Another Round of Layoffs for Intel as they Streamline || Tech Field Day Rundown: April 30, 2025
Intel is still looking to smooth out their operations under new CEO Lip-Bu Tan. The announcement came last week that Intel is going to be cutting more positions. Initial reports rumored that it could be as much 20,000 employees but CFO David Zinsner refuted that number last Friday. Instead, each department will assess their structure and decide whether to cut positions or offer voluntary packages. Zinsner cautioned that not all buyout offers would be accepted. Additionally, early retirements would not be offered, as previously these had led to other issues in the long term. This and more on the Tech Field Day News Rundown.
Time Stamps:
0:00 – Welcome to the Tech Field Day News Rundown
1:36 – Native Sidecars Land in Kubernetes 1.33
5:39 – Q-CTRL Reveals Quantum Navigation System
10:24 – TSMC Launches A14, Targets AI Speed
14:06 – Factory Settings added to Commvault’s Cleanroom Recovery
17:46 – Safeguarding NATS and Open Source
23:13 – HPE Expands Cybersecurity Across Platforms
26:54 – Another Round of Layoffs for Intel as they Streamline
33:44 – The Weeks Ahead
36:17 – Thanks for Watching
Hosts:
Tom Hollingsworth: https://www.linkedin.com/in/networkingnerd/
Stephen Foskett: https://www.linkedin.com/in/sfoskett/
Alastair Cooke: https://www.linkedin.com/in/alastaircooke/
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Transcript
Kubernetes pours a sidecar quantum navigation, T SMCs A 14 AI process. We're gonna reset some things to factory defaults. CCF stops a release, HPE gets even more secure.
And then we're gonna take a look at some of Intel's future layoff plans in this episode of the Tech Field Day rundown. Hello everyone, and welcome to the Tech Field Day rundown. Today is April the 30th, 2025.
And, uh, I have a, a confession. It's, it's actually three days in one that are all slightly related 'cause it is National Oatmeal cookie Day. It is National Raisin Day.
You can see how those things are related, uh, and it's, uh, national Honesty Day. And, uh, honestly, uh, oatmeal raisin cookies get a bad rap from pretty much everybody out there. Uh, so yeah, there we go.
Uh, leave your comments in the, uh, in the video below. If, uh, you believe that oatmeal raisin is a superior form of cookie, because the superior form of co-host is joining me today. Mr.
Alistair Cook. Al, how are you today? Well, today is an awesome day.
Uh, there's a lovely storm raging outside, and I believe you've got a storm as well. So we're sharing weather for a change. Uh, that of course brings us to something that neither of us are overly concerned about, which is National Hairstylist Appreciation Day.
This wind is clearly not appreciating your hairstylist. Unfortunately, it is not. But what we do appreciate around here is a lot of great news stories, and it's, it's been a fun week as we're wrapping up April, and we've had some stories that we want to take a look at, some fun stuff and honestly, some not so fun stuff.
But we'll get to that part towards the end. First thing we wanna do is kick off with some news about everybody's favorite container that isn't named Tupperware. 33 now includes native support for sidecar containers, which makes it easier to manage and deploy them alongside apps.
This update also improves routing, pod placement and storage handling while adding some new features for security and resource management. Al, I guess the biggest question that I have about this is, are we gonna be able to find all the Kubernetes lids for these sidecars? Well, hopefully you'll end up with matching lids and sidecars along the way, uh, as, as we want to keep our containers secure with those lids on them.
Uh, sidecars are, are a really important characteristic of Kubernetes and, and, uh, a really common pattern for building container-based applications, uh, for those who haven't come across them. The issue with containers is that they hold a single process. And so where you need maybe an, an additional process to send logging messages or another process to handle maybe some sort of data delivery, uh, this is achieved in Kubernetes through this concept of a sidecar.
Uh, there's another container that runs inside a portal alongside the one that's running your application. And you can imagine that quite often there's a dependency that these sidecars need to start up before the application starts up. And that's the big change, is that there's built in support for that in Bernet rather than every customer needing to build their into their own application.
