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!
Intel Doubles Down on Core Counts and AI at Innovation
- https://www.forbes.com/sites/moorinsights/2023/09/25/intel-innovation-2023-really-was-about-innovating/?sh=36f88aec34e2
Cisco and Splunk is Full of Potential
- https://www.forbes.com/sites/moorinsights/2023/09/28/double-clicking-on-cisco-and-splunk/?sh=321d26b51424
- https://www.forbes.com/sites/moorinsights/2023/09/25/cisco-triples-down-on-observability-with-splunk-acquisition/?sh=185dbdd94280
Hello AI, Goodbye Job
- https://www.gspublishing.com/content/research/en/reports/2023/03/27/d64e052b-0f6e-45d7-967b-d7be35fabd16.html
- https://www.goldmansachs.com/intelligence/pages/generative-ai-could-raise-global-gdp-by-7-percent.html
Oracle Had a Couple of Big Weeks
- https://www.forbes.com/sites/moorinsights/2023/09/26/oracles-transformation-is-clicking-cloudworld-recap/?sh=76a9cc0a7212
BlackBerry Separates IoT and Security Businesses
- https://x.com/WillTownTech/status/1710036082664874198?s=20
The Value of 3 Logical Qubits
- https://www.quantinuum.com/news/quantinuums-h1-quantum-computer-successfully-executes-a-fully-fault-tolerant-algorithm-with-three-logically-encoded-qubits
Gigamon Delivers a Sixth Sense With Precryption
- https://x.com/WillTownTech/status/1701601366249238616?s=20
Does AI Know When It Hallucinates?
- https://arxiv.org/pdf/2305.18248.pdf
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.