestalt IT Rundown is your look at the IT news of the week. Be sure to subscribe to Gestalt IT on YouTube for even more weekly video content.
