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C SUITE
Lululemon Appoints New Chief AI and Technology Officer

The athletic wear company created a brand new job called chief AI and technology officer. They hired Ranju Das to fill this role starting September 2nd. Das will work directly with the CEO and help lead the company's AI plans.

At the same time, CIO Julie Averill will leave the company in September. She worked at Lululemon for eight years and helped build up their technology systems. When she started, Lululemon was worth $2 billion. Now it's worth $10.6 billion.

Das brings more than 20 years of tech experience to his new job. He worked at big companies like Amazon and UnitedHealth Group. He also started his own AI company focused on healthcare in 2023.

The CEO said they want to use AI to make better products faster and give customers more personal experiences. This change comes as many stores are trying to use technology to help their business during tough economic times.

Lululemon's sales went up 7% to $2.4 billion in the first quarter of 2025. But sales in America actually went down 2% during that same time period.

PRIVATE CLOUD
Walmart Adopts VMware's Private Cloud Solution

Walmart just made a big move in the cloud computing world by signing up with Broadcom to use VMware's private cloud technology across all its stores and operations around the globe.

The retail giant will use something called VMware Cloud Foundation to better manage its computer systems and make everything run more smoothly. This deal will help Walmart handle more data, keep things secure, and control all its software from one place.

What makes this news special is that Walmart is the biggest company to publicly use Broadcom's newest version of this technology, called VCF 9, which came out in June. Broadcom says almost all of the biggest 500 companies in America are now using their system.

This partnership comes after a rocky period for Broadcom. When they bought VMware for 61 billion dollars in late 2023, they changed how customers pay for the software.

Instead of buying it once, companies now have to pay monthly fees. This made many customers upset because their bills went up a lot. AT&T even went to court because their costs were going to jump by more than 1,000 percent.

ENTERPRISE
Volkswagen Extends AWS Cloud and AI Partnership

Volkswagen just signed up for five more years with Amazon's cloud service AWS. The German car company wants to speed up its use of AI and build what it calls a "factory cloud."

Volkswagen now runs more than 1,200 AI programs. These help with writing software code and checking that cars are built correctly. The AI also cuts down on manual work that people used to do by hand and reduces energy costs by making factories run more efficiently.

Car companies are turning to AI because times are tough. Economic problems and trade taxes are making it harder to make money.

  • Ford says AI helps them finish product work weeks faster than before.

  • General Motors uses digital copies of real factories to save time and money.

  • Toyota is testing AI helpers to get more work done.

The car industry is taking technology so seriously that companies are hiring new tech leaders.

  1. Toyota got a new technology chief for North America this month.

  2. BMW hired someone new to run its US tech office in July.

  3. General Motors added an AI expert to its top leadership team earlier this year.

📺 PODCAST
Understanding FinOps from Visibility to Action

Unlock the journey from visibility to action in FinOps with expert guest Diana Lezcano. In this episode, we dive into the world of cloud cost optimization, exploring the tools, strategies, and best practices that help engineering teams reduce cloud costs, build trust, and make data-driven decisions. Whether you’re an engineer, finance leader, or product manager, this conversation will give you practical tips to manage and optimize cloud spend effectively.

ENGINEERING
Cloudflare Boosts Performance with Hybrid Storage

Cloudflare just rebuilt their Workers KV storage system after a major outage taught them a hard lesson about putting all their eggs in one basket.

Back in June 2025, Google Cloud Platform went down for over two hours, taking Cloudflare's Workers KV service with it. This happened because Cloudflare had moved all their storage to Google Cloud to make things simpler. But when Google's systems failed, Cloudflare's customers couldn't access their data stored around the world.

The fix was smart but complex. Cloudflare built a new system that automatically decides where to store data based on how big it is. Small files under 1KB go into Cloudflare's own fast database. Bigger files get stored in their R2 object storage system. Most of their traffic involves tiny files around 288 bytes, so this split makes perfect sense.

The results speak for themselves. Read speeds improved by 40 times, dropping from 200 milliseconds to under 5 milliseconds. That's the difference between a noticeable pause and instant response.

But building this wasn't easy. Cloudflare had to solve tricky problems about keeping data in sync across two different storage systems. They write to both places at once and return success when the first one confirms the data is saved.

They also had to fix a consistency problem they accidentally created. Sometimes users would write data but immediately reading it back would show old information.

Workers KV handles hundreds of billions of key-value pairs for companies doing everything from website redirects to user authentication.

M&A
Databricks Acquires Tecton to Enhance AI Agent Context

Databricks just bought Tecton, a machine learning startup from San Francisco, to help AI agents work smarter by giving them better context about what's happening right now.

Databricks plans to use Tecton's tools in Agent Bricks. This will help companies build AI agents that can use live data to respond to things as they happen, instead of working with old information.

Experts think this is a big deal for businesses. When AI agents can see what's happening right now and react fast, they become much more useful. This works great for things like catching fraud, managing risks, fixing problems before they get worse, and helping customers faster.

This is Databricks' fourth purchase this year and shows how serious they are about making AI agents that actually work well in the real world.

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