Welcome to this week’s edition of “MI&S Datacenter Podcast” I’m Patrick Moorhead with Moor Insights & Strategy, and I am joined by co-hosts Matt, Will, and Paul. We analyze the week’s top datacenter and datacenter edge news. We talk compute, cloud, security, storage, networking, operations, data management, AI, and more!

 

Cisco Launches Hypershield to Address AI Security

• https://x.com/WillTownTech/status/1780986288029462883

 

Intel Gaudi 3 for GenAI in the Enterprise

• https://www.forbes.com/sites/moorinsights/2024/04/16/intel-announces-gaudi-3-accelerator-for-generative-ai/?sh=6c3d2cae5857

 

A Volume of Millions

• https://www.quantinuum.com/news/quantinuum-extends-its-significant-lead-in-quantum-computing-achieving-historic-milestones-for-hardware-fidelity-and-quantum-volume

 

AMD Pensando and its DPU leadership

• https://x.com/WillTownTech/status/1777332847134572915
• https://moorinsightsstrategy.com/wp-content/uploads/2024/04/AMD-Pensando-Silicon-That-Supercharges-the-Modern-Datacenter-By-Moor-Insights-And-Strategy.pdf

 

Google Announces Axion

• https://www.forbes.com/sites/moorinsights/2024/04/09/google-introduces-axion-its-arm-based-home-grown-cpu/?sh=c8038b970b43

 

Millions of Tokens

• https://arxiv.org/pdf/2403.05530.pdf
• https://blog.google/technology/ai/google-gemini-next-generation-model-february-2024/

 

Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.