Nauman Noor
banner
naumannoor.bsky.social
Nauman Noor
@naumannoor.bsky.social
As we go into re:Invent 2025, big question: Will AWS double down on GenAI or broaden focus?

2023: 2,050 ███████████████
2024: 2,200 █████████████████ +7.3%
2025: 2,266* █████████████████▓ +3.0%

How do you prioritize AWS capabilities to adopt vs. just monitor?

#AWS #CloudComputing #reInvent2025
November 28, 2025 at 12:04 PM
Looks like Azul is going to be going into maintain mode pretty soon - Has OpenJDK movement killed its commercial premium? #java
Thoma Bravo acquires a majority stake in Java platform Azul, which received a $340M majority investment from Vitruvian Partners and Lead Edge Capital in 2020 (Chris Metinko/Axios)

Main Link | Techmeme Permalink
November 22, 2025 at 8:29 AM
Palo Alto Networks acquired CyberArk ($25B) and Chronosphere ($3.35B) in 120 days.

Full breakdown of why architecture >> strategy in M&A 👇

www.linkedin.com/pulse/28-bil...

#PaloAltoNetworks #Cybersecurity #CloudNative #MergersAndAcquisitions #Observability #CyberArk #Chronosphere
November 22, 2025 at 8:26 AM
Check out my latest article: The $2.4B Warning: Why Google Hired Windsurf's Team Instead of Buying the Company linkedin.com/pulse/24b-warn… via @LinkedI#AIcodingn#DeveloperToolsl#ProductStrategyg#FrontierAIAI#LLMsMs
July 13, 2025 at 4:48 AM
Is the #GenAI fueled cloud consumption cooling down? #MSFT cancelling smaller data center builds may foreshadow looping capex pullback substack.com/@naumannoor/...
Nauman Noor on Substack
Looks like Microsoft is adjust its capex plans given potential overcapacity issue in terms of cloud demand (or perhaps GenAI) - posted on Twitter with screen shot of the posters’ inference as well as ...
substack.com
February 23, 2025 at 8:21 PM