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!

 

AMD Launches the MI300 Series

• https://moorinsightsstrategy.com/research-notes/amd-launches-mi300-series-datacenter-accelerators/

 

Itty Bitty Models

• https://store.google.com/intl/en/ideas/articles/pixel-feature-drop-december-2023/
• https://www.microsoft.com/en-us/research/blog/phi-2-the-surprising-power-of-small-language-models/

 

Intel Keeps on Chugging with Emerald Rapids

• https://www.forbes.com/sites/patrickmoorhead/2023/12/13/what-to-expect-at-intel-ai-event-a-discussion-with-ceo-pat-gelsinger/?sh=71ef3d9a5401

 

AI’s Got Game

• https://www.ibm.com/policy/why-we-must-protect-an-open-innovation-ecosystem-for-ai/

 

VAST Data Valuation Hits $9B

• https://www.linkedin.com/feed/update/urn:li:activity:7138254033709891585/

 

Subspace Correction for Constraints

• https://arxiv.org/pdf/2310.20191.pdf

 

Oracle Keeps Growing its Cloud Business

• https://www.linkedin.com/feed/update/urn:li:activity:7140118293247381504/

 

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.