#data

Can anyone in the know (VBG I guess?) comment on what Dan said about data centers and selling fiber today? Is this a viable business?

This guy is so full of it. Now he’s saying he’s going to transform central offices to data centers he’s full of it and no one believes him. Stock will go back down next week

Q2 is out. Revenue basically flat. Free cash flow flat for the half. And yet the letter reads like a highlight reel: double-digit growth here, “strong performance” there, three bold priorities for the back half. Look closer, and the growth is concentrated in exactly the places you’d expect if the story were built on acquisitions rather than the underlying business.
Automation up 3%. Sounds modest until you remember that’s the segment carrying HashiCorp and Apptio (both bought, both being folded into the base, both getting a full year of “integration growth” before the comparison gets tough). Data up 18%, presented like IBM is winning the AI battle. Except Data is also where Confluent landed. Strip out an acquisition that closed months ago and ask what the legacy products in that category actually did on their own (that’s the number nobody puts in bold).
This is the oldest trick in inorganic growth: buy a company, fold its revenue into your segment, get a full year of easy comps while contracts get renewed and “blue-washed” under the new parent, and call the blended number your own performance. It works, for about a year. Then the acquisition anniversaries into the base, the easy comp disappears, and the segment needs the next acquisition to keep the story going. That’s not a growth engine. That’s a treadmill with a one-year lap time.
Meanwhile the parts of the business that were never propped up by an acquisition tell a rougher story. Infrastructure down 7%. Transaction Processing down 9% (they’re the same story told twice). Transaction Processing is the software that rides on Z. No mainframe refresh, no new Z capacity, no large deals closing (no new MLC licensing booked either). Hardware and software here aren’t two separate lines on a slide, they’re one engine: when Z doesn’t sell, the software tied to it doesn’t sell either, and both numbers fall together because they were never actually independent.
Which raises the uncomfortable question: how much of this business is actually layered on top of itself? Acquired revenue propping up Automation and Data while the base underneath goes quiet. Mainframe hardware and mainframe software rising and falling as one, dressed up as two separate growth stories. Each piece needs the piece below it to keep moving, or the whole structure stalls at once. Call it what you want (a treadmill, a house of cards, a pyramid where each new acquisition is there to cover for the last one’s fading comp): the pattern is the same, nothing underneath is generating growth on its own, it’s all leaning on something else that has to keep being fed.
Revenue flat overall at $17.2 billion. Free cash flow flat at $4.8 billion for the half. If the “real” IBM (the part that isn’t riding a recent purchase or a hardware refresh cycle) is shrinking while acquisitions and mainframe timing carry the average, the honest question isn’t “is IBM a software company.” It’s “whose growth is this, actually, and what happens the quarter the props stop arriving on schedule?”
And right on schedule, the answer on offer is another reshuffle (new titles, new coverage models, a new operating structure for the back half). But renaming jobs doesn’t change what’s underneath them. If the growth was never really organic to begin with, no amount of reorganizing who sells it or what they’re called is going to make it real.
And this isn’t a new discovery. The pattern has been visible on the ground for years (it just took a bad quarter for the market to finally notice what employees already knew). That’s the part worth sitting with: this wasn’t leadership missing a hidden signal. It was leadership seeing it, for years, and being too arrogant to admit the story needed correcting. Too invested in a stock price number (chasing $300 a share) to step back and ask whether the growth underneath it was real.
And even if the July reorg were the right diagnosis, it isn’t the right timeline. Deployment takes months to show up as revenue under the best conditions, longer when the team doing it just got reshuffled and has to relearn who owns what. A reorg launched mid-year, needing to prove itself by year-end, is asking for a “wow” effect on a clock that deployment has never once run on. Nobody deploys enterprise software in one or two quarters just because leadership needs a good Q4 slide. So the real question isn’t whether the numbers improve by December; it’s whether anyone at the top is honest enough to say, out loud, that they won’t, and that expecting otherwise is expecting a miracle from a plan that was never built with that timeline in mind.
Numbers tell the truth when you sit with them long enough. Put makeup on them (bold a growth rate, bury the segment it came from, skip the base it’s being compared against) and they’ll tell you whatever story needs telling that quarter. This quarter’s story needed rescuing. The last-minute reorg landing on top of it isn’t the fix. It’s one more coat of makeup on a number that’s going to need a lot more than that to hold up next quarter, when the acquisitions currently doing the heavy lifting start looking like ordinary IBM again.

they were gathering attendance statistics, how much we use Copilot, p4v activity. Do you know about some other statistics being gathered?

