Moor Insights & Strategy Podcast

Ep7: MI&S Datacenter Podcast: Cisco, IBM, HPE, Oracle, AMD, Arm, IoNQ, “Dirty Data,” and AI


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Cisco Acquires Accedian and SamKnows

    • https://twitter.com/willtowntech/status/1674446283858227201?s=46&t=W46jiq63kgn_RPDlW_rmJQ

 

July Reminder: Don't Eat Dirty Data

  • https://www.ibm.com/products/watsonx-governance

 

AMD Epyc in Storage

  • https://www.forbes.com/sites/moorinsights/2023/06/23/research-note-oracle-launches-exadata-x10m/?sh=26db92f56a6e
  • https://www.globenewswire.com/news-release/2023/06/21/2692088/0/en/AMD-EPYC-Embedded-Series-Processors-Power-New-HPE-Alletra-Storage-MP-Solution.html

 

What a Mean AI Bot Can Do

  • https://arxiv.org/pdf/2305.15324.pdf

 

HPE Discover Recap

  • https://www.forbes.com/sites/patrickmoorhead/2023/06/26/hpe-further-highlights-greenlake-on-prem-cloud-through-at-discover-event/
  • https://www.forbes.com/sites/moorinsights/2023/06/22/hpe-extends-its-enterprise-naas-leadership-at-discover-2023/
  • https://twitter.com/MattKimball_MIS/status/1671289647769739264
  • https://twitter.com/MattKimball_MIS/status/1671218196236619776
  • https://twitter.com/MattKimball_MIS/status/1671295050670817280
  • https://twitter.com/willtowntech/status/1671874959356882944?s=46&t=W46jiq63kgn_RPDlW_rmJQ

 

IBM’s 1st Quantum Data Center in Europe

  • https://newsroom.ibm.com/2023-06-06-IBM-to-Build-its-First-European-Quantum-Data-Center-to-Serve-Expanding-Ecosystem

 

Infrastructure is not Commoditized

  • https://www.forbes.com/sites/moorinsights/2023/06/30/analyst-quick-take-oracle-database-on-arm/?sh=6c3d50e26139
  • https://aibusiness.com/verticals/dell-hpe-lenovo-and-nvidia-tout-ai-hardware-solutions-to-enterprises-

 

IonQ’s Swiss Quantum Data Center

  • https://investors.ionq.com/news/news-details/2023/IonQ-and-QuantumBasel-Partner-to-Achieve-Future-Quantum-Advantages-With-Deployment-of-Two-Generations-of-IonQ-Quantum-Systems-in-Europe/default.aspx

 

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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