In this episode of Infrastructure Matters, hosts Krista Macomber, Steven Dickens and Camberley Bates discuss AI GPUs and ransomware detection.

Key topics covered include:

Insights from Marvell's Analyst Day:

• Focus shift from commercial to enterprise and hyperscale markets.
• Growth driven by networking for AI workloads (800 PAM4) and custom compute for hyperscalers.
• Highlighting the complexity of AI datacenters and their similarities to custom car environments.

Discussion of Custom Silicon:

• Competition heating up with announcements from Google (TPU v5p), AMD (MI300X), and others.
• Public cloud options like AWS Graviton and Inferentia offering more choice.
• Potential for on-prem deployments alongside cloud adoption.

Upcoming Report on Ransomware Scanning and Analytics:

• Integrating scanning and detection within data protection tools.
• Identifying ransomware based on file signatures and anomaly detection.
• Machine learning and AI playing a crucial role in future development.

Broadcom and VMware:

• Broadcom spinning off Carbon Black and End-User Computing (Horizon) business.
• Focus on VCF (VMware Cloud Foundation) technology.

OpenText and Rocket Software:

• OpenText selling AMC business (mainframe modernization) to Rocket.
• Debt reduction and strategic focus for OpenText.
• Growth and customer optionality for Rocket.