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!

 

Has AWS Proven the Commoditization of the CPU with Graviton4?

• https://moorinsightsstrategy.com/research-notes/research-note-does-2024-mark-the-beginning-of-the-end-for-merchant-silicon/

 

HPE's Intention to Acquire Juniper Networks

• https://x.com/MoorInsStrat/status/1744888379681231213?s=20

 

AI and Quantum (No Li-ion)

• https://cloudblogs.microsoft.com/quantum/2024/01/09/unlocking-a-new-era-for-scientific-discovery-with-ai-how-microsofts-ai-screened-over-32-million-candidates-to-find-a-better-battery/
• https://arxiv.org/abs/2401.04070

 

Nutanix and Intel Want Your Business-Critical Apps

• https://www.youtube.com/watch?v=uanz4xN7mE4

 

Cisco's Intention to Acquire Isovalent

• https://x.com/WillTownTech/status/1737947176586907854?s=20

 

AI: Don't Worry, Be Healthy

• https://blog.research.google/2023/12/2023-year-of-groundbreaking-advances-in.html

 

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.