Maybe that application having to retry until the sidecar is up and having this dependency mapping essentially inside the pod is really very useful and reduces effort by, uh, large numbers of customers who are using sidecars extensively. Uh, I think it's a, a recognition that this has been a point of paying for many customers, that dependency management, and it's required lots of customers to solve the same problem, which to me always indicates there there's a feature missing in the product. There's some other cool things in this.
Um, as you mentioned, there's pod placements, things that are, uh, oriented towards places like cloud providers. We have multiple regions and, uh, multiple, uh, data centers within a single region. And there's some awareness and traffic being sent within the actual, um, what AWS would call an availability zone within the data center.
So you're not being hit with charges from moving traffic unnecessarily between those, those, um, availability zones. I would also flag that this continues, um, an interesting challenge that customers have. Enterprise organizations struggle with a pace of change in Kubernetes.
Kubernetes is relatively now for a cloud native application. It's actually slow moving. There's only three releases a year, but there are three releases a year to stay up to date.
And there are significant challenges for organizations that have standardized on Kubernetes, but not standardized on where that Kubernetes runs. And so they might have some Kubernetes and AWS some on premises, some running in Google, some running in Azure, some running in a service provider as well. And there are some complexities around getting everything to be at the same version.
It's not like you can simply apply the same service pack across all of the operating systems because you don't control the operating systems. And of course, new features are only available once the underlying Kubernetes platform has been updated. Now, good news is most of the providers have a pretty fast cadence of catching up with the, the latest release of Kubernetes and their underlying platforms.
But then there's sometimes some challenges about getting new versions of the Kubernetes agents or all of of the other components or of the operators and so on, getting deployed out, uh, to all of your worker nodes. So although it's relatively slow for a cloud native platform, that three releases a year can be quite challenging for enterprise organizations to get the best value out of these updates to Kubernetes. 33, always like seeing open source products with a one at the beginning of the version number, um, means that they're actually fit for use.
Um, Kubernetes of course has been awesomely useful for a lot of organizations for a long time. An Australian company just over the pond from us, or as we like to call it here in New Zealand to the West island. Uh, an Australian company Q Control has launched Ironstone Opal.
It's a, a, uh, compact quantum navigation system, Hmm, outperforms GPS and it uses the earth's magnetic field in some really funky sensing rather than using the geostationary satellites. Uh, highly accurate, really useful in the many GPS denied areas. And we've seen cases of real problems with GPS jamming and, um, provided getting it in the way of our universal expectation to know where the heck we're, uh, much high precision in in their testing, uh, small enough to be used on drones and vehicles and for defense use.
Uh, Tom, as you are heading out into the backwards, do you think you'll be using Einstein Uncle? Uh, I probably can't afford it at this point, and that's probably gonna be the biggest thing we're gonna have to deal with here. So I dug into this a little bit 'cause it had quantum written all over it, so obviously I have to talk about it.
Here's the thing. Um, QTR took a quantum magnetometer, and they are, that's, that's the little cassette thing. It's, uh, probably about yay big.
I, I don't know what this is in science units. It's, it's this big. And what it does is it detects subtle variations in the earth's magnetic fields at specific points all around the globe.
So essentially what it's saying is, is that if you drop one of these magnetometers anywhere on the planet, it can read the magnetic field and tell you where you are. Okay? That's not true.
The magnetometer can tell you the reading of the magnetic field. What needs to happen then is you are going to have to have advanced denoising capabilities to basically, uh, filter out all the junk. And then there is map making software that co control makes that will tell you based on the reading that you got from the magnetometer where you are now, if you read through a lot of the stuff out here, and I'm not talking about the press release, the crew control put out, I'm talking about like the RVX paper that they put out and all the other stuff.
They are not at this time saying that this is a replacement for GPS. It's a backup for GPS. And the key thing that is valuable to them is that it is a passive system.
So everybody I hope at this point knows that GPS works by you walking outside with a GPS receiver. And if you can get in a lock on three to four satellites, then you know where you're at, or more appropriately, your sensor knows roughly where you're at based on the times delay that you, you get going to the satellites, that's great, but you can jam satellites. And we've seen that is becoming a bigger deal now because you've got, um, you know, the US has one, uh, set of GPS satellites, uh, uh, Europe uses, I believe Magellan, which is a different set, Dan, or operate a little bit.