Can anyone list any innovative improvements / enhancements Dell has made to Data Domain since EMC was acquired over 10 years go?

NOTE: Cloud Tier doesn't count since it never worked.

It got corrected

Dell kickin a-s with a third of the market, 40% y/y growth
Powerstore
PowerMax
PowerVault
PowerScale
What's there not to love?

They laid off 43500 employees reason 1. Nobody needs these stupid data centers w expensive energy eating Dell db equipment which is junk. Bet against Dell tomorrow

Massive DS cuts. Data is new gold I guess. Condolences to those affected hope your package is good

It's the argument a company has to make if
they really never even boarded the Cloud train.

https://www.fool.com/investing/2026/06/11/ibm-thinks-your-data-is-too-stubborn-to-move-and-a/

Chevron signs 20-year power agreement with Microsoft for West Texas data center
HOUSTON, June 22, 2026 — Chevron Corporation (NYSE: CVX) today announced that Energy Forge One LLC, a wholly owned subsidiary, has signed an agreement with Microsoft Corp. (NASDAQ: MSFT) to develop a co-located power facility in West Texas that will provide dedicated electricity to a Microsoft-operated data center under a 20-year power purchase agreement. Chevron and Engine No. 1 have been collaborating on the development, known as Project Kilby (“Kilby”).

Kilby is expected to deliver approximately 2.67 gigawatts of capacity, built through a phased, modular approach that enables incremental expansion over time. A majority of the generation will come from large GE Vernova (NYSE: GEV) turbines and associated electrical infrastructure, with additional capacity provided by Solar Turbines, a wholly owned subsidiary of Caterpillar Inc. (NYSE: CAT). This positions Kilby among the largest co-located natural gas power and data center developments in the U.S., supporting the next phase of American AI growth by leveraging America’s natural gas advantage.

What exactly do Fidelity's data scientists do on a daily basis? As far as I can tell, their only visible output is a stream of irrelevant papers and patents.The majority of these patents appear to be little more than clever linguistic exercises.
I've yet to see any substantive work come out of that team. Meanwhile, our AI unit is supposedly larger than Amazon's. With so many brilliant minds already building and open source cutting edge LLMs, what meaningful contributions can an internal group like this realistically make?

The skepticism regarding the internal team's value is compounded by the sheer scale of the global competition. While the organization maintains a significant footprint in AI and ML engineering, the focus on academic-style outputs like research papers and patents often feels disconnected from the practical realities of high-impact financial operations. In contrast, other major institutions are aggressively integrating data and AI to transform core business functions. For instance, McDonald's is leveraging its Enterprise Data, Analytics, and AI (EDAA) organization to develop capabilities for pricing, demand forecasting, and transaction modeling through their "Accelerating the Arches" strategy. Similarly, firms like JPMorganChase and BlackRock are focused on applied AI and AI data engineering to drive enterprise value.

If an internal group is to justify its existence alongside massive open-source efforts, it must pivot toward delivering scalable, high-impact data products that address specific business challenges such as financial forecasting models, data integrity controls, and advanced reporting rather than simply adding to a list of theoretical patents. Without a clear roadmap that bridges strategic financial objectives with digital transformation, the contributions of such a large unit remain difficult to quantify.

Ouch! another blow to our company

https://www.fcc.gov/document/fcc-fines-att-57m-location-data-violations

How is it more efficient to have gone from using one tool.... Saleworks... to now using two tools DSA & Saleworks to track the same data? Also... the seperate data in DSA & Saleworks is less accurate or accessible than it was when it was solely in Saleworks. Make it make sense!!!!!!

Here are some new sheet ideas for those workbooks that guide leaderships decisions. I know that our country and our citizens welfare will not be factored in.

1. Plot visa sponsorship against recalls
2. Plot cumulative layoffs against recalls
3. Plot them both against labor cost per dollar earned.
4. Plot visa sponsorship growth in groups, I bet it's exponential.

Heard through the grapevine that five more data centers will be closed. Anyone know more about the locations that will be affected?

A monthly aggregate means that we don't know about any data problems until after the fact. And since this data is tied to performance and possibly bonuses, we should on a weekly basis if any of our in office days didn't track accurately. Fix this please MC!

