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!

 

Intel Doubles Down on Core Counts and AI at Innovation

• https://www.forbes.com/sites/moorinsights/2023/09/25/intel-innovation-2023-really-was-about-innovating/?sh=36f88aec34e2

 

Cisco and Splunk is Full of Potential

• https://www.forbes.com/sites/moorinsights/2023/09/28/double-clicking-on-cisco-and-splunk/?sh=321d26b51424
• https://www.forbes.com/sites/moorinsights/2023/09/25/cisco-triples-down-on-observability-with-splunk-acquisition/?sh=185dbdd94280

 

Hello AI, Goodbye Job

• https://www.gspublishing.com/content/research/en/reports/2023/03/27/d64e052b-0f6e-45d7-967b-d7be35fabd16.html
• https://www.goldmansachs.com/intelligence/pages/generative-ai-could-raise-global-gdp-by-7-percent.html

 

Oracle Had a Couple of Big Weeks

• https://www.forbes.com/sites/moorinsights/2023/09/26/oracles-transformation-is-clicking-cloudworld-recap/?sh=76a9cc0a7212

 

BlackBerry Separates IoT and Security Businesses

• https://x.com/WillTownTech/status/1710036082664874198?s=20

 

The Value of 3 Logical Qubits

• https://www.quantinuum.com/news/quantinuums-h1-quantum-computer-successfully-executes-a-fully-fault-tolerant-algorithm-with-three-logically-encoded-qubits

 

Gigamon Delivers a Sixth Sense With Precryption

• https://x.com/WillTownTech/status/1701601366249238616?s=20

 

Does AI Know When It Hallucinates?

• https://arxiv.org/pdf/2305.18248.pdf

 

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.