And then you have, uh, Russia uses its own set of GPS satellites. And a fun fact, the reason why we have publics, we learned about GPS in like 180 3 and it really didn't come become commercially viable, I would say, until the late nineties, early two thousands. So that's 20 something years, 15, 20 years before that technology became commercially viable.
We are just learning about this quantum GPS technology. Don't get me wrong, it is absolutely cool, but the cost is probably gonna be off the charts right now. So here's what I expect is gonna happen because there's already reports that Lockheed Martin is working with Q Control as a supplier to provide, uh, this as an assistance for, um, devices and things that are operating in GPS jammed areas.
You should just read that as defense applications and bright, uh, neon letters. These are gonna go inside of Humvees, these are gonna go inside of jets, and these are gonna go inside of things that jets shoot at Humvees missiles, bombs, whatever, because that's important for precision work. We might see something like this, maybe two or three revisions down the pipe, so don't check out your GPS receiver yet.
I'm not gonna strap one of these quantum magnetometers to my, my back while I'm out on a run. Just know that they're working on advancing this technology and making it jam proof, making it cloud proof, making it indoor proof. Um, but remember that just like any good science experiment, being able to buy this at Best Buy is probably still a decade or two away.
TSMC has announced its upcoming a 14 line of chips, which is expected to be publicly available in 2028. They're gonna offer 15% better performance and 30% lower power usage compared to the future in two chips. The company also introduced system on wafer X, which, uh, is not something that they're trying to do to be more extreme, but it's in fact a new technology that combines multiple large chips with memory and optical connections for advanced AI workloads.
Since AI is dominating the market today to support these innovations, TSMC will of course be building two brand new facilities in Arizona, and that is gonna bring them into competition with Intel who has already announced plans to build facilities in Arizona as well. Al, is this a 14 process going to drive even more adoption of TSMC silicon for AI applications? Potentially it could.
Uh, one of the big challenges in in building an AI data center is getting enough power and enough compute density, well, it's usually power density, the compute density we can achieve. It's usually feeding it with power and taking away the heat it generates. And so 30% decrease in power consumption compared to their existing, it's gonna be pretty significant, particularly also in here interconnect on, um, external transceivers, which are a, a high power consumption item as well.
Not sure just how much that's gonna be, uh, optical interconnect off the chip. The, uh, things that I've read suggest it's optical inter interconnect on the chip between those multiple processes that are on this chip on wafer substrate. So it's multiple chips sitting on, on the wafer and interconnected.
Um, it's a, a little unclear exactly how that's gonna come out. And fundamentally, I, they're saying this technology is gonna debut to publicly accessible in 2028, and they're, they're still building those, um, fab factories, those production facilities in Arizona, um, as well as, uh, yeah, Phoenix area packaging plants and, uh, there's gonna be a, a lot more construction there. So, as always, there's, this is a lot of promises about what will happen in the future, and we hope that TSMC will be delivering these promises and letting them go a little more toe to toe with maybe Nvidia, maybe, um, other vendors who are providing AI chips and AI accelerators.
Uh, nice to see in there some of their enhancements. So things like putting voltage regulators actually on the chip alongside the processes rather than having to send voltage, uh, regulated voltage from a distance, which again, requires more power, um, requires thicker traces, more board space. There's a whole bunch of optimization in here.
So this chip on wafer substrate technology was launched in 2024. It is a, a thing that is, uh, has been delivered particularly for high performance compute. And we know that although AI vendors don't like to see this, there is a definite line between how high performance compute works and how AI works.
They're not the same thing by any means, but a lot of the concepts transfer across, across, uh, I think this will help TSMC continue to, to compete and, um, to compete with both Intel and to, uh, to a lesser extent Nvidia. And hopefully they're gonna be able to deliver exactly those power savings and there's increased performance that they're promising. With this new a 14 program process, Convault has introduced a new factory settings feature to its clean room recovery service.
This feature enables organizations to restore critical systems to a secure, well-known good state after a cyber attack. This capability helps ensure that recovery environments are free from malware or unauthorized changes, uh, supporting faster and safer restoration of operations. It's interesting that clean room recovery doesn't quite mean the forensic recovery that I would've previously thought.
