Alan Shimel

Alan Shimel

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Articles by Alan Shimel

F5

The F5 Breach and the Fragility of Modern IT Infrastructure

October 20, 2025

F5’s breach by a nation-state actor exposed stolen BIG-IP source code and unpatched vulnerabilities, highlighting deep risks in IT infrastructure monocultures. This incident underscores the urgent need for architectural diversity, transparency, and supply chain resilience across the digital ecosystem.

networking, cloud, repatriation, cloud, migration, costs, multicloud, strategy, cloud

The Mid-Market’s Repatriation Movement: Cloud-First Doesn’t Always Fit

September 30, 2025

Alan argues that the “cloud-first” mantra is losing its grip, especially for mid-market companies caught between hyperscaler costs and limited resources. The 2025 reality is repatriation — moving steady, predictable workloads back on-prem or into colocation while keeping elastic, innovative workloads in the cloud. The future isn’t binary but hybrid, cloud-adjacent, and business-first, where strategy trumps ideology.

Wall Street Goes Bearish on AI Datacenters

September 26, 2025

Alan analyzes the AI-driven data center boom reshaping Wall Street, state economies, and energy grids. From trillion-dollar bets to environmental risks, discover whether today’s infrastructure surge is building the future or fueling a bubble.

The Many Angles of the NVIDIA Investment in Intel

September 18, 2025

Alan analyzes NVIDIA’s $5B stake in Intel, a bold partnership poised to reshape the semiconductor market. By aligning CPUs and GPUs for AI, the move boosts Intel’s turnaround prospects, challenges AMD, and raises new questions about U.S. chip sovereignty.

search, bots, magnifying glass, predictions, future, research

The Coming Showdown Between AI Bots and Search Bots

September 16, 2025

Alan explores how the IETF’s proposal to distinguish AI bots from search crawlers could redefine internet economics. With publishers seeking protection, tech giants positioned to win, and IT leaders tasked with enforcement, the coming “bot wars” will test governance, security, and trust at the core of digital business.

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