Moor Insights & Strategy Podcast

Ep. 29 of the MI&S Datacenter Podcast - We’re Talking Zscaler, AI, Broadcom, HPE, xAI, Dell


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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!

 

Zscaler’s Strong Earnings Don’t Land With Bubble Bears

https://x.com/WillTownTech/status/1831782382854357010

 

AI Can Read Your Tongue

https://www.forbes.com/sites/moorinsights/2024/09/04/say-ahh-to-ai-how-the-tongue-can-reveal-hidden-health-issues/

 

Broadcom Goes Back To The Future With VCF 9

https://www.forbes.com/sites/moorinsights/2024/08/29/vmware-explore-brings-broadcoms-private-cloud-strategy-into-focus/ 

 

HPE Q3FY24 Earnings Are A Tale Of Two Portfolios

https://x.com/WillTownTech/status/1831785559141835020

 

World's Most Powerful AI Training System

https://x.com/elonmusk/status/1830650370336473253

 

Server Vendors Had A Banner Quarter

https://www.linkedin.com/feed/update/urn:li:activity:7235270767356100608/

 

Getting To Know The Team

 

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.

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