Tom, this seems like it's gonna be very important as we continue to see particularly ransomware, uh, attacks and on Linux systems living off the land kind of behaviors Of these ransomware attacks. This is kind of the, this is the last resort button, if you wanna call it that, because like you mentioned, there's, there's different kinds of recoveries, right? Like sometimes we wanna recover files because we wanna actually see where they were and what they were doing, the forensic kind of analysis.
Then there's the, we need to get things back operational to yesterday because we need to be able to get things operational tomorrow. And, and that's a little bit more destructive, if you wanna call it that. But, uh, then there is the, I guess maybe we should call it the Ellen Ripley option.
I say we take off and nuke the entire site from orbit because it's the only way to be sure. And that's kind of what we're talking about here. And I love the fact that Commvault offers this as an option to say, we are gonna take a clean snapshot of this system, of the site, of whatever it happens to be.
And when you hit the big red button, or blue or green or whatever color you wanna make it, it goes back to this like we, and, and I'm sure that part of this is going to be that that's an immutable copy. And and maybe you can say, well, you know, every six months, every year, whatever, we're gonna upgrade our factory reset to, to X or what have you. But like I said, this is the absolute vallet.
We are not recovering anything back, you know, that has been made since this point. And that sounds harsh. Like, like I'm sure that, uh, a resident storage expert, Mr.
Steven Foskett will be listening to this episode going, oh my God, they're gonna do what? But sometimes that's what it takes. Like think about when your iPhone is so far gone, or Android, if you're using an Android, if your phone is so far gone that you just, you've gotta wipe it and restart.
I mean, I had to do that to my son's iPad a while back. It was working, but like, it kept, uh, got caught in a boot loop because it didn't have enough free storage because somehow in the whole thing it said, oh, well we've, we've consumed 80% of the drive, uh, for system storage. And the only solution once it was in a boot loop was to restore it.
Now, when I restored it, everything came back just fine. 'cause I had an iCloud backup as you should have. But this is that version of saying we have a good data copy from, I don't know, call it January 3rd, and we know that things were working well then, and we backed up the transaction somewhere else.
We're just gonna wipe this thing back to what it looked like on January 3rd and go from there. Um, use with caution though, with all, uh, you know, magic erase buttons. Uh, sometimes you get unintended side effects, but at at least, you know, you've got another tool in the toolbox because if the, the alternative is to restore from a backup from two weeks ago and then go figure out how they got into your systems.
And is this malware persistent and are they able to move laterally? Again, I I, I don't have a good answer for anything other than the Ellen Ripley option. Here's a fun one.
The Cloud Native Computing Foundation is actively working to protect the open source integrity of the Nats project. That's NATS because the company that donated it to the C-N-C-F-C NAIA is attempting to remove the project from the CNCF and relicense it under the business source license because they wanna reclaim control over those assets. Now, CEDIA originally donated Nats to CNCF back in 2018.
They want to back it out because they wanna assert ownership over the Nats trademarks and infrastructure. Now, in, in blog posts that we're gonna put up in the show notes, CNCF contends that those actions violate community driven governance models and the commitments that were made when the project was donated seven years ago. The foundation emphasizes that the open source projects that are in the CNCF umbrella should remain community owned and vendor neutral, and is taking steps to ensure that Nats continues to operate under these principles.
This isn't the first time that we have seen an open source project creates some problems because of the business source license, because this happened to HashiCorp a while back. Uh, al you're a proponent of open source in all kinds of wonderful things. Should CEDIA be able to reclaim that project from CNCF just so they can relicense it?
Well, here's the thing. Uh, usually companies take some software that they've built and donate it to CNCF, uh, because it's gonna help their business. And that they hope that by making it open source, other people will contribute to their project and improve the software and therefore make it easier for them to cont the, the commercial organization that donated the software to continue to trade and make a profit.
Where it starts to fall down is where an open source project is only being developed by the original donor, and there are minimal contributions from anybody else for whatever reason. They can be a variety of reasons. Sometimes it's about how the projects are governed and led and other times it's that the feature set is just not interesting enough to see development.
In that case, the commercial organization looks at it and says, well, we put all of our intellectual property into the software that we donated, not getting a return for our donation. When I make a donation to a charity I want to support, I expect them to use that donation for their benefit more than for mine. Hmm, maybe there's some altruism that I have as a, as an individual human that doesn't really apply to a commercial organization.
