Moor Insights & Strategy Podcast

Ep.31 of the MI&S Datacenter Podcast: Talking AMD UEC NIC & EPYC & MI300, OpenAI, Qualcomm, IBM


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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!

 

AMD Is Bringing Sexy Back To Networking

https://x.com/WillTownTech/status/1844465726226301209

 

OpenAI o1 Is PhD Smart

https://openai.com/index/learning-to-reason-with-llms/

 

Mo’ Cores Mo’ Cache - AMD PI

https://www.amd.com/en/products/processors/server/epyc/9005-series.html

 

Qualcomm Gets Edgy With Campus & Branch Connectivity Infrastructure

https://x.com/WillTownTech/status/1843375274781749430

 

Europe Gets A Quantum Data Center

https://www.ibm.com/quantum/blog/europe-quantum-datacenter-software

 

Mind The (AI) Gap - AMD PII

https://www.amd.com/en/products/accelerators/instinct/mi300.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.

 

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