What do earnings mean to infrastructure decisions? Join us as we break down Google and AI, as well as Microsoft and Commvault. Keith also breaks down the new VMware enterprise license - a great move for the enterprise. Then, we close out on SuperMicro. 

Coming off of IBM TechXchange and a CIO roundtable of F100 CIOs, we dive into AI and Anthropic, Granite, mainframe, open source and Cohesity. CIOs express concerns on chip distribution, BRIC geopolitics, and what that means for managing the growth of IT.

Reporting from the IBM AR event, BMC conference and Lenovo Tech World, covering key announcements. Plus, a look at the impact of new investments in nuclear power, liquid cooling, IBM's Quantum chip and its implications for security, and how the formation of the new x86 group will impact future roadmaps.

Keith Townsend, Camberley Bates and Steven Dickens review the AI Infrastructure Field Day and the vendors that took part. They also discuss the Bank of America outage that impacted more than 60 million customers. Lastly, the team covered VAST Data's Cosmos announcement and the new OCI region in Malaysia.

Joining Steve Dickens and Camberley Bates, Dion Hinchcliffe and Keith Townsend discuss AI announcements from NetApp and Google Gemini, along with the implications of recent legal issues from the DOJ, EU, and California. However, as Keith says, it's still all about VMware.

Steven Dickens and Camberley Bates discuss the recent news and noise about repatriation, what's happening with application placement, decisions about VMware and options, as well as Lenovo's investments in AI and Neptune. Lastly and most importantly, a shoutout to our friend Brian Gong, who recently passed away.

Steven Dickens and Krista Case cover Oracle and AWS' partnership, AWS' sovereign cloud investment in the UK, Salesforce's planned acquisition of OwnBackup, Druva and data protection providers' investments in GenAI, and IBM's DS8000

Steve and Camberley get into Hock Tan's Q&A at Explore, the significance of the VCF 9 release, how to look at TCO and VCF as part of the business analysis, plus more on if it's on-premises or public cloud and why. Then, they dive into HPE's earnings and the strategic directions for its server business, including AI and enterprise, as well as where its storage and network strategies are headed.

In this episode of Infrastructure Matters, we delve into the Future of Memory and Storage Summit, discussing advancements in AI-related memory technology and Intel's ongoing challenges. We also highlight Palantir's commercial growth and Cloudera's role in data management for AI, while underscoring efforts to support women in the tech industry through the SuperWomen of FMS initiative.

In episode 50 of Infrastructure Matters, the hosts delve into recent earnings reports and industry trends, highlighting AWS's continued growth, Commvault's successful integration of its cloud division, and Intel's strategic restructuring. They also discuss Kyndryl's turnaround efforts and new announcements from Veeam, Splunk, and Google in AI and data management.