And, uh, what we're seeing here is, uh, Sania seems to want to bring this thing back because they've given away too much value from the organization. They're not able to add enough additional value to the open source to be able to make their own business viable. At least that's my interpretation of why they're choosing to pull this back.
Uh, the other way that this sometimes plays out, and we saw this, um, with the database that AWS released, uh, document db and it was a, a clone of an open source database or, or it was actually an open source database that they produced a, a service on and some challenges around that. Cloud providers taking open source and just releasing a service, leveraging what's being donated by another commercial organization. Uh, we do see changes in licensing around that as well.
Although there's some, some fun stuff in governance here. I think the CNCF is doing the right thing by standing up for saying you made a donation, you can't take it back. Um, that's not the way donation works.
And that the important, there is a very important element here of, uh, once things have become open source, somebody has to stand up for the open source and protect that. Uh, but also the whole idea of open source is communal development. So active projects where improvements are being made, the requirements of customers using the software are being met by these changes.
This is an important part of open source. And if it starts to fall down, if there's no, uh, if, if there's no motivation for developers to improve the open source project, this is where we're going to start seeing challenges. And maybe we need to see if there is a way for a, a graceful exit.
Uh, one of the most common ways we see this is that the commercial organization will fork the original code and will release a new updated version of code with new proprietary code that is not covered by the existing license. It really does depend what license was applied when this, um, nets project was open sourced. It's a project that's, that's used and embedded inside people's applications to the message passing between different parts of the application, particularly from on-premises to cloud or across multiple clouds.
Um, you know, we'll see how this plays out. I don't think it's over battles over trademarks and open source are nothing new. Uh, we reported a while ago on the ongoing WordPress, uh, atomic Matt Mullen work, um, dramas.
There's nothing new. Open Tofu also recently, uh, joined the CNCF, which was the, the outcome of that. Uh, earlier Terraform, uh, closed sourcing, more drama to follow.
At RSA 2025 HPE announced updates to make it cybersecurity tools work better across different platforms. This includes Integr improved integration of its networking and security tools, smarter DDoS protection using ai 'cause everything's better with AI and new options to disconnect from the internet during threats. Wow, that would've been really useful about 30 years ago when the first email based threats were coming in.
Uh, HPE also added features to help protect data in the cloud and AI environments. Aping aiming to simplify security and make it more flexible. Uh, Tom security is you tell me what the heck's going on.
Um, this all comes down to everybody's favorite Explorer, Dora. Well, okay, not Dora the Explorer, although if you wanna say backpack, say backpack, uh, no, this is about the Digital Operations Resilience Act. And if you don't know what that is, that's because you don't live in Europe.
Uh, this is a new regulation. I say new, it's, it's, it's not brand new. Uh, but this Dora is aimed at financial providers in the eu and it is designed to keep them online when everything goes wrong.
And there's parts of Dora that now need to be implemented, and one of those is a kill switch. We laugh, right? Because the Morris worm took down all of these systems, and man, if we'd have just been able to unplug 'em from the internet back in the eighties and nineties, we would've been okay.
But it's actually kind of more common now for large malware deployments to have a command and control server out there somewhere. And we saw this, uh, from, uh, a few years ago when, uh, Marcus Hutchens actually black hold a massive cyber outbreak because he registered the domain name that one of the malware pieces was looking for as A-A-C-N-C black hole. If that domain name was online, then it was gonna stop propagating.
And just by sheer dumb luck, he found it and, and created that, and then of course created a whole other mess for him himself with the FBI. But I'm not gonna go there right now, but this is, this is becoming a more common thing, right? If the, the attackers are assuming that all of these systems are, uh, terminally online.
So all they have to do is make it so that when the system checks in with CNC server, then uh, it'll keep propagating, it'll keep doing all this crazy stuff, and then it can be used to launch DDoS attacks and stuff like that. And so now what HPE is saying is, okay, we're gonna comply with Dora. We're gonna add these kill switches.