My Mac RTO data was improved for old months. The only thing is I can't tell if they actually fixed the data problems or just restored preexisting badge swipe data for older months since they couldn't figure out a Mac data fix. Does anyone know?

Data science projects face up to an 80-95% failure rate primarily due to poor data quality, lack of clear business goals, and organizational silos rather than the models themselves.

Milestone Technologies announced permanent layoffs affecting 66 workers. These employees are at a Prineville data center. The data center is tied to Meta Platforms. Layoffs are occurring due to an expiring contract. Terminations are expected to begin on June 28.

Prineville, Oregon

https://www.centraloregondaily.com/news/prineville/prineville-data-center-layoffs-meta-milestone/article_52864dd9-eeb6-44ed-ab79-6a55107f8105.html

Details of the 2026 Breach

• Cause: Unauthorized access to systems via a vendor's Oracle software vulnerability, discovered by Humana around September 29, 2025, and reported in March/April 2026.
• Impacted Data: Names, Humana IDs, Social Security numbers, medical billing/claims information, dates of service, and provider names.
• Scope: Reports suggest thousands were affected, with a specific filing for Texas citing roughly 2,104 residents.
• Response: Humana fixed the vulnerability and is offering 24 months of free credit monitoring and identity restoration services through Equifax, with an enrollment deadline of March 31, 2027.
  Legal Action and Safety Measures
• Lawsuits: A class action lawsuit was filed in Kentucky federal court in March 2026, alleging negligence and failure to protect patient information.
• Investigation: Legal firms (e.g., Federman & Sherwood https://www.federmanlaw.com/blog/humana-inc-data-breach-investigated-by-federman-sherwood/ ) are investigating the breach for potential legal action.
• Protection: Impacted individuals should receive a notification letter, monitor their credit reports, and consider placing fraud alerts.

Humana is facing significant controversies, most notably a class-action lawsuit alleging the use of an AI tool ("nH Predict") to wrongfully deny, limit, or terminate post-acute care coverage for Medicare Advantage patients.

Other issues include federal lawsuits over Medicare billing, data breaches, and a 2025 court loss regarding star ratings that risked billions in payments.

Key Humana Controversies and Lawsuits
AI Coverage Denials (nH Predict):

—A lawsuit alleges Humana uses the "nH Predict" algorithm, developed by naviHealth, to override physicians' recommendations and prematurely cut off rehabilitation or nursing facility stays for elderly patients. The suit claims these, which are "rigid and unrealistic predictions for recovery," are used to maximize profits.

—Medicare Advantage Fraud Allegations: Humana has faced multiple lawsuits under the False Claims Act. In 2024, they were involved in a $90 million settlement related to claims of overbilling the government for Medicare Part D prescriptions.

—Star Ratings Loss (2025): A Texas judge upheld a decision by the Centers for Medicare & Medicaid Services (CMS) to downgrade Humana’s 2024 star ratings for certain plans. This loss threatens billions of dollars in revenue for the company.

—Illegal Kickback Allegations: Lawsuits have alleged that Humana paid illegal kickbacks to insurance brokers, such as SelectQuote, to steer consumers into their Medicare Advantage plans between 2016 and 2021.

—Data Breaches and Security: Humana has reported incidents where unauthorized parties attempted to access member accounts, and they have faced class action suits regarding the protection of sensitive patient information, including a 2026 incident.

—False Statements (OIG Violations): Humana previously agreed to pay over $411,000 for allegedly violating the Civil Monetary Penalties Law by making false claims/statements regarding "meaningful use" payments in their electronic health records.

These legal challenges have created volatility for the company's stock, particularly surrounding the profitability and quality of its Medicare Advantage business, which is the primary source of its revenue.

Is this true? If so, seems very underhanded

https://www.cpapracticeadvisor.com/2026/04/28/accountant-data-analyst-accuse-exxon-mobil-and-empire-petroleum-of-defrauding-taxpayers-in-orphan-well-scheme/182334/

Crazy to me that it's been falsely reporting for about 2 weeks now.

Wisconsin Watch developed a new dashboard. It tracks layoffs across the state of Wisconsin. The tool uses Worker Adjustment and Retraining Notification (WARN) notices. Employers file these notices with the state. The dashboard provides data on company name, location, and workers impacted.

https://wisconsinwatch.org/2026/04/track-statewide-layoffs-across-wisconsin/

There were more layoffs in the Data and AI org in TPX yesterday. Unsure how many total were laid off but it was more than just the higher ups they said in the email.

