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!

 

Arm Announces Third Generation of Neoverse

• https://www.linkedin.com/feed/update/urn:li:activity:7166188654426550273/

 

A Photon-Ion Cocktail

• https://ionq.com/news/ionq-achieves-critical-first-step-towards-developing-future-quantum-networks
• https://x.com/Moor_Quantum/status/1760763360511967357?s=20

 

Observability a Bright Spot in Cisco 2Q Earnings

• https://x.com/MelodyBrue/status/1760457770636095581?s=20

 

Intel Foundry - Gelsinger Gets it Right

• https://www.intel.com/content/www/us/en/newsroom/news/foundry-news-roadmaps-updates.html#gs.5ey5lf

 

Google Does Gemma

• https://blog.google/technology/developers/gemma-open-models/
• https://x.com/Moor_Quantum/status/1760734088955318332?s=20

 

Fortinet Posts Solid 4Q & EOY Growth

• https://x.com/WillTownTech/status/1755276584733356254?s=20

 

Quick Recap of NVIDIA 4Q Earnings - Holy Heck

• https://www.linkedin.com/feed/update/urn:li:activity:7166198592133586945/

 

AI Alliance's Open AI Advocacy

• https://www.forbes.com/sites/moorinsights/2024/02/16/the-ai-alliance-how-to-make-friends-and-influence-ai-policy/
• https://x.com/Moor_Quantum/status/1759956183807365405?s=20

 

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.