We're gonna add policy, uh, that allows you to, uh, you know, take systems offline until the threat passes until a certain amount of time elapses or we're seeing, uh, no more anomalous traffic coming from these things. It's essentially a way to prevent you from continually reinfecting yourself, but also to shut down the capabilities that these people will have to leverage your networks to do other stuff. Because we've seen that quite a bit in, in the DDoS arena, right?
Like Claude Flare is talking about blocking, uh, DDoS attacks that are dozens, if not hundreds of gigabits in size. And, and that's a lot. But, you know, this is all being integrated into GreenLake.
This is all being integrated with HP Aruba Networking because all of this came out of, uh, some of the work that Phil Mara's team over there has been doing. Uh, you know, it's, it's designed to help people feel better about migrating things into, uh, an, uh, a cloud environment like, uh, HP GreenLake and, and the things that they're doing. But more importantly, uh, for organizations that are subject to dora, which if you do business in the eu, you absolutely are.
Um, you have to make sure that you are following these regulations because if you don't, um, then swiper will definitely swipe some things from you. Let's take a closer look at a story that involves our friends over at Intel, because they're still looking to smooth out their operations under new CEO Lip Bhutan. Last week there was an announcement that Intel was gonna be cutting some more positions, and initial reports said that the rumors were as high as 21,000, which would've been 20% of their workforce.
And then on Friday, CFO, David Zenner said, uh, absolutely not. Uh, instead what he said was, each department will assess the structure that they have, and then they're gonna decide whether or not they're gonna cut positions or offer voluntary buyout packages. However, Zenner, who is the CFO, so he would know, said that maybe not all of those buyout offers were gonna be accepted.
And if you're one of those older people that's been sitting around going, well, I'll just take an early retirement, not so fast my friend, because Intel announced that early retirements are not gonna be considered at this time. The stated reason, of course, is that in the long term, previous early retirement options had led to some long-term problems that they don't wanna repeat again and again. All right, Al, I know that the rundown this year really feels like we have been punching intel to the point where the kid on the Simpson School bus is saying, oh, stop, he is already dead.
But I gotta ask the question, are we at the point where Intel can cut more to get to profitability, or are we gonna have to look at other options? Now? I think the, the headline of more people being laid off after 15,000 laid off, uh, last year with Pat Gelsinger, um, that that headline definitely reflects the fact that there is a large change being made at Intel.
Whether that means that it's a 20,000 existing staff or 21,000, if, if those numbers follow up, um, these massive numbers of people leaving isn't necessarily the whole story. What very commonly happens in tech companies is that the bit of the company that is underperforming, the bit of the company that was awesome five years ago, but is no longer pulling its weight, gets cut off under new, but gets grown, that is going to move forward and improve. So I do think there's a little element where, uh, lip bhutan's plan, he says, uh, I will make it perfect when he speaks of, of Intel.
Uh, so he may be flowing that idea that perfection is achieved, not when there's nothing left to add, but when there's nothing left to remove. Um, not sure that that gets us to the, the forward space. Hopefully alongside these eliminations of, um, parts of the, the business that have been underperforming and that are yesterday's intel, hopefully there's a growth in tomorrow's intel because, uh, lip bhutan's there to make a recovery, to make a turnaround, to make Intel, uh, perfect.
And you can't do that by continually cutting away. You will certainly reduce your burn rate on money, but then doesn't increase your income. You've gotta increase your top line.
You've gotta produce new products that are competitive in the market, that are demanded in the market, and that are taking on the people who have been eating your lunch recently, specifically Nvidia and increasing the a and d. You've gotta get ahead of these people and build new products. Tom, do you see Intel building new products, adding more replacement people for some of these?
I, I don't right now, and that's part of the problem. You, you mentioned, you know, lit Butan says, I'm gonna make it perfect, and yeah, when there's nothing left to remove it, it, it could be perfect. I mean, I think of the old story of the Zenith.
Uh, CEO used to walk down the assembly line and he'd yank a piece off, and then when it didn't break the tv, he'd say, well, you didn't need that piece. And when you yank off enough pieces that finally you break something, oh, look, we, we found a part we needed. But that's not a strategy for, I don't know, um, survival.
Like, here's the thing. Intel is finding itself in a very hard spot because their plans to become more profitable, or at least stop the slide, require people to do things like you said, but you don't know who that's going to be. And that's the weird thing about this.