Affecting ATS, Business, Ops

New Center of Excellence being created under Sabrina Sanders’ Org to standardize data collection

https://hoodline.com/2026/04/oracle-plugs-san-jose-ai-data-centers-into-massive-bloom-energy-power-deal/

Oracle is locking in a mountain of electricity for its AI ambitions, signing on for up to 2.8 gigawatts of Bloom Energy fuel-cell power to feed its data-center buildout. An initial 1.2 GW is already under contract and is being rolled out across Oracle projects this year and through 2027. The deal highlights how the AI bo-m is forcing cloud giants to secure their own on-site power instead of waiting in line for slow utility interconnections.

It says that Mac and VID data is still being fixed. My numbers are extremely wrong, but I'm skeptical they'll ever be fixed. Does anyone know anything?

What kind of company changes rules and then publishes bad data based on those changes? If I can't trust the data now then why should I trust it next month?

It says, "NOTICE: In‑Office Adherence data quality has been corrected for most team members; however, VDI and some Mac users may still experience incomplete or inconsistent data. This notice will be removed once the remaining issues are fully resolved."

Does anyone have this information for last year and this year?

When will the March RTO data be live on Workday?

Has anyone told Sarah that we are about 25 years behind in terms of technology? It’s actually embarrassing, yet her town hall she emphasized the need for us to be immersed in data. Why can’t anyone close to her tell her the truth?

https://www.kptv.com/2026/03/30/california-woman-files-class-action-lawsuit-against-nike-after-data-breach/

Another class action

So, basically the only thing there keep is Data Center Technicians IC5 and IC6 and only until they figure out how to Automate the manual work replacing cables and drives.

I know Jeff was swinging the axe yesterday and some poor 400 souls got hit sadly. The real question on my mind is did he completely obliterate the Data&AI group or are they still around. I know a director was let go in January/February. I'm just curious if he managed to plug the Data&AI money hole for good...

Sic transit gloria mundi.

"The C1X elevates Apple’s in-house RF capabilities to tier 1 status. Data from Q4 2025 unequivocally demonstrates that Apple’s in-house C1X modem represents a generational leap over the previous C1 model. Our data indicates that it has achieved real-world parity in download and latency performance with the Qualcomm X80 across numerous networks in both ideal and challenging conditions, proving the silicon is a performance equalizer rather than a compromise."

https://www.ookla.com/articles/apple-iphone-air-c1x-modem-q4-2025

On November 29, 2025, MOA became aware of suspicious activity within its systems. MOA
immediately launched an investigation with third party specialists to confirm the nature and scope of the activity The investigation determined that certain files in the MOA network environment
were accessed or copied without authorization from MOA between November 14, 2025, and November 29, 2025. MOA thereafter undertook a thorough, time intensive review of the
potentially impacted records to determine what information was potentially impacted, to whom the information related, and to identify contact information for purposes of providing notifications.
That review recently concluded
The information that could have been subject to unauthorized access includes name, Social
Security number, and driver's license number.Mullen.law
Office of the New Hampshire Attorney General
March 23, 2026

Page 2
Notice to New Hampshire Residents
On or about March 23, 2026, MOA provided written notice of this incident to four (4) New
Hampshire residents. Written notice is being provided in substantially the same form as the letter

attached here as Exhibit A.
Other Steps Taken and To Be Taken
Upon discovering the event, MOA moved quickly to investigate and respond to the incident, assess the security of MOA systems, and identify potentially affected individuals. Further, MOA notified
federal law enforcement regarding the event. MOA is also working to implement additional safeguards and training to its employees. MOA is providing access to credit monitoring services
for twelve (12) months, through Experian, to individuals whose personal information was
potentially affected by this incident, at no cost to these individuals.
Additionally, MOA is providing impacted individuals with guidance on how to better protect
against identity theft and fraud, including advising individuals to report any suspected incidents of
identity theft or fraud to their credit card company and/or bank. MOA is providing individuals
with information on how to place a fraud alert and security freeze on their credit files; the contact
details for the national consumer reporting agencies; information on how to obtain a free credit
report; a reminder to remain vigilant for incidents of fraud and identity theft by reviewing account
statements and monitoring free credit reports; and encouragement to contact the Federal Trade
Commission, their state Attorney General, and law enforcement to report attempted or actual
identity theft and fraud.
MOA is providing written notice of this inci