They've already said that they're gonna have every organization go through and figure out who needs to go and who needs to stay. That sounds to me like it's gonna be asymmetric. You're not just gonna go in and they're gonna go like you and you and, and 20 people over here, and I guess 20 more people over here.
Some of these organizations are going to get hit hard and they're gonna make sure that the people who are left behind in the areas that they think are going to be their growth areas are not gonna be allowed to take an early buyout and they're not gonna be able to take an early retirement. So basically, you guys are gonna be here because we need you. And I wish they would do a much better job of communicating that upfront, because that to me is where Lit Bhutan's leadership really is needed right now.
Here are the things we are going to do well, and whatever they are, you're gonna have to double down on those, right? Because I, I remember recording rundown episodes late last year saying, you know, Intel gouty can't miss, like, like if they wanna get on the AI bandwagon, their GPUs can't miss and they gotta do this and they gotta do that. And here we are, less than a year later going new CEO cutting people left and right, they need to succeed at what, that's the question that I think that Intel has to answer right now.
What are you gonna be a fab facility? Are you gonna build out that Ohio fab in these Arizona fabs? Like in the story we talked about where you're gonna be, uh, coming into competition with tsmc?
Are you gonna try to become the homegrown tariff proof company, then say it? Because that's gonna take time for you to get those things adopted. But if I don't know what you're building other than making more CPUs, that doesn't give me any, any hope for the future.
Because what if you're cutting jobs from the CPU manufacturing and the packaging people and all that other stuff, if you're cutting those from areas that I know you're good at, that's a signal to the rest of the, of the market that you are trying to either survive or that you don't wanna be good in those things anymore. We have to see what's going on because then what happens then the rumors come out that you're cutting 20% and everybody flips out because oh my God, how can you cut 20% of your workforce and continue to be a market leader leader? You've got to provide guidance.
And that, that's table stakes right now, as, as, as I see it. All right. With that being said, luckily there are some things that are coming up on the horizon of the future, at least from the tech Field Day side that you can absolutely hang your hat on.
And the first of those will be next week because I am gonna be in Silicon Valley talking about all things related to mobility. We are gonna be having mobility Field Day, uh, 13. We're gonna have presentations from great companies like, uh, Juniper, Cisco, Ubiquiti, Fortinet, Nile, cel, um, Arista and more.
com and check out what's going on there. And then coming up after that, the next week, uh, Steven is gonna be at, uh, tech Field Day experience at Click Connect 2025. Uh, it was a great opportunity for you to learn more about what Click has been working on since we had our, uh, click Connect experience last year.
And I know he's gonna have a wonderful lineup of delegates around the table, uh, enjoying, uh, all the great things that there are to offer at events like this. And then at the end of May, you're gonna be hearing from me once again at Security Field Day. We have a wonderful lineup of companies, uh, Microsoft, Dell, Veeam and more.
com. Uh, you can also check out the delegates that are gonna be there. Uh, it's gonna be a lively bunch.
Uh, luckily nobody's gonna be guessing anybody, pa anybody's passwords 'cause we're all two-factor enabled. And you should be too. You should use all of the factors of the Tech Field Day rundown, whether you are checking out the video on the tech field Day plus YouTube channel, whether you're listening to the audio format of this in your favorite podcast application, or go over to the website and check on the show notes because we link to all the articles that we use for research and sometimes we link to some other fun stuff too.
But we will be, uh, producing this episode every Wednesday in the afternoon. You know, once you get a little bit of caffeine and some lunch down, you then it's time to listen to the news and hear what Al and I have to say about it because Lord knows we, we have as much fun as we can with some of this stuff. Uh, but you know, we'll be back next week with some more exciting, fun news.
There'll probably be some stuff out of RSA and a few other things. But until then, make sure that you're subscribed to Tech Field Day, across the board, uh, website, uh, for upcoming events, our newsletters for all the stuff that you need to know. And if you have any new stories that you wanna send our way, you know, make sure you check out all of our social media channels.
Those are listed on the website as well. Uh, we'll be back next week with more great news. And until then, uh, make sure you stay dry, uh, and enjoy an oatmeal raisin cookie for me